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Satire Or Serious: "Why Didn't The Unvaccinated Do More To Warn Us?"
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May 15, 2026 / Tyler Durden
The Stagflation Narrative: What Doomers Get Wrong
The Stagflation Narrative: What Doomers Get Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies. It’s built on partial truths, stretched past the point where the data still holds.
If you haven’t read Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1), it is an important primer to...
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Apr 16, 2026 / Tyler Durden
Oil Jumps As Report On 6-Month Iran Deal Timeline Crushes Ceasefire Hopes, Hormuz Still Locked Down
Oil Jumps As Report On 6-Month Iran Deal Timeline Crushes Ceasefire Hopes, Hormuz Still Locked Down
Summary
Trump unveils 10-day Lebanon ceasefire, but which Hezbollah has not signed on for, amid heavy IDF attacks on south. BBG reports on potential 6-month timeframe for comprehensive Iran deal, oil spikes.
Iran seeks to boost rial through toll payment scheme; vessels pay Hormuz passage through Iranian banks.
US Navy: vessels seeking entry into Hormuz Strait now fair game for boarding, search, and outright seizure - including for suspicion of 'contraband'.
Hegseth: US forces are ready to restart...
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May 15, 2026 / Tyler Durden
Deadlocked At Square Zero: Very First Line Of Iran's Latest Proposal 'Unacceptable,' Trump Says
Deadlocked At Square Zero: Very First Line Of Iran's Latest Proposal 'Unacceptable,' Trump Says
Tehran and Washington are truly not just back to square one, but it's as if no rounds of dialogue - direct or indirect - have even taken place. It's more like being back at square zero - and the US President has just acknowledged it.
President Trump told reporters aboard Air Force One Friday while departing Beijing that even the very first first sentence of Iran's latest proposal was "unacceptable" and blamed the Iranians for backtracking on...
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