The SCO & BRICS Play Complementary Roles In Gradually Transforming Global Governance The SCO & BRICS Play Complementary Roles In Gradually Transforming Global Governance The processes that are unfolding will take a lot of time to complete, perhaps even a generation or longer, so expectations of a swift transition to full-blown multipolarity should be tempered. image The recent SCO Leaders’ Summit in Tianjin drew renewed attention to this organization, which began as a means for settling border disputes between China and some former Soviet Republics but then evolved into a hybrid security-economic group. Around two dozen leaders attended the latest event, including Indian Prime Minister Narendra Modi, who paid his first visit to China in seven years. Non-Western media heralded the summit as an inflection point in the global systemic transition to multipolarity. While the SCO is more invigorated than ever given the nascent Sino-Indo rapprochement that the US was   is nowadays a household name across the world, both organizations will only gradually transform global governance instead of abruptly like some expect. For starters, they’re comprised of very diverse members who can only realistically agree on broad points of cooperation, which are in any case strictly voluntary since nothing that they declare is legally binding. What brings SCO and BRICS countries together, and there’s a growing overlap between them (both in terms of members and partners), is their shared goal of breaking the West’s de facto monopoly over global governance so that everything becomes fairer for the  . To that end, they seek to accelerate financial multipolarity processes via BRICS so as to acquire the tangible influence required for implementing reforms, but this also requires averting future domestic instability scenarios via the SCO. Nevertheless, the BRICS Bank   for precisely that reason. As for the SCO, its intelligence-sharing mechanisms only concern unconventional threats (i.e. terrorism, separatism, and extremism) and are hamstrung to a large degree by the Indo-Pak rivalry, while sovereignty-related concerns prevent the group from becoming another “Warsaw Pact”. Despite these limitations, the World Majority is still working more closely together than ever in pursuit of their goal of gradually transforming global governance, which has become especially urgent due to Trump 2.0’s casual use of force (against Iran and as threatened against Venezuela) and tariff wars. China is at the center of these efforts, but that doesn’t mean that it’ll dominate them, otherwise proudly sovereign India and Russia wouldn’t have gone along with this if they expected that to be the case. The processes that are unfolding will take a lot of time to complete, perhaps even a generation or longer, due in no small part to leading countries like China’s and India’s complex economic interdependence with the West that can’t abruptly be ended without dealing immense damage to their own interests. Observers should therefore temper any   hopes of a swift transition to full-blown multipolarity in order to avoid being deeply disappointed and possibly becoming despondent as a result. Looking forward, the future of global governance will be shaped by the struggle between the West and the World Majority, which respectively want to retain their de facto monopoly and gradually reform this system so that it returns to its UN-centric roots (albeit with some changes). Neither maximalist scenario might ultimately enter into force, however, so alternative institutions centered on specific regions like the SCO vis-à-vis Eurasia and the AU vis-à-vis Africa might gradually replace the UN in some regards. Thu, 09/04/2025 - 05:00
New Greek Law Promises Prison For Rejected Asylum-Seekers New Greek Law Promises Prison For Rejected Asylum-Seekers In the latest example of a European government taking stronger measures to curb illegal immigration, the Greek Parliament on Wednesday passed a law that promises lengthy prison sentences for migrants who stay in the country after their asylum requests have been rejected.  image “The Greek state does not accept you. You only have one choice: to go back. ," said Migration Minister Thanos Plevris after the bill passed. The new law is the second major tightening of Greek immigration in the last two months. On July 9, conservative Prime Minister Kyriakos Mitsotakis completely suspended asylum applications for three months, saying he was effectively notifying human smugglers that “the passage to Greece is closed.” The two moves came after the pace of illegal-immigrant arrivals on Crete reached crisis levels this summer, with the number of illegals landing on the island in the first six months of 2025 tripling over the same period last year. The last straw that prompted Mitsotakis' three-month asylum ban was the arrival of more than https://www.reuters.com/world/greece-may-extend-north-africa-asylum-ban-if-migrant-flow-resurges-2025-08-07/ illegals on Crete just during the first week of July. The move quickly paid off, slashing arrivals to just 500 over the first 27 days of August. image Under the new law, which was championed by Mitsotakis, migrants who fail to leave the country after their asylum request is rejected face up to five years in prison and fines of up to 30,000 euros. The penalty for illegal entry is tripled to 10,000 euros. The deadline for leaving after being rejected was slashed from 25 days to 14, and authorities are now authorized to outfit rejected applicants with ankle monitors so they can be tracked until they leave, the reports. The law also abolished illegal immigrants' previous privilege of applying for residence after they'd been in Greece for seven years.  