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No1's Daily Digest

No1
Hundreds of paid subscribers

Automated digest-feed of the last day of a select few twitter accounts

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Substack
PricingOnly free issuesPublishesDaily
Issues227Founded8 months agoLast Issue6 days ago
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Latest Issues

Daily digest: 2026-09-02

TL;DR: today vs. yesterday

The tit-for-tat became a regional exchange: US forces began striking IRGC targets at noon ET, and Iran answered overnight with ballistic missiles and drones against US bases in Jordan, Kuwait, Bahrain, the UAE...

6 days ago
8

Daily digest: 2026-09-01

TL;DR: today vs. yesterday

Two things genuinely broke overnight: the Japanese government bond curve (10Y through 3% for the first time since 1996, 30Y at an all-time high) and the Hormuz shipping truce, with a Saudi VLCC struck by three...

7 days ago
74
17

Daily digest: 2026-08-31

TL;DR: today vs. yesterday

The Iran war restarted overnight after five quiet weeks: the US hit missile launchers on Larak Island, Iran answered with ballistic missiles at two US airbases in Jordan and drones at Al Minhad in the UAE, and...

8 days ago
76
14

Daily digest: 2026-08-30

TL;DR: today vs. yesterday

Two things genuinely moved: Trump announced and Caracas confirmed a 65-billion-barrel Venezuela oil deal, and the physical-oil crowd spent the next 24 hours explaining why none of those barrels arrive this dec...

9 days ago
71
8

Daily digest: 2026-08-29

TL;DR: today vs. yesterday

Warsh's first Jackson Hole keynote landed hawkish and repriced everything - September hike odds went from a third to better than half, gold lost $150 and the 200-day, and the 2Y jumped 10bps. Second delta: Tru...

10 days ago
68
6

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  • No1

    /ˈnoʊ wʌn/ Writing musings about geopolitics and precious metals as I see events converging that impact us in our daily lives.

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