Ukraine Shake-Up: Zelensky Sacks Popular Defense Chief, & IDs CEO Of Naftogaz As Likely Next Prime Minister

Japan Is Telling You To Run To Gold Authored by Matthew Piepenburg via Von Greyerz, Below, we look at lessons from Japan and its latest signals to prepare for a market sell-off, a debasement acceleration and a golden endgame. Pattern Recognition My father taught me long ago that the years teach things the days do not always notice. In all areas of our lives, we slowly acquire perspectives earned by experience over theory and by time rather than guesses. This is equally true of lives spent investing in markets and cycles. A certain pattern recognition...

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,...

PLA Purge May Be Driving China To Rely More On Military Pressure Against Taiwan: Analysts Authored by Michael Zhuang via The Epoch Times, China's purge of senior military leaders may be pushing Beijing to rely more heavily on military intimidation and gray-zone operations against Taiwan, even as the upheaval leaves the Chinese military with a weakened command structure, according to two Chinese academics and an insider familiar with the Chinese military. Chinese ships patrol as the People's Liberation Army (PLA) conducts drills on Pingtan island—the closest point to Taiwan—in eastern Fujian Province,...