GOOD EVENING: The show begins in Ukraine, where maximalist positions reign on all sides. To DC, where there is no movement on resupplying Kyiv. To Shanghai for imitation goods. To Taipei, DC, Brussels, and Tokyo, planning high-end chip-making to outlast t

GOOD EVENING: The show begins in Ukraine, where maximalist positions reign on all sides. To DC, where there is no movement on resupplying Kyiv. To Shanghai for imitation goods. To Taipei, DC, Brussels, and Tokyo, planning high-end chip-making to outlast the PRC. To Beirut, Cairo, Tehran, and Jerusalem for the war in Gaza pausing. To Canada and the Indigenous People policy. To New Zealand, looking the AUKUS way. To Tehran for a counterattack. To the White House for policy signals on Gaza. To Alexander Hamilton, to AMLO, and last to green markets when they exist.

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