Iraqi Kurdish officials say they are "staying neutral" because "there is no clarity"...

...challenging topography, propaganda victories, and the re-provision problem.

⁠Lee said in the ​government would "swifly implement ​and ⁠boldly impement" a maximum price ⁠system ​on ​petroleum products.

The full story that Pete Hegseth won't tell you...

"The market narrative centers on life insurers as a conduit for private credit risk and on the growing web of ownership and distribution ties between insurers and alternative asset managers."

The planned exhumations will apply only to individuals buried as unidentified at the Honolulu cemetery...

...with $5 gas imminent, he better be right!

"A LOT more units have just been activated for deployment than the public knows about"

"Trump approval on economy (40%) & inflation (36%) back at lows (Chart 2), must reverse 45% jump in US oil prices, 15% jump in gasoline prices"- Hartnett

President Donald Trump’s allies are urging him to take control of a small spit in the Persian Gulf that controls nearly all of Iran’s oil exports...

NY Gov Hochul: “Let me say this plainly: No.”

"The President will declare victory, rinse and repeat..."

...the quantum of things to be nervous about continue to increase and the largest problem in my mind is that none of them have a clear off-ramp...

If the credit risk is already mispriced too aggressively, then we have nothing to fear. If we haven’t reached that stage, then we have a lot to fear, which is what my concerns about...

Until that gap closes... it argues for respecting downside convexity even if the index itself hasn’t fully cracked yet...

...this shock may ultimately fade like others before it. But not until positioning de-crowds or leadership re-accelerates...

Some "quality control" as approval of country's next five-year plan is imminent...