Daily Briefing
The Strike Before The Signatures
CENTCOM destroys Iranian boats near Bandar Abbas. Trump publishes 9 regimes that must sign. The 60-day window is now the regional signing deadline.
Latest
Petraeus To Force The HCL
The Hydrocarbon Law has been stuck in Iraq's parliament for 19 years. Petraeus walked into Baghdad 10 days ago with the plan that finally moves it.
IR-010 Country Analysis Panama
Panama $300K Qualified Investor Visa sunsets Oct 15 2026, Private Interest Foundation, Canal funds the Treasury, dollar since 1904.
The Gate Before Eid
Treasury answered yesterday's question overnight. Beirut. Havana. Tehran. Baghdad. Four desks in one news cycle. The Eid window is the gate.
Lights Out In Havana
DOJ unseals a Castro indictment 70 years cold. Saab back in Miami. Second Maduro probe opens. Day 5 al-Sari at Iraq Finance. Day 38 Iran blockade.
Bessent Cuts, Petraeus Delivers, Al-Sari Closes
Bessent's been running one operation for 18 months. The new rails are built to lock out 50 years of terror financing. When the rate moves, the bad guys are locked out, for good.
IRAQ. The Case for Revaluation
Welcoming new members. Answering the question that keeps landing in my inbox: how is IQD revaluation possible? The proof stack, sources, and the order of operations.
Iraq's Comprehensive Reform
Saturday we put one word on the audience. Sunday it walked into the Finance Ministry. The chair Tehran held for 22 years now has a different name on the door.
IR-009 Country Analysis El Salvador
Eight reports. The scenario framework, plus two countries. This report is the third country guide. El Salvador. Permanent territorial tax on foreign income. The Pacific surf coast at half the price of Costa Rica.
Fourteen Ministers in Baghdad
Baghdad voted in 14 ministers Thursday. Finance went to al-Sari. Xi poured the wine in Beijing. CLARITY cleared 15-9. Warsh took the Fed. One session.
The Planned Collapse
Six reserves bleeding at once. Not seen in generations. Not an accident.
Bessent Signs The Sixth
Trump told the cameras the ceasefire is on life support. Treasury signed the 6th. Rubio said the quiet part on NATO. All before the CIC leaves for Beijing.