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"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
"Green-Dot Sunday" Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month
As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a 'brief' energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation).
Last week saw three attempts at unilateral de-escalation (5-day delay, 'ceasefire' proposal, 10-day delay) met with even more supply as the apparent 'Trump Put' or 'TACO' trade is losing its power.
Simply put,...
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Mar 30, 2026 / Tyler Durden
Even Erik Prince Warns Iran Will "Burn It Down" - Boots On The Ground Could Mean "Burning American Warships"
Even Erik Prince Warns Iran Will "Burn It Down" - Boots On The Ground Could Mean "Burning American Warships"
Even Erik Prince is warning the Trump administration to exercise extreme caution in Iran - particularly when it comes to boots on the ground.
The founder of Blackwater, whose private military contractors became synonymous with the U.S. quagmire in Iraq, is pushing back hard on current U.S. strategy toward Iran. Prince issued a sobering warning at CPAC last week. Speaking on the “Breaking Stuff and Killing Bad Guys” panel, Prince expressed deep skepticism...
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Mar 3, 2026 / Tyler Durden
Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary
Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary
By Molly Schwartz, cross-asset macro strategist at Rabobank
My Circus! My Monkeys!
Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to get involved just to keep the lights on.
While the EU and UK would probably be more than happy to spectate from the proverbial “monitoring chair,” they...
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May 14, 2026 / Tyler Durden
With GOP Help, House Dems Force Vote To Give Another $1.3 Billion To Ukraine
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