Opportunity Lost? Gained? Squandered? Submitted by Peter Tchir of Academy Securities Another week with so many competing narratives driving markets. The information flow was coming so fast and furious that it is difficult to believe that Economic D-Day kicked off the week (it already seems longer than that). Today, we will take a quick romp through how things seem to be playing out. Opportunities Lost? As anyone reading recent […]

State Department Revokes Visa Of Iraqi National On FBI Terror Watchlist Authored by Kimberly Hayek via The Epoch Times, The State Department has revoked the visa of an Iraqi national who was placed on the FBI’s Terror Watchlist, ending her ability to enter the United States years after she received a high-profile award from the Biden administration. The U.S. Department of State in Washington on March 28, 2025.Madalina Vasiliu/The […]

The Mother Of All Mean Reversions: Commodities Have Never Been This Cheap Versus Stocks Across Wall Street, from Barclays and UBS to HSBC, JPMorgan and Goldman Sachs, a common view is taking shape: physical scarcity is emerging across multiple commodity classes, driving prices sharply higher and signaling a broader hard-asset squeeze. Last week, UBS strategist Sagar Khandelwal issued a similar call heard across Wall Street, telling […]

Pentagon Strikes Iranian Island Target, In First US Military Action In Weeks Update(1615ET): Things have been quiet for many days and weeks on the military front when it comes to the Iran war, but on Sunday there are some emerging reports of new but limited US strikes. According to the latest late Sunday from Axios: Senior American official: Earlier today, American forces attacked two Iranian launchers on Larzac Island. […]

AI’s China Syndrome: Who Will Control The World’s Newest Energy? Authored by J.T. Young via Substack, Ceding leadership in AI to China’s Chinese Communist Party (CCP), what could go wrong? Just about everything. Yet that is precisely what some here in the U.S.-and all in Beijing-want to occur. America is currently being swept by misguided attempts to curtail AI’s development and the development of the data centers on which AI’s […]

‘No End In Sight’: Democrats Make Trump Foreign Policy A Central Issue After 6-Months Of Iran War Via Middle East Eye US Democrats on Friday slammed the Trump administration for dragging out the war on Iran to its six month anniversary, warning Republicans would pay the price in the upcoming midterm elections. The joint US-Israeli attack on Iran, beginning on February 28, was initially meant to last a few weeks, by President […]

“Profound Game-Changer”: Musk Launching New Turbine Blade Factory To Solve Shortage Threatening AI Boom SpaceX is making an aggressive push into the power generation market, with The Information reporting that Elon Musk is preparing to address one of the most critical bottlenecks threatening America’s data-center buildout: the shortage of advanced gas turbine components, particularly the blades and vanes needed to power massive […]

Iceland Voters Reject Reopening Talks To Join European Union Iceland voters on Saturday rejected a proposal to reopen negotiations to join the European Union, after the island nation of some 400,000 people chose to maintain independence after shelving its membership bid more than a decade ago. Supporters of the ‘No’ campaign wave Icelandic flags during a rally against reopening Iceland’s European Union accession negotiations in […]

Druckenmiller Warning: The Bond Market Already Priced It Authored by Lance Roberts via RealInvestmentAdvice.com, Recently, Stanley Druckenmiller wrote an opinion piece for the Wall Street Journal. The “Druckenmiller warning” hit on August 24, and within a day, the financial press turned it into a soap opera. Some of the headlines were “Mentor scolds protégé,” and “Billionaire slams the Treasury […]

CIA Director Pushed Trump-Putin-Zelensky Summit During Moscow Visit: Report Yet another take has been issued, and more alleged details, on CIA Director John Ratcliffe’s Tuesday trip to Moscow, which took place amid great secrecy and still even days later has only been subject of immense speculation. Axios is reporting over the weekend that the CIA chief proposed a trilateral meeting between Russian President Vladimir Putin, US […]

Fly British Flags In UK And Face Jail… But Pakistan And Palestine Flags Get A Pass Authored by Steve Watson via Modernity News, Britain’s largest local authority has spent a year treating the Union Flag and the St George’s Cross as a public-order problem. On Saturday the picture sharpened again: the legal squeeze now circulating around Birmingham’s flag war is being described as a ban aimed at England and the United Kingdom, […]

El Nino Fuels Atlantic Hurricane Drought As Dolly Eyes Florida The 2026 Atlantic hurricane season has yet to produce its first hurricane, putting the Atlantic Basin within reach of its latest start on record. There’s a big reason for this: The intensifying El Niño is largely responsible for the strong wind shear that disrupts tropical system development. Four named tropical storms have formed through late August, including […]

