“Humiliation” – Iran’s Lawmakers React To Trump’s ‘No Preconditions’ Offer Of Direct Talks

Iranian President Hassan Rouhani and his advisors are likely scrambling over what strategy to agree on, if any, in response to President Trump’s unexpected and unprecedented Monday offer of “no preconditions” talks with Rouhani. An official response to Trump’s surprise words — “I would certainly meet with…

3-Day Blowout In “Value/Growth” Is Biggest Since Lehman Bankruptcy: “A 4.3 Sigma Event”

By Charlie McElligott, head of Cross-asset strategy at Nomura BOJ’s Dovish Forward Guidance Snuffs Curve Steepening – Yet Equities “Value over Growth” Performance tumult continues globally Global rates markets see a modest “bull-flattening” overnight, as bond bears were left disappointed by BoJ’s “unch” YCC target…

Flipping the Switch on a Revitalized CC Network

I’m excited to share an update on the implementation of the CC Global Network Strategy, and to move forward on an important next step that will, for the first time, put the Network in the hands of the Network: the first meeting of Chapter representatives…

Army Starts Testing “Ironman-Like” Exoskeleton For Future Hybrid Wars

As discussed previously, the Army’s Training and Doctrine Command, or TRADOC, drafted a new strategy for how soldiers will operate, fight, and campaign successfully across multiple domains—space, cyberspace, air, land, maritime—against all enemies (Russia and China) in the 2025-2040 timeframe. Warrior Maven has confirmed that…

Trader Fears Bear Stearns Redux: “The Market’s Fooling Itself”

Morgan Stanley’s Andrew Sheets’ – London-based head of cross-asset strategy – comments that “we’re heading into a summer that is going to remain volatile,” warning that: “We have upcoming headlines on steel tariffs, we have upcoming headlines on China trade negotiations, we have Nafta, we have…