"If officials want intervention to make an impact, it must be synced with an inflow of real barrels ​of oil, and ideally, it ⁠should be an international effort..."

Photos, emails, his resume...

"A 60 day CR that locks in the status quo is dead on arrival in the Senate, and Republicans know it...."

Markets are finally pricing fear. But positioning has already been massively unwound. That’s a dangerous setup for shorts.

Officials report declining fentanyl availability and purity, attributing trends to stronger border measures and disruptions to chemical supply chains...

The day-to-day barrage of headlines around Iran has become all-consuming and game-theory is running full tilt...

"What had been framed as a two-horse race for global LNG market share now looks considerably more one-sided. The beneficiary is clear: U.S. Gulf Coast LNG."

“Foreign central banks are already moving more of their US dollar reserves into gold…” 

Victim’s family demands accountability from Democrats...

Turkey busy behind scenes pushing against Trump-Gulf planning...

...including $5 million allegedly stolen from FEMA.

"What I can tell you is that recently, some media have been keen on releasing news that seems correct but is actually wrong." 

 

The tinder has already found the spark...and psychology in private credit has broken...

...investors are now shifting from full reactions to any Trump’s “TACO” headlines, to pricing in the consensus views of a prolonged geopolitical conflict...

If the US were to take the mouth of the Strait it could lock Iranian oil in, throttling the regime, while letting others’ out, albeit under some fire...

...lowest sentiment reading of the year...

QatarEnergy has declared force majeure on some of ⁠its long-term liquefied natural gas (LNG) supply contracts, including ‌for customers ⁠in Italy, Belgium, South Korea ⁠and China, effectively canceling contractual obligations.

“If there are boots on the ground, public sentiment on this war changes overnight in a flash… people are not going to go for it.”