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War Schmwar
War Schmwar
By Peter Tchir of Academy Securities
Markets have been almost totally dismissive of the conflict in Iran. Frankly, the number of countries, including oil-rich nations, that had been firing at each other seemed quite high, yet most markets shrugged it off. While the Strait remained closed, or blockaded, or blocked, the market remained in Open Sesame mode this week.
Moonshot
Artemis II wasn’t the only “moonshot” we’ve seen.
The SOX index has jumped almost 50% since March 30th. That would be incredible, but 18 straight days of gains is wildly impressive! (Even...
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Apr 5, 2026 / Tyler Durden
The Four Iran War End-Games Revisited, And The Peak Pressure Points
The Four Iran War End-Games Revisited, And The Peak Pressure Points
Submitted By Peter Tchir of Academy Securities
A Yogi Berra Kind of Weekend
There is something special about “home openers.” The baseball season can drag on, but the home opener is such a great reminder that summer is on the way and that the possibility of winning it all remains in your reach. Maybe that is why I have Yogi Berra on my mind.
Or maybe, and far more likely, it is because a lot of recent discussions seem to lend themselves...
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Mar 7, 2026 / Tyler Durden
Trump Vows To Hit 'Loser' Iran 'Very Hard' As Pezeshkian Apologizes To Gulf Even As IRGC Attacks Expand
Trump Vows To Hit 'Loser' Iran 'Very Hard' As Pezeshkian Apologizes To Gulf Even As IRGC Attacks Expand
As the US-Israeli war on Iran grinds into its second week, having completed a full week of what's largely been escalation alongside no real efforts at talks, the rhetoric on all sides is still expanding just as fast as the missile exchanges. Iran continues to get bombed very intensely, while several overnight ballistic missile and drone waves hit Israel.
The biggest development is that Iranian President Masoud Pezeshkian says Tehran will never capitulate,...
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Mar 26, 2026 / Tyler Durden
Woke Star Trek Series Canceled After Embarrassing Critical Failure
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"Get Woke, Go Broke" wins once again.
For many years the political left in Hollywood along with the allied progressive media argued that wokeness was the dominant social trend of our era. They claimed that any company that refused to adapt to the new far-left "modern audience" would be choking on the dust of companies that wrapped themselves in the rainbow flag. They asserted that the entertainment industry had to change and reflect this new ideological movement if they wanted to remain...
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