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ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
ZeroHedge Fertilizer Debate: Hormuz Closure Could Usher In New Arab Spring
On Friday, ZeroHedge, in partnership with the Macro Dirt Podcast, hosted a debate focused on the implications for agriculture, inflation, and global supply chains given the current situation in Iran. The discussion was illuminating and worth a rewatch if you missed it.
The discussion featured former Bridgewater head of commodities Alex Campbell, Brent Johnson of Santiago Capital, and was hosted by Tony Greer and Jared Dillian.
The Damage Has Been Done
Even in a best case scenario where shipping lanes reopen immediately, Santiago...
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Feb 17, 2026 / Tyler Durden
SpaceX Enters Secretive Pentagon Contest To Build Voice-Controlled Drone Swarm Tech: Report
SpaceX Enters Secretive Pentagon Contest To Build Voice-Controlled Drone Swarm Tech: Report
Last week, we asked whether Anthropic's AI tool, Claude, played a role in the kill chain during the U.S. Delta Force raid targeting Maduro last month. We've also reported on the Department of War's search for "war unicorn" startups, and what appears to us to be the early innings of the rise of dual-use technologies - from humanoid robots to drones - reshaping the modern battlefield.
A new Bloomberg report states that Elon Musk's SpaceX and its wholly owned...
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Jun 28, 2026 / Tyler Durden
The Path To A September Rate Cut (Despite AI Inflation)
The Path To A September Rate Cut (Despite AI Inflation)
By Peter Tchir of Academy Securities
The Path to a September Rate Cut (despite AI inflation)
A lot has changed in the past 24 hours. After Thursday’s CNBC interview, it seemed obvious (to me) that I needed to write about how there is a real path to a Fed Rate Cut in September. Not only has the market priced in a 75% chance of a hike in September, and 1.25 hikes by the December meeting, most have also taken any chance of...
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May 18, 2026 / Tyler Durden
Be Very Afraid: The Hantavirus And Suicide Dolphins
Be Very Afraid: The Hantavirus And Suicide Dolphins
Authored by Donald Jefferies vis substack,
Bend over and keep smiling
Our incomparably bad leaders appear ready to foist another “pandemic” on the always unwary public. They proved in 2020 that the entire world could be shut down in a matter of days. With no troops or police needed. Just a corrupt, kept press, and compromised political “representatives.” They know that nothing sells like fear porn.
The latest potential “pandemic” is called the Hantavirus. Authorities, who are always telling us something, tell us it’s been around for a while. It...
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