2025 Promises of growth, missing capital, and a system running on narratives rather than data - will 2026 deliver?. Colossal Tech Investments: Announced, Not Delivered...Yet The wave of billion-dollar technology investments announced by major U.S. companies remains largely theoretical. To date, there is no visible deployment of … [Read more...] about Another Sign That America Is in Disarray via Politics and Perception 2025 is full of promises, can 2026 deliver?
US Defecit
Trump-Putin Meeting: Strategic Implications for Ukraine, Iran, and U.S. Policy
Today's meeting between Donald Trump and Vladimir Putin centers on a crucial objective: securing Putin's support for limiting Iranian uranium enrichment. For the United States, the challenge is clear — it cannot sustain engagement on three fronts simultaneously: Ukraine, Taiwan (China), and the Middle East involving Iran and Israel. Ukraine is expected to … [Read more...] about Trump-Putin Meeting: Strategic Implications for Ukraine, Iran, and U.S. Policy
August 2025 Interest Rates: Cosmetic Moves vs. Real Change
Conditions for a Real Rate Cut vs. Virtue Signaling for Political and Lobby Appeasement. There’s an old principle — “change everything, so as not to change anything.” That’s the perfect description of the current interest rate scenario. Yields Tell the Story A single figure explains the situation: 13-week bill YTM (July 1 → … [Read more...] about August 2025 Interest Rates: Cosmetic Moves vs. Real Change