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UBS Discusses Next Maritime Chokepoint Investors Should Watch
UBS Discusses Next Maritime Chokepoint Investors Should Watch
A lot of attention has centered on the Strait of Hormuz since the waterway was effectively shut not only by the IRGC drone threat, but mostly because maritime insurers are withdrawing war-risk coverage across the region. Our focus now shifts to the other critical maritime chokepoints. If Washington can pressure Iranian oil flows and, by extension, curb China's cheap Gulf crude flows, then the Taiwan Strait and South China Sea also emerge as potential flashpoints that traders can no longer afford to...
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Mar 7, 2026 / Tyler Durden
The AI Trade: Now With Less Circle And More Jerk
The AI Trade: Now With Less Circle And More Jerk
Submitted by QTR's Fringe Finance
As if markets didn’t already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit, and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel.
According to Bloomberg, Oracle Corporation and OpenAI have scrapped plans to expand...
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Feb 18, 2026 / Kyle Anzalone
No Breakthrough After Two Days of Russia-Ukraine Talks
Following a second day of talks between Russia and Ukraine, officials from both countries described the discussions as “difficult.” On Wednesday, Ukrainian and Russian officials met for a second day of talks in Geneva. The discussions lasted two hours and were significantly shorter than the Tuesday meetings. Vladimir Medinsky, Russia’s top negotiator, described the talks […]
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CASSANDRA MACDONALD
TikTok Comedian Says Her Children Have Been Threatened After She Made Video Criticizing 'Nonbinary' Activist Jeffrey Marsh
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