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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
Issues206Founded7 months agoLast Issue3 days ago
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Latest Issues

Daily digest: 2026-08-12

TL;DR: today vs. yesterday

Two things hardened overnight. Iran stopped hinting and published the price list — Hormuz stays shut until Washington ends the war regionally, releases frozen funds and pays up, with the Oman transit lane expl...

3 days ago
7

Daily digest: 2026-08-11

TL;DR: today vs. yesterday

Iran stopped pretending: an advisor to the Parliament Speaker said flatly that Tehran will wait out Trump's term to January 2029 rather than negotiate, and Trump responded by billing Iran for the war he starte...

4 days ago
71
23

Daily digest: 2026-08-10

TL;DR: today vs. yesterday

Two big deltas: Trump has reportedly dropped the nuclear-deal demand entirely and will settle for Hormuz reopening — at which point Tehran raised its price to $300bn plus troop withdrawal — and another tanker...

5 days ago
77
21

Daily digest: 2026-08-09

TL;DR: today vs. yesterday

Two Saudi Aramco sites burned overnight - the Berri gas plant near Jubail and the Jizan refinery - with Yemen's armed forces publicly claiming the Jizan drone strike, days after Riyadh signed a collective-defe...

6 days ago
72
5

Daily digest: 2026-08-08

TL;DR: today vs. yesterday

Two things actually moved: July payrolls printed -23K against an +80K consensus with 103K revised away from May/June, and Washington conceded it will lift the naval blockade of Iranian ports once an Iran-Oman...

7 days ago
71
16

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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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