The Real Elites Vs. The Ruling Elites

"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation). Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power. Simply put,...

"Ballpark To Battlefield": Ondas' M&A Blitz Builds Drone And Ground Robotics Empire Our mid-June initiation, "How To Profit From the Asymmetric Warfare Boom," identified the leading public and private companies positioned across the drone and counter-drone space. Our first single-name coverage focused on Unusual Machines on July 23 (read here). The stock has since surged nearly 77% (read here), signaling that Wall Street is beginning to reprice these defense names as the Ukraine-Russia conflict and the Gulf-area conflict have forever changed how warfare is conducted on the modern battlefield. As our...

Israel Attacks Beirut For First Time In Nearly A Month: Assassination Raid The Lebanon ceasefire seems definitively off, as the capital of Beirut has come under heavy attack on Wednesday, with Israeli officials describing the military action as a targeted assassination of a top Hezbollah commander. "Israeli forces have targeted Beirut’s southern suburbs for the second time today, causing a loud explosion and extensive damage," Al Jazeera reports. "The Israeli army confirmed the attack and said that it was targeting a commander of Hezbollah's Radwan Force." IAF file image This marks the first...