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Those Big, Beautiful Bonds

Whether rates go up or down, neither outcome will be pleasant, leaving a bondholder caught between the Unthinkable and the Unimaginable.
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Apr 7, 2026 / Tyler Durden
​​​​​​​Trump Warns "A Whole Civilization Will Die Tonight"; State-Linked Media Says 'All Diplomatic Comms With US Suspended'
​​​​​​​Trump Warns "A Whole Civilization Will Die Tonight"; State-Linked Media Says 'All Diplomatic Comms With US Suspended' Summary:  Kharg Island heavily bombed in preparation for potential US Marine/Special Forces ground siezure. Israel has begun attacking Iran's railway infrastructure, telling civilians to not take trains, cancelations across country. IRGC still defiant - announces new retaliatory attacks on petrochemical plants in eastern Saudi Arabia. Iran's 10-point counter to the US 15-point ceasefire shows signs of willingness to compromise ('reparations' from US dropped as a demand). Vance says war will end "very shortly". Tehran Times: All communications with...
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Aug 25, 2026 / Kyle Anzalone
Report: US Offers Sanctions Relief to Iran If Tehran Opens Strait of Hormuz
According to a source speaking with Saudi state media, Washington sent Tehran a message offering to lift the blockade and sanctions against Iran if the Islamic Republic reopens the Strait of Hormuz.  According to a senior source who spoke with Al Hadath, Pakistan relayed the American offer to Iran. Islamabad has served as the main […]
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Aug 9, 2026 / Tyler Durden
Turkey Restricts Black Sea Traffic As Drone Attacks On Commercial Vessels Spike
Turkey Restricts Black Sea Traffic As Drone Attacks On Commercial Vessels Spike Via The Cradle Turkey has begun restricting commercial ship traffic into the Black Sea amid a surge in Russian and Ukrainian attacks on civilian vessels, Bloomberg reported Saturday. Turkiye's Directorate General of Coastal Safety has informed several ships heading to Novorossiysk, an important Russian oil and grain export port, that it is not issuing transit permits at this time and requires more time to review passage applications through the Dardanelles. via Reuters The sources told Bloomberg that Turkish authorities had provided no explanation for the move. Some...
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