Scattered Thoughts on War and Peace

US officials said that President Donald Trump decided to hold off on ordering an escalation in the war against Iran.  Last week, The New York Post and Axios reported that President Donald Trump was closing in on a decision to authorize a major attack on Iran. It is unclear what the operation would involve, with […]

President Donald Trump made a sharp reversal and announced that the ceasefire with Iran will continue indefinitely.  “Based on the fact that the Government of Iran is seriously fractured, not unexpectedly so and, upon the request of Field Marshal Asim Munir, and Prime Minister Shehbaz Sharif, of Pakistan, we have been asked to hold our […]

Inflection Point Overload? By Peter Tchir of Academy Securities Inflection Point Overload?  Between 250th Celebrations, heat waves, power failures, and jet lag, I feel more discombobulated than I have in a long time (I do admit that I really liked a sign that I think was in PHX airport just past security – Recombobulation Area). I think that’s what I could use. In any case, last weekend’s ProSec Mid-Year Outlook is worth checking out. We had people send us several variations of the same theme – the concept is catching on for investors...