August 14
Mkts 2Y 10Y 30Y
S&P is up 0.09% | 10:50
2Y is 4.150%, lower by 0.5bp
10Y is 4.675%, higher by 2.8bp
Oil is down 0.34%
Gold is up $30
Dollar index is down 0.42% to 99.53
News
Retail Sales Unexpectedly fell 0.6% month-on-month
UMich consumer sentiment 51.0 vs 54.5 expected and down from 55.2 in July
Moon
War On Iran: – U.S. Opts For Containment – Iran Plans To Attack
The U.S. has no answer to Iran’s blockade of the Strait. Its Air Force lacks the munitions to hold down Iranian air defenses and to hunt its ballistic missiles. Its Navy lacks the numbers to keep the Strait open. Its army is too small to launch the necessary land campaign. Its allies are strictly against an escalation of the conflict. Iran’s revenge to any renewed U.S. bombing campaign would devastate the infrastructure of its Gulf allies. The U.S. is thus resorting to economic pressure.
The Strait of Hormuz is closed. Oh, you can claim otherwise, but it is effectively closed | MTick
Russia Quickly Rejects Ukraine's Offer Of Ceasefire On Black Sea Shipping | Zero
US pledges more economic measures to isolate Iran amid Hormuz deadlock | AlJz
Iran attacks ships in Hormuz as US vows measures ‘never seen’ against Tehran | Iran
Cradle
JPMorgan says Iran, Oman 'legally justified' to charge Hormuz navigation fees
Denmark, Sweden, and Turkiye charge service fees for vessels to pass through narrow waters in their maritime territory, providing a precedent for Iran and Oman to do the same for the Strait of Hormuz
Peak
Today’s Digest covers immigration crackdowns, a sex trafficking takedown, election integrity, Truth API lawsuit, CMS gender care, cell tower dumps, surveillance pricing, Oklo reactor criticality, and Corporate Transparency Act exemptions
Allow me to translate the bureaucratese.
Starting in December, 2019, an “unofficial” —translation: untraceable— FBI team grew inside the FBI’s Foreign Influence Task Force, Russia division. Let’s give the unnamed group a name: the FBI’s “Russia Desk.” Later, it expanded to help shield the Clinton Foundation, George Soros, Barack Obama, John Kerry, Victoria Nuland, and others. The Russia Desk buried the incriminating Biden files in the Bureau’s unsearchable “Prohibited Access” system
Debt Rattle
Farage, you see, is simply too far right to run against.
Who were they going to put up against him? Their answer: Nobody. And what, precisely, makes Nigel Farage so terrifyingly “far right”? He thinks Britain should control its borders, British laws should ultimately be made in Britain, violent criminals should receive meaningful sentences, taxes and regulation should be lower, farmers and domestic industry should be protected, yada, yada
Neo
What’s behind the sudden emergence of a host of Muslim DSA-backed candidates? Because so much of the Democrat voter base is anti-Israel, this is now a requirement for most races. It’s not new, either. It began to be visible in politics with Barack Obama, although it was more subtle.
Nat
The Future of the Human Race Belongs to Those Who Protect Their Genetic Integrity
But the story does not end with avoiding the jab. Genetic Viability Is Decided by Nutrition, Not Just by Avoiding the Jab
Major in Contested Logistics
The logistics systems built for permissive environments will not survive contested, multi-domain conflict. The Contested Logistics Consortium exists to help close that gap. We bring together defense practitioners, industry partners, and academic researchers to produce actionable research, develop operationally grounded talent, and build the sustained partnerships the joint force needs. Our work is rooted in one of the nation's leading supply chain programs, embedded in the nation's 'Silicon Valley of logistics,' and aimed at the hardest logistics problems the threats now emerging demand.
Email: wkidder42@gmail.com
Text: 1 646 257 2130
WhatsApp +1 646 257 2130 at 1:00 AM