Article
The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event
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...
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Apr 14, 2026 / Tyler Durden
Iran Mulls Hormuz Shipping Pause To Preserve Talks, Avoid Trump Blockade Showdown, As US Pushes 20-Year Nuclear Freeze
Iran Mulls Hormuz Shipping Pause To Preserve Talks, Avoid Trump Blockade Showdown, As US Pushes 20-Year Nuclear Freeze
Summary
Diplomacy is not yet dead, as Bloomberg reports Iran is mulling a short-term pause to shipments through Hormuz Strait, in order to avoid a fresh clash with US forces & avoid testing Trump's blockade.
Mediators are scrambling to put together another round of US-Iran talks in the coming days: Iran is reportedly offering a 5-year moratorium on nuclear program, while US demands 20.
Saudis are among those calling for an end to the US...
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Feb 14, 2026 / Tyler Durden
UK's Insane New Trans Guidance Says School Kids As Young As Four Can 'Change Gender'
UK's Insane New Trans Guidance Says School Kids As Young As Four Can 'Change Gender'
Authored by Steve Watson via Modernity.news,
The UK government has issued new guidance allowing primary school children, some as young as four, to ‘socially transition’ the gender by changing their pronouns at school.
According to reports in The Times, the guidelines state that parents should be involved in the “vast majority” of cases where a child questions their gender, and schools should not initiate steps towards social transitioning.
However, the move has sparked outrage, with critics arguing it undermines parental rights and exposes vulnerable...
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Apr 7, 2026 / Tyler Durden
Trump Warns "A Whole Civilization Will Die Tonight"; State-Linked Media Says 'All Diplomatic Comms With US Suspended'
Trump Warns "A Whole Civilization Will Die Tonight"; State-Linked Media Says 'All Diplomatic Comms With US Suspended'
Summary:
Kharg Island heavily bombed in preparation for potential US Marine/Special Forces ground siezure.
Israel has begun attacking Iran's railway infrastructure, telling civilians to not take trains, cancelations across country.
IRGC still defiant - announces new retaliatory attacks on petrochemical plants in eastern Saudi Arabia.
Iran's 10-point counter to the US 15-point ceasefire shows signs of willingness to compromise ('reparations' from US dropped as a demand). Vance says war will end "very shortly". Tehran Times: All communications with...
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