'Sense-Making Seems Impossible...'

From Market Economist To Military Strategist By Peter Tchir of Academy Securities Technically I’m not an economist, I just play one on TV (CNBC and Bloomberg TV from last Monday). While I am not a military strategist, everyone in the market and corporate America is being forced to be one, to some extent. Academy is in a unique position to offer unbiased, nonpolitical assessments of the conflict with our Geopolitical Intelligence Group (“GIG”). I’ve lost track of how many conversations I’ve had with our retired Generals, Admirals, and Intelligence officers this past...

Volkswagen May Convert German Auto Plant Into Iron Dome War Factory Struggling German automaker Volkswagen may soon begin transforming its Lower Saxony factory from producing T-Roc Cabriolets to manufacturing parts for the Iron Dome missile interceptor system, according to a new Financial Times report. This reveals a new reality for the West: a nation's auto industry can become a dual-use industrial base in times of conflict. FT reports that Israel's Rafael Advanced Defence Systems is in talks with VW regarding its troubled Osnabrück plant to produce Iron Dome components.  "The aim is to...

A planned meeting between President Donald Trump and his Chinese counterpart Xi Jinping will be delayed by “five or six weeks,” the US leader said. His trip to China’s capital was set to occur later this month, but was called off amid ongoing hostilities with Iran. Speaking to reporters on Tuesday, Trump said the much-anticipated summit with […]