During parliamentary debate on Tuesday, Plevris said asylum-seekers fell into two categories:   “There are those who are downtrodden, and then there are some who are spoiled, who think that Europe owes them. We need to put emphasis on the voluntary returns, but there will be consequences for those who do not choose to return to their countries.” image Crete became a preferred dumping ground for migrant-smugglers after other European countries imposed asylum processes or increased their offshore patrols and other security measures. When asylum requests were barred, Plevris told a reporter:  "All European countries now understand that it is not possible to have open borders, it's not possible to welcome illegal migrants with flowers. There should be a clear message that countries have borders, (that) https://www.reuters.com/world/greece-may-extend-north-africa-asylum-ban-if-migrant-flow-resurges-2025-08-07/ and will not accept any more illegal migrants." In one of the continuing consequences of Barak Obama and Hillary Clinton's utterly catastrophic regime-change operation, most of the diversity landing on the shores of Crete this year has come from Libya. Cursed by geography, Greece has long suffered from the effects of US-led destabilization campaigns, particularly in 2015-16, when hundreds of thousands of people fleeing the Middle East, Afghanistan and Africa flowed through the country.   Thu, 09/04/2025 - 04:15
Germany's "Skills Shortage" Scam: Open Borders, Job Losses, And Economic Collapse Germany's "Skills Shortage" Scam: Open Borders, Job Losses, And Economic Collapse Submitted by Thomas Kolbe The ideology of open external borders has become a core element of Brussels policymaking. When Angela Merkel extended her 2015 invitation to millions, it merely confirmed a policy already long embedded. The claim that this had anything to do with combating the “skills shortage” was always a convenient fiction. Germany’s economy is now in free fall. Years of overregulation, crushing fiscal burdens, and a self-inflicted energy crisis have deeply. Since 2019, roughly 700,000 jobs have vanished in the private sector. State Expansion Hides Collapse During the same period, the government itself added nearly half a million public sector jobs. That means the 📄.pdf totals around 1.2 million jobs. In 2025 alone, another 100,000 cuts are looming—an alarming verdict on Berlin’s socialist-style, centrally planned economic course. It is also the logical result of believing a subsidy-driven “Green Transition” can substitute for a private economy shaped by capital markets, competition, and innovation. This decline is structural. Since 2018, productivity has been sliding, year after year. The German growth model has broken. In 2024, €64.5 billion in net direct investment left the country, much of it flowing to the United States, where reindustrialization, deregulation, and energy abundance make the business climate more attractive. Germany, once the world’s export engine, is bleeding capital and know-how. The Labor Market Turns Investment inside Germany has stalled. According to official data, the number of job openings in July fell by almost 11 percent compared to a year before, to just 628,000. Facing those positions are millions of unemployed, both Germans and migrants. Two causes stand out: state-run education systematically produces graduates misaligned with market demand, and a lavish welfare state discourages individuals from adapting and seeking productive work. The true scale of unemployment is obscured. Hundreds of thousands are hidden in short-time work schemes, “training” programs, or statistical loopholes designed to minimize the numbers. The workers exist. And yet, media and politics never tire of repeating the warning of an acute shortage of skilled labor. Virtually no corporate speech or think-tank study avoids the cliché of missing workers. The Cologne-based Institute for the German Economy of over 530,000 skilled workers, claiming competitiveness is “dramatically endangered.” The state-owned KfW bank calls it “Germany’s biggest economic risk” and predicts “decades of weak growth” without reform. The official “solution” offered is always the same: open the borders wider, in the hope that somewhere in the tidal wave of migration a fraction of suitable candidates might be found. The Business Reality But the practical recruitment of skilled personnel has always been a core responsibility of