Trump Warns Tehran To "Fully Open" Hormuz Or Face 'Obliteration' As Iran-Israel Trade Nuke-Plant Strikes

teaser image
teaser image

We "...will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST!"


VaR Shocked: How Much HIgher Can Yields Rise Before Crashing Stocks

teaser image
teaser image

A 2-sigma move in 10Y yields which is traditionally the VaR shock limit, would need a 50bps move in yields; At this rate, we could be there by Wednesday... 


Robert Mueller Dies; Trump: 'Good, I'm Glad He's Dead'

teaser image
teaser image

'He can no longer hurt innocent people!'


The State Will Always Socialize The Cost Of War

teaser image
teaser image

The Iran war is looking no different...


Iran's First Use Of ICBMs Raises Serious Questions About Remaining Arsenal

teaser image
teaser image

...does Iran have a longer reach than anyone realized?


On The Hidden Fragility Of Our Energy-Dependent World & The Cascading Consequences Of A Supply-Shock That Money Alone Can't Fix

teaser image
teaser image

This distinction between financial perception and physical reality is critical, because it explains why, on the surface, everything can still appear relatively stable...


Phantom Ayatollah? Iran's New Supreme Leader Has Never Been Seen Since Taking Office

teaser image
teaser image

The CIA, Mossad & other intelligence agencies searching for evidence...


Costco Gas Lines Surge As Drivers Hunt For Cheaper Fuel

teaser image
teaser image

At a Costco near San Antonio, drivers are waiting up to half an hour to fill up, while others are checking apps like GasBuddy or driving farther to save a few cents per gallon.


Gold Suffers Worst Week In 43 Years As Crude Crisis & Hawkish Fears Spark Bond Bloodbath; Stocks Sink

teaser image
teaser image

Deja vu all over again in crude/gold complex!


Central Banks Missed Their Opportunity To Calm Markets: Goldman Macro Traders Warn 'Energy Is Driving Everything'

teaser image
teaser image

The path to a quick reopening of the Straits feels very narrow right now; the convex move for the energy complex is still higher from here.


Iran Ready To Let Japanese Ships Use Hormuz As Chinese, Indian Tankers Already Allowed Passage

teaser image
teaser image

“It seems that Iran is allowing select vessels to transit Hormuz after verification which takes place during the ships’ transit inside Iranian waters...”


Musk Offers To Pay TSA Salaries, Trump Threatens To Deploy ICE As Democrats Hold Paychecks Hostage

teaser image
teaser image

" ... funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country." 

 


"Complete Other Alias": Rep. Luna Drops Clinton-Epstein Bombshell

teaser image
teaser image

 Bill Clinton’s web of secrets just unraveled further on live television...


'Risk Control Is Essential': Top Goldman Trader Reflects On The Madness Of March

teaser image
teaser image

...be selective on defensives... the market has de-risked but hasn’t degrossed...


Major Trade Group Releases Framework For Tokenized Gold

teaser image
teaser image

...a platform to connect physical gold to the systems used to issue and manage tokenized gold products.


Trevor Milton Is Back And Wants To Produce AI Powered "Fully Autonomous Corporate Jets"

teaser image
teaser image

Trevor Milton, founder and former CEO of the now-bankrupt Nikola, is trying to mount a "comeback story".


The Real AI Trade: These Stocks Are Powering A $220 Billion Boom

teaser image
teaser image

AI’s growth is no longer constrained by compute...


Senate To Work Through Weekend Debating SAVE America Act

teaser image
teaser image

Republicans face steep hurdles to pass the election integrity bill, which has been championed by President Donald Trump.


US Removes Sanctions On Iranian Oil Stranded At Sea To Boost Overall Supply

teaser image
teaser image

"This temporary, short-term authorization is strictly limited to oil that is already in transit and does not allow new purchases or production. Further, Iran will have difficulty accessing any revenue generated"


The Private Credit Crisis Is Spreading

teaser image
teaser image

Yet another fund gates redemptions, but this one in a different sector.