@Justicar @Stahesh I feel he's good about talking broader/long term econ stuff & some geopolitics on a broader level. What I don't necessarily trust (as nobody can really be right anyways) is the time scales. What's been funny lately has been him kvetching about nothing happening in September then it is all TOTALLY OVER BROS when consistently he has talked about not asking him about time scales. Like, c'mon man. He's a smart guy for sure and definitely provides a good starting point for news.
He's also got a decent feel on general propaganda shit. I just don't take him as gospel for events and I do trust his broader economic thoughts. A prime example being Iran wants Israel to have their population mired deeply within Lebanon & Palestine as to essentially use their proxies like Ukraine as the Ukraine war begins to wind down. There's VERY little reason for Iran to strike outright at this moment. As TFM says often is: DO NOT LOSE WARS. They have to be careful with the US involved.