management. No successful company relies on the state to provide qualified applicants. Instead, they create attractive conditions: competitive salaries, promotion prospects, and opportunities for development. They scout for talent worldwide, targeting the actual pools of expertise. They invest in integration and retention, knowing that skilled workers are in global demand. Proactive firms go to international trade fairs, use specialized recruiters, and place ads in technical media. They recruit at schools and universities to secure their pipeline. None of this relies on state-run job agencies, symbolic “initiatives,” or the influx of unqualified economic migrants. That German companies remain largely silent about the failures of open-border policy, just as they remain silent about the absurdities of the Green Transition, reveals the corporatist spirit now binding business and politics. Two Camps Defend Open Borders The narrative of “demographics” and “skills shortage” is sustained by two camps. The first are the naïve idealists, clinging to the belief that Germany’s collapsing demographics can be offset by inflows from impoverished regions. They remain blind to the cultural consequences of mass Islamization, ignore the reality of social fragmentation, and cite the United States as a model—ignoring that U.S. immigration in the 19th century was overwhelmingly European, culturally compatible, and forced into assimilation by the absence of a welfare state. For them, Frontex—the EU’s border guard—is little more than a fig leaf for the abandoned external borders of the Union. The second camp follows a more calculated political strategy. As in the U.S., mass immigration from impoverished, unstable regions translates into higher vote shares for the Left. They, too, invoke “demographic collapse” and “skills shortages” as justification. With media support, they have succeeded in stigmatizing any criticism of open-border policy as fascist or reactionary. Outlook and Consequences While the United States under Donald Trump executed the most radical immigration reversal imaginable—zero tolerance, mass deportations, and enforcement—the European Union drifts toward chaos. The rise of right-wing parties such as AfD in Germany, Fidesz in Hungary, Fratelli d’Italia under Giorgia Meloni, and Marine Le Pen’s Rassemblement National in France signals public resistance. But despite the surge, there is still no credible reversal in EU migration policy. As long as symbolic gestures—such as a single deportation flight or a brief border check—are enough to calm the press and stabilize polling for the Left (and its so-called “conservative” allies), Brussels bureaucrats keep a tight grip on policy. Meanwhile, the real solutions are being pursued not by governments but by companies: Mittelstand firms, retailers, industrial champions, and family-owned businesses. They recruit abroad, invest in training, cooperate with schools and universities, and build the pipelines the state has destroyed with its failed education system. Germany’s labor market is being salvaged not by open-border politics, but by the initiative of the very private sector that politicians continue to undermine. * * *  About the author: Thomas Kolbe, a German graduate economist, has worked for over 25 years as a journalist and media producer for clients from various industries and business associations. As a publicist, he focuses on economic processes and observes geopolitical events from the perspective of the capital markets. His publications follow a philosophy that focuses on the individual and their right to self-determination. Thu, 09/04/2025 - 03:30
IDF Moves Deeper Into Gaza City, Won't Stop Until 'Hamas Totally Defeated' IDF Moves Deeper Into Gaza City, Won't Stop Until 'Hamas Totally Defeated' Israel's military (IDF) on Wednesday plunged deeper into Gaza City, after the day prior IDF Chief of Staff Lt. Gen. Eyal Zamir confirmed that the offensive to conquer the Strip's largest city is underway, as tens of thousands of additional Israeli reservists began to report for duty for the operation. "We are going to increase and enhance the strikes of our operation, and that is why we called you," Zamir announced from Nachshonim military base in central Israel. "We have already begun the ground operation in Gaza [City]." image "We will not stop the war until we defeat this enemy," he emphasized, in line with Prime Minister Netanyahu's priory of inflicting a total military defeat on the Islamist group behind the Oct.7, 2023 terror attack. Soldiers and tanks were spotted pushing into Sheikh Radwan, one of the urban center's largest and most crowded neighborhoods, on Wednesday - with so far at least 24 Palestinians, some of them children, reported killed across the Gaza Strip. For nearly two years there have been sprawling tent encampments on the edges of and within Gaza city, housing thousands of displaced, and these have been destroyed in the fresh military assault. Addressing reservists at Nachshonim base, Zamir continued his his speech, "Hamas will have no place to hide from us. Wherever