Many assume the Iran war will end quickly, which is plausible.
But it shouldn't be your only scenario.
Here, I outline an alternative scenario: a prolonged conflict and its implications for markets.
Not my base case, but worth considering.
Full macro note tomorrow.
🔴 18/20: Das Abendjournal – live mit Gernot Danowski https://x.com/i/broadcasts/1qKVmQyqzoAxB
🚨 NEW: President Trump told me in an exclusive phone call this morning that his endorsement in the Texas Senate primary race will be “made pretty soon” and issued a stark warning to Ken Paxton, who recently said he would not drop out of the race even if Trump endorses Cornyn.
“Well, that’s bad for him to say,” Trump said. “That is bad for him. So maybe, maybe that leads me to go the other direction.”
Read the full story w/ Cheyenne M. Daniels
https://www.politico.com/news/2026/03/05/trump-paxton-texas-senate-primary-00814209
Spain sending its best battleship to the Middle East.
The authors of a new Perspective argue that private equity firms have gained increasing control of U.S. health care infrastructure. Along with other potential consequences, this growth threatens to undermine progress in health equity. Read the latest in the Corporatization of U.S. Health Care series: https://www.nejm.org/doi/full/10.1056/NEJMp2415615
Platform clinical trials offer a flexible and efficient method to evaluate multiple treatments within a single protocol, streamlining operational and statistical processes compared with traditional designs.
JAMA Statistical Editor Roger Lewis, MD, PhD, and Steve Webb, MBBS, MPH, PhD, discuss the key features of platform trials, including adaptive structures, shared control groups, and domain-based randomization.
🎧 Listen now: https://ja.ma/3MNT0YG
They claim that the mandation of synthetic folic acid in white flour only means people can avoid it.
Let them eat wholemeal etc.
However, it is ALREADY in many wholemeal and gluten free products.
They failed to legislate to keep it out of the alternatives.
👇
https://x.com/fauxlate/status/1974126225682805143?s=20
The greater good should start with the good of the individual...
At the end of the day that is all the greater good is made of.
(WATCH) Dr. Bhattacharya
We begin today with one of the most striking turnabouts in modern public health. Dr. Jay Bhattacharya, was a respected medical doctor and professor at Stanford University when Covid struck. He stuck out his neck early, calling out public health mistakes on Covid, the shutdowns, and more. For that, he was targeted and smeared by Dr. Anthony Fauci and others at the National Institutes of Health. But today, he leads the very agency that once worked to silence him. And he’s working to restore public trust after fallout from the wave of government misinformation.
“Are you saying Lyme disease was a government engineered bio- weapon??…”
The 2019 trial sham surgery for Uniqure was superficial skin nicks and specifically did not require drilling into the skull, or a brain injection.
The only person who says the FDA asked for partial burr holes etc. is the CEO of Uniqure.
Gut, dass wir die hohen Feinstaubwerte der letzten Jahrzehnte überlebt haben. Die Werte für Feinstaub sind in 🇩🇪 in den letzten Jahren deutlich gesunken!
“If there’s no benefit, why take the risk?”
Dr. Cartland tried to protect kids and defend informed consent. The GMC destroyed his career for speaking out — labeled “anti-vax” despite taking TWO COVID shots.
What he shares in this interview is SHOCKING 👇
@CartlandDavid
Because the 12-month results were the random blinded results. At best, after a failed trial, open-label results can only be seen as hypothesis-generating.
In fact one can argue this therapy has already failed and even testing it again is unethical, though I wouldn't go that far.
"Am BGH geht die gesamte Führungsspitze in Ruhestand"
Prof. @JoachimJahn, @CHBeckRecht-Aktuell, @beckonlinede.
https://rsw.beck.de/aktuell/daily/meldung/detail/bgh-jahresgespraech-fuehrungsspitze-ruhestand-limperg-ki-eingangszahlen-stpo-reform
DR. JEFFREY TUCKER: We began our polling on medical freedom in reaction to many fake polls that were coming out riddled with biased questioning. What we found was overwhelming! Supermajorities were in favor of these hardcore issues of medical freedom!
@jeffreytucker
In Deutschland nahm der Asylmigrant Kontakt zum IS auf – und schlug dann zu https://www.nzz.ch/international/13-jahre-haft-nach-messer-anschlag-in-berlin-junger-syrer-wollte-juden-toeten-ld.1927637?utm_campaign=mrf-twitter-NZZ&mrfcid=2026030569a7058138899b1522814dff
Keratinocyte carcinomas are skin cancers that develop in the outer layer of the skin.
