Gold prices reflect a shift in paradigm – Part I

Most Ships Transit Strait Of Hormuz Since War Started Led By Iranian, China-Linked Tankers Yesterday we pointed out that contrary to conventional wisdom of a full Gulf blockade, more ships are now transiting the Strait of Hormuz... Strait ship traffic starting to move (chart GS) pic.twitter.com/VJ0M9ET3yi — zerohedge (@zerohedge) March 10, 2026 Another bulk carrier signaling ‘China Owner&Crew’ u-turned away from the strait following the incident, underscoring the heightened security risks. As we reported previously, widespread electronic warfare tactics, including spoofing and signal jamming, have made real-time monitoring of traffic increasingly difficult. With several vessels opting...

Iranian Missiles Pound Israel Overnight After US Claims Progress On Talks; Tehran Appoints Larijani Successor, Cuts Gas Flows To Turkey Summary Backchannel diplomacy vs skepticism: Abbas Araghchi reportedly signaled openness to negotiations with the US via envoy Steve Witkoff, but Israeli officials say chances of a deal remain very low. Heavy exchange of fire and testing red lines: Iran continues missile and drone waves targeting Israel and US bases, amid reports of overnight airstrikes on military and gas infrastructure near Isfahan. Iran reshuffles its security leadership, appointing Mohammad Bagher Zolghadr: he's a former...

A Russian tanker carrying liquefied natural gas in the Mediterranean Sea was attacked before sinking. Moscow says Kiev used underwater drones in the attack.  The Arctic Metagaz was hit on Tuesday, causing a fire to break out. The Russian state media outlet TASS reported that all 30 crew members on board are safe. The Russian […]