US Jobs | BTPs | Current Views Appraisal/Update
Calling the market right, but for the wrong reasons
Iran-Israel | Axis Plans To Attack All Set! | Mossad
Iran and proxies all set to strike Israel very soon. Mossad’s Roberto Carlos record in targeted operation
Iran-Israel | OSINT | Hezbollah Founding & CIA
Was the Haniyeh strike from nearby inside Tehran? How Hezbollah came about
FOMC | Hamas | Iran | Sahm Rule | US polls
The Fed rumor mill and Sahm rule concerns
“AI Bubbles” | US Economy & Election Polls
AI/Big Tech sell-off to last? Polling nightmares and uncertainty for Republicans
Cybersecurity | Global IT Outages
What we know about CloudStrike outages and how long will it take to resolve
US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks
Bill Hwang | Science, Religion, Virtues & Vices | Great Swindles
Know your customers for who they really are, not who they claim to be.
US/French Election | Heuristics | Critical Thinking
Which industry has the best analysts? US/French election poll comments/feedback
French Election | Polling Errors | Euro 2024
Why the miss in polls? Finance guy’s date with a tree