Iran-Israel-US | Gaza | Russia-Ukraine
Whats missing in mainstream narratives on recent conflicts.
Iran-Israel | Military Analysis | Sanctions | Best Middle East sources
Cutting through the noise/propaganda with the best sources and analysis
Iran-Israel | How much did it all cost?
Did Iran fail or succeed to meet its key objectives?
Iran-Israel | First wave of strikes launched by Hezbollah
50 missiles launched from south Lebanon
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
US airstrikes | Iran-backed militias | Wilson steps down
How many Iran-backed militias in Iraq? First slowly, then fast
Alan Brazil | US-Iran strikes | QT, Jobs & Inflation
Alan’s latest views on US Housing, and recent economic data