Market Sell-Off | Iran-Israel & Axis
Couch commentary. SPX ‘wedge’. Update on planned attacks on Israel
Iran-Israel | Sahm Rule Again
A catalogue of failed policies and repeat mistakes…
US Jobs | BTPs | Current Views Appraisal/Update
Calling the market right, but for the wrong reasons
Iran-Israel | Axis Plans To Attack All Set! | Mossad
Iran and proxies all set to strike Israel very soon. Mossad’s Roberto Carlos record in targeted operation
Iran-Israel | OSINT | Hezbollah Founding & CIA
Was the Haniyeh strike from nearby inside Tehran? How Hezbollah came about
FOMC | Hamas | Iran | Sahm Rule | US polls
The Fed rumor mill and Sahm rule concerns
S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues
After the rally, S&P 500 still looks a little cheap if earnings growth continues
“AI Bubbles” | US Economy & Election Polls
AI/Big Tech sell-off to last? Polling nightmares and uncertainty for Republicans
Cybersecurity | Global IT Outages
What we know about CloudStrike outages and how long will it take to resolve
US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks