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JPM Says US Defense Base Faces 'Evolve Or Die' Moment As Warfare Forever Changes
JPM Says US Defense Base Faces 'Evolve Or Die' Moment As Warfare Forever Changes
For several quarters, we have described the Trump administration's massive push to reshape the military-industrial complex, from DOGE-driven efforts inside the Department of War to reset the procurement process, to a broader pivot toward fast-moving "war unicorns," like Anduril, rather than bloated legacy defense primes.
The urgency of that transition is now capturing Wall Street's attention. JPMorgan analysts frame it as a major inflection point: America's defense industrial base must shift away from slow-moving, costly production...
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Aug 18, 2026 / Dave DeCamp
Report: US Considers Reducing Persian Gulf Military Presence After Iran War
The US military is considering reducing its military presence in the Persian Gulf, The Washington Post reported on Tuesday, as many of its bases in the region have been badly damaged by Iranian attacks. Many of the US bases in the Gulf had been evacuated before the US and Israel launched the bombing campaign against […]
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Jul 8, 2026 / Tyler Durden
Are Flattening Curves And Style Rotations Deceptive Omens?
Are Flattening Curves And Style Rotations Deceptive Omens?
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Bond market pundits often warn that bear yield curve flatteners or inverted yield curves ultimately lead to recessions. Similarly, some equity experts caution that periods of violent back-and-forth rotations among stock sectors and/or style factors are precursors to a market top. Additionally, the combination of a bearish flattening trend and volatile equity rotations leads some analysts to forecast a recession, with concerning market repercussions.
The argument we present in this article is that predicting economic or financial...
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Jun 3, 2026 / Tyler Durden
Lefty Tech Rag Panics As Manhattan Institute Pivots From Killing DEI To Crushing NGO-Funded Riots
Lefty Tech Rag Panics As Manhattan Institute Pivots From Killing DEI To Crushing NGO-Funded Riots
Left-leaning Condé Nast, through Wired, appears to be running narrative cover for the protest-industrial complex, gaslighting readers over efforts to impose real penalties on chaos and disorder stemming from protests and riots.
Wired reporter Ali Winston's target is the Manhattan Institute. She appears to be upset that the Manhattan Institute is pushing for new state laws that make vandalism, blocking roadways, and trespassing during riots and protests felony offenses.
❗️ TOTAL anarchy in Los Angeles
Rioters are...
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