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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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Jul 19, 2026 / Tyler Durden
Germany To Join French Nuclear Exercise, Deepening 'Counter-Russia' Deterrence
Germany To Join French Nuclear Exercise, Deepening 'Counter-Russia' Deterrence
In the latest development related to what some analysts have called the 'new Cold War' and nuclear saber-rattling between Russia and the West, Germany and France are planning a major nuclear exercise later this year.
The atomic drills were announced Friday, after a joint top-level meeting of the French and German governments near Cologne. "Alongside this work on a shared doctrine, German conventional forces will this year take part in a nuclear exercise of the French military," German Chancellor Friedrich Merz unveiled.
picture alliance/dpa
He...
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Aug 26, 2026 / Tyler Durden
India's Crude Import Bill Surges As Hormuz Shipping Rates Soar
India's Crude Import Bill Surges As Hormuz Shipping Rates Soar
Authored by Tsvetana Paraskova via OilPrice.com,
India's crude oil import bill has soared since the Iran war choked Middle Eastern oil supply, raised benchmark crude prices, quadrupled freight rates, and boosted insurance on a single Strait of Hormuz voyage to never-before-seen highs.
India has been paying elevated prices to import Middle Eastern crude not only because of the spike in oil prices, but also due to the surging costs to bring supply from the nearest region from which it can import crude.
The...
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May 21, 2026 / Tyler Durden
Iran's Drones, Defense Base Being Restored 'Faster Than Expected' Amid Extended Ceasefire: US Intelligence
Iran's Drones, Defense Base Being Restored 'Faster Than Expected' Amid Extended Ceasefire: US Intelligence
Summary
Reuters reported that Ayatollah ordered that stockpile of uranium enriched to 60% remain strictly inside Iranian territory. Some Iranian officials then denied report to Al Jazeera.
WH says make a deal or else... "they can face a punishment from our military the likes of which has not been seen in modern history."
US Intelligence says Iran has reconstitute drone program, defense industrial base, "faster than expected" (CNN).
Will the Iran ceasefire continue through June 15?
Yes 51% · No 50%View...
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