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Mar 11, 2025
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alastair, good morning. alastair: thank you for having me.ld think what a lot of people would think. u.s. exceptionalism. what changed? alastair: we underestimated the potential for governance to retaliate -- governments to retaliate to tariff, and support for ukraine and defense for nato with their own fiscal stimulus. we saw this in china. they are now think this in europe with germany and barking on what seems to be pretty sizable fiscal stimulus. almost one trillion euros between defense spending and infrastructure spending. for me, the catalyst is the infrastructure spending here. that has the real repercussions for economic growth. we are starting at a place where your looks very cheap. completely disowned by investors. it was trading at a significant discount to u.s. markets. we are now seeing the stars kind of align. you mentioned the euro. wrote the majority of the year it was depreciating. that is a modest tailwind for earnings as well. it is turning very favorable for europe. lisa: we have been talking to whether it is the u.s. pus
alastair, good morning. alastair: thank you for having me.ld think what a lot of people would think. u.s. exceptionalism. what changed? alastair: we underestimated the potential for governance to retaliate -- governments to retaliate to tariff, and support for ukraine and defense for nato with their own fiscal stimulus. we saw this in china. they are now think this in europe with germany and barking on what seems to be pretty sizable fiscal stimulus. almost one trillion euros between defense...
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Mar 8, 2025
03/25
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it's kept alive by his son, alastair monroe. it makes you feel as if you're in a tangerine bamboo forest. along with his father's paintings, monroe even kept his dad's desk intact, protected, and preserved everything just as he left it. but the battle to keep the building, as his dad intended, has become a much bigger fight. in 2016, oakland created a green zone to support marijuana cultivation. the company, green sage, bought the cannery and began growing marijuana downstairs when it moved to evict tenants. monroe and other activists successfully pressured the city to change the ordinance prohibiting marijuana cultivation from live work buildings, but the trouble persisted. the pg&e transformer blew. then they wanted emergency diesel generators to operate the indoor grow farms. residents complained the diesel generators spewed pollution into their homes. it took us two years to shut them down. not long after, the generators were removed, green sage defaulted on its loan and the canadian investment company rompin acquired the bu
it's kept alive by his son, alastair monroe. it makes you feel as if you're in a tangerine bamboo forest. along with his father's paintings, monroe even kept his dad's desk intact, protected, and preserved everything just as he left it. but the battle to keep the building, as his dad intended, has become a much bigger fight. in 2016, oakland created a green zone to support marijuana cultivation. the company, green sage, bought the cannery and began growing marijuana downstairs when it moved to...
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Mar 10, 2025
03/25
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the american sized hole in ukraine's war effort, written by james morrison, alastair mcdonald and michael gordon. the russian army was advancing relentlessly in northeastern ukraine in the summer of 2022. when you when the us tipped the scales with new weapons and crucial battlefield intelligence, the superior accuracy and greater range of m777 howitzers supplied by the us hit back against russia's mostly soviet designed artillery. the us intelligence tipped off ukraine's generals that russia had moved several battalions to another front. david, the weapons and the intelligence has made all the difference in the world for the ukrainians. donald trump has taken those away now from the ukrainians, and he's allowing vladimir putin and the russians to bomb ukraine endlessly, relentlessly. and of course, the question is, as we were just saying, that hangs over the united states, that hangs over europe, that hangs over the world, is why. what is your reporting? show you. >> so exactly. >> what donald. >> trump's vision is. >> of the way the world works. after the settlement that he's seeking so
the american sized hole in ukraine's war effort, written by james morrison, alastair mcdonald and michael gordon. the russian army was advancing relentlessly in northeastern ukraine in the summer of 2022. when you when the us tipped the scales with new weapons and crucial battlefield intelligence, the superior accuracy and greater range of m777 howitzers supplied by the us hit back against russia's mostly soviet designed artillery. the us intelligence tipped off ukraine's generals that russia...
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but it didn't stop our friend alastair campbell getting involved in an attack on jd vance. >> totallyile about vance. he's utterly vile. and you really saw it today. and he basically said, have you ever said thank you? when are we going to get gratitude? >> have you said thank you? >> have you said thank you? >> once that triggers trump to say, when are we going to get gratitude? >> some people, some people have reminded campbell that vance is a us marine who served in iraq a u5 marine who served in iraq and afghanistan. campbell, of course, has close links to one of those wars in particular. i say no more, but i do suggest he has a bit more respect for the men and women who serve there. anyway, back in the white house, zelenskyy was also contending with zelenskyy was also contending with us zelenskyy was also contending with us journalists in addition to trump and vance. one reporter you'll see here asked why he wasn't wearing a suit. >> second wasn't wearing a suit. >> se
but it didn't stop our friend alastair campbell getting involved in an attack on jd vance. >> totallyile about vance. he's utterly vile. and you really saw it today. and he basically said, have you ever said thank you? when are we going to get gratitude? >> have you said thank you? >> have you said thank you? >> once that triggers trump to say, when are we going to get gratitude? >> some people, some people have reminded campbell that vance is a us marine who...