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Situational Unawareness
Situational Unawareness
Via Rabobank,
Markets have a habit of explaining every move with the most obvious narrative available. This week, that narrative was earnings. Investors spent days dissecting cloud growth, AI capex, free cash flows, and also Fed messaging, while some of the most dramatic price action of this summer was being driven by something else entirely.
That "something else" was Situational Awareness, the AI-focused hedge fund run by a 24-year-old whizz-kid, which reportedly had to offload most of its public equity book to Citadel following the recent tech rout. It turns...
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Apr 14, 2026 / Dave DeCamp
Report: Saudi Arabia Pressing US To End Its Blockade of the Strait of Hormuz
Saudi Arabia is pressing the Trump administration to end its blockade of the Strait of Hormuz and return to negotiations with Iran over fears that the US move could lead to the closure of the Bab el-Mandeb Strait, according to a report from The Wall Street Journal. The Bab el-Mandeb Strait is another vital waterway […]
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Jun 14, 2026 / Tyler Durden
Indigenous Nonsense
Indigenous Nonsense
Authored by Spyridon Andrews via American Greatness,
When the dust settles hundreds of years from now and people begin to assess the hows and whys of Western decline, the issue of colonialism will figure prominently.
We are traveling from Mexico City to San Miguel de Allende with “The Professor,” a San Miguel resident who makes extra money by driving tourists from Mexico City to San Miguel. The title of professor is honorary. He is a self-taught scholar, a writer, and a highly intelligent man who works odd jobs around San...
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