Automated digest-feed of the last day of a select few twitter accounts
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no1sdailydigest.substack.comLatest Issues
Daily digest: 2026-07-15
TL;DR: today vs. yesterday
The war and the tape both moved hard. June CPI printed -0.4% MoM — the biggest drop since COVID — nuking the July hike odds that spiked yesterday and sending gold back over $4,000, while IBM cratered ~25% on a...
Daily digest: 2026-07-14
TL;DR: today vs. yesterday
The Iran war is formally back: Trump notified Congress, ran a third consecutive night of strikes, reinstated the blockade, and slapped a 20% "reimbursement" on all Hormuz cargo — to which Iran's FM replied "PO...
Daily digest: 2026-07-13
TL;DR: today vs. yesterday
The Iran-US ceasefire is dead and round two is the largest escalation yet: multiple new US strike waves rolled coast-to-coast across Iran overnight while Iran hammered US bases in Bahrain, Kuwait, Jordan, Oman...
Daily digest: 2026-07-12
TL;DR: today vs. yesterday
The war jumped a rung overnight: Iran struck the container ship GFS Galaxy in the Strait of Hormuz, declared the strait closed "until further notice," and the US answered with a third round of strikes (300+ ta...
Daily digest: 2026-07-11
TL;DR: today vs. yesterday
The big delta is a clock: Washington handed Iran a "Saturday deadline" - today - to declare Hormuz open and toll-free while simultaneously declaring the ceasefire over, and a Friday Treasury sanctions round ap...
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The writers behind this newsletter.
/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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