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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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Aug 13, 2026 / Tyler Durden
Private Credit's Problems Just Got Real
Private Credit's Problems Just Got Real Submitted by QTR's Fringe Finance For most of this year, the private credit story I’ve written about (and warned about) has been about investors trying to get their money out. Now the loans themselves appear to be cracking. The Wall Street Journal reported yesterday that defaults across several of the largest publicly traded private credit funds have climbed to their highest levels in at least five years, while watchlists of troubled borrowers are simultaneously expanding and investor returns are deteriorating. In other words, the private credit mess I’ve been documenting...
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Aug 12, 2026 / Dave DeCamp
Trump Claims the US Has ‘Total Control’ Over the Strait of Hormuz and May ‘Keep It’
President Trump claimed on Wednesday that the US has “total control” over the Strait of Hormuz and may “keep it” despite Iran continuing to demonstrate its control of the waterway and engaging in negotiations with Oman on its future. “The USA has total control over the Strait of Hormuz. I THINK WE WILL KEEP IT! […]
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May 27, 2026 / Dave DeCamp
Israeli Defense Minister: Plan To Remove Palestinians From Gaza Will Be Implemented ‘At the Right Time’
Israeli Defense Minister Israel Katz said on Wednesday that the Israeli plan to ethnically cleanse Gaza of its Palestinian population, which he frames as “voluntary emigration,” will be implemented at the “right time.” Katz made the comments in a statement on the Israeli killing of Mohammed Odeh, who was targeted by an Israeli airstrike in […]
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