Trump Threatens 'Unprecedented Military Consequences' As Iran Reportedly Starts Mining The Strait Of Hormuz

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Trump responds: Military consequences to Iran will be at a level never seen before...


Here Are The 6 Options To Contain Soaring Oil Prices (And Why An SPR Release Will Do Very Little)

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All the listed policy measures will have very limited impact on oil prices unless safe passage through the Strait of Hormuz is assured...


Epstein Guard Googled Him Minutes Before Body Found; Bank Made 'Suspicious Activity Report' Over Cash Deposits

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Chase Bank flagged 12 cash deposits totaling $11,880 in suspicious activity report to the FBI...


Crude Chaos, Software Slammed, Bitcoin & Bullion Bid

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...a Wright mess, no SPR release, and mines!?


Is This The Chart Pressuring Trump Toward An Iran Off-Ramp

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"...reports of tanker traffic moving through the Strait of Hormuz, and renewed 'TACO' anticipation..." 

 



Oracle Earnings Preview: All About Revenue Growth Vs Capex

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"Oracle is in a damned-if-you-do, damned-if-you-don’t position"


The Calm Market Illusion

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Investors just unwound massive hedges. But downside skew is still elevated.

Iran Risks Compound Market Angst Over Private Credit

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...still-micro blowups in a few pockets of credit markets look more like an early warning for broader risk sentiment.


IEA Delivers No SPR Action After Extraordinary Meeting As Crude Jawboning Mania Enters Day Two

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At some point, the market may begin treating these emergency meeting headlines as pure bullsh*t.


Woke Media Struggles To Explain Why Gen Z Men Are Turning Against Feminism

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Around 57% of Gen Z men agree that women’s rights have gone too far - to the point that men are being discriminated against...


Hormuz Mine Threat Emerges; White House Denies Tanker Escort

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U.S. intelligence assets have reportedly begun to see indications Iran is taking steps to deploy mines in Strait of Hormuz shipping lane...


The Treasury Market Is Not Ready For An Energy Shock

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Treasury yields are not yet pricing in the full ramifications of the energy shock...


CNN Does Propaganda For 'ISIS-Inspired' Gracie Mansion Attackers, Then Deletes Tweet

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You can't make this stuff up...


Ugly 3Y Auction Tails Most Since Liberation Day, Bit to Cover Slides

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A subpar, disappointing auction which however could be attributed to the melt up in stocks. However, if this weakness persists in the week's upcoming coupon auctions, that could be a problem. 


Bitcoin Vs Gold: ETF Flows Point To Early Capital Rotations Signs

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Bitcoin ETF inflows have turned positive as gold ETFs see record outflows after a historic rally. Is capital beginning to rotate from gold to Bitcoin?


The Ultimate Decision Tree For War In Iran: BCA Sees 70% Odds Of 'Massive Oil Shock'

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The "buy signal" will come when Iran, not Trump, agrees to cease attacks and negotiate. That could be this week or next...


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Liquidity Stress Building Beneath The Surface, Citadel Head Of Electronic Trading Warns

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...points to a market that is simmering on the surface, but starting to boil underneath.


ASP Isotopes Jump On "Material Progress Toward Commercial Uranium Enrichment"

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ASPI is one of the few names positioned across HALEU, medical isotopes, and quantum materials.


House Of Horrors: Cops Search Epstein's Zorro Ranch For Strangled Girls, 'Human Experimentation'

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We don't know what's fact from fiction, but owe it to the people of our state to sort through these threads of information and get answers...


First Deutsche Bank, Now UBS Warns U.S. Airlines "Nearly 100% Unhedged" Against Energy Shock

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"The impact on 2Q, though, could be significant. We continue to believe that DAL..."