From Cameron
Howdy, TPN listeners!
Well it looks like there might be a kind-of deal between Iran and the USA, but who knows. Anything could happen – and it often does. Drumpf really stepped in it this time. He’s caught between the IRGC and Nitwityahoo. And the IRGC, it seems, have come out on top. We don’t know the terms of the deal yet, but from the rumours, it looks like Iran might the winners. I tried to warn my Iranian friends who were pushing for the attacks. I get it – you hate the IRGC, and for good reason. But trusting the future of the country to Trump and Israel is not a good strategy. Still – desperate times, I can understand.
Meanwhile, the U.S. Gov stomped on Anthropic’s latest and greatest AI model, FABLE5, which is annoying, because it truly was A M A Z I N G. I hope we get it back quickly.
I don’t have much else to report. Ray is away at the beach this week, so I don’t have to prepare for a recording session with him this week, which allows me to catch up on some admin. Have you noticed I’ve recently re-designed all of our websites? I’ve had zero feedback on them yet, I’m guessing you don’t need to visit them often, but hopefully they are easier to navigate now (not to mention prettier). Click on the show links down the bottom to reveal the new designs.
SSDD!
Cam
My Thought For The Day
“Ideology is a specious way of relating to the world. It offers human beings the illusion of an identity, of dignity, and of morality while making it easier for them to part with them. As the repository of something ‘supra-personal’ and objective, it enables people to deceive their conscience and conceal their true position and their inglorious modus vivendi, both from the world and from themselves. It is a very pragmatic, but at the same time an apparently dignified, way of legitimizing what is above, below, and on either side.”
Excerpt from
The Power of the Powerless
Václav Havel
Our TikTok of the Week
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Cold War · Published 9 June 2026 Cold War 310: Ice Cream and Ideology (CUBAN REVOLUTION #34)Cuba, 1959/1960, and Fidel Castro is desperately trying to walk the middle path…. no communism, no capitalism, just “humanism” – liberty with bread, bread without terror. Meanwhile one of his most senior commanders, Huber Matos, publicly resigns in protest at communist influence and ends up in solitary for 16 of the next 20 years. And then the Soviet Union’s most durable political survivor – the man who outlasted Lenin, Stalin, Khrushchev and Brezhnev, and personally controlled USSR ice cream quality… |
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Renaissance · Published 3 June 2026 A Goodly Sum – The Renaissance #240The King of France issues a royal edict blaming the lepers for poisoning the wells…. conveniently leaving out the Jews, who had just paid him 150,000 livres – roughly a third of the entire royal annual revenue. Pure coincidence. We also get a forged letter from the future, a secret room full of incriminating ram-skin, and a dragon that God apparently sent to signal it was time to murder somebody. The post A Goodly Sum – The Renaissance #240 appeared… |
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The Bullshit Filter · Published 8 June 2026 Nine Grievances, One Con Man – BS Filter #146Today we cut through the spin on why people actually support Trump – nine real grievances, zero good excuses for picking the worst possible guy to fix them. If you would like to listen to the full episode, sign up and become a supporter of the show! It’s less than the cost of a single coffee a week. The post Nine Grievances, One Con Man – BS Filter #146 appeared first on The BS Filter . |
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QAV Australia · Published 9 June 2026 Tobias Carlisle Soldier of Fortune: QAV AU #923 |
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QAV America · Published 10 June 2026 Tobias Carlisle, Soldier Of Fortune: QAV America #56Episode Overview This week we sit down with Tobias Carlisle to dig into his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk-Taking.” Tobias walks us through three of Berkshire Hathaway’s most misunderstood deals (General Re, Burlington Northern Santa Fe, and the Japanese Sogo Shosha trades), explaining why each looked wrong at the time and turned out to be masterstrokes of defensive strategy. We also get into ADRs, the K-shaped US market, small cap… |






