
Carryunwind
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Carryunwind
@carryunwind
At any point in the cycle, there is a finite amount of productive economic activity that earns a positive real return. - Tharman Shanmugaratnam







































FT: A broker for Pete Hegseth, the US defence secretary, attempted to make a big investment in major defence companies in the weeks leading up to the US-Israeli attack on Iran, according to three people familiar with the matter… The investment discussed by Hegseth’s broker did not ultimately go ahead as the fund, which launched in May last year, was not yet available for Morgan Stanley clients to buy.


Israel has pivoted to striking Iranian economic targets as it aims to "create the conditions" for the Iranian regime to fall -Times of Israel Israel aims to cause massive economic damage to the Iranian regime.















