Article
More Than Just Iran
More Than Just Iran
By Peter Tchir of Academy Securities
Without a doubt, trading at the start of the week will hinge on developments in the ongoing ceasefire negotiations.
As Spider, Bret, and I discussed on Friday’s podcast the range of possible outcomes has not narrowed significantly. Anything from a serious deal, to walking away and restarting the attacks seems plausible. Spider “guffawed” at the comparison of Regime Change to Welcome Back Kotter – well, the names have all changed…
You know we live in a weird world, where in less than a...
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May 28, 2026 / Tyler Durden
US To Start New Trade Talks With Mexico
US To Start New Trade Talks With Mexico
Authored by Tom Gantert via The Epoch Times,
The Trump administration said Wednesday it will begin a series of trade negotiations with Mexico this week tied to the first review of the U.S.-Mexico-Canada Agreement (USMCA), with no talks involving Canada announced so far.
The talks are part of the first formal review process for the U.S.-Mexico-Canada Agreement since it replaced the North American Free Trade Agreement in 2020.
U.S. Trade Representative Jamieson Greer speaks during a tour of the Atomic Industries manufacturing facility in Warren,...
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Oct 2, 2026 / Tyler Durden
US Squeezes China's Jet Parts Supply As Rare Earth Showdown Escalates
US Squeezes China's Jet Parts Supply As Rare Earth Showdown Escalates
If you want an indication that resource nationalism and Beijing's weaponization of critical material exports to gain leverage over the US in high-stakes trade negotiations are accelerating, a new report Thursday afternoon says the Trump administration is planning to slow shipments of commercial jet parts to China.
Reuters cites several people familiar with the Commerce Department's moves to slow export licensing and limit the quantities of jet parts approved for shipment to China's state-owned planemaker COMAC to prevent stockpiling.
Officials...
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Mar 20, 2026 / Tyler Durden
Murphy: "If The Dollar Starts Sinking, It's Gonna Be Fast"
Murphy: "If The Dollar Starts Sinking, It's Gonna Be Fast"
Last night’s debate on “Deficits, War, and Markets” brought together Bob Murphy of the Mises Institute and Bard College professor Randall Wray for a clash between Austrian and MMT worldviews, moderated by the “Macro Tourist” Kevin Muir.
Exploding U.S. deficits, the Fed’s policy path, the geopolitical shock of the Iran war, what it means for stocks, a potential bond market snap to calls for another financial crisis… we covered a lot of ground and here were some highlights for those short...
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