The Reflexive Rally Was Not Surprising

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...

America's Top War Unicorn To Begin Combat Drone Production As Next-Gen Startups Challenge Big Defense Primes Weaponized AI, interceptor drones, automated kill chains, ground robots armed with machine guns, humanoid robots, and FPVs equipped with shaped charges all offer a scary preview of what warfare in the 2030s was expected to look like. Instead, four years of war in Ukraine, followed by the U.S.-Iran conflict, have sharply accelerated that timeline, pulling the future of warfare into today. These are truly frightening times, as defenses against this technology are still lacking across...

Ukraine Government Schemed To Funnel War Aid To Biden Campaign According to a newly declassified intelligence report, U.S. intelligence agencies intercepted communications from Ukrainian government officials back in 2022 discussing a scheme to siphon off hundreds of millions in American taxpayer dollars. The funds, earmarked for clean energy projects in the war-torn country, were allegedly redirected to the United States to benefit Joe Biden’s 2024 reelection campaign and the Democratic National Committee.  The report, obtained by Just the News, summarizes raw intercepts gathered by U.S. spy agencies in late 2022. Officials...