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Breaking The Stalemate
Breaking The Stalemate
By Bas van Geffen, Senior Macro strategist at Rabobank
Energy prices continue their ascend –with Brent futures trading above $124/barrel – after media report that the US may try to break the stalemate in the US-Iran war by force. Axios reports that military leaders will brief Trump on potential military options today. Reportedly, the Pentagon is preparing a wave of “short and powerful” strikes on Iran, likely targeting infrastructure.
Yesterday, Trump still suggested that he would not resume the bombing campaign. The US president said he believes the US...
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Aug 19, 2026 / Tyler Durden
Buying Bullsh*t In "4 Easy Payments"
Buying Bullsh*t In "4 Easy Payments"
Submitted by QTR's Fringe Finance
I have been gently touching on what a horrible idea one sector has been since the inception of this blog. And just this week, it looks like cracks are starting to form in the space via one of its largest and most well-known publicly traded companies.
As savings finally dry up, rates remain higher and auto loan/credit card delinquencies start rising, I wouldn’t be surprised to see a deluge of ugliness from these types of names in their next few quarterly reports.
(Chart:...
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Jun 2, 2026 / Tyler Durden
Trump Slashes Tractor Tariffs In Bid To Revive Ag Belt Optimism
Trump Slashes Tractor Tariffs In Bid To Revive Ag Belt Optimism
The Trump administration appears to be trying to inject new optimism across the nation's farm belt following the China meeting last month, during which Beijing committed to making billions of dollars of new purchases of U.S. agricultural goods. The White House's latest move is to reduce tariffs on tractors and combines, a policy shift aimed at easing cost pressures on farmers already squeezed by diesel, fertilizer, and machinery costs.
Late Monday, President Trump signed a proclamation slashing tariffs on...
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Sep 10, 2026 / Tyler Durden
Huge Fire Along Saudi 'Hormuz Bypass' East-West Oil Pipeline After Alleged Houthi Strikes
Huge Fire Along Saudi 'Hormuz Bypass' East-West Oil Pipeline After Alleged Houthi Strikes
Update(1815ET): While unconfirmed, this would mark a huge escalation of the Houthi entry into what's been creeping all summer into a regional war:
Yemen's armed forces targeted Saudi Arabia's East-West oil pipeline; satellite data shows fires at six points along the route that transports crude oil from the Persian Gulf to the Red Sea. (IRIB News)
Reports earlier in the day revealed Houthi attacks on southern areas of the kingdom, but made no mention of the Iran-aligned group targeting...
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