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The Fog Of Oil
The Fog Of Oil
Authored by Matthew Piepenburg via VonGreyerz.gold,
War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold.
The Fundamentals Stay the Same
For years, of course, we have tracked the fundamental drivers which impact the gold price (from DXY debates, inflation signals, and de-dollarization headlines to COMEX outflows).
All of these complex signals and themes ultimately boil down to a simple realization:...
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Mar 2, 2026 / Tyler Durden
Hegseth Pledges Iran Will Not Be "Endless War" As Trump Vows "Big Wave" Of Attacks Ahead
Hegseth Pledges Iran Will Not Be "Endless War" As Trump Vows "Big Wave" Of Attacks Ahead
Update(1015ET): The Pentagon has announced it has gained complete 'local air superiority' over Iran, and also that Israel continues working with the US to eliminate 'common threats'. This came soon on the heels of the shocking news of three US F-15s downed over Kuwait. Iran is claiming to have shot down at least one US jet, while the US and Kuwait counter-claim that it was actually Kuwaiti 'friendly fire'. Some six total US airmen parachuted down...
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Feb 26, 2026 / Tyler Durden
One Battle After Another
One Battle After Another
By Michael Every of Rabobank
One Battle After Another
US and Iranian negotiators meet in Geneva today to hear Tehran’s final offer but reports of what they have to say suggests we should prepare for the worst even if Iran sees a “good outlook” for today’s talks. The Kan news agency claims it will only agree to lower uranium enrichment from 60% to 3.67% for seven years, won’t hand over previously enriched material, dismantle the ballistic missile program President Trump just stated can already hit Europe and will...
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Mar 5, 2026 / Tyler Durden
Good Riddance, Jasmine Crockett
Good Riddance, Jasmine Crockett
Submitted by QTR's Fringe Finance
The results of Tuesday’s Democratic primary in Texas delivered a clear political message: voters are tired of listening to Rep. Jasmine Crockett.
And thank f**king god she lost, because I am too.
Crockett, who spent much of her short national career cultivating a reputation as the politician who can constantly be wrong the loudest and with the most attitude, was defeated by Texas state Rep. James Talarico, who was nowhere near as prominent on national television and who many people have likely ever heard of.
Crockett quickly blamed everyone but herself, chalking up the...
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