Category: Newsletter

Morning Intelligence • June 28, 2026: US directs $150M aid to Venezuela bypassing opposition; Trump nominates Schroyer for ICE; modular defense strategy advances.

AI restrictions tighten in the US as Anthropic and OpenAI models face limitations (Washington Post, AP News). Light aircraft crashes into Beijing’s tallest…

Morning Intelligence • June 27, 2026: Bolivia devalues currency by 30%, ending a 15-year dollar peg to seek IMF aid. SpaceX joins the Russell 1000 Index….

Colombia’s fiscal outlook dims as bondholders scrutinize new president Abelardo de la Espriella’s plans post-election. Saudi terminal resumes crude…

Apple and Microsoft hike prices amid global memory shortage; Supreme Court expands deportation authority, affecting TPS holders; AI struggles in stock-market timing.

SpaceX’s bond sale heralds a financial shift in space infrastructure. Macy’s and Infosys leverage AI for logistics, while US consumer spending defies…

Explore the automation of academia with Stanford’s CoPaper.AI, SK Hynix’s $29B ADR launch, Bitcoin options expiry, and Czech NATO tensions.

Evening Analysis – The Gist: June 24, 2026. France’s Golfech reactor shutdown highlights AI’s role in risk modeling amid climate impacts. SpaceX IPO…

Tencent tests ‘Xiaowei’ AI in WeChat, while ByteDance seeks a $20B loan for expansion. US-Pentagon funding standoff continues, and Israel faces pressure…

Evening Analysis: EU considers removing US debt’s privileged status, impacting Treasuries demand by $200B. BOE holds rates amid Middle East tensions. Trump…