Taxpayers Lost $65 Billion On Obamacare Fraud Last Year Taxpayers spent $65 billion on health insurance premiums for people who either didn’t exist or didn’t qualify for benefits in two federal programs in 2024, according to an Aug. 26 report from Paragon Health Institute. Expanded Medicaid and Obamacare, the signature programs of the Affordable Care Act, improperly enrolled a combined 14.3 million people that year, researchers […]

Poland, US Discuss Establishing Permanent American Military Bases Authored by Jill McLaughlin via The Epoch Times, Poland and Pentagon officials are in discussions about possibly locating several American military bases in the country, Polish Deputy Defense Minister Paweł Zalewski said after a meeting of the North Atlantic Council at NATO headquarters in Brussels Aug. 27. Zalewski said he met with Pentagon policy chief Elbridge […]

Canada Is Poaching America’s Top Scientists Canada is taking advantage of growing uncertainty within the US academic system by offering hundreds of millions of dollars to researchers willing to move north, according to Bloomberg. The Canadian government has committed C$504 million, or roughly $362 million, to support 64 scientists and scholars joining universities across the country. Three quarters of the recruits currently work […]

An Illegal Migrant Tried To Saw Off A Man’s Head; You Won’t Believe What The BBC Did Next… Authored by Steve Watson via Modernity News, A leaked internal email shows a senior BBC executive reaching for the language of “solidarity” after a Sudanese asylum seeker was charged with trying to brutally murder a Northern Irish man in the street. The corporation’s instinct was not to dwell on the victim, but instead to soothe colleagues […]

‘Chexit’: Global Asset Managers Are Fleeing China Authored by Anders Corr via The Epoch Times, Fidelity International (FIL) is reportedly the latest fund manager to plan a pullout from its China fund. FIL launched a wholly-owned subsidiary in Shanghai three years ago, but a lack of demand from retail investors led to disappointing growth. Reuters first reported the story. According to its sources, “A combination of fierce local […]

AI Skepticism Outweighs Excitement In The US Despite the tech industry’s conviction that the rise of AI is an inflection point that will change the course of humanity, many humans remain skeptical whether the new direction we’re headed in is the right one. As Statista’s Felix Richter reports below, the pace at which AI seems to be taking over parts of our lives, whether we like it or not, is especially worrisome to many. In a […]

The Arday Tragedy: A Story Of Institutional Failure, Not A Witch Hunt Authored by Lipton Matthews via The Mises Institute, The recent death of Jason Arday has been met with widespread grief, but also with a disturbing rush to assign blame. Much of the media narrative has positioned Nathan Cofnas as the villain, the man who exposed plagiarism and, in doing so, supposedly hounded a vulnerable academic to his death. This is a […]

Meta Tests Robots That Can Swap Cables And Reset Servers At Its Data Centers Kiss those data center technician jobs goodbye… Meta is testing robots that can swap network cables, restart servers, reseat components, and perform other physical tasks traditionally handled by data center technicians. The experiments come as the company rapidly expands its AI infrastructure and seeks to operate facilities more efficiently, according to […]

US Steps Up Africa Push As China Expands Economic, Security Footprint Authored by Arthur Zhang via The Epoch Times, The Trump administration says it has helped close 37 commercial deals worth $25.67 billion in Africa as Washington moves to compete with a much larger Chinese economic footprint across the continent. “China continues to flood Africa with exports,” Assistant Secretary of State for African Affairs Frank Garcia told Fox […]

What Happened To The So-Called AI Job Apocalypse? Authored by Joe Bertolami via RealClearMarkets, A recent report from Stanford reviewed the latest employment data and found that, so far, AI has not resulted in large scale job destruction. Meanwhile, new hiring data from the Economic Times reveals that AI is actively fueling unprecedented job creation, with AI skills now powering nearly two-thirds of new Global Capability Center […]

CDC Reports COVID-19 Activity Is Increasing Across US The Centers for Disease Control and Prevention on Friday said COVID-19 activity is “increasing” across the United States although its levels are still considered “very low” overall. “As of August 26, 2026, we estimate that COVID-19 infections are growing or likely growing in 48 states, declining or likely declining in zero states, and not changing in two states,” the CDC said […]

The Monumental Mistake Of Raising Rates In September Authored by Daniel Lacalle, Three members of the Federal Open Market Committee voted to raise rates in July. However, the Committee held the federal funds target at 3.5%-3.75% by a 9-3 vote. Bank of America, Deutsche Bank, and J.P. Morgan all expect a September hike. Across the Atlantic, the European Central Bank raised rates by 25 basis points in June and is expected to raise […]

Barclays Warns Next Commodity Shock Is Taking Shape: What You Need To Know Wall Street coverage of a record-breaking Super El Niño is only growing as agricultural commodities break out. Yet the rally extends well beyond the agricultural complex, with industrial metals and other critical materials showing signs of tightness in physical markets. Whether it is veteran commodities strategist Jeff Currie turning bullish or UBS urging […]