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Deja Vu All Over Again: Futures Surge, Oil Tumbles On Iran Deal Optimism, Tech Rally
Deja Vu All Over Again: Futures Surge, Oil Tumbles On Iran Deal Optimism, Tech Rally
US equity futures are up big this morning and making fresh all time highs, led by tech companies, while oil prices and bond yields fell sharply on optimism that the US and Iran are nearing a peace deal. As of 8:00am Nasdaq 100 futures jumped 1.7% while those for the S&P 500 gained 1%, with both gauges set to build on record highs. Iran is evaluating a new proposal from the US to end their near 10-week war, according to an Axios...
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May 31, 2026 / Tyler Durden
Fighting While Talking, Horses And Security
Fighting While Talking, Horses And Security
By Peter Tchir of Academy Securities
Fighting While Talking, Horses, and Security
Some quick updates on recent themes. The latest on Iran is front and center, and if you missed this week’s Around the World, it is worth a look. Not just an Iran update, but we also cover Cuba, Russia/Ukraine, the China Summit, and Nigeria (I certainly need to get more up to speed on Africa). We will examine Universal Basic Income and the Job Market in the section we have decided to label Horses. While it feels...
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Mar 20, 2026 / Tyler Durden
These Seven Allies Concocted A 'Hormuz Coalition' Statement To Placate Trump, Which Failed
These Seven Allies Concocted A 'Hormuz Coalition' Statement To Placate Trump, Which Failed
We reported earlier that President Trump has again expressed his extreme frustration at lack of direct NATO participation in a plan to open up the Strait of Hormuz. He declared the US has "militarily WON" - and lambasted lack of allied interest in a "simple military maneuver" to open the Strait of Hormuz, calling NATO a "Paper Tiger" without the US.
And so clearly Trump himself is unconvinced after on Thursday seven allied nations signed a statement expressing a readiness to contribute to...
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May 13, 2026 / Tyler Durden
Trump Mulls 'Operation Sledgehammer' If Ceasefire Collapses, But Iran Has Re-Armed
Trump Mulls 'Operation Sledgehammer' If Ceasefire Collapses, But Iran Has Re-Armed
The Pentagon is considering renaming the war with Iran from "Operation Epic Fury" to "Operation Sledgehammer" if President Trump orders a renewed full-scale bombing campaign against Iran, according to an NBC News report published Tuesday.
The report came on the eve of day 75 since the US and Israel launched the conflict. US sources touted to NBC that the United States now has greater military capabilities in the region than it did before the US and Israel launched the war...
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