MERLYN RELEASE | Telecom Italia – TValue Shareholder Engagement Letter

Merlyn Advisors proposal to Telecom Italia shareholders
US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine

Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
Iran-Israel | Early indications of Damascus strike response
A best educated guess on how Iran will respond to Damascus consulate attack
Iran’s options | Freedman on Putin’s ‘fanaticism’ towards Ukraine

Iran’s potential responses to Israeli strikes on the Damascus consulate that killed top IRGC commanders
Russia-Ukraine | Spy swap deals | US PCE | Israel strike on Iran Consulate

Unexpected sell-off in Treasuries. Brent Donnelly on bond yields & macro themes
MERLYN RELEASE | TValue Proposes New Telecom Italia Board of Directors

TValue announces that it has submitted its majority list for the Board of Directors of TIM in view of its renewal
Dani Kahneman | Fairwell to an Intellectual Giant and Legend

The founding father of Behavior Economics passed away. His influence stretches far beyond academia
Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist
Is a UN Security Council resolution binding? It’s a simple question
Google DeepMind & Liverpool FC | US Threat Assessment

US domestic terrorism risks. DeepMind-Liverpool partnership update
Big Tech Insiders | Credit Inflows | Moscow Attacks

Tech CEOs know best about their stock return prospects