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Kicking The Can On A Ceasefire "Which Does Not Solve Anything"
Kicking The Can On A Ceasefire "Which Does Not Solve Anything"
Bas van Geffen, Senior Macro Strategist at Rabobank
Both Bloomberg and Axios report that the US and Iran have reached a tentative deal to extend the ceasefire by 60 days as they engage in further negotiations over Iran’s nuclear programme. However, Tasnim reported that the text of the memorandum of understanding had not been finalized.
US Vice President Vance said that the two sides are still “going back and forth on a couple of language points,” which reportedly includes the wording on...
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Mar 24, 2026 / Tyler Durden
US To Order 3,000 82nd Airborne Soldiers To Mideast; Tehran Appoints Larijani Successor, Cuts Gas Flows To Turkey
US To Order 3,000 82nd Airborne Soldiers To Mideast; Tehran Appoints Larijani Successor, Cuts Gas Flows To Turkey
Summary
WSJ, Fox reporting 3,000 elite Army Airborne soldiers to be ordered to Middle East.
Backchannel diplomacy vs skepticism: Abbas Araghchi reportedly signaled openness to negotiations with the US via envoy Steve Witkoff, but Israel has appeared cool on deal prospects or offramp.
Heavy exchange of fire and testing red lines: Iran continues missile and drone waves targeting Israel and US bases, amid reports of overnight airstrikes on military and gas infrastructure near Isfahan.
Iran reshuffles its...
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Jun 11, 2026 / Kyle Anzalone
Senate Adds $750 Million in Ukraine Military Aid into NDAA
The Senate version of the 2027 National Defense Authorization Act (NDAA) includes three-quarters of a billion dollars in military aid for Ukraine. President Donald Trump cut US military aid to Ukraine, although he has continued to sell weapons to NATO that are transferred to Kiev. On Thursday, the Republican controlled Senate Armed Services Committee added […]
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Apr 28, 2026 / Tyler Durden
OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
Earlier today, when previewing this week's earnings by the Mag 7 which account for over $10 trillion in market cap set to report Q1 results after the close on Wednesday, Goldman's Delta-One head Rich Privorotsky said that "Equities are being driven by one thing…AI spend", and warned that "it's hard not to respect the strength of the AI bid, but the velocity has been extreme. The upside surprise vs expectations has almost entirely come from AI...
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