Trump’s Polls | Rubrik Beats Again
What matters more to Trump than the stock market?
US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear
A balancing act. Scott Bessant’s economic plan, Ricardian something
REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Euro Defense Stocks | NATO’s TARP Relief Moment
Defense stocks on a tear. Like the TARP relief rally?
Hamas-Israel | What Next Now That Phase 1 Is Over?
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US Crypto Reserve | Omand | Russia-Ukraine
Another bold JT prediction comes through
Part 1: Paul Tucker | US-China Competition
Four possible scenarios for US-China relations
Russia-Ukraine | US Minerals Deal
Brief comments and updates from the frontline
LEAKED DRAFT | US-Ukraine Minerals Term Sheet Agreement
Here’s what’s inside the agreement
EU/ECB | Tusk | Poland | Russian Asset Seizures | Ukraine
Why borrow legally when you can steal?