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May 6, 2026 / Tyler Durden
Give Peace A Chance
Give Peace A Chance By Benjamin Picton, senior market strategist at Rabobank It was TACO Tuesday again in the United States this week as President Trump announced that he was pausing Operation Freedom “for a short period” after it had been underway for just one day. Channelling John Lennon, Trump indicated that progress in negotiations with Iran had convinced him to ‘give peace a chance’, but that the US blockade of Iranian ports would remain in place for now. The Dow Jones, S&P500 and NASDAQ all closed higher and US stock futures...
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Mar 6, 2026 / Tyler Durden
The Fog Of Oil
The Fog Of Oil Authored by Matthew Piepenburg via VonGreyerz.gold, War, oil and gold are making headlines of late for overlapping and independent reasons. Below, we avoid the guesswork, finger-pointing or sensationalism attendant to current headlines concerning Iran and stick to a theme which offers some clarity, namely the interplay of oil and gold. The Fundamentals Stay the Same For years, of course, we have tracked the fundamental drivers which impact the gold price (from DXY debates, inflation signals, and de-dollarization headlines to COMEX outflows). All of these complex signals and themes ultimately boil down to a simple realization:...
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May 10, 2026 / Tyler Durden
"They'll Be Laughing No Longer": Trump Rejects Iran Peace Deal Response As "Totally Unacceptable"
"They'll Be Laughing No Longer": Trump Rejects Iran Peace Deal Response As "Totally Unacceptable" Summary Trump calls Iran's peace proposal response "totally unacceptable" Iran warns of 'decisive, immediate' response to British or French warships approaching Hormuz Strait. Iran responds Sunday to US peace proposal, finally submitting something official to Pakistan. Details not initially disclosed. Trump TS: Iran "playing games with the United States." IRGC new warning: will unleash "heavy attack" on US bases in region if more Hormuz aggression persists. US x Iran permanent peace deal by June 30, 2026? Yes 52% · No 49%View full...
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