🇺🇸🇲🇦 Trump just sent King Mohammed VI a letter reaffirming U.S. recognition of Moroccan sovereignty over Western Sahara

and directed his teams to expand economic development there, in energy, AI, critical minerals, and defense.

The timing isn't subtle. This lands just after 60,000 people breached Ceuta, and a week after a Massie-triggered fight over Congress backing Morocco's "longstanding claim" on Ceuta and Melilla.

Trump didn't mention Ceuta once. He didn't need to. Publicly deepening the US-Morocco partnership right now says plenty on its own.

In this 3 minute clip, simon sinek explains why playing to "beat" people in a game with no finish line eventually destroys trust, innovation, and long-term vision.

I took the core lessons from the clip and broke them down

BREAKING: President Trump announces he has halted the U.S. attack on Iran because the "perimeters of a deal has been agreed to."

"This would include the immediate, Complete, and Total OPENING OF THE HORMUZ STRAIT."

Wildberries in Novosemeykino just became the 19th russian logistics warehouse struck in the past 15 days.

One by one, the infrastructure fueling russia's war machine is going up in flames.

Aggression always comes with a return address.

The most underrated AI tools people actually need right now:

(based on my actual experience)

Core AI models
→ Chinese open-weight models (Kimi, Qwen, Deepseek)
→ Hermes Agent: free, self-hosted, owns its own memory

Agent infrastructure
→ Composio: connects 1,000+ apps to any AI agent in one integration
→ Financial Datasets MCP: live market data straight into your terminal
→ OpenRouter: swap between 300+ models without rewriting your setup

Memory & second brain
→ Obsidian: your second brain, connected directly to your AI
→ Granola: auto-transcribes meetings and feeds context to your agent
→ Supabase: a real database if you want full memory sovereignty

Content & design
→ Taste Skill: kills AI slop from generated frontends and UI
→ Claude Video: lets Claude actually watch and analyze videos
→ Opus Clip / Higgsfield: clipping and UGC ad generation

Research & trading
→ TradingView: backtest any strategy Claude codes for you
→ Perplexity Finance: financial research and watchlists
→ Whisper Flow: voice-to-text that's faster than typing prompts

Security & cleanup
→ Unbroker (Hermes skill): auto-removes your data from broker sites
→ Shannon Pentester: autonomous security scanning for anything you build

Most people are only using a couple of these - save this list so you don't forget them.

It’s always about choice

WB's military stock syllable bingo is gradually coming to an end.

Only Putin could pull this off: an oil and gas superpower is now importing gasoline from Africa

A shipment of around 30,000 tonnes of AI-92 gasoline has arrived at the Russian port of Murmansk from Tangier, Morocco. According to Reuters, the supplier was Lukoil, and the fuel is already being offered for onward transport by rail.

Russia has been forced to seek gasoline abroad after Ukrainian drone strikes hit its oil refineries. Seaborne deliveries had previously begun from India, while fuel was also purchased from Kazakhstan and Belarus.

🚨 BOMBSHELL! Hugging Face CEO Clement Delangue completely destroys the Trump adminstration's plan to ban Chinese AI models.

He confirms they literally used an open-source Chinese model to defend against OpenAI!

Banning them would disarm American defendors. Pure ignorance!

🇷🇺 Russia is in an unsustainable debt spiral.

Russia’s debt-service burden now exceeds that of Italy, Greece and Spain.

🔸 Debt servicing will absorb a record 8.8% of federal spending.

🔸 The Kremlin is issuing and refinancing debt at yields above 14%.

🔸 Bankruptcies and corporate defaults are near two-decade highs.

Europe should intensify Russia’s credit crisis and ensure that the economic cost of this war lasts for decades.

Future Russian governments must understand that attacking a European country carries lasting economic consequences.

A preview of what's coming this fall

Remember what I said, a sudden reversal could begin mid-week next week

What happens next?

Russell 2000 stocks above the 200 day.

TRUTH API

This is so good 🤣 I love the golden pipe. Notice how all the charts are green?

Ken Griffin when a 10x leveraged hedge fund starts making headlines about their outperformance

Over the past 24 hours, practically no vessels used the route near Oman.

Almost all traffic followed the lane closer to Iran.

That is the reality behind the diplomatic language: reopening the Strait is not only about ships moving again.

It is about who sets the route, the conditions and the rules of passage.

If you do anything this year,

Master the psychology of intelligence analysis.

Nuclear Power Is Still Led by the Big 3 ☢️⚡

The US, China and France dominate global nuclear generation

🇺🇸 United States, 826 TWh
🇨🇳 China, 485 TWh
🇫🇷 France, 390 TWh
🇷🇺 Russia, 219 TWh
🇰🇷 South Korea, 185 TWh
🇯🇵 Japan, 94 TWh
🇨🇦 Canada, 85 TWh
🇪🇸 Spain, 54 TWh
🇺🇦 Ukraine, 54 TWh
🇮🇳 India, 54 TWh

But the story is different depending on the country.

The US produces the most nuclear power because its economy is huge and its reactor fleet is large.

China is rising fast because it is building reactors as part of its energy security strategy.

France remains the purest nuclear story because nuclear is not just part of its grid, it is the backbone of it.

Nuclear is becoming an energy security story.

Reliable baseload power is becoming more valuable as AI, data centers, electrification and industrial demand push electricity systems harder.

The countries that can produce large amounts of stable power will have a real strategic advantage.

4 crypto companies. 7 days. All gone.

BitMEX BitMart Movement Labs and now Storj filing for bankruptcy.

Being first was never the same as being built to last.

The winners of the next era won't be a token or a venue.

They'll be the rails underneath, the infrastructure institutions can actually depend on. Every trade. Every day.