US Equities | Time to Cover Shorts and Dip Into Longs

A pattern to the chaos… cautiously optimistic near-term
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
OpenAI | Quick Take on GPT-4.5 Model Release

Going full circle on transformer architecture. Probably a flop
NVIDIA | Quick Preview Q4

Don’t expect DeepSeek clarity on the future of AI
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
SOM: Year Ahead 2025 | American Exceptionalism Just Starting

Will the rise of American’s economic exceptionalism continue under Trump?