Persistent Delusion Among the American and NATO Defense Establishment

A 27-year-old Palestinian woman was killed by Israeli fire in Beith Lahia, northern Gaza, on Sunday, the Palestinian news agency WAFA reported, as IDF attacks continue across the Strip despite the US-backed ceasefire deal. The woman, Basma Aram Banat, succumbed to gunshot wounds two hours after she was shot. WAFA also reported that Israeli shelling […]

DOE Closes Massive $26 Billion Loan For Southern Co. Here comes more of those “Hundreds of Billions” So much capital coming to this space next 3 years https://t.co/ZwTB0C2CUU — zerohedge (@zerohedge) November 18, 2025 “These investments will support the extraordinary and transformative projected growth we're seeing across our company” Southern Chairman and CEO Chris Womack said. “These loans will help lower the cost of investments in our grid that will enhance reliability and resilience for the benefit of our customers” Energy Secretary Chris Wright framed the deal as a direct fulfillment of the Trump...

Is Credit Whispering, Or Screaming? By Peter Tchir of Academy Securities Is Credit Whispering? Or Screaming? For the past couple of years, it has been relatively safe to assume credit is well behaved and relatively range bound. It is unclear if that remains the case. We may be in a situation where the AI spend, the AI displacement, and the Working Poor are forming a storm of some sort. How severe remains to be seen, but for the first time in a while it is a real concern for me. My inclination has been...