Article
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Trump Talk & 'Thucydides Trap' Threat Triggers Market Mayhem Overnight
Traders are waking this morning in the US to some relative market mayhem and questioning what came first - the oil spike or the geopolitical angst - to trigger these moves as it appears the market finally remembered there's more going on in the world than trading 'short compute' demand to the moon...
Oil prices are up significantly (WTI >$100)...
Bond yields are breaking out everywhere (30Y UST 5.10%!, 30Y Gilt 5.82% - highest sine 1982)...
Equity markets sharply lower overnight (Kospi -6%,...
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Apr 18, 2026 / Tyler Durden
American Airlines Shuts Down United Merger Talk As Wells Fargo Signals Another Possible Tie-Up
American Airlines Shuts Down United Merger Talk As Wells Fargo Signals Another Possible Tie-Up
Certainly this past week saw several key stories in the aviation world.
First came the story that Spirit Airlines could be liquidated at any moment, only to be followed later in the week by reports that the budget carrier had asked the Trump administration for an emergency bailout.
Then, of course, came the reopening of the Strait of Hormuz late in the week, which sent jet fuel prices in New York sharply lower and airline stocks soaring...
It now...
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Jul 13, 2026 / Tyler Durden
The Latest Model Cars: Big Brother Is Watching You
The Latest Model Cars: Big Brother Is Watching You
Authored by Alejandro A. Tagliavini via The Mises Institute,
Big Brother is a character in George Orwell's novel 1984, the entity that governs Oceania, through the tyrannical single party - the Ingsoc. No one knows about it, but it is omnipresent through telescreens with strong propaganda and controlling everything.
An article written by Steve Watson in Modernity.news, gives an account of how the surveillance state has found its new frontier: the dashboard of your car. What was once a symbol of American freedom...
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Aug 3, 2026 / Tyler Durden
Armor, Ammunition And Battlefield Adaptation
Armor, Ammunition And Battlefield Adaptation
Goldman Sachs analyst Sam Burgess, who covers European defense companies including Airbus, BAE Systems, Rheinmetall, Renk, Rolls-Royce, Safran, Leonardo, Thales, and Dassault Aviation, held a call with retired German Lieutenant General Andreas Marlow to provide clients with greater color on the rapidly evolving modern battlefield and its implications for defense-sector investment decisions.
Marlow said the war in Ukraine has exposed a slew of weaknesses in conventional armies rather than rendering them obsolete. He said future combat will depend on integrated forces combining armor, infantry, artillery, all...
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