The Horrifying Endgame in Ukraine

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...

President Donald Trump and Israeli Prime Minister Benjamin Netanyahu agreed to increase economic pressure on Iran by attempting to cut oil exports to China.  A US official speaking with Axios said during the meeting between Trump and Netanyahu last week, the leaders “agreed that we will go full force with maximum pressure against Iran, for […]

Macron's AI Clown Show: Europe's Digital Dilemma Submitted by Thomas Kolbe The European Union has lost its place in the global race for artificial intelligence. In a single tweet on platform X, France’s President Emmanuel Macron inadvertently outlined the convoluted situation while simultaneously revealing his personal emotional fragility. The leading representatives of the European Union like to present themselves as emotionless technocrats. Maintaining the greatest possible distance from citizens, they execute their agenda of societal transformation toward what they understand as a net-zero transformation economy.  This ostentatious distance from the citizenry acts as...