Weekly note : US exceptionalism comes in many different flavours, updates on core buy list funds and Space tech and defence

Digging a little deeper into the links between space tech, and defence spending

A reminder: this is a weekly letter with regular service resumed next week. There will be a few weeks over the summer when I'll revert to sending weekly letters.

TACO is out – master of war is in.

Well, he only went and did it !

So much for the two-week deadline (and before that, 90 days).

I don’t have many thoughts beyond the bleeding obvious about the ev…