Oil Soars As US Sending 10K More Troops, 3rd Carrier, To Mideast After Trump Threatens Post-Midterm Bombing

"Not Entirely Satisfied": German Foreign Minister Grumbles That Ukraine Isn't Buying Enough German Guns Authored by Andrew Korybko via Substack, The more upset that his taxpayers become with their country's lack of tangible returns from the billions of euros that it's given to Ukraine, the more that support for the AfD is expected to surge... German Foreign Minister Johann Wadephul complained that Ukraine isn't buying enough German guns. He told Bild, "We are now Ukraine's strongest supporter in terms of financial and military assistance. And naturally, the German defense industry should benefit...

'Caution Is Warranted': Ed Dowd Warns Wall Street's AI CapEx Party Is Ending Authored by Ed Dowd via 'Beyond The Narrative' substack, The signs are piling up faster than the hype can spin them. AI capex has been the rocket fuel for markets, but the second derivative is turning. Factors ending the party: Private credit stalled — flows reversing, redemptions surging, industry effectively paused. Enterprise demand cracking — ROI skepticism, token costs biting, data/alpha extraction backlash. Power constraints hitting hard — the grid can’t scale without massive, long lead time builds or dystopian reallocation. Open-source pressure — Chinese based...

President Volodymyr Zelensky said that seven Ukrainians were killed by a Russian attack that used North Korean missiles.  “Emergency response efforts have been ongoing since last night to deal with the aftermath of the Russian strike on Zaporizhzhia. The city was struck with North Korean ballistic missiles,” Zelensky posted on X Tuesday. “It was a […]