we locate them, whether they are senior or junior figures – we strike them all, all the time." He described, "We have already begun the Gaza maneuver. We are already entering places we have never entered before and operating there with courage, strength, valor, and an extraordinary spirit." image The Gaza City assault is expected to worsen the Strip's already horrific internal refugee crisis and food crisis, after the UN and various monitoring groups have confirmed famine in some sectors. Dozens if not hundreds of civilians have already died of starvation. Interestingly, amid anti-Netanyahu protests in major cities and even near his personal residence, some Israeli reservists are revolting, intentionally failing to report for duty. Haaretz https://archive.ph/gDABK  that some 350 Israeli reservists signed a statement opposing the takeover of Gaza City and renewed military assault there. Massive blasts shook Gaza like an earthquake — 4 explosions in just 10 minutes east of Sheikh Radwan. — أنس الشريف Anas Al-Sharif (@AnasAlSharif0) "The decision to launch a military operation for the complete occupation of Gaza City is blatantly illegal and will put hostages, soldiers and civilians at risk," said Ron Feiner, a reservist and member of the organization Soldiers for the Hostages, as cited in Israeli media. "If we are called up for reserve duty, we will not report." Thu, 09/04/2025 - 02:45
Netanyahu Mulls Annexation In West Bank As Retribution For Europe's Growing Anti-Israel Stance Netanyahu Mulls Annexation In West Bank As Retribution For Europe's Growing Anti-Israel Stance Belgium this week became the latest European country to announce it will recognize a state of Palestine at the upcoming UN General Assembly meeting in New York later this month. Norway, Ireland and Spain have recently done so, while France, Britain, and also Canada have lately declared their intent to formally do so at the summit. Prime Minister Benjamin Netanyahu is apparently mulling major 'payback' on an international stage, as several Israeli media reports say he will gather top ministers for a discussion on the implications of international recognition of a Palestinian state on Thursday. He is reportedly mulling extending Israeli sovereignty over at least some of the West Bank. image Times of Israel is among those outlets framing this as retribution for the growing movement to recognize Palestine. "The small forum will also examine a range of possible responses to the expected wave of Western recognition at the UN later this month, including applying sovereignty over parts of the West Bank," the Tuesday https://www.timesofisrael.com/liveblog-september-02-2025/ says. "Netanyahu will be joined by Defense Minister Israel Katz, Foreign Minister Gideon Sa’ar, Justice Minister Yariv Levin, National Security Minister Itamar Ben Gvir, and Finance Minister Bezalel Smotrich," adds the report. And Jerusalem Post separately that "Several Israeli officials previously reported that Israel is considering annexation in the West Bank as a possible response to France and other countries recognizing a Palestinian state." This could include recognition over all places where there are currently Jewish settlements, or areas like the Jordan Valley - which has long been sought by Israeli hardline nationalists. Given past policies of the Trump administration, there's a likelihood that the White House would go along with this - despite that it would contradict long-standing Washington policy. Probably President Trump would feign reluctance or anguish over such a move, but would in reality be accepting of it. The US surely knows this is an 'option' being intensely considered by the Netanyahu government. Local reports have hinted at this too: "Walla reported on Sunday that Foreign Minister Gideon Sa'ar and US Secretary of State Marco Rubio discussed the topic of West Bank sovereignty during his visit to Washington last week," JPost writes. BREAKING: 🚨 Trump sends WARNING to Israel, you may in fact be "WINNING THE WAR, but losing the world." — E X X ➠A L E R T S (@ExxAlerts) As for the international move to recognize a state of Palestine - this is purely symbolic and in reality completely unenforceable on the ground, no matter which Western government backs it. Even some Progressive commentators have pointed out it does nothing to improve the plight of Palestinians, and that other specific pressing issues must be dealt with first. Already, Israeli authorities, through a system of roadblocks, checkpoints, and land seizures - have effectively chopped up the West Bank and made it almost impossible to function as a unified entity, even economically. This issue would have to be addressed and reversed first on a practical level. While Western nations are offering symbolic 'recognition' - an Israeli move to annex the West Bank would not be symbolic, but it would be brutal, real, and probably swift. Tue, 09/02/2025 - 20:00
