Russia-Ukraine | Kursk Narrative vs. Reality
Intel chief narratives don’t change outcomes on the battlefield
Russia-Ukraine | Israel-Hamas | Jordan
Troubles in Jordan, IDF casualties climb, Blinken jamming in Kyiv and ‘NATO chihuahuas’ told to keep quiet
Amateur Kremlinology | Israel-Hamas | UN
How many Hamas fighters has the IDF killed? More on the Kremlin cabinet reshuffle
Iran-Israel-US | Gaza | Russia-Ukraine
Whats missing in mainstream narratives on recent conflicts.
US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
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
Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist
Is a UN Security Council resolution binding? It’s a simple question
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine
Did Hamas leader Sinwar escape to Egypt?