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US-China | Rare Earth Export Controls

U.S. vs. China perspective

Israel-Hamas | ‘Yes, But’ By Way of Deception

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Russia-Ukraine | From Grey Zone To Red Zone?

Just rhetoric or real risk of all out war?

Gaza: Aravim & Yahudi Deal | Quantum “Legacy”

Deal or no deal? Tony Blair?

Market Comment | Weekly Narrative Deltas

What's changed since last week

Post-FOMC | Sahm Rule | Herd Economics

Scratching beyond the surface for what works and doesn't

Best Long & Short Strategies 2025 Q4: Parts II and III

Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It

Rubrik · {Quantum | AI} · Markets

Prince of Darkness III: Quantum Collapse?

Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM

Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It

Rubrik | Tariffs | Stock-Bond Model

Rubrik Q2 earnings and market review

SCO Briefing | Russia-Ukraine | Armenia

Putin to spill the beans on Trump Alaska summit?

Comment: Markets · AI | Iran-Israel

Mid-summer melt up in risk assets

Spectra Markets | Jackson Hole Survey Results

One of the most heavily skewed survey results I have ever seen for an event like this

US Tariffs | Beyond The Rhetoric

Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW

Russia-Ukraine | Trump-Zelenskyy++ | Narrative Control

Analysis and perspectives roundup

Russia-Ukraine | Trump-Zelensky | Exxon Sakhalin-1

Follow the money trail. Trump-Zelensky script

Russia-Ukraine | Club Med White House Tour List

One up on IRGC concentration risk

Mark Galeotti | Trump-Putin · Russian Press Overview

Russian press snap responses of Alaska Summit

Trump-Putin | Russia-Ukraine

What they're saying and not saying

Mark Galeotti | Trump-Putin · Moscow View

Russian Press Ahead of the Trump–Putin Alaska Summit

Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time

Local sources. High-frequency price monitoring US tariff effects

Russia-Ukraine [Mark Galeotti · Trump-Putin] | NextFedChair

Analysis of the "inevitable" summit. Waller's odds jump. Trump's mole in Fed?

GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2}

US Preeminence vs. Exceptionalism. Why the report stands out.

NextFedChair | [FOMC, Volcker Revolt {1979-82}]

Volcker’s 1979 Regime Shift—FOMC Dissent, Policy Revolt, and Executive Interference

GSWM 2025 Review | [US Preeminence {Part 1}] · [Markets {Fed, Treasury}]

US Preeminence before US Exceptionalism was popular. Market update.

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