Iran Complains That US Already In Violation Of 10-Point Ceasefire, As White House Declares 'Total Victory'

Overnight, the Lebanese town of Habboush was targeted in Israeli airstrikes, causing significant damage. In the morning, Israeli artillery was actively shelling the town, causing even more destruction in residential and commercial parts of town. Habboush is just one of several towns reporting roughly the same situation, active Israeli attacks, in spite of what is […]

Situational Unawareness Via Rabobank, Markets have a habit of explaining every move with the most obvious narrative available. This week, that narrative was earnings. Investors spent days dissecting cloud growth, AI capex, free cash flows, and also Fed messaging, while some of the most dramatic price action of this summer was being driven by something else entirely.  That "something else" was Situational Awareness, the AI-focused hedge fund run by a 24-year-old whizz-kid, which reportedly had to offload most of its public equity book to Citadel following the recent tech rout. It turns...

CIA Leak: Iran Can Survive Blockade Another 3 to 4 Months, Maybe Longer Belying the Trump administration's claims that a US blockade on Iran's use of the Strait of Hormuz has the country on the ropes and its oil infrastructure in near-term peril, a confidential CIA analysis says Iran can persevere another three or four months, if not longer. In a second stark contradiction of White House narratives, US intelligence assesses that the bulk of Iran's pre-war missile inventory is still intact. The substance of the CIA analysis was first reported...