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Feb 15, 2026 / Tyler Durden
The Weak Dollar Narrative
The Weak Dollar Narrative Authored by Lance Roberts via RealInvestmentAdvice.com, We have spent a lot of time over the last year debunking “narratives,” which are dangerous to investors, as “narratives” create a rationalization for overpaying for assets. Nonetheless, Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets. The negative correlation between a weak dollar and rising international stock exposure appears to be a free return. Unsurprisingly, the...
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Mar 25, 2026 / Tyler Durden
Iran Rejects US Proposed Ceasefire, Won't Be 'Fooled Again' As Attacks Continue With US Troops En Route
Iran Rejects US Proposed Ceasefire, Won't Be 'Fooled Again' As Attacks Continue With US Troops En Route Summary Iran Does Not Accept Ceasefire, Says US Talks Illogical: Fars. The statement says that talks are not viable in current conditions, oil jumps. 3,000 elite Army Airborne soldiers & Marines still en route after Trump said Monday says Iran has been destroyed "militarily".  Iran is tightening control of Hormuz, demanding detailed ship data and in some cases fees for passage Iran continues to say it is ready for long war, monitors US troop movements: Parliament Speaker says "Do not...
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Mar 20, 2026 / Tyler Durden
Futures Slide Ahead Of Massive $5.7 Trillion OpEx As Iran War Shows No Signs Of Easing
Futures Slide Ahead Of Massive $5.7 Trillion OpEx As Iran War Shows No Signs Of Easing Futures are weaker heading into the weekend after US equities finished lower yesterday despite Netanyahu headlines leading to a late day bounceback into EOD. Geopolitical headlines remain the focus overnight with Brent rising as much as 90bps before reversing, as Iran pressed ahead with hitting energy assets & headlines that the US is considering plans to occupy Iran’s Kharg Island to press for the reopening of the Strait of Hormuz. As of 8:15am, S&P 500...
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