US CPI | Musk vs. Brazil | #freespeech | Web 1.0 to 3.0 | AI productivity
Disinformation or disagreeable? A quick comment ahead of today’s US CPI release
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
Israel-Hamas | UNSC resolution | Kremlinologist & Isis-Kologist
Is a UN Security Council resolution binding? It’s a simple question
AI Chips | GPU Alternatives | Israel-Hamas
We outline 4 types of AI chips: from general purpose to task specific examples
Israel-Hamas | Negotiation talks to resume
Negotiations to resume tomorrow in Paris
Israel-Hamas | Intelligence Failures, Evasion And Deception
Where is Sinwar? Israeli intel has not recovered from October 7 attacks
Alan Brazil, US Housing | Israel-Hamas | Russia-Ukraine
Did Hamas leader Sinwar escape to Egypt?