"Plaintiffs Over-Reached": Alphabet Shares Soar After Judge Rules In Antitrust Case "Plaintiffs Over-Reached": Alphabet Shares Soar After Judge Rules In Antitrust Case Alphabet, the parent of Google, shares are soaring after hours following a favorable ruling from the federal judge in its anti-trust case. As a reminder, following a 10-week non-jury trial in 2023, US District Judge Amit Mehta ruled last year that Google violated US antitrust law by maintaining a monopoly with its online search business. "Google is a monopolist, and it has acted as one to maintain its monopoly," Mehta wrote in the ruling at the time. Today we find out the remedies, and they are definitely in Alphabet's favor. US District Judge Amit Mehta, in a 230-page ruling on Friday, barred Google from having exclusive contracts for its Google Search, Chrome, Google Assistant, and the Gemini app products as part of his remedy to the more than $2 trillion company's monopoly in search. image But the ruling fell far short of some of the most contentious demands from the US government. Mehta said Google would not have to divest from Chrome or Android. "Plaintiffs overreached in seeking forced divesture of these key assets, which Google did not use to effect any illegal restraints," Mehta wrote in the Tuesday ruling. Additionally, Mehta ruled that Google must hand over its search results and some of its data to rival companies In another win for Google, the judge didn’t bar the company from making payments to third parties for default browser placement. “Cutting off payments from Google almost certainly will impose substantial — in some cases, crippling — downstream harms to distribution partners, related markets, and consumers, which counsels against a broad payment ban,” the judge wrote. Alphabet shares jumped more than 6% in after-hours trading. image that in an opening statement during the remedies hearing, a Justice Department lawyer said the court must prevent Google from using its search monopoly to dominate the AI market. "Unless Google's vast payments are eliminated, Google will likely win each search distribution opportunity, given the tremendous advantages it has accrued from over 10 years of monopoly maintenance," DOJ lawyers wrote in a post-trial May court filing. Google has vowed to appeal Mehta's original ruling deeming the tech giant a monopolist - and it could be years before there's a final outcome. Meanwhile, Google still has more antitrust headaches ahead. A Virginia federal judge ruled in April that the company holds an illegal monopoly in certain online advertising technology markets. A remedies hearing in that case is set to begin in September. Tue, 09/02/2025 - 16:39
Soros-Funded Dark Money Group Secretly Paying Democrat Influencers To Shape Gen Z Politics Soros-Funded Dark Money Group Secretly Paying Democrat Influencers To Shape Gen Z Politics Submitted by  ,  When on Democrat dark money, you know something strange is happening. Lorenz, who has made a career as the poster child for progressive social media culture, finally turned her reporting lens onto her own side. And what she uncovered in Wired is pretty dark: a secret program bankrolled by one of the largest Democrat dark money machines in America, designed to quietly pay off dozens of high-profile influencers to steer young voters toward the left. image The story centers around the Sixteen Thirty Fund, one of the crown jewels of . According to public filings, this fund has been showered with staggering sums from progressive megadonors: $257.1 million from the New Venture Fund $64 million from the Open Societies Action Fund  $20.2 million from the Hopewell Fund $13 million from the North Fund $5.6 million from Tides Advocacy A spreadsheet bluntly spelled it out: "That 'dark money' group, Sixteen Thirty Fund, is Arabella Advisors and is pure Open Society passthrough." image And this time, the pipeline wasn't just about elections, protests, or legislation—it was about directly paying the online voices that shape the political worldview of America's youngest voters. That "dark money" group, Sixteen Thirty Fund, is Arabella Advisors and is pure Open Society passthrough. Congratulations to Taylor Lorenz for finally catching up to what we've all known for years: that the Democratic party is controlled by Soros. — DataRepublican (small r) (@DataRepublican) The project was blandly branded the "Chorus Creator Incubator Program." According to Lorenz, more than 90 influencers were expected to join. some of the names tied to the program: Olivia Julianna, the Gen Z activist who spoke at the 2024 Democratic National Convention Loren Piretra, a former Playboy executive turned Occupy Democrats podcast host Barrett Adair, who runs a viral American Girl Doll–themed meme account Suzanne Lambert, who calls herself a "Regina George liberal" Arielle Fodor, a TikTok-famous teacher with 1.4 million followers Sander Jennings, TLC reality star and sibling of trans influencer Jazz Jennings David Pakman, progressive YouTube host Leigh McGowan, better known as "Politics Girl" This was no casual networking group. WIRED reported that contracts explicitly barred creators from admitting they were being paid, revealing their funders, or even acknowledging the