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Mutatis Mutandis Not Ceteris Paribus
Mutatis Mutandis Not Ceteris Paribus
By Michael Every of Rabobank
2026 has seen economists and strategists forced to accept that geopolitics, rather than being the odd ‘exogenous shock’, is a structural backdrop disrupting models and markets. If an economic or market call depends on a geopolitical one, it logically requires an entirely different skillset. Of course, people adapt. Six years ago, economists and strategists busily tracked Covid infections while knowing nothing about virology or epidemiology until, fortunately(!), the virus naturally mutated into something less, not more, dangerous. Today, they Hormuz track...
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Aug 30, 2026 / Dave DeCamp
Trump and Rodriguez Announce US-Venezuela Oil Deal
President Trump and Acting Venezuelan President Delcy Rodriguez have announced that Washington and Caracas have reached a major oil deal, which comes nearly nine months after the US attack on Venezuela to abduct President Nicolas Maduro. Trump first announced the new oil deal, writing on Truth Social on Friday that the US, through a private […]
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Jun 24, 2026 / Tyler Durden
Troubling Pattern Of Left-Wing Revolutionaries Targeting "Capitalists" Raises Alarm Over Youth Radicalization
Troubling Pattern Of Left-Wing Revolutionaries Targeting "Capitalists" Raises Alarm Over Youth Radicalization
A troubling pattern appears to be emerging.
In a recent foiled terror plot targeting UFC Freedom 250 at the White House, authorities said the suspect of an underground network, led by an illegal alien ringleader, planned to use suicide drones and a sniper team against "capitalist elites." Separately, Rebel News described the Montreal shooter earlier this week as an "antisemitic Communist."
While the cases appear separate, both point to a broader concern: revolutionary and radical-left rhetoric is increasingly bleeding into...
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Jul 15, 2026 / Tyler Durden
Fort Knox Standoff: Bessent Says All The Gold Is There, Says America 'Used To Be Backed' By It
Fort Knox Standoff: Bessent Says All The Gold Is There, Says America 'Used To Be Backed' By It
U.S. Treasury Secretary Scott Bessent has once again assured the public that America's gold reserves remain fully intact, pushing back against years of speculation surrounding the legendary vaults at Fort Knox. In a Fox News interview with Jesse Watters that aired Monday night, Bessent reiterated his standing assurance that every ounce of the nation's bullion is "present and accounted for" - while making no plans to visit the Kentucky depository himself.
"I am...
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