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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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Jul 29, 2026 / Jason Ditz
Israel Accuses Hezbollah of ‘Ceasefire Violation’ Despite Continued IDF Occupation and Attacks
An explosive drone believed to belong to Hezbollah attacked an unmanned, armored Israeli bulldozer overnight, and while there were no casualties in the incident, Israeli officials are denouncing the incident and claiming it amounts to a “blatant violation” of the ceasefire agreement. Hezbollah was never a party to the Israel-Lebanon framework agreement signed last month […]
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May 3, 2026 / Tyler Durden
Visualizing Europe's Birth-Rate Collapse
Visualizing Europe's Birth-Rate Collapse
Europe’s population is no longer replacing itself.
Across the continent, fertility rates have fallen below the 2.1 births per woman needed to maintain stable population levels, with no country meeting that threshold as of 2024.
The map below, via Visual Capitalist's Gabriel Cohen, shows the number of live births per woman across Europe using the most recent data from Eurostat, FRED, and the UK’s Office for National Statistics.
From Ukraine (0.99) to Spain (1.1), some of Europe’s largest countries now rank among those with the lowest birth rates, highlighting how widespread the decline has...
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May 21, 2026 / Tyler Durden
Jane Street Accused Of Using Terra Telegram Backchannel Before UST Crash
Jane Street Accused Of Using Terra Telegram Backchannel Before UST Crash
Authored by Zoltan Vardai via CoinTelegraph.com,
A newly unsealed court filing in the Terraform Labs bankruptcy case alleges Jane Street used a private Telegram channel with former Terraform intern Bryce Pratt to obtain nonpublic information before the collapse of TerraUSD. Pratt is currently a systems developer at Jane Street.
The channel, called “Bryce’s Secret,” allegedly gave the quantitative trading firm a backchannel to Terraform insiders as Jane Street unwound exposure to TerraUSD (UST) shortly before the algorithmic stablecoin lost its dollar...
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