“.. They had lost confidence in the administration, and they thought if they let the U.S. use their airspace, they would get hit even harder by Iran,” said Hussein Ibish, a scholar at the Arab Gulf States Institute in Washington. @nytimes.com www.nytimes.com/2026/07/01/u...

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".. The Meta excess-compute story has made investors question whether hyperscalers are building more AI capacity than they can use profitably." .. The market is “probably starting to price in peak-memory-cycle risk after a very strong run.” @bloomberg.com www.bloomberg.com/news/article...

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Japan’s JICA has provided 20 prefab post offices to Ukraine for use in the south & east where regular post offices have come under Russian attack. The post offices provide additional community services including distributing pensions & medicines. www.hokkaido-np.co.jp/article/1332...

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#CO01 @denverpost.com www.denverpost.com/2026/07/01/m...

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Agreed. Or we’ll settle on a briefcase indicator or tie color. It sounds like Warsh really wants to diminish the power of the fed. And I don’t see that happening unless we move into a fiscal dominance regime.

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