What Do Bonds Know That The Stock Market Doesn't?

Mapping The Hormuz Blockade: At Least 15 US Navy Ships Are In Place President Trump is once again engaged in a high risk bet in hopes that Iran will buckle to US demands after failed initial truce talks in Pakistan. The blockade now in effect as of Monday seeks to starve Iran of $200 million in daily oil revenues. The Wall Street Journal has newly detailed that more 15 American warships are now in place to support the operation, in the Gulf of Oman and the Arabian Sea. The report further specified...

Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova Google is placing its nuclear bets through more than one channel. Elementl Power, the independent developer that received early-stage capital from Google in 2025 to prepare three US sites, has now made its first clear technology choice on at least one of them. Elementl signed an Early Works Agreement with GE Vernova Hitachi Nuclear Energy (GVH) to deploy BWRX-300 SMRs at a nearly 700-acre site in Meigs County, Ohio.  The project targets up to 1.5 GW of power production. Elementl...

Turkey Reports Another Iranian Missile Near-Miss Over NATO Skies Another near-miss has unfolded over NATO skies, with Turkey on Monday announcing that air defenses intercepted a ballistic missile fired from Iran. It's another dangerous indication that the Iran war could easily expand into a broader conflict at any moment.  The intercept was carried out by air and missile defense assets positioned in the Eastern Mediterranean, according to the Turkish defense ministry, which offered no further initial details concerning trajectory, type, or what the intended target ultimately was. US Navy image, illustrative This marks...