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UN Peacekeeping Is Fading. Are Autocratic Mediators Filling the Gap?

• Active UN peacekeeping deployments have collapsed from 107,000 troops in 2016 to 47,000 today, marking a structural retreat from multilateral conflict resolution.

Vinay Lochav | 28 June 2026

When the Market Gorges: The Structural Reckoning Behind the Mega-IPO Wave

• SpaceX, Anthropic, and OpenAI are collectively targeting more than $200 billion in public capital, dwarfing the entire $45 billion raised across all US IPOs in 2025.

Vinay Lochav | 28 June 2026

When a Billion Dollars Means Nothing: The Mechanics Behind America's Zombie Unicorn Crisis

• By May 2026, 332 of 1,900 tracked unicorns had raised fresh capital at or below their peak valuation, with 212 now valued below the $1bn threshold, per Stanford University data.

Vinay Lochav | 28 June 2026

SpaceX, Russell, Nasdaq-100: How Index Reconstitution Became Wall Street's Biggest Event

• Russell 3000 market capitalisation rose 29% to $75.6 trillion at the April 30 rank day, with the top ten constituents now worth $26.4 trillion collectively

Vinay Lochav | 26 June 2026

Iran Attacks a Cargo Ship and Halts Hormuz Traffic, OpenAI's IPO May Slip and Apple Hikes Prices on Memory Costs: 7 Reads Before Friday's Bell

Iran attacked a Singapore-flagged cargo ship in the Strait of Hormuz, halting shipping and pushing WTI back below $70 after Thursday's wartime-premium unwind. A report that OpenAI is considering delaying its IPO sent SoftBank lower and pulled the Nikkei 225 down more than 4%; …

Nitish Kishor | 26 June 2026

Micron Blows Past Estimates, PCE Stays Hot at 4.1% and Oil Falls Below $70 for the First Time Since the War: 7 Reads Before Thursday's Bell

The 8:30 AM data dump delivered a uniformly hawkish set of prints. PCE Price Index Y/Y for May held at 4.1%, matching the prior reading exactly and missing the 3.8% forecast; Core PCE Y/Y also held at 3.4% against a 3.3% forecast. PCE M/M …

Nitish Kishor | 25 June 2026

US Sector Performance Analysis: Industrials and Consumer Stocks Lead While Energy Extends Weakness

• Industrials Lead the Market: Industrials (XLI) advanced 1.16%, emerging as the strongest-performing sector as investors increased exposure to economically sensitive industries.

Robert Luong | 25 June 2026

US Sector Momentum Analysis: Financials Maintain Leadership While Consumer Sectors Build Momentum

• Financials Remain the Strongest Leader: Financials (XLF) continue to occupy one of the most dominant positions within the Leading quadrant, maintaining superior relative strength despite some moderation in momentum.

Robert Luong | 25 June 2026

Bitcoin $200K by 2027? Kalshi Prediction Markets Price 96% Probability of "No"

Of all the long-term Bitcoin prediction markets on Kalshi, the $200,000 by 2027 contract carries the most unambiguous probability signal: 96% on the NO side, backed by $5.37 million in traded volume. This is not a close call by any measure. The market is …

Nitish Kishor | 24 June 2026

What Kalshi's $100 Million+ Crypto Prediction Market Volume Reveals About Real-Time Investor Sentiment in 2026

Kalshi's aggregated crypto prediction markets — spanning Bitcoin, Ethereum, Solana, XRP, Dogecoin, Stellar, and Shiba Inu — collectively represent over $100 million in traded contract volume as of mid-2026. This makes Kalshi's crypto prediction suite one of the largest regulated real-time crypto sentiment indicators …

Nitish Kishor | 24 June 2026
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