Hektor

Thanks @ValueMaven

That’s an interesting take @changegonnacome. How would they supply? Probably via Pakistan which borders Iran?

Has anyone watched ‘Families Like Ours“ on Netflix? What are your thoughts. https://www.netflix.com/title/82011624?source=35&fromWatch=true I saw a review on NYT. Sounds interesting. https://www.nytimes.com/2025/06/11/arts/television/families-like-ours-review-netflix.html Families Like Ours’ Review: Emptying Denmark In Thomas Vinterberg’s series on Netflix, climate change forces a country to close, and everyone has to leave.

A Canadian eagle, perhaps. The American one offers the olive branch besides the arrows

Who will fund and supply Iran?

The olive branch in one claw and the arrows in the other

https://ir.americanexpress.com/news/investor-relations-news/investor-relations-news-details/2025/New-Coinbase-One-Card-to-Launch-on-the-American-Express-Network/default.aspx New Coinbase One Card to Launch on the American Express Network

+1 Because, the administration does abide by the court verdict. Judge Blocks Trump From Deploying National Guard in L.A.

https://www.washingtonpost.com/world/2025/06/12/israel-attacks-iran-tehran-explosions/ Israel attacks Iran, braces for retaliation

https://www.theguardian.com/us-news/2025/jun/12/los-angeles-national-guard-troops-marines-morale Troops and marines deeply troubled by LA deployment: ‘Morale is not great’ Several service members told advocacy groups they felt like pawns in a political game and assignment was unnecessary

Thanks @gfp I have noticed this as well (from the recent time when I started tracking the ZROZ). The yield does not stay above 5 for much time. How else can they roll over the ones that are maturing. (You can send me some place to read up and I will be happy to do my homework )

I am not coatailing you or anyone into anything :). I was curious about the long dated debt. I felt this one was projecting higher rates (than lower) and thus contrary to my understanding of the ZROZ thesis.

@gfp, I came across the following article, which states that given the large deficit, issuing large number of treasuries is inevitable, and this will lead to higher yields. My understanding of the thesis for ZROZ et al is that treasury yields would be lower in the future. How do you feel about this large issuance of treasuries leading to higher yields and it's impact of ZROZ etc. https://www.wsj.com/finance/federal-government-debt-deficit-charts-3289eff8

https://www.bloomberg.com/news/articles/2025-06-11/pentagon-slashes-in-half-its-request-for-air-force-f-35s Pentagon slashes in half its request for Air Force F-35s The Air Force has cut in half its request to Congress for its signature F-35s, dealing a blow to Lockheed Martin Corp., the top US defense contractor. A Defense Department procurement request document sent to Capitol Hill this week asked for 24 of the planes, down from 48 that was forecast last year.

The only surprise here is why it took so long, given the experience kowtowing to Xi & Co!

Anti-corruption seems to make a comeback in China. https://www.wsj.com/world/china/xi-tightens-leash-on-officials-boozing-and-lavish-living-b99c96a2 Xi Tightens Leash on Officials’ Boozing and Lavish Living Chinese leader revises austerity rules in bid to extend his authority and save money

Some might voluntarily leave. Read somewhere that the leader of Optimus has quit Tesla.

Boeing, Blue Origin, et al might catch a break after all. https://www.washingtonpost.com/technology/2025/06/07/trump-musk-spacex-nasa-national-security/ NASA, Pentagon push for SpaceX alternatives amid Trump’s feud with Musk The fight between President Donald Trump and Elon Musk highlights the government’s outsized dependence on a single company for missions.

Email lady had a separate server. Spaceman has an entire internet service. Would it be a surprise that data pilfering might have occurred? https://www.washingtonpost.com/technology/2025/06/07/starlink-white-house-security-doge-musk/ White House security staff warned Musk’s Starlink is a security risk Starlink satellite connections in the White House bypass controls meant to stop leaks and hacking. Elon Musk’s team at the U.S. DOGE Service and allies in the Trump administration ignored White House communications experts worried about potential security breaches when they installed Musk’s Starlink internet service in the complex this year, three people familiar with the matter told The Washington Post.

Do you feel Fairfax might acquire Wintaai at some time in the future?

Thanks @SafetyinNumbers Look who managed to fly under the radar! Francis Chou!

https://www.washingtonpost.com/business/2025/06/06/doge-staff-cuts-rehiring-federal-workers/ Trump races to fix a big mistake: DOGE fired too many people Across the government, the administration is rehiring federal workers who were forced out or encouraged to resign.

Good luck to them. I have heard about a guy who tried to do this (among other things) at another automaker, but fled in a music instrument box