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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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Apr 15, 2026 / Larry C. Johnson
Is Donald Trump Trying to Create a Nuclear Narrative as his Escape ramp from the War with Iran?
If you set aside your logic and rational thought and listen instead to what Donald Trump and his media echo chamber is saying about the war with Iran you are hearing this: The US has wiped out Iran’s military capabilities. The nuclear program is obliterated. Iran’s economy is shattered and it is looking for a […]
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Mar 22, 2026 / Tyler Durden
"Our Military Is Prepared": Havana Communists See Writing On The Wall After Trump's Iran Bombing
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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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Apr 23, 2026 / Kyle Anzalone
USS George HW Bush Arrives in the Middle East
US Central Command (CENTCOM) said that the USS George HW Bush aircraft carrier arrived in its area of responsibility. The US now has three aircraft carrier strike groups in the Middle East. “Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) sails in the Indian Ocean in the U.S. Central Command area of responsibility,” CENTCOM […]
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