The AI Capex Bill Comes Due

Le Pen Poised To Win French Elections? New Poll Shows Commanding First-Round Lead Summary: Polymarket Odds And New Polls Show Le Pen Leading France's Presidential Race New polling shows Marine Le Pen defeating every tested runoff opponent Nomura says markets increasingly favor the "fiscally prudent" right over the reckless left Nomura sees Europe lurching right during an 18-month election cycle France's Le Pen Leads French Presidential Race Early Monday, we previewed a Nomura report that expects an 18-month election cycle across Europe, shifting the continent toward populism, with elections scheduled this year in Germany and...

'Defend Israel Or The Homeland': Top US General Issues Stark Warning To Pentagon Brass Via The Cradle The highest-ranking US general in Europe informed the Pentagon this week that he does not have enough naval units to protect Israel against potential Iranian missile strikes, according to a report by the Washington Post on Saturday. General Alexus Grynkewich, the head of US European Command (EUCOM), notified senior Pentagon officials in writing that without another navy destroyer, he will be forced to choose between defending the US "homeland" and defending Israel. Grynkewich's warning comes as US...

"Save Us From Our Traitor Gov't": Massive Madrid Protests Erupt Over Socialist Regime's Handling Of Ceuta Invasion Spain's Ceuta border invasion has morphed into a major political headache for Socialist Prime Minister Pedro Sánchez. Tens of thousands of Spaniards took to the streets of Madrid to protest the government's handling of the crisis, potentially accelerating the political shift identified by Nomura analysts, who expect right-wing populist movements to gain traction across Europe during the next 18-month election cycle. About 72,000 migrants, many reportedly military-age men, invaded the Spanish enclave from neighboring...