US Economy | Half-Time Score | Trade Signals
Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Stan McChrystal | Israel-Hamas | Team-of-Teams
Zebras and tigers also share similarities. Israeli on quicksand and sinking deeper
US Equities | The Last Wall Street Bear Standing
Why JPM’s Kolanovic escapes our attention. Wall Street S&P 500 forecast review
AI | The Secrets of the Trade
‘Proprietary’ is often in the eyes of the beholder
Freddies New Closed-End Seconds Program
Freddie Mac’s Closed-End Seconds Program–Unlocking $2.5 Trillion of HE For Consumption
OpenAI | News Corp | Nuclear Codes | ICJ | ISIS-K
Cloning voices: from Scarlett Johansson and David Beckham to Jan Hatzius. Breaking the rules. How ‘nuclear codes’ are activated by POTUS
China-Taiwan | ICJ | Israel-South Africa
PLA military exercises around the Taiwan Strait. ICJ likely to order Israel to end Gaza war
UK Election | Google AI | Nvidia | Israel-Hamas
It’s not about the economy. Ackman explaining. Google’s AI search revamp
Private (Tech) Investors | Red Lobster Bankruptcy
MS flip again? Who is doing well these days? Patrons eat restaurant chain into bankruptcy
Iran | ICC | China-Russia | UST | MSWM | Bitcoin | GME
Morgan Stanley’s big bet on Bitcoin and a roundup of key global events