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Recent Items
Tuesday, October 6, 2026
Coffee Break: Armed Madhouse – Russian Jet Drones: A Blast from the Past
Russia’s Geran-5 bears a remarkable resemblance to Germany’s V-1 flying bomb, but eighty years of inexpensive electronics have transformed what such a weapon can accomplish. The result is an industrial contest in which drone interception rates matter less than whether destruction can be imposed faster than damaged capacity can be repaired or replaced.
Topics: Coffee Break, Guest Post
Posted by Haig Hovaness at 2:00 pm | 1 Comment »
Down to the Wire for 2026 Fundraiser, Help Hit Our New Donor and $ Targets!
Help us with this last big push to meet the final fundraiser goals! Invest in this community!
Topics: Notices
Posted by Yves Smith at 1:38 pm | 2 Comments »
Reuters Reports Gulf Oil Exports Reached 80% of Pre-War Level as Standard Chartered Shows Bigger Hit to Hormuz Transits, Shift to Other Routes
More on the debate over Persian Gulf oil exports as the Saudis launch an offensive to try to retake territory liberated by Ansar Allah.
Topics: Doomsday scenarios, Dubious statistics, Economic fundamentals, Energy markets, Guest Post, Media watch, Middle East, Politics
Posted by Yves Smith at 9:55 am | 12 Comments »
Links 10/6/2026
Topics: Links
Posted by Conor Gallagher at 6:55 am | 81 Comments »
Peter Thiel Receives the Axel Springer Award and Confirms the Rise of the Antichrist
Thiel warns globalism brings the Antichrist, yet his surveillance tech and dualism build the very control grid he claims to fights
Topics: Doomsday scenarios, Globalization, Moral hazard, Politics, Surveillance state
Posted by Curro Jimenez at 6:50 am | 31 Comments »
Could France’s Debt Woes Spark Another European Debt Crisis?
This time the weakest link could be the Euro Area’s second largest economy.
Topics: Guest Post
Posted by Nick Corbishley at 6:45 am | 16 Comments »
SOS! Desperately Seeking Procrastinators! Last Call for Our 2026 Fundraiser!
Final call for our 2026 fundraiser! Please stop by our Tip Jar and chip in for yourself and for this community. You’ll be glad you did!
Topics: Notices
Posted by Yves Smith at 6:00 am | 5 Comments »
Canary in the Coal Mine? Office CMBS Delinquency Rate Re-Spikes to 12.2%, Far Worse than Financial Crisis Peak
CMBS managers shift from “Survive till ’25” (when low interest rates were supposed to return) to “Sell at today’s price, or the lender will.”
Topics: Credit markets, Economic fundamentals, Investment management, Investment outlook, Real estate, Risk and risk management
Posted by Yves Smith at 3:29 am | 10 Comments »
Coffee Break: Ellison Empire Settles on Skydance, Takes Big Bond Price Hit, Names Team
Having cleared the biggest legal hurdle, the Ellison media empire has assumed control of WBD, dumped all over the bond markets, and named their leadership team for the new organization which will be called Skydance after David Ellison’s studio.
Topics: Coffee Break
Posted by Nat Wilson Turner at 2:00 pm | 14 Comments »
America Is Hurtling Toward a Power Grid Crisis
Electricity demand is skyrocketing, utility bills are spiking – but it could take years to build the new transmission lines that would address the problem.
Topics: Guest Post
Posted by Conor Gallagher at 9:55 am | 19 Comments »
Links 10/5/2026
Topics: Links
Posted by Conor Gallagher at 6:55 am | 76 Comments »
Iran War: Saudi-Backed Forces Launch Major Yemen Campaign; More on Oil Transits and Economic Conditions
Today’s Iran war news: As the Saudis double down on failure with a new Yemen offensive, the debate over the state of oil and the economy continues.
Topics: Doomsday scenarios, Economic fundamentals, Energy markets, Media watch, Middle East, Politics
Posted by Yves Smith at 6:54 am | 48 Comments »
Yippie! Met Our Sixth Goal, On to Our Seventh: More Original Reporting
We’ve just started on our final goal, original reporting. Can you make this fundraiser a great success by chipping in now?
Topics: Notices
Posted by Yves Smith at 6:45 am | 5 Comments »
Naked Capitalism: Your Priceless One-Stop Shopping for What Is Really Going on, and Why
Naked Capitalism is unique in the breadth and depth of its coverage and its nose for driving forces. Contribute generously for all our sakes!
Topics: Guest Post, Notices
Posted by Yves Smith at 6:40 am | 2 Comments »


