Very interesting The rise of DeepSeek has rattled everyone except Nvidia—which says it sees a long game in China. wsj.com/tech/ai/nvidia… via The Wall Street Journal

Absolutely fascinating!! The billionaire elite who answered Donald Trump’s call on Panama Canal ft.com/content/81a110… via @ft

Important!

Fascinating! Donald Trump says China’s Xi Jinping to visit the US in ‘not too distant future’ ft.com/content/a0f0b7… via @ft

Federal Reserve Chair Jerome Powell faces a serious complication: navigating a trade war that threatens to push prices up while weakening the economy wsj.com/economy/centra… via The Wall Street Journal

The next chapter of U.S.-China decoupling has begun, with profound implications for American businesses and consumers—and the rest of the world. wsj.com/economy/trade/… via The Wall Street Journal

How Treasury Secretary Scott Bessent, a Wall Street veteran, embraced MAGA’s pro-tariff populism and made one of the highest-stakes gambles in modern political and economic history wsj.com/politics/polic… via The Wall Street Journal

Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick were able to convince President Trump to hit pause on the some of the tariffs while trade adviser Peter Navarro was at a meeting in a different part of the White House wsj.com/politics/polic… via The Wall Street Journal

Peter Navarro, the Trump trade adviser who hates trade straitstimes.com/world/united-s…

Financial markets have flashed an ominous message this month about President Trump’s ambitious and improvisational bid to reshape global trade: Be careful what you wish for wsj.com/economy/global… via The Wall Street Journal

Trump says...I was only kidding! In turnaround, President Trump said he has “no intention” of firing Federal Reserve Chairman Jerome Powell and signaled that tariffs on China could be lowered wsj.com/politics/elect… via The Wall Street Journal

U.S. agencies alarmed by China’s curbs on exports of rare-earth minerals wapo.st/4cI7j9o

@ft at its very best John Paul Rathbone Charles Clover All eyes on Fordow...and Kharg Island...and, as always, Strait of Hormuz. In the next few weeks Wall Street might begin to think it is different this time The nuclear mountain that haunts Israel ft.com/content/46c60c… via @ft

Instead of reading ‘hot takes’ about the Strait of Hummus by Fintwit influencers who had never heard of it until 10 days ago, do yourself a favor and read this well-reasoned piece by freight researcher Yiannis Parganas (Intermodal).

IRAN'S PARLIAMENT APPROVES CLOSING HORMUZ STRAIT, TOP SECURITY BODY REQUIRED TO FINALIZE DECISION ON THIS MEASURE - PRESS TV REPORTS #OOTT

In conversation with Eugene Ardino . "The U.S economy is now an economic engine firing on just one cylinder, that cylinder being AI related spending" Lifespan Investment Series, Episode 9: Continued global uncertainty, & t... youtu.be/C9rRfSv9zA0?si… via YouTube

"It is an irrefutable fact that the U.S equity market is expensive." Lifespan Investment Series, Episode 9: Outlook for bonds and equities youtu.be/tbL8ubZ93Mo?si… via YouTube

The most expensive bank in the world and why it is so expensive Lifespan Investment Series, Episode 9: The CBA enigma youtu.be/viUeLSZxC-c?si… via YouTube

The case for emerging markets and the relative fiscal arithmetic between emerging and developed world markets. The latter resembling 'submerging' markets when it comes to affairs of a fiscal nature! Lifespan Investment Series, Episode 9: Rise of emerging markets & the Li...

Have so few words ever been worth so much? "the shifting balance of risks may warrant adjusting our policy stance." Powell opens the door to lower rates at Jackson Hole and in a nanosecond increases the 'worth' of equity and bond markets by more than a $trillion