JPMorgan's New Hormuz Closure Math: Just 3 Days Until Commodity Chaos

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By day 8 of the conflict, there would be roughly 3.3 mbd of shut‑ins, rising to 3.8 mbd around day 15 and 4.7 mbd by day 18. We are now in day 5... 


China In Talks With Iran For Safe Passage Through Hormuz, As WH Scrambles To Contain Rising Energy Prices

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House votes against war powers... rejected in a 219-212 vote along party lines.


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Sky-rocketing rates of skin disease have tens of millions of American searching for a solution.

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The Duke Lacrosse Case Exposed The Rot In Higher Education, The Media, And The Justice System

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It was the canary in the coal mine...


Texas Dem's Senate Bid Hits Turbulence: 'God is Nonbinary' Zealot Hands Republicans A Golden Ticket

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"Radicalized white men are the greatest domestic terrorist threat in our country."


AI Agents Prefer Bitcoin Over Fiat: New Study

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Anthropic models averaged a 68% Bitcoin preference, whereas OpenAI models averaged 26%, Google’s 43%, and xAI 39%.



Stocks Slammed Below Key Support As Oil, Yields Soar

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Feels like the wheels are about to fall off the bus at any moment... 


Data Center Hunter: Iran Expands Drone Target List, From AWS To Microsoft Facilities

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"The targeting of Amazon and Microsoft in these operations has dealt a serious blow..." 


Iraqi Supply Loss Could Expose The Real Limits Of OPEC Spare Capacity

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Can they fill the gap?


US stocks remained pressured and oil extended on its rally as the Iran conflict doesn't shows signs of abating - Newsquawk Asia-Pac Market Open

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Oil pulled back from intraday highs late in the session after a report that China is in talks with Iran to allow safe oil and gas passage through Hormuz.

Americans Are Plundering Their 401(k) Savings In "Record" Numbers

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The most common reasons for withdrawals last year were avoiding foreclosure or eviction and covering medical costs. The median amount taken out was $1,900.


House Votes Down Iran War Powers Measure, Soon On Heels Of Similar Senate Res. Defeat

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So we're not even going to have a real debate among the people's representatives? 


Exploding Oil, RoW Panic, And A Violent Software Squeeze

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Oil suckers everywhere. Software shorts squeezing.

100% Of Audited Medicaid Claims For Autism Care In Colorado Were Improper Or Flawed: Report

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Colorado Medicaid spending on Applied Behavior Analysis rose 280 percent in five years and suffers from a lack of oversight, according to the Inspector General.


US Ambassador To UN Threatens Iran Counterpart: 'Better Watch Himself In New York City'

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"I'm a Green Beret, not my first firefight, and..."


Systemic Risk: A 12-Order Cascading Analysis Of A Zero-Flow Strait Of Hormuz Closure

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What appears at first as a maritime blockade is in fact the exposure of the entire global system as a hierarchy of brittle interdependencies...


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China reportedly in talks with Iran to allow safe oil and gas passage through Hormuz; US Challenger Job Cuts ease, Initial & Continued claims remain within recent ranges, Import Prices and Unit Labour Costs come in hot, and Export Prices match expectations; US drafts a rule requiring licenses for AI chip exports worldwide; WTI breaches $80/bbl for first time since Jan 2025; NBP Governor said to be weighing gold sales for defence funding; China cuts 2026 GDP growth forecast; ORCL reportedly plans thousands of jobs cuts as data centre costs rise.

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Indiana Governor Signs Bill Allowing Crypto In Retirement Plans

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House Bill 1042 also includes provisions to protect the rights of crypto users, barring public agencies from enforcing rules that ban crypto payments, self-custody, or mining.


UBS Discusses Next Maritime Chokepoint Investors Should Watch

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"It's a strategic stalemate. On the other hand, the Chinese cannot stop..." 


Korea K-rashing As EM Volatility Explodes

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Korea K-rashing.

The Passive Aggressive Market: Bogle's Warning Came True

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Since the pandemic, the line between passive investing and aggressive speculation has blurred.