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Return To War: Iran Fires Ballistic Missiles At Kuwait, Bahrain, Qatar, Jordan, After US Struck 170 Iranian Targets
Return To War: Iran Fires Ballistic Missiles At Kuwait, Bahrain, Qatar, Jordan, After US Struck 170 Iranian Targets
Just as the US nighttime strikes were significantly bigger than prior rounds in June, so has Iran's 'retaliation' been bigger - chiefly on Gulf states and American bases there.
In the overnight and Thursday daytime hours, Iranian ballistic missiles and drones have targeted Kuwait, Qatar, Bahrain, and even faraway Jordan. The country is reporting that it has intercepted several missiles, which targeted Muwaffaq Salti Air Base - jointly operated by US and Jordanian forces. Oil...
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Jun 18, 2026 / Tyler Durden
The Cost Of Helium-3: Earth Sources Vs The Moon
The Cost Of Helium-3: Earth Sources Vs The Moon
When it comes to Helium-3, the biggest cost divide is between Earth and the Moon. Potential sources range from tritium decay and terrestrial helium wells on Earth to lunar regolith on the Moon. Today, Earth-based sources remain far easier and cheaper to access.
This graphic, created by Visual Capitalist's Cody Good in partnership with Pulsar Helium, compares major potential sources of Helium-3 by cost, scalability, and accessibility. It’s part three of four in the Helium 3: From Theory to Opportunity series, delivering key He-3 insights...
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Jul 31, 2026 / Tyler Durden
Situational Unawareness
Situational Unawareness
Via Rabobank,
Markets have a habit of explaining every move with the most obvious narrative available. This week, that narrative was earnings. Investors spent days dissecting cloud growth, AI capex, free cash flows, and also Fed messaging, while some of the most dramatic price action of this summer was being driven by something else entirely.
That "something else" was Situational Awareness, the AI-focused hedge fund run by a 24-year-old whizz-kid, which reportedly had to offload most of its public equity book to Citadel following the recent tech rout. It turns...
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Jul 30, 2026 / Tyler Durden
Feedom Of Navigation
Feedom Of Navigation
By Bas van Geffen, senior market strategist at Rabobank
The Houthis are considering charging fees on vessels sailing through the Bab el-Mandeb Strait. Reuters reported that the plan was discussed with Iran’s leadership, who have offered help to set up an authority to collect the toll.
Besides the potential revenue source, the aim of the Bab el-Mandeb fees would reportedly be to normalize the idea of charging fees on international waters.
But freedom isn’t fees. President Trump has repeatedly rejected the idea of Iran levying a toll in the Strait...
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