China Preps For War: Spy Balloon Belies Much Larger Economic Warning Signs

“Humanitarian intervention” sells itself as a moral shortcut: bypass the messy politics, send in the troops, stop the monster.

President Trump on Tuesday threatened Iran with “consequences never seen before” if its forces lay mines in the Strait of Hormuz, as the Trump administration appears to be scrambling on how to deal with the war’s impact on the global oil market. “If Iran has put out any mines in the Hormuz Strait, and we […]

The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event By Peter Tchir of Academy Securities A Bridge Too Far? The AI TRANSITioN? Last weekend we discussed Molotov Cocktails, Volatility, Stability, & Faux Liquidity. In a nutshell, it was about: The transition from one steady state to another steady state can be volatile. A rules-based world, dependent on trade, to a ProSec-based world where each country operates more independently. The transition from a pre-AI world to an AI world. Faux liquidity – or our assessment that market structure is set up to...