PODCAST: DHP Villains: Woodrow Wilson, Part 10

Ayatollah Killed After Strikes On Iran, Israel Claims Summary: Currently, the biggest question is where's the Ayatollah? Iran state TV teased an imminent speech to address the nation after the major US-Israeli attack, and in the wake of Iran's retaliation on US regional bases - and the Gulf countries hosting them. There were earlier rumors that Supreme Leader Ali Khamenei was killed, but nothing is verifiable. He could be deep in a hidden underground bunker, at a command post, known only by his closest IRGC associates. There are also unverified reports that...

"Hubris Generally Precedes Clusterf**k": Does It Smell Like Victory? Authored by James Howard Kunstler, The message seems to be something like the USA isn’t messing around with all those strike forces in the waters around Iran. The Islamic Republic suddenly looks like Rock-and-Hard-Place-Land. Everybody and his uncle are trying to figure out the calculus in play, World War Three or a happy ending? You’re seeing the most significant US military build-up over there in memory. Smells a little bit like first Gulf War, 1991 — minus all those allies we roped in then. Mr. Trump (via...

The AI Trade: Now With Less Circle And More Jerk Submitted by QTR's Fringe Finance As if markets didn’t already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit, and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel. According to Bloomberg, Oracle Corporation and OpenAI have scrapped plans to expand...