Report: US Plans to Provide NATO with Fewer Military Assets

Iran Hardliners Push For Nukes Amid Tehran's Demands That US Scale Back Ceasefire Conditions Summary Iran rejects US plan but says diplomacy continues (indirectly, apparently) - White House, Pentagon reviewing options for 'final blow' as Trump tells Iranians 'get serious' about talks. Hegseth: we'll "negotiate through bombs". Trump asserts Iran is begging for a deal. Trump touts "present" of several tankers allowed by Tehran through Strait, while at the same time warning Tehran of 'no turning back' if it doesn't negotiate. Cabinet meeting hails 'successes' while saying war to 'end soon', confirms 15-point plan...

"Massive Culling" Imminent For Alt Managers, Soros Fund CEO Warns Authored by Lance Roberts via RealInvestmentAdvice.com, Dawn Fitzpatrick says overallocated LPs, frozen distributions, and mounting margin-call risk are converging into a sector-wide shakeout. Such will eventually separate survivors from the casualties. I used Claude to source data on private credit and equity funds, sources disclosed at the end. In July 2024, I penned an article entitled “Private Equity: Why Am I So Lucky,” which began with: “Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates...

Stellar 3Y Auction Stops Through Even As Yields Hit 1 Month High With yields blowing out today as they followed the sharp increase in oil prices after Iran struck no less than 3 ships crossing the Hormuz Strait (with a Trump response sure to follow), we doubt there was much focus on today's 3Y auction. Which is unfortunate because despite the selloff in the secondary market, the auction itself was quite solid.  The sale of $58BN in 3 Year paper, the week's first coupon auction, priced at a high yield of...