Art Of The Dream

A Lot More Than Just Rates Moving Markets By Peter Tchir of Academy Securities The plan this weekend was to write about the AI Revolution. It would have dovetailed well with recent pieces Buggy Whips and Horses and Being Forced to Understand UBI. We discussed this, Iran, and much more on Bloomberg TV (1:43:30 mark), where I did bring out the red rocket ship tie, in honor of the SpaceX IPO. But it is difficult to stick to the plan when the Nasdaq 100 drops almost 5% in a day and the...

Half Of Israelis Agree Deterrence 'Weakened' Following Wars In Iran, Lebanon: Poll Via The Cradle Israelis are raising doubts about their government and military's ability to provide security after more than three months of renewed war against Iran and Lebanon.  According to a Maariv poll released on Friday, 50 percent of Israelis believe their country's deterrence has declined following the recent escalation with Iran and Lebanon, compared to 28 percent who say it has strengthened, while 22 percent are undecided. via Le Monde The US and Israel launched a renewed bombing campaign on Iran on February 28....

Headlines shifted by the hour, but the stakes stayed high. We start with the last U.S.-Russia arms control guardrail, New START, and ask a simple question with massive consequences: extend the treaty and keep limits plus inspections alive, or gamble everything on a brand-new deal that tries to rope in China. We break down why […]