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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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Apr 27, 2026 / Tyler Durden
Kim Jong Un Opens Museum Commemorating Troops Killed Fighting For Russia, Blasts US 'Hegemony'
Kim Jong Un Opens Museum Commemorating Troops Killed Fighting For Russia, Blasts US 'Hegemony' North Korea has continued its surprising level of public acknowledgement of troop deaths in the Russia-Ukraine war, where it has maintained some 10,000 or more troops in support of Moscow. Starting last summer North Korea began issuing footage of coffins of slain DPRK troops being flown into Pyongyang, with Kim Jong Un in attendance. Now the 'pariah' nation long hated by Washington is taking publicizing its Russia operation a big step further, having newly opened a memorial museum...
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Apr 8, 2026 / Tyler Durden
Nobody Knows What Will Happen Next
Nobody Knows What Will Happen Next By Michael Every and Bas van Geffen of Rabobank Ceasefire Yesterday, the US and Iran threatened to, respectively, “destroy Iranian civilisation” with “new tools” and other countries in the Gulf with old ones. Ahead of the 8PM deadline that Trump had set for “Bridge and Power Plant Day,” US and Israeli forces reportedly already destroyed some bridges and other infrastructure. Washington and Tehran struck a last-minute, two-week ceasefire – provided that the Strait of Hormuz is fully reopened. Notably, this was after China leaned on Iran to...
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Apr 17, 2026 / Tyler Durden
Madison Air Pulls Off Biggest U.S. Industrial IPO Since 1999 As Data Center Cooling Theme Heats Up
Madison Air Pulls Off Biggest U.S. Industrial IPO Since 1999 As Data Center Cooling Theme Heats Up Madison Air Solutions surged 18% in its IPO on Thursday after raising $2.23 billion, pulling off the largest U.S. industrial IPO in nearly three decades. Shares closed at $31.75, signaling strong investor appetite for an industrial name tied to the AI infrastructure buildout. The Chicago-based company designs and manufactures ventilation, filtration, and cooling systems for data centers, semiconductor manufacturing facilities, life sciences buildings, and commercial buildings. Most importantly, investors care about MAIR because it...
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