Aftermath of Saturday Strikes Leave Future of Israel-Lebanon Talks in Doubt

BBC Slips In 'Mistranslated' Propaganda To Radically Alter Hegseth Speech On Iran The BBC has been caught yet again manipulating comments from the Trump administration to radically alter their meaning.  During a March 2 press conference about the war in Iran, US Secretary of War Pete Hegseth said that the United States is bringing death to the same regime that chanted "death to America." BBC Persia, however, substituted the word 'people' for 'regime' - fundamentally changing Hegseth's meaning to sound like America was targeting all Iranians vs. the regime.  "It turns out the regime who chanted 'death to...

Cement, Drugs, And Oil - How The Iran Conflict Could Disrupt Global Supply Chains Authored by Andrew Moran via The Epoch Times (emphasis ours), The conflict in Iran could have consequences for international trade that extend beyond oil and gas. It has been less than a week since the start of the U.S.–Israeli operations in Iran, and oil tanker traffic in the Strait of Hormuz—a key global chokepoint for energy shipments—has come to a screeching halt. Approximately 200 oil tankers have been stranded in the Gulf, according to data from Lloyd’s List...

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...