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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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Apr 5, 2026 / Tyler Durden
The Reflexive Rally Was Not Surprising
The Reflexive Rally Was Not Surprising
Authored by Lance Roberts via RealInvestmentAdvice.com,
The market rallied on Tuesday and Wednesday, with Tuesday’s rally one of the best trading days since 2022. However, that should also be unsurprising, since the best trading days tend to cluster with the worst market periods. As we noted in Stock Market Breadth on Monday:
“The single most damaging decision most investors make during periods of falling stock market breadth is selling. The data on this is unambiguous. Seven of the market’s 10 best days in any given 20-year period occur within...
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Apr 7, 2026 / Kyle Anzalone
Trump Claims Ceasefire, Reopening of Strait of Hormuz Agreement with Iran
President Donald Trump posted on Truth Social that Iran had agreed to reopen the Strait of Hormuz, and a two-week truce would begin. “Based on conversations with Prime Minister Shehbaz Sharif and Field Marshal Asim Munir, of Pakistan, and wherein they requested that I hold off the destructive force being sent tonight to Iran, and […]
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Mar 21, 2026 / Tyler Durden
The Oscars Died Last Weekend...Did Anyone Even Notice?
The Oscars Died Last Weekend...Did Anyone Even Notice?
Submitted by QTR's Fringe Finance
“Oh, the Oscars was yesterday,” my friend said to me while walking through town. She noticed that a nearby bar had the TV tuned to a replay of the ceremony.
What surprised me was who said it. This is a person who is deeply, spiritually committed to things like what movies are in theaters and new fictional television shows. She loves the arts. She listens to jazz. She goes to see Broadway plays. She watches every prestige movie she can...
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