Inflation, Communication, and Noise

Gulf Shock May Spark Shortage Of World's Most Critical Industrial Chemical, Used Heavily In Mining  Goldman analysts Kyle Shaffer and Amanda Ross provided clients with a broad overview of industrials and natural resources amid energy disruptions in the Gulf area. In the note, they stated that the well-known Gulf energy shock is set to disrupt LNG production in Qatar for years to come. However, they also highlighted another emerging supply crunch that has received far less attention: sulfuric acid. "Some long-lasting consequences have also started to emerge, including a 3-5 years production...

Ex-CIA Analyst: What The Hell Happened With The Pilot Rescue Op In Iran? Authored by former CIA officer Larry Johnson Iran's air defense system succeeded on Friday, April 3, in downing a US F-15E over Iran. There is some dispute and confusion about the exact location (more about that later). The pilot and the WSO (i.e., Weapons System Officer) both successfully ejected but were separated. The pilot was quickly rescued by the Combat Search and Rescue (i.e., CSAR) and the two Pave Hawk helicopters ferrying him back to safety were hit, but...