Ansar Allah Captures Strategic Red Sea Port of Mokha

Lukashenko Offers To Meet With Zelensky 'Anywhere' After Russia Sent Belarus More Tactical Nukes We reported earlier this week that for the first time Russia's 'Union State' ally Belarus hosted multi-day drills involving a "rehearsal" of Russia’s use of tactical and strategic nuclear weapons. The exercise ran from Tuesday to Thursday and was presided over by Presidents Lukashenko and Putin, and saw hundreds of Russian missile launchers, warships, nuclear submarines, and jets deploy and engage in military maneuvers. As part of it, Russia reportedly sent more tactical nuclear weapons to Belarus. Pool image, via...

Amid 'Compromise' Chaos, Analyst Sees 90% Chance Of Iran War Round 3 As Hegseth Makes 'Secretive' Israel Visit The Monday surprise visit of US Secretary of War Pete Hegseth to Israel where he met with Prime Minister Benjamin Netanyahu has set off an avalanche of speculation regarding the likelihood of another major round of fighting in the Iran war. The trip has been presented by Axios as happening under some degree of secrecy, with talks having taken place at the Ovda Air Base in southern Israel, which plays host to US refueling planes and...

My President Went To Beijing And All I Got Was This Crummy T-Shirt Authored by Peter Tchir via Academy Securities, Stocks rallied after Jensen hopped on AF1 in Alaska. They rallied several times yesterday on Iran/China headlines, on Boeing selling planes headlines, and other soundbites from the much heralded Xi and Trump Summit. As discussed in Wednesday’s report China and Trade, we did not have high expectations regarding this meeting. We did feel that the President wanted a deal badly enough, that we would get something to help markets, even though it seemed...