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The Stagflation Narrative: What Doomers Get Wrong
The Stagflation Narrative: What Doomers Get Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies. It’s built on partial truths, stretched past the point where the data still holds.
If you haven’t read Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1), it is an important primer to...
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Apr 18, 2026 / Tyler Durden
"Bit Of Chaos": Hormuz Shuts Agains As Ships Make U-Turn
"Bit Of Chaos": Hormuz Shuts Agains As Ships Make U-Turn
The Trump administration’s "baffle 'em with bullshit" methodology has been on full display, as the reopening of the Hormuz chokepoint on Friday drove a broad risk-on in markets: US equities soared, crude collapsed, and Treasury yields declined, based on the assumption that disruption to global energy flows had eased. However, as of early Saturday morning, those moves may prove premature.
The Wall Street Journal reports that the world’s most important maritime chokepoint is once again closed to commercial transit.
About 20 ships...
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Apr 16, 2026 / Robert Aro
Why the Crash Was Delayed
A $2.3 trillion contraction met with a $2.5 trillion injection.
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Mar 16, 2026 / Tyler Durden
The Wrath Of Kharg
The Wrath Of Kharg
By Ben Picton, Senior Market Startegist at Rabobank
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war. On the bullish side for crude was the US decision to bomb Iranian military assets on Kharg Island – the Persian Gulf port where up to 90% of Iranian oil exports are typically loaded onto tankers. Announcing the strikes via Truth Social, President Trump was at pains to be clear that oil infrastructure was not targeted, but...
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