Forget Milan, the Fireworks are in Tehran
This will not be a surgical operation from the A Night in Caracas playbook. From the build up, the US the option for a weeks long siege, should it come to that.
China, Bonds & the Dollar
Treasuries are down, don't worry
AI Valuation in an Echo-chamber
AI's Future valuation depends largely on a obvious question never being answered.
Shadow Boxing in the Oil Market
New EU energy sanctions target shippers, not nations. But they've got to enforce it.
Venezuela, Iran & ... Belarus?
Venezuela, Iran and Belarus walk into a gas station...
Old Money, Old School
As world decouples economically, what what are the implications to technology and geopolitics?