Trump Administration Issues Waiver To Permit Iranian Oil Sales for 30 Days

Escalation On All Fronts As Mediators Say Iran Hasn't Requested Pause On US Energy Strikes Summary No pause from Tehran, war footing deepens: Iran denies requesting Donald Trump’s 10-day halt Escalation on all fronts: IRGC HQ targeted by US-Israsel; Iran signals expansion by naming UAE targets, hitting Kuwait ports and sending drones on Riyadh Israel doubles down amid reports of manpower strain: IDF chief warns of manpower pressure even as Defense Minister Katz vows to "intensify and expand" strikes. Risk rises that Iran is holding back more advanced missiles for a prolonged war: WSJ...

Iranian Media Reports Pier Struck Near Bandar Abbas After Mystery Explosions, Drone Activity Summary Hostile activity, explosions reported on Iran's southern coastal area along Hormuz. Possible US military activity reported. The Trump admin mulls restarting operation to guide ships through the Strait of Hormuz with naval and air support as early as this week after Saudi Arabia and Kuwait lifted restrictions on US access to their bases and airspaces Iran national security commission 'red line': No uranium has left the country; The right to enrich uranium, the complete lifting of sanctions, and the release...

Commodity Supercycle: The Enemy Of The Bull Thesis Authored by Lance Roberts via RealInvestmentAdvice.com, The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one of the most widely read strategists on Wall Street, recently declared “commodities the biggest trade of the next five years,” anchoring the call on deglobalization, chronic capital underinvestment, and a world drifting away from dollar dominance. As is often the case, the narrative is extremely compelling. However, it’s also internally contradictory in ways that most investors aren’t stopping to examine. After three decades of managing money,...