📄 Learn more about the risk factors, signs and symptoms, diagnosis, and treatment in this JAMA Patient Page: https://ja.ma/4ct8TxY
BREAKING: NEW POLL SHOWS SUPERMAJORITY SUPPORT HEALTH AND MEDICAL FREEDOM
"Shocked. They will BLOW your mind...the White House was not getting the message because of these DISTORTED polls. Bobby needs to be unleashed. No division on these issues." @jeffreytucker @brownstoneinst
@realDonaldTrump are they hiding this from you? Please read and #UnleashBobby
The real problem here is that scientific reporters who used to be properly skeptical of novel, high-risk biotechnologies went all in on mRNA and are now stuck defending it and every hype job the industry offers. They're being used, but they hate @realDonaldTrump too much to care.
R to @JesslovesMJK: I had to take a photo of this dude, which I never do. It's just such a dear image.
Macht das Presseamt der Bundesregierung sich ehrlich? Es gibt neu einen „Leitungsstab Strategie, Innovation, Desinformation“.
If the company ACTUALLY believes the drug works, it should be happy to run this new trial. In fact, it should have started it years ago.
#BREAKING — Robert Malone has been appointed to the United Nations to serve on a Committee that will Investigate Bio-weapons
https://rumble.com/v76oaoq-robert-malone-appointed-to-investigate-bio-weapons-at-un.html
Long shadows, sunset, cats, people.
No, @US_FDA is not stopping a silver bullet for Huntington's disease!
Huntington's is awful. But the proposed treatment made patients WORSE during the 12-month blinded control period compared to people who didn't get it. And several patients suffered severe illnesses from it...
📊 JAMA Guide to Statistics and Methods: The Hochberg procedure is a multiplicity correction used in clinical trials to control the familywise error rate when comparing multiple end points.
Learn more: https://ja.ma/4ctfEjw
“In the end, you’ve got to put people in prison for being dishonest”
Absolutely ridiculous
Billions of taxpayer money missing
“Almost crashed into tree/curve”
Watch @Tesla FSD v14.2.2.5 get confused at a roundabout and head straight for a tree, forcing the driver to hit the brakes!
@ElonMusk your defective software fails at simple tasks.
FSD should be banned from public roads.
Prediction: Azerbaijan 🇦🇿 will defend itself with such force that the regime will regret targeting it.
Before COVID, @JoeRogan says he mocked anti-vaxxers. Like many people, he assumed vaccines were the one area of medicine that simply couldn’t be questioned.
Then the pandemic happened.
The censorship.
The propaganda.
The pressure to conform.
And Rogan says it made him stop and ask a simple question:
Why would vaccines be the one product where pharmaceutical companies, regulators, and institutions are completely beyond scrutiny?
That question is exactly what ICAN lead attorney Aaron Siri explores in his new book “Vaccines: Amen.”
@AaronSiriSG explains why vaccines occupy a unique place in our culture and our legal system. Unlike any other medical product, manufacturers are protected from traditional liability under the 1986 National Childhood Vaccine Injury Act.
And culturally, questioning them has often been treated as heresy.
Which is why Siri calls it what many people have quietly started to notice:
“The religion of vaccines.”
Current allocations under the Rural Health Transformation Program are inversely associated with rural mortality and hospital bed losses, indicating that funding may not reflect clinical need.
https://ja.ma/4uawhXg
My new OpEd at Brownstone: The Quiet Crisis of Procedural Medicine https://brownstone.org/articles/the-quiet-crisis-of-procedural-medicine/ via @brownstoneinst
Wenige Wochen vor der Wahl verschafft Russlands Präsident dem ungarischen Regierungschef einen Erfolg. Derweil spitzt sich Budapests Konflikt mit Kiew um Öllieferungen aus Russland weiter zu. https://www.nzz.ch/international/freigelassene-kriegsgefangene-putins-wahlkampfhilfe-fuer-orban-ld.1927824?utm_campaign=mrf-twitter-NZZ&mrfcid=2026030569a7058138899b1522814dfe
Ab 18 Uhr live auf http://kontrafunk.radio, YouTube und X: Manfred Haferburg, Michael Knobel, Robert Jungnischke, Marco Sieber, Jürgen Meinhart und Prof. Martin Wagener.