Mass migration is shredding cultural homogeneity and paving the way for Balkanisation and violence...

After four years of hyperdevelopment in drone warfare across Ukraine, the US-Iran conflict now appears poised to unleash an evolutionary leap ...

...this is why we should have gardens... and gold, goats, and guns!

“If we want this war in Ukraine to end, the Trump administration needs to be consistent in holding our allies to the same standards; no one, especially Viktor Orbán, should get a free pass”

Yemen’s Houthis fired missiles at Israel on Saturday morning, marking the first time it has been involved in the war; Israeli PM Netanyahu ordered the military to expand its invasion of southern Lebanon.

The vote paves the way for stricter deportation rules, expanded detention, and the possible use of return hubs outside the European Union...

The global energy shockwave from the Iran oil is crushing demand around the globe, forcing government to step in to avoid economic collapse. 

America needs to exercise the traditional ability it once had to make citizenship meaningful by also making it selective, controlling immigration, ending the automatic grants of citizenship for happenstance births, and once again making citizenship conditional on ongoing allegiance...

Combined with the shock from conflict in the Middle East, ​more than a quarter of global LNG supply has been ⁠disrupted.

It could arrive as early as tomorrow night...

"BofA Bull & Bear Indicator sell signal ends, oil >$100/bbl, GT30 yield @5%, SPX <6600 is kickstarting policy panic but right now BofA trading rules show no bull capitulation..." 

"We probably see peak risk asset prices in Sept-Oct. And at that point, the prospect of the 2027 fiscal cliff will hit. Growth could be atrocious. The repricing across markets would be massive.”

A daily tool to help your brain's energy systems work better...

As Chicago and other blue cities move toward reparations for African Americans, Rep. Pramila Jayapal (D, Wa.) wants reparations for illegal immigrants for the trauma caused by immigration enforcement...

Markets are pricing in the Iran oil crisis as a powerful catalyst for the global energy transition, with China’s renewable energy leaders outperforming oil majors in the US.

Goldman commodity desk view is that if we were to lose 600k MT, price should rally by 5-7% and prompt vol by 5%.

As the Iran war heads into a fifth week, Wall Street bank strategists have been touting trades that would pay off if a stock-market selloff is slow and steady. 

Particularly for those who can wear near-term volatility, we think it is compelling to add front-end longs or extend duration within portfolios...