Episode — 2026-10-01: the clock -- the cost isn't in the announcement, it's in the delay between the announcement and the bill: Golden Dome's $185B (10-yr) vs $1.2T (20-yr, ~4 constellation rebuys), the 10-yr yield as the one place the delay is priced daily, subpoena returns and a TRO with an Oct 8 date [5:00 AM]
the clock -- the cost isn't in the announcement, it's in the delay between the announcement and the bill: Golden Dome's $185B (10-yr) vs $1.2T (20-yr, ~4 constellation rebuys), the 10-yr yield as the one place the delay is priced daily, subpoena returns and a TRO with an Oct 8 date (5:00 AM render) Segments: 1. Opening Ritual 2. Light Opener 3. Quick Hits A 4. Deep Dive — Golden Dome, Two Numbers, One Missing Clock 5. Medium — Two Press Fights, One Missing Filter 6. Deep Dive — The Ten-Year at 5.33 7. Palate Cleanser — Backwards Science 8. Medium — OpenAI Agents and the Canada Report 9…
The skinny
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