Oil Dumps, Stocks Jump As More Ships Cross The Strait; Bitcoin Up, Gold Down Again
...the last couple of weeks have been a strange mix of calm, panic, pain, hope, fear, more panic, more pain and some confusion...
...the last couple of weeks have been a strange mix of calm, panic, pain, hope, fear, more panic, more pain and some confusion...
Number of US troops wounded in Iran war surpasses 200 across 7 countries...
"Investors still believe in the Trump put, hence global equities are not down as much as in past oil shocks. But nervousness is growing by the day and the longer the Strait of Hormuz stays closed, the more stagflationary markets will turn."
Very soon,10-Qs may be a thing of the past...
Billions of gallons of water are lost daily to aging water pipes while a perfect storm of factors strains supply...
U.S. officials estimate the operation now affects hundreds of companies and generates hundreds of millions of dollars annually for the North Korean government.
The biggest risk for inflation will not be the impact of energy prices only, but the response from governments if they decide to spend and print their way out of the war’s impact...
"...because of the war I want to be here. I have to be here, I feel,”
A community that spent much of the past year structurally short volatility has now pivoted aggressively toward protection — meaning a meaningful portion of the volatility positioning reset has already occurred beneath the surface. - Goldman
"The industrial base is desperate for material."
...repo, redemptions, raging war, and election reforms
New leader turns national holiday into a globalist lecture...
60% of the company's business comes from hyperscalers.
Lights out, Havana.
The US alone cannot pivot away from this situation, it will require both Iran and Israel to agree...
