#TakeThree# | UP Mega survey: Will UCC be an important issue? It is an important issue cutting across party lines, but which way it will go is to be seen in favor or in opposition: Umesh Jha, Psephologist @KanchanGupta , @nalinmehta & Umesh Jha with @AnchorAnandN #UttarPradeshPolitics# #UttarPradesh# #UPPolitics# #UPElections2027# #UPMegaSurvey# #UPVoterSurvey#

#TakeThree# | UP Mega survey: Battle for Uttar Pradesh mood before the mandate @KanchanGupta , @nalinmehta & Umesh Jha with @AnchorAnandN #UttarPradeshPolitics# #UttarPradesh# #UPPolitics# #UPElections2027# #UPMegaSurvey# #UPVoterSurvey#

AN ATTACK THAT SAUDI ARABIA BLAMED ON DRONES FROM IRANIAN-BACKED MILITIAS IN IRAQ FORCED THE SHUTDOWN OF THE PIPELINE ON THURSDAY. || THE OFFICIALS, WHO HAVE BEEN BRIEFED ON THE MATTER, SAID REPAIRING THE DAMAGE COULD TAKE THREE TO FIVE WEEKS, INCLUDING AT A MAJOR PUMPING FACILITY. ONE OF THE OFFICIALS SAID THE LINE MAY WORK PARTIALLY WHILE TEAMS CARRY OUT THE REPAIRS. - AP

Two ladies arrested for stealing their neighbors’ 3 kids 2 weeks after moving in as tenants Two women have been arrested in Jalingo, Taraba State, after they were caught attempting to take three young girls out of the state to Adamawa. According to reports, the suspects, both single and reportedly from the South-East, were arrested at a filling station while travelling in a commercial vehicle with the girls, aged between five and six. The incident reportedly began when the women, who had rented a room in the same compound where the girls lived about two weeks earlier, reportedly deceived their mothers into allowing the children to accompany them to the market. Instead, the women allegedly took the girls to a motor park in Jalingo, where they hired a vehicle to transport them to Adamawa State. The vehicle driver reportedly became suspicious after noticing that the girls did not resemble the women. He alerted members of his union, who contacted the police, leading to the suspects’ arrest. At the police station, the women reportedly admitted taking the girls from their compound after deceiving their mothers. The girls, identified as Ummul Shuaibu, Ummul Baba Gasal and Amina Abubakar, were later reunited with their families at the Taraba State Police Command headquarters. Their fathers were initially invited to identify them, while their mothers were subsequently asked to confirm their identities before their release. Abubakar Kwalli, father of one of the girls, said the children became emotional when they saw their mothers, with each girl rushing to her mother in tears. The Taraba State Police Public Relations Officer, ASP Victor Mshelizah, confirmed the arrest and said investigation into the incident was ongoing, adding that further details would be released after the investigation.

BofA expects both Samsung Electronics and SK Hynix to announce concrete details on shareholder returns. For Samsung specifically, the shareholder return program — utilizing 50% of FCF — would take three main forms: (1) A special dividend of over KRW 30tn to be paid in Q3 or Q4 (2) Share buybacks of over KRW 40tn in 1H 2027 (3) A year-end dividend of KRW 30tn scheduled for payment in April 2027 Separately, there would also be over KRW 30tn in share buybacks for employee compensation. For SK Hynix, BofA likewise expects 50% of FCF to be returned to shareholders, but with greater weight on buybacks than on cash dividends — for example, over KRW 40tn in share buybacks and over KRW 20tn in cash dividends.

In today's Unchained Daily newsletter: 🔥 Trump defends his $1.4 billion crypto windfall as memecoin buyers lose billions 🏦 Samsung and Dunamu deny agreeing to join OUSD's stablecoin consortium ⚖️ EU regulator warns prediction markets may violate binary options ban 🔧 Vitalik Buterin says Ethereum's next rebuild will take three to four years 🎯 Read it now… and make sure you never miss one. Subscribe!

🚨🇮🇷 Iran hit Gulf oil, gas, nuclear and water sites 135 times with pinpoint precision... and Gulf governments covered it up as “falling debris” The investigation went site by site with satellite imagery, 36 insiders and 14 outside experts, and the pattern is unmistakable. Iran didn't spray missiles at the Gulf. It hit the one manifold that routes oil through Fujairah, twice. It hit the two "cold boxes" at Ras Laffan that take three to five years to replace. It hit the electrical substation at the Barakah nuclear plant 130 meters from a reactor, and the IAEA chief said whoever did it "knew exactly what they were doing." It hit the pumping station that feeds the Saudi East-West pipeline, Kuwait's desalination plants, Amazon's data centers, and the power plant for Abu Dhabi's aluminum smelter, which won't fully restart until 2027. Gulf governments blamed debris in at least 34 statements and made it illegal to photograph the damage. All 14 experts said debris could not have done this. Here's what it adds up to. Saudi output fell from 10 million barrels a day to under 7 million for six months, a $50 billion hole. Kuwait exported zero crude in April, a first since 1991. The UAE's attacks stopped in May, right after $3 billion in frozen Iranian funds were released, which Abu Dhabi denies and a senior Iranian official confirmed. This is how a country with no navy and no air force held off the Pentagon for seven months: it skipped the bases and went for the valves, and every bypass route around Hormuz got closed one small target at a time. Tehran's parliament speaker said it in September, the Gulf's oil chain is "sprawling, accessible, and exposed." Reuters just proved him right. Source: Reuters / Writer: Daniel

🦔The Treasury just announced it's doubling its buybacks of long-term government bonds, from $2 billion to at least $4 billion per operation, starting September 9. Yields dropped immediately, with the 30-year falling 9 basis points to 5.19% and the 10-year dropping 6 basis points to 4.65%. Stocks rose. But the buybacks aren't a debt paydown. The Treasury pays for them by issuing more short-term bills, so it's shifting the debt from long-term to short-term, not reducing it. My Take Three weeks ago the US and Japan spent billions buying yen to prop it up. The yen gave back most of the gains in under three weeks. Now the US Treasury is intervening in its own bond market, and I think it ends the same way. Buying back long bonds pushes yields down today, but it doesn't shrink the deficit or slow the borrowing. All it does is move the debt from 30-year bonds into short-term bills that roll over more often at whatever rate exists when they come due. The market rallied because it likes seeing Bessent willing to act, and I understand the relief. But the reasons yields climbed to 19-year highs last week are all still in place, and a $4 billion buyback doesn't change any of them. Governments keep reaching for the same tool, spend now and hope something changes before it wears off. The yen intervention bought about three weeks and I'd be surprised if this one buys much more. Hedgie🤗