The Quiet Collapse Under The Market's Surface...It's Getting Louder

Cuba Crisis: Assessing The Claims Against Havana By Patrick Pillow Via The Libertarian Institute When President Donald Trump declared Cuba an “unusual and extraordinary threat” to US national security in a January 2026 Executive Order, the designation was accompanied by a series of sweeping claims. Among them were accusations that Cuba “provides support” to Russia, China, Iran, Hamas, and Hezbollah, that it “supports terrorism,” and that the Cuban government supports actors who “seek to destroy the United States.” What began as a discussion over Cuban intelligence capabilities has now expanded into a much broader narrative...

A classified report from the Nat'l Intelligence Council has found that even a large-scale US assault on Iran is unlikely to produce regime change.

Gamma Squeeze The World  Submitted by QTR's Fringe Finance A little over a week ago, I wrote about Leopold Aschenbrenner returning to markets, and the ensuing nausea the entire spectacle caused me. For those who missed it, Aschenbrenner’s Situational Awareness fund had grown to roughly $45 billion before getting absolutely smoked in July, falling toward $10 billion and forcing the liquidation of most of its public equity portfolio to Darth Griffin over at Citadel. Then, barely six weeks later, CNBC reported that Situational Awareness was back, this time buying options tied to AMD, Bloom Energy, CoreWeave,...