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"Our Military Is Prepared": Havana Communists See Writing On The Wall After Trump's Iran Bombing
"Our Military Is Prepared": Havana Communists See Writing On The Wall After Trump's Iran Bombing
In a new note from Zoltan Pozsar's advisory firm, Ex Uno Plures, he explained that the Trump administration is "methodically building a portfolio of assets" to pressure China, centered on strategic energy supply nodes and maritime chokepoints that have historically supported Beijing's cheap crude imports. His note highlights the Panama Canal, Venezuelan oil flows, and the broader significance of Iran and the Strait of Hormuz. Taking it a step further, Cuba could eventually be folded...
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May 13, 2026 / Tyler Durden
Democrats Are Not In Good Shape For The Midterms
Democrats Are Not In Good Shape For The Midterms
The conventional wisdom heading into 2026 was simple enough: an unpopular president, a restless electorate, and history's gravitational pull toward the opposition party would deliver the House back to Democrats.
CNN's Harry Enten spent this week throwing cold water on that narrative — and the data he brought to the table should give Democrats serious pause.
Start with the map.
Democrats were counting on Virginia’s new map to give them four more solid seats heading into the midterms, but the Virginia Supreme Court...
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Mar 31, 2026 / Tyler Durden
European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks
European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks
In an early preview of the coming inflation spike, the euro area saw its steepest jump in inflation since 2022 as the Iran war pushed energy costs sharply higher, backing expectations that the ECB will have to raise interest rates.
In March, European consumer prices rose 2.5% from a year ago in March - and up a whopping 1.9% from the previous month - to the highest since January 2025. The silver lining: the median estimate...
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Apr 2, 2026 / Tyler Durden
Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
A week ago, in an attempt to calm the market, Goldman's economists published a lengthy, if at times disjointed, report discussing why a crisis in private credit would not lead to another financial crisis.
We are about to find out if they were right.
Recall that in mid-March, while attention was understandably focused on the Iran war, we explained why Blue Owl's February decision to commence liquidations of loans in its three core private...
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