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Super Brief: The Reluctant Hegemon — Super Brief
The Reluctant Hegemon. The US opened a naval blockade of Hormuz and the dollar fell. Oil gapped eight percent and the 10-year yield finished flat. Th…
2 months, 1 week ago
Brief: The Blockade
Twenty-one hours of face-to-face talks in Islamabad produced no deal. Hours later, President Trump announced an "effective immediately" US Naval bloc…
2 months, 1 week ago
Super Brief: The Blockade — Super Brief
The Blockade. Twenty-one hours of talks in Islamabad collapsed. Hours later, Trump announced a US Naval blockade of Hormuz, interdicting every vessel…
2 months, 1 week ago
Super Brief: The Largest Table in 47 Years — Super Brief
The Largest Table in 47 Years. VP Vance, envoy Witkoff, and adviser Kushner sit across from the most senior Iranian delegation ever assembled for tal…
2 months, 1 week ago
Brief: "Iran hits Saudi pipeline, bypass broken"
CPI came in at 3.3% headline but core held at 2.6%, below forecast. Rate cut odds surged to 85% for June and the S&P is flat on the year as if nothin…
2 months, 2 weeks ago
Super Brief: Iran hits Saudi oil lifeline — chaos!
Iran struck Saudi Arabia's East-West pipeline and the Manifa/Khurais oil fields, eliminating 1.3 million barrels per day of combined throughput and p…
2 months, 2 weeks ago
Brief: "AI's secret edge nobody sees"
Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's in…
2 months, 2 weeks ago
Super Brief: Amazon's $15B AI Boom Stuns Rivals
Andy Jassy's shareholder letter buried the number that changes the AI capex conversation from speculation to arithmetic: $15 billion annualized AI re…
2 months, 2 weeks ago
Brief: The Six reveals AI's next move
Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's in…
2 months, 2 weeks ago
Brief: "AI's next frontier nobody saw coming"
Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's in…
2 months, 2 weeks ago