Obvious Truths Everyone Seems to Miss
| Platform |  | Pricing | Freemium | Publishes | Daily |
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tatsuikeda.substack.comLatest Issues
Bondholders Smell It First: How Credit Is Pricing the AI Bubble While the Stock Market Buys the Dip
Nvidia's default insurance doubled since July, Oracle's bonds trade like junk, and SoftBank sold the largest high-yield bond ever, all to keep $800 billion of circular AI money moving
Bloomberg: $35/month. Financial Times: $42/month. The E...
The Epstein Files Phase 14: What the DOJ Quietly Pulled 🕵️
For one December day the DOJ posted its own watchdog report on Epstein's death, grand-jury records, and evidence inventories, then deleted 325 files inside 24 hours and never put them back
Bloomberg: $35/month. Financial Times: $42/month....
Geopolitical Risk Assessment: October 2026
The month the Iran war started eating everything else: Ukraine's interceptors, Washington's casualty ledger, and both ends of the Red Sea
CLASSIFICATION: Professional Analysis, Paid Subscriber Tier
Day 214: Washington Wouldn't Strike Yemen, So Saudi Arabia Is Mobilizing for It
Iran's allies now hold both oil chokepoints, oil is past $100, and Riyadh is mobilizing for a ground war it already lost once, this time without US airpower
Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Origin...
Tehran Is Building Around the Strait It Can Close
While Washington burns its drone fleet reopening Hormuz, Iran finished a railway to the Indian Ocean, and then Washington sanctioned the one port keeping India on its side
Bloomberg: $35/month. Financial Times: $42/month. The Economist: $1...
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The writers behind this newsletter.
Thesis Intelligence. One part data scientist, one part military strategist, one part investigative journalist. A polymath's guide to the complex systems shaping the 21st century. Analysis from 2030, delivered today.
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