program's existence, operating like a top-secret mission by an intelligence agency. Breaking the silence could mean expulsion—and the loss of thousands in monthly income. The fine print was even darker. One clause gave Chorus the right to order creators to delete content produced at its events. Another required influencers to route any political dealings through Chorus itself, effectively turning the nonprofit into a shadow PR firm that stood between Democrat politicians and their own online supporters. In fundraising pitches, Chorus bragged that its creators collectively commanded 40 million followers and more than 100 million weekly views. If you've ever wondered why so much progressive content online feels eerily uniform, this is why. It's not organic at all, it's just another arm of the machine. image And the timing couldn't be more potent. According to Pew Research, over 50% of Americans under 30 say they get their news primarily from social media. Among Gen Z, the number is even higher, with TikTok and Instagram rivaling traditional news outlets as primary sources of information. Combine that with the fact that younger Americans tend to trust influencers more than politicians or journalists, and you begin to understand just how valuable a Soros-funded influencer army really is. Two of the most prominent figures on the hard-left influencer scene are Taylor Lorenz herself and Hasan Piker. Between them, they embody the cultural energy of the young online left. Yet when it comes to their politics, both are radically anti-Western, openly sympathetic to America's enemies, and fall into the "burn America to the ground" category of the progressive left.  Piker once glorified the 9/11 terrorists. Lorenz routinely amplifies fringe activists and thinks Luigi Mangione is the greatest thing to happen to mankind since sliced bread. Both sit at the center of an online ecosystem that frames nihilism and "death to America" sloganeering as a form of cool, cultural chic. Both play a key role in mainstreaming hatred for America to young voters.  Now imagine this ethos pumped into classrooms, dorm rooms, and teenage TikTok feeds—not through organic content, but through a dark money-funded pipeline designed to bypass any form of accountability. That's the real story here: while many Americans are scratching their heads at the state of our politics, wondering why crime rises as prosecutors look away, why borders stay open, why drug decriminalization spreads despite chaos, the answer often traces back to a single man and his bank account. George Soros already bankrolls district attorney races, radical criminal justice reforms, immigration lobbying, "racial justice" organizations, and massive street protests. Now we learn he's also bankrolling the influencers who interpret those same issues for the youngest, most impressionable slice of the electorate. That should terrify anyone who still believes in transparency, democracy, or the free flow of ideas.  And here's the bitter irony: Taylor Lorenz, a living embodiment of this world, may have finally done her most important piece of journalism, not by accident, but because the truth slipped out in a way that even the left couldn't ignore. She showed us how the sausage is made. What comes next is the harder question. Will the media class brush this off as "just how politics works"? Or will Americans finally see what's really happening—that their children's politics are being shaped not by authentic cultural voices, but by professionalized operatives on Soros's payroll? In a nation where young people trust Instagram more than the nightly news, this isn't just clever marketing. It's an engineered future. And unless someone pulls the plug, that future is going to look a lot like the worst instincts of the radical left—slickly packaged, algorithmically boosted, and secretly funded by a billionaire class that pretends to hate billionaires. Thu, 08/28/2025 - 22:35
Goldman's iPhone 17 Breakdown Ahead Of "Awe Dropping" Event Goldman's iPhone 17 Breakdown Ahead Of "Awe Dropping" Event Apple announced on Tuesday that its upcoming "Awe Dropping" iPhone 17 event will take place on September 9. The launch is expected to feature an all-new super-thin iPhone, new Watch models with satellite connectivity, and the long-awaited AirPods Pro 3. Ahead of the launch event, Goldman analysts led by Michael Ng told clients that his desk is "Buy" rated on the stock.  "We are encouraged by reports surrounding (1) form factor updates to iPhone 17 models (17 "Air" model, larger base screen size); (2) the potential for a price increase to the iPhone 17 Pro; and (3) continued carrier competition driving device-related promotions," Ng told clients.  