The Saudi Arabia Situation

July 30, 2026 Winter Watch 6

Saudi Arabia up to now has largely avoided the worst elements of the war. For reasons unknown (kompromat?) King MBS was sucked into attacks on the Houthis and Iraqi militias. The result is a hornet’s […]

The Mitch McConnell Situation

July 28, 2026 Winter Watch 2

Mitch McConnell is fine 👀 pic.twitter.com/hMn29peojD — Politi_Rican 🇵🇷 𝕏 🇺🇸 (@TheRicanMemes) July 27, 2026 Mitch McConnell is alive and well everybody! pic.twitter.com/anfjdpjMWi — JT Power (@JTPower) July 12, 2026 Mitch McConnell discharged from the […]

Saudi Oil Facilities Lit up by Houthis

July 25, 2026 Winter Watch 3

Fires in Saudi Arabia from the Yemeni Forces Ballistic Missile Strikes Saudi Aramco is on FIRE This is a BIG escalation. https://t.co/Ac8gNuzqb6 pic.twitter.com/a7ZGyKcJaO — Ryan Rozbiani (@RyanRozbiani) July 25, 2026

Carnage in Hyperscaler Bond Land

July 24, 2026 Winter Watch 0

Feels like a Minsky Moment to me. Carnage in hyperscaler bond land: IG bond spreads exploding every day, as credit investors refuse to fund memory chip purchases any longer. CDS are following. For now, stocks […]

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Winter Watch