US | New Orleans | Domestic Terrorism
Was DHS or US intel caught napping?
Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate
Catching up with recent developments
FOMC | Turkey | Syria | ISIS | Last Bear Capitulates
Ottomans and US-backed Kurdish forces in Syria on a collision course which could release ISIS detainees
RED ALERT: Russia-Ukraine | Middle East
A brief update on accumulating risks
Syria | Assad Plane Likely To Have Crashed?
They got us with a Maskirovka— a classic Russian military deception
Rubrik (RBRK) | Martin Wolf on US Exceptionalism
Great innovation, poor communication tech CEOs. Economics of happiness.
The End Of China Exceptionalism
And The Start Of American Exceptionalism
Grifols | MicroStrategy | BTC | Convertibles
Tim Hall on MSTR stock valuation. Grifols buyer flakes.
France | Bund/BTP/OAT Spreads & Budgets
European sovereign debt market woes continue to mount
John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration
Trump’s bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.