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The Market Is Grappling With Two Major Unknowns

The Market Is Grappling With Two Major Unknowns By Stefan Koopman, Senior Macro Strategist at Rabobank President Trump began this week’s Monday‑morning jawboning ahead of schedule. Speaking to reporters aboard Air Force One on Sunday evening as he returned to Washington DC, he talked up the negotiations with Iran, said that Iran’s new leadership already constitutes “regime change” and praised the “deal” with Iranian speaker Ghalibaf to allow up to 20 Pakistan-flagged oil tankers to pass through the Strait of Hormuz under Iranian (!) escort. Markets have already brushed aside Trump’s comments,...
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Mar 2, 2026 / Tyler Durden
"Severely Curbed": Gold Shipments Through Dubai Stalled In Wake Of Strikes On Iran
"Severely Curbed": Gold Shipments Through Dubai Stalled In Wake Of Strikes On Iran Gold shipments through Dubai are set to stall for several days after airlines suspended flights amid U.S. and Israeli strikes on Iran and Tehran’s response, according to three industry sources and Reuters. Because gold is typically transported by air for security and insurance reasons, the cancellations are expected to sharply limit physical flows. Reuters writes that Dubai is a key supplier to Switzerland, Hong Kong and India. Sources said the broader impact on global supply will depend on how long the...
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Mar 24, 2026 / Alastair Crooke
As the Wheels Come off the Iran Conflict, it Compels the Decision: ‘Where do we Stand?’
Western propaganda machinery – the West’s most powerful strategic weapon – has repeatedly asserted that US forces have been winning a swift and sweeping victory over Iran. In tandem, Israeli intelligence officials are briefing western media saying they see increasing signs of disarray and “chaos” within the regime in Tehran, adding that the Iranian chain-of-command […]
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Mar 24, 2026 / Tyler Durden
Republican California Sheriff Seizes Ballots In Election Probe
Republican California Sheriff Seizes Ballots In Election Probe Authored by Evgenia Filimianova via The Epoch Times (emphasis ours), Riverside County Sheriff Chad Bianco, who is running to be the next California governor, has seized more than half a million ballots from a November 2025 special election on redistricting, triggering a political and legal confrontation with state officials. Sheriff Chad Bianco of Riverside County speaks during a news conference at the U.S. Capitol on May 15, 2024. Kent Nishimura/Getty Images Bianco obtained the ballots with a court-approved warrant in February as part of what...
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