He stated, "We reiterate our Buy rating on AAPL and forecast iPhone revenue to grow +5% yoy in F2025E before accelerating to +7% yoy growth in F2026E." image Ng expects four new iPhone models to be launched at the beginning of the iPhone 17 cycle: iPhone 17 (base); iPhone 17 "Air" (replacing the Plus model); iPhone 17 Pro; and iPhone 17 Pro Max. image So, what's really changing with the new iPhone? Good question. The analyst provides some thoughts: First, the iPhone 17 series will reportedly feature a variety of different form factor changes (Exhibit 1). For one, Apple should debut the first iPhone 17 "Air" model (which should replace the iPhone "Plus" model), featuring a thinner and lighter form factor relative to other iPhone models, with a display size between that of the 17 Pro (6.3") and 17 Pro Max (6.9"). In addition, the iPhone 17 base model display size should now measure 6.3" (v. 6.1" in the base iPhone 16 model), now equal to that of Pro models. Second, the iPhone 17 series should be able to support greater compute intensity, with updated A19 series processor chips and 12 GB of RAM (v. 8GB RAM in the iPhone 16 family). iPhone 17 Pro & Pro Max models should feature premium chip models (likely A19 Pro), and the iPhone 17 (base) and Air models featuring a less advanced chip model (A19 base or less compute intensive A19 Pro). Greater chip power and RAM capacity likely reflects a greater need for compute intensity ahead of upcoming Apple Intelligence feature updates and releases, including the 2026 expected release of AI-enhanced Siri. Third, the iPhone 17 series should see an improved front camera (24 MP v. 12 MP in the iPhone 16 family). Thoughts on pricing: Though it has been reported that Apple could raise prices by $50 across its iPhone 17 line up, we expect pricing for iPhone 17 (base) and Pro Max models to be in-line with that of preceding models ($799 128GB base model starting price; $1,199 256GB Pro Max starting price). That said, we believe Apple could implicitly raise prices on the Pro model, in-line with recent reports. While the iPhone 16 Pro started at 128GB at $999, we believe Apple could raise prices by eliminating the 128 GB storage option, moving 17 Pro starting storage and price to 256 GB and $1,099. This would be similar to how Apple raised prices on Pro Max models in 2023 during the launch of the iPhone 15 series, when it eliminated the $1,099 128 GB storage option for the iPhone 15 Pro Max, moving the Pro Max model's starting storage and price to 256 GB and $1,199. We expect iPhone 17 Air pricing to be relatively in-line with the iPhone 16 Plus ($899), due to its specialized thin form factor yet reported inferior battery capacity and single-lens back camera. And what does the new iPhone mean for Apple's revenue growth? Well, Ng has that topic covered as well: Overall, we view the iPhone 17 line-up as supportive of sustaining iPhone revenue growth from F2025 into F2026 (GSe iPhone revenue growth estimates for +5% yoy in F2025E, +7% yoy in F2026E). First, from a demand standpoint, we view updates including larger screen sizes on the 17 base model, improved front-cameras, and improved processor chip power as supportive of device refresh, particularly amongst members of the iPhone installed base with devices that are aging (>3 years since purchase) or that do not support Apple Intelligence (devices less powerful than iPhone 15 Pro and 15 Pro Max) ahead of the launch of additional AI features in the coming year (AI-enhanced Siri). Second, from a price perspective, we view the potential for an implicit iPhone price increase through eliminating the 128GB $999 Pro model option as supportive of ASP uplift over time, particularly as the iPhone shipments skew increasingly premium over time (Exhibit 5). We are mixed on the benefits of the iPhone 17 Air model. While the thinner, lighter form factor may drive some demand interest, potential features such as an inferior battery & a single lens rear camera (vs. base model with 2 lenses & better camera) may not justify a purchase over the iPhone 17 base model. Summary of key changes expected in iPhone 17 series image iPhone announcement event has not historically been a stock catalyst for outperformance/underperformance image Promotional activity among US carriers for iPhones  image iPhone 17 pricing  image iPhone revenue forecast  image Remaining product pipeline image How "Awe Dropping" will this upcoming launch event be if the iPhone 17 still looks the same as previous iPhone models?  Wed, 08/27/2025 - 14:40
Zelensky Wants EU To Provide $1BN Monthly Allowance To Fuel War Against Russia Zelensky Wants EU To Provide $1BN Monthly Allowance To Fuel War Against Russia Ukrainian President Volodymyr Zelenskyhttps://www.reuters.com/world/europe/zelenskiy-says-ukraine-aims-secure-least-1-billion-monthly-us-weapons-purchases-2025-08-25/  Monday that Kiev plans to secure at least $1 billion monthly from European nations to purchase US weapons to continue his war against Russia. Zelensky made the comment while speaking alongside Norwegian Prime Minister Jonas Gahr Store during a press conference in the Ukrainian capital. President Donald Trump is seeking to move away from providing weapons directly to Kiev. He instead wants European nations to purchase US weapons for the Ukrainian military to continue the war. image The Ukrainian president also said Norway could contribute to security guarantees for Ukraine with an emphasis on providing air