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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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Wage Growth As A Leading Inflation Indicator
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Authored by Lance Roberts via RealInvestmentAdvice.com,
Wage growth peaked four years ago. Since 1985, it has led CPI by three to seventeen months in every single cycle. The May 4.2% inflation print is the noise. Watch the wages.
Headline CPI just printed 4.2% year-over-year for May. The highest reading since April 2023. The 10-year Treasury punched above 4.6% on the back of it, then pulled back recently. Energy ran +23.5% over the past twelve months on the Iran war, accounting for roughly 60% of the...
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Why I Side with Ludwig von Mises
People readily line up on one side or another of great economic debates. How do they choose which side to take?
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Aug 5, 2026 / Tyler Durden
Hackers Launch 'Vishing' Cyberattacks Against Major Hedge Funds
Hackers Launch 'Vishing' Cyberattacks Against Major Hedge Funds
Several major Wall Street firms have been hit with a wave of sophisticated cyberattacks using voice phishing, or 'vishing' to trick employees into revealing sensitive information or granting access, Bloomberg reports.
Crash Override gets his ass handed to him by Acid Burn (Hackers)
The attacks targeted some of the world's largest hedge funds - including Citadel, Point72, and Two Sigma Investments, along with several private equity firms.
Two Sigma, which manages $75 billion, says they were able to thwart the attacks.
"Our security team responded quickly to an attempted vishing campaign...
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