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Beijing has tried to induce international amnesia, but we remember June 4: Tiananmen Square, 1989. #June4 #TiananmenSquareMassacre

Interesting context for the $WMT - Bessent dust up today. ➡️It's important to remember these Walmart executives have TONS of RSUs (stock grants). ➡️Any change to the status quo could hit their share price, so they will fight EXTREMELY HARD to retain the status quo. ➡️There is

T P Tony Nash Bill the cat for Prez It's uncertain if Tesla was profitable without the EV tax credit in the last three quarters (Q3 2024–Q1 2025). The $7,500 consumer incentive boosts sales, not direct revenue, but Tesla's profits rely heavily on regulatory credits ($595M in Q1 2025, $692M in Q4 2024). Q1 2025 net

Give War a Chance: No Easy Exit From the Russia-Ukraine War of Attrition patreon.com/posts/13061181…

June cut! June cut! June cut!

"Neither side has the capacity to deliver a clean victory. Ukraine, armed with Western aid and driven by existential purpose, has shown resilience and tactical prowess...Russia...is not winning decisively, but neither is it collapsing." Tony Nash patreon.com/posts/give-war…

EIA crude inventories at 10:30 AM ET Forecast: -2.900M crAPI yesterday: -3.300M MicDropMarkets spaces after at 11 AM ET with George Gammon Tony Nash Dana Samuelson - President, American Gold Exchange

Services PMI: There seems to be a bit of seasonality in these results. Services is the lowest since June 24, but we also saw a pullback in May 23, etc. I’m not overly worried about it. May/June effect.

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[FREE OPEN POST] Give War a Chance: No Easy Exit From the Russia-Ukraine War of Attrition patreon.com/posts/13061181…

Torture machine

🎙️I'm doing an interview later, so wanted to share notes with you. (**Not investment advice**) ➡️While you're here, try CI Markets for FREE. No credit card, no commitment. Sign up here: cimarkets.completeintel.com/register 1. ISM Services PMI released. What does the data say about the state

Even with faulty revenue calculations (complete disregard of Laffer curve and that reduction in public crowding out helps the private sector and therefore revenue positive), 2025 is STILL projected to have a positive effect on the US deficit

Strategic Equilibrium and the Gulf’s New Playbook patreon.com/posts/13074057…

👇As I calculated and published two weeks ago.... 🤔Maybe the CBO should just outsource this stuff to me.

Who will win?

🍿🍿🍿[FREE OPEN POST] Grab the Popcorn: Trump, Musk and the Long American Tradition of Clashing Titans patreon.com/posts/13080292…

Good morning all & OTD 81 years ago, Operation OVERLORD commenced with a massive naval and air bombardment of German positions, concurrent with Allied paratrooper and glider landings in occupied France, as well as Allied landings on the beaches and cliffs of Normandy. #DDay