defense and maritime security. On Sunday, US Vice President JD Vance https://www.axios.com/2025/08/24/russia-vance-concessions-ukraine  Russia has been “flexible” and made “significant concessions” in some core demands as part of negotiations to end the war, including regarding US and European security guarantees. “They've recognized that they're not going to be able to install a puppet regime in Kiev. That was, of course, a major demand at the beginning. And importantly, they've acknowledged that there is going to be some security guarantee to the territorial integrity of Ukraine,” Vance stated while speaking on NBC News' Meet the Press talk show on Sunday. Last week, Axios https://www.axios.com/2025/08/19/ukraine-security-guarantees-trump-rubio-air-power  that senior officials from the US, Ukraine, and several European countries were discussing a proposal for security guarantees for Ukraine, likely involving US air power. In an interview with Fox News, President Trump stressed no US troops would be sent to Ukraine, but that he was open to providing air support to European ground forces should they be deployed to the country. Trump also said he thought Russian President Vladimir Putin would be willing to accept such US and European security guarantees for Ukraine. A first official look at Ukraine’s other operational land attack cruise missile; the Long Neptune. The Neptune LACM reportedly has a range of roughly 1000km, and has already seen combat this year. — OSINTtechnical (@Osinttechnical) However, the Russian Foreign Ministry has said it “categorically” rejects the possibility of “a military contingent with the participation of NATO countries” inside Ukraine. Tue, 08/26/2025 - 02:00
Canada's Carney Backs Down On Tariffs As Trump Welcomes Another Win Canada's Carney Backs Down On Tariffs As Trump Welcomes Another Win Another major economy and country backs down, and Trump wins again - as on Friday Canadian Prime Minister Mark Carney announced that Canada will drop its retaliatory tariffs in step with the United States as both countries work to de-escalate their trade dispute. Carney in a Friday press conference said the US side clarified it would not apply tariffs to Canadian products that adhere to the terms of the US-Mexico-Canada free trade agreement. Even Politico starkly https://www.politico.com/news/2025/08/22/carney-tariffs-trump-00519624 Carney backs down in a major concession: "We have the best deal of anyone in the world right now," Carney told reporters in Ottawa, noting that the average U.S. tariff rate on Canadian goods is 5.6 percent, the lowest among America’s trading partners. "Today, the Government of Canada is harmonizing its tariffs with the U.S." Canadian Prime Minister Mark Carney announces that Canada will be DROPPING their retaliatory tariffs against the US and removing tariffs on US goods covered by existing trade deals. — Libs of TikTok (@libsoftiktok) However, he noted that some duties, particularly on steel, aluminum, and automobiles, will still remain in effect. Other sources quoted in various reports have also indicated this. "In this context and consistent with Canada’s commitment to USMCA, I am announcing today that the Canadian government will now match the United States by removing all of Canada’s tariffs on US goods specifically covered under USMCA," said Carney, previewing that the change will take effect on September 1. "Canada and the US have now re-established free trade for the vast majority of our goods," he added. The White House hailed the move: "We welcome this move by Canada, which is long overdue. We look forward to continuing our discussions with Canada on the Administration's trade and national security concerns," a Trump admin official said. And more via breaking Canadian media https://www.cbc.ca/news/politics/livestory/trump-calls-carneys-tariff-removal-nice-wants-to-be-good-to-canada-9.6876782 : U.S. President Donald Trump commended the tariff removal, calling it "nice" and saying he wanted to "be good to Canada." Trump raised tariffs on some Canadian goods to 35 per cent on Aug. 1. The Trump administration said Canada's rate was being hiked in response to fentanyl trafficking and Canada's earlier decision to hit back with counter-tariffs. The Canadian dollar is strengthening notably against the US dollar today (helped by Powell's words and Carney's actions)... image Reuters has https://www.newsmax.com/us/white-house-tariffs-canada/2025/08/22/id/1223555/  of the transition from Trudeau: Carney's predecessor as prime minister, Justin Trudeau, imposed 25% tariffs on $21 billion in goods imported annually from the U.S. on March 6 in response to Trump's initial duties. The C$30 billion was part of an overall retaliation plan to target C$155 billion worth of imported goods from the U.S., though the remaining C$125 billion has been delayed. Carney had repeatedly claimed he had a mandate from the public to 'stand up to' the Trump administration, but alas he's the latest in a line of global leaders to sit down amid the immense tariff and trade pressure. Fri, 08/22/2025 - 15:05