Article
Foggy, Foggy War
Foggy, Foggy War
By Michael Every of Rabobank
With US stocks up, the Nasdaq with its longest winning streak since 2021, and screen oil down for a second day in a row, markets continue to price the starkly binary physical outcomes smack in front of us on the side that’s full of stardust.
The IMF just warned of a potential world recession ahead if Hormuz stays shut. Its latest three global growth scenarios are ‘weaker’, ‘worse’ and ‘severe’ - “because markets”, and politics, the Fund chose the most benign as its base...
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Jul 21, 2026 / Dave DeCamp
US Intelligence Assessment Says the US Cannot Bomb Iran Into Capitulation
The Washington Post reported on Monday night that a new US intelligence assessment says that Iran’s government is unlikely to feel a significant impact or change its negotiating position as a result of the US airstrikes that have been hitting Iran. The report, which cited current and former US officials, said that US intelligence agencies […]
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Apr 14, 2026 / Tyler Durden
Hezbollah Chief Torches 'Futile' Israel Talks, Urges Lebanon Walkout As Rubio Hypes 'Historic Opportunity'
Hezbollah Chief Torches 'Futile' Israel Talks, Urges Lebanon Walkout As Rubio Hypes 'Historic Opportunity'
The Israel-Lebanon peace talks which have kicked off at the State Dept. in Washington D.C. on Tuesday are unprecedented and historic, and yet they remain largely symbolic and will unlikely lead to much in terms of ending the conflict with Hezbollah. That's of course because Hezbollah is not actually represented, only Lebanese government officials - who hold no power or sway over what is the single most well-armed paramilitary group in the country.
Hezbollah leader Naim Qassem...
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Jun 1, 2026 / Tyler Durden
IBM Soars On Resurfaced Trump Clip, Barclays Buy Rating As MoMo Rally Accelerates
IBM Soars On Resurfaced Trump Clip, Barclays Buy Rating As MoMo Rally Accelerates
IBM shares jumped as much as 15% in premarket trading after Bloomberg described a recirculated video of President Trump stating that the stock is "going to go up a lot more."
The clip, reposted by Polymarket Money on Saturday evening, appears to have fueled another leg higher in what has already been an eye-popping, multi-week rally.
In the clip, dated December 10, Trump boasted that IBM CEO Arvind Krishna had "taken the stock from a rather low price to...
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