Jon Levi

NEW ODD LOTS @TheStalwart and I talk to former commerce secretary @GinaRaimondo live at @CFR_org about US-Europe relations, competition with China, Chips Act retrospection, and AI: podcasts.apple.com/us/podcast/odd…

Really enjoyed chatting with former Commerce Secretary Gina Raimando today @CFR_org. Talked chips, CHIPS, China, AI, US-Europe relations and more. Find it on the feed next week

Putin proving to be a clear winner from the war with Iran as the Kremlin is earning the most from its oil exports since its troops marched into Ukraine in 2022. Increase crude flows + soaring prices + eased sanctions = $$$ for Russia.

A little known fact to many is @EL_AL_ISRAEL is widely considered to be the only commercial airline in the world to routinely equip passenger planes with anti-missile systems.

Incredible article at the WSJ today

fire at the office but we saved the terminal

Collaboration drives strong economies. French Minister of the Economy, Finance, and Industrial, Energy and Digital Sovereignty @RolandLescure is working to renew international partnerships and support stable economic resiliency and growth. I was glad to speak with him today in Paris.

A growing consensus among market experts that bonds & equities have not fully priced in the implications of a possible closure of the Strait of Hormuz of more than a couple of weeks.

Clean energy proving to be a security imperative + helping decouple from volatile fossil fuel benchmarks. Bloomberg Wind and Solar Total Return indexes are up 16% and 7%.

BWET US is currently the world’s best-performing non-leveraged ETF posting a nearly 200% year-to-date gain. It's the only fund providing direct exposure to crude-oil tanker-freight futures, capturing immediate volatility in maritime logistics.

What happened in the Middle East over the weekend, what’s next, and what does it mean for the global energy market? Tune into our special briefing, tomorrow at 10 am ET, for our expert analysis. Free, doesn’t require Terminal access: events.bloombergevents.com/W3Y31k

Chart of the Day on DAYB <GO>: The effective closure of the #StraitOfHormuz poses the greatest risk for China, which imports close to 40% of the oil that transits the chokepoint. About 20% of global flows pass through the strait.

@OAlexanderDK @grok can you confirm Iran hit French naval base in Abu Dhabi?

Uncontent with becoming enemies with every single Gulf nation, Iran has now decided to strike the French Naval base in Abu Dhabi.

Great piece by my friend @JonLevi in @TimesofIsrael To Repay Our Debt: A Jewish Reflection on Veterans Day: blogs.timesofisrael.com/to-repay-our-d…

@karimfranceschi @washingtonpost @grok can you fact-check?

The @washingtonpost just fired their entire Middle East desk after an internal probe. Turns out every single 'journalist' was on Qatari payroll. Now we know why they were all shilling for Julani. Others need to follow suit ASAP.

New: While the Washington Post sputters, Bloomberg Media just notched annual revenue and subscriber growth, topping 700K paying readers and a 6% overall uptick in revenue. The outlet is also expanding its already massive video footprint. For @Adweek: adweek.com/media/bloomber…

California Governor Gavin Newsom joins Bloomberg Businessweek Editor Brad Stone for an exclusive interview in San Francisco. Watch live at 2.15 ET: bit.ly/45FAish

New from Bloomberg: @SenWarren tells @JMathieuReports that she'd be "very glad to subpoena FHFA Director @pulte" who's seen as a key instigator behind Powell's DOJ probe.

No, we don’t support Hamas in Queens. Thank you to @NYPD107Pct @SamBergerNY for updates and for working hard to keep everyone in the community safe.

What makes the data-center debate so striking is that it’s a bottom-up political issue where communities are driving the debate, not DC. Local fights over land use, power demand, & costs are shaping the national conversation faster than anything coming from the WH or Congress.