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The X-Disruptions: A Mid-2026 Scorecard
We called eight "X-Disruptions" back in December 2025, so six months on, we graded our own homework. The verdict: Fed independence, BoJ/Yen stress, and Europe's defense build-out landed with striking precision, while our bearish equity call missed, but only on US/US-AI names, e…
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NATO’S ANKARA DECLARATION: WALLPAPER OVER THE CRACKS!
NATO's Ankara summit avoided a public rupture with Trump but David Roche argues the declaration papers over a 50% cut in US assets in European NATO and a "new" Ukraine fund that's 40% recycled EU money. The real story: Europe hasn't told voters that guns will have to come out …
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