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Barbara Boyd opens with diesel: as Ukraine’s strikes on Russian refineries tighten the world’s supply, President Trump threatened to halt U.S. diesel exports unless Europe released its emergency stocks, and the G7 agreed to release 100 million barrels. She presents it as the opening move of a 35-da…
Susan Kokinda opens with the 26-page open letter Iran’s Islamic Revolutionary Guard Corps addressed to the American people weeks before the midterms, which the State Department dismissed as desperate and the Daily Wire read as a call to vote Democrat. She argues the letter tells a bigger story than…
Join us for a live broadcast, with your hosts Barbara Boyd, Susan Kokinda and Adam Sturman. Thursday October 2nd at 11am Eastern, 8am Pacific every Thursday. We take your questions from both the Youtube live chat and our Newsletter Subscribers! This week: the physical economy build-out is the midt…
Barbara Boyd opens with Sunday's first round in Brazil, where Flávio Bolsonaro took 47.03% to President Lula da Silva's 45.16%, a result London's Guardian called a shock, ahead of the October 25 runoff. She traces the battle for Brazil: Jair Bolsonaro's narrow defeat in 2022, the January 8, 2023 ri…
This midweek update contrasts two investment stories. On Monday, President Trump announced a $15 billion Mesabi Metallics steel mill in Iowa, supplied by the first new iron ore mine in the United States in 50 years, and Commerce Secretary Howard Lutnick, Export-Import Bank Chairman John Jovanovic a…
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