Reckless Provocations w/Scott Horton

Here they go again—the war drums on the Potomac are beating so loudly for war against Iran that the CIA stenographers at the NYT have now confidently announced that the next attack will commence this weekend. And yet and yet. Why? The overwhelming fact of life in the year 2026 is that Iran is not […]

TACO Vs TAW: Fade This (Equity) Rally Authored by Peter Tchir via Academy Securities, Ceasefire? The U.S., via Pakistan, and apparently consistent with negotiations being carried out by Witkoff and Kushner, has delivered a 15 point agreement for a ceasefire. Markets responded with oil down (Brent futures, at 5:30 am are back down below $100, from a high of $105 on Tuesday). Stock futures and treasuries are rebounding as well (even the 2-year, after the drubbing it took after yesterday’s auction noticeable for an absence of “direct” bids). Many of the Polymarket Strait of Hormuz “prediction”...

Democrats in the House and Senate vowed on Thursday that they will hold a vote next week on War Powers Resolutions aimed at blocking President Trump from launching an attack on Iran without congressional authorization, as required by the US Constitution. Contact your representatives in the House and tell them to support H.Con.Res. 38 to prevent […]