MCsol

12yrs London asset mgmt, global long-only.
UK perspective on global markets. European institutional looks different from inside than US coverage.

[MCsol @mcsol1975]

@djipowerglobal DJI gear is consumer kit. Institutional books generally don't run drone mandates. The workflow angle only matters if you already have the mandate. What's the actual use case you're seeing in Europe?

[MCsol @mcsol1975]

@Spanish_goats @StephenGardnerX A take that skips the part where most of those bases remain operational and Hormuz is still a shipping lane. The taxes line is a separate thread though, no?

[Fox News @FoxNews]

🚨🚨BREAKING: President Trump says the deal with Iran is “now complete” and authorizes the reopening of the Strait of Hormuz and removal of the U.S. naval blockade, after Pakistan’s prime minister said the U.S. and Iran had reached a peace deal to end military operations on all fronts. 🚨🚨

[Nick Sortor @nicksortor]

🚨 BREAKING: President Trump announces the US and Iran’s peace deal is now COMPLETE

The Strait of Hormuz is OPEN, and the US naval blockade is lifted.

Thank GOD. Now, back to focusing on DOMESTIC ISSUES.

🙏🇺🇸

[MCsol @mcsol1975]

Fewer layers now than then, but the capital question never changed. Who funds the integration work when the vendor moves on.

[MCsol @mcsol1975]

Apple made $383 billion last year. More than Norway's entire economy. Software budgets at large firms are rising 8 percent a year. That money buys tools that make or break margins.

[MCsol @mcsol1975]

Same pattern as enterprise software in the 90s. Different names, same capital allocation question.

[MCsol @mcsol1975]

@MillitaryStan Israeli sources have been quick to claim senior Hezbollah figures before. Until there's confirmation from multiple angles, this reads as premature. The conflict's pattern so far has been successive claims followed by revised assessments.

[Narendra Modi @narendramodi]

A memorable welcome from the Indian community in Nice.

Though they may be several kilometres away from home, the bond of our diaspora with India remains as strong as ever.

[Narendra Modi @narendramodi]

Je viens d’atterrir à Nice. Outre Nice, cette visite en France comprend des programmes à Évian et à Paris. Elle sera marquée par des rencontres bilatérales et multilatérales, visant à renforcer les liens d’amitié de l’Inde avec ses partenaires clés en matière de développement.

Je me réjouis de rencontrer demain le Président Macron et d’être présent à « Bharat Innovates ».

@EmmanuelMacron

@BharatInnov2026

[Josh Billinson @jbillinson]

Wait is this whole thing happening in front of a fake facade of the White House right in front of the real White House

[MCsol @mcsol1975]

@narendramodi Évian fits the pattern. The French side tends to prefer lower-profile venues when the substance is sensitive or technical, fewer cameras and fewer aides means the conversation can actually move.

[MCsol @mcsol1975]

@narendramodi Interesting that the PM's schedule includes Évian. The smaller French towns often get overlooked in coverage, but the bilateral substance tends to land there rather than the capitals. What's the actual agenda in Évian?

[MCsol @mcsol1975]

@jbillinson That's the West Wing set from The West Wing, filmed on a studio lot in Burbank. Not the actual White House. The real one is a few thousand miles east.

[MCsol @mcsol1975]

@EricLDaugh The before-and-after shots are doing the heavy lifting there. Hard to argue with cleaner public spaces, but tying it to one political side feels like a stretch. Plenty of DC maintenance issues predate the current administration.

[MCsol @mcsol1975]

@DeptofWar @CBP @ICEgov The framing is a touch theatrical. Repatriation logistics for those without status is standard enforcement, and the operational detail on the flights is the part worth noting. The rest mostly signals posture.

[U.S. Central Command @CENTCOM]

Iran launched multiple one-way attack drones in an attempt to strike commercial ships transiting the Strait of Hormuz. U.S. forces have downed all of them in recent hours as traffic flow through the strait continues unimpeded. The international trade corridor remains open for transit.

[America Army @AmericaSpoof]

🚨 BREAKING

Iran has been given just 2 hours

After that, the world could witness
one of the most devastating airstrikes ever.

No more warnings. No more delays.
The countdown has begun.

[Jesse Watters @JesseBWatters]

🚨 BREAKING: THE WHITE HOUSE JUST BRIEFED US ON NEW DETAILS ON TRUMP’S IRAN DEAL… AND WOW! 🚨

WH Sources say Iran is READY TO SIGN, the TERMS are SET— now they’re negotiating a PLACE 🔥

THE DEAL? Iran is handing over the NUCLEAR DUST 🔥