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New Ayatollah's First Message: Hormuz Strait Stays Closed, Warns 'More Fronts' Could Open
New Ayatollah's First Message: Hormuz Strait Stays Closed, Warns 'More Fronts' Could Open
Summary:
Bloomberg: Trump admin set to temporarily suspend Jones Act shipping rules to help cool rising oil prices.
Ayatollah Mojtaba in first public message says the closure of the Strait of Hormuz should be continued as a tool to pressure the enemy
Mojtaba vows to keep attacking US bases, and signals 'new fronts' could soon open
President Trump simultaneously says the US is stopping Iran "from having Nuclear weapons" and "destroying" the Middle East and "the World".
Shipping turmoil escalates as multiple vessels...
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May 31, 2026 / Tyler Durden
Fighting While Talking, Horses And Security
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By Peter Tchir of Academy Securities
Fighting While Talking, Horses, and Security
Some quick updates on recent themes. The latest on Iran is front and center, and if you missed this week’s Around the World, it is worth a look. Not just an Iran update, but we also cover Cuba, Russia/Ukraine, the China Summit, and Nigeria (I certainly need to get more up to speed on Africa). We will examine Universal Basic Income and the Job Market in the section we have decided to label Horses. While it feels...
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Apr 2, 2026 / Tyler Durden
New Bill Opens Door For Killer AI Weapons
New Bill Opens Door For Killer AI Weapons
Authored by Jon Fleetwood,
A newly introduced U.S. Senate bill would allow the military to deploy autonomous lethal artificial intelligence systems by granting the Secretary of Defense the authority to override its own restrictions.
Senate Bill S.4113—the “AI Guardrails Act of 2026,” introduced March 17, 2026 by U.S. Senator Elissa Slotkin (D-MI)—is being presented as a framework to limit how the Department of Defense uses AI.
But the actual text includes a built-in waiver mechanism that enables those same systems to be approved and used...
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May 16, 2026 / Tyler Durden
Bonds Are Screaming "Something's Wrong"
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Submitted by QTR's Fringe Finance
Bond yields are doing exactly what I warned about yesterday: forcing reality back into a market that had become increasingly detached from it.
Heading into Friday’s cash open, U.S. equity futures are under pressure, with S&P 500 futures down roughly 1% and Nasdaq futures off even more sharply as global bond markets sold off overnight.
CNBC reported that by Friday morning in London, the U.S. 10-year Treasury yield had climbed nearly 9 basis points to 4.544%, marking its highest level in almost a year. The...
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