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Ahead Of The Fed: Bessent, Bullion, Bans, & Hawkish Bias

Ahead Of The Fed: Bessent, Bullion, Bans, & Hawkish Bias Authored by Peter Tchir via Academy Securities, Before jumping into the Fed, let’s just spend another minute on diesel, and Bessent’s “Performance” which along with Warsh’s Difficult Task, were formed the bulk of last weekend’s Never Forgotten! And Some Work Stuff… Bessent’s "Performance" & Bullion On the Treasury buyback, we didn’t even get to the full $6 billion. The buyback focused on off the run treasuries, deemed as “cheap”, but not cheap enough that the Treasury Department would “overpay”. If you really want to move bond...
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Jun 1, 2026 / Tyler Durden
'The Mad & The Free': Can American Society Debate Its Way Out Of Psychosis?
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Jul 23, 2026 / Dave DeCamp
Trump Says US-Saudi Nuclear Deal Hinges on Saudi Normalization With Israel
President Trump on Thursday said that the nuclear agreement the US and Saudi Arabia signed on Thursday will only move forward if Saudi Arabia normalizes relations with Israel, a statement that came after backlash from Israeli officials over the deal. Trump also said the deal won’t involve nuclear enrichment, though US officials have said it […]
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Feb 21, 2026 / Tyler Durden
Japan's $36 Billion Bet On US Energy Dominance
Japan's $36 Billion Bet On US Energy Dominance Authored by Irina Slav via OilPrice.com, Japan has committed $36 billion as the first tranche of its $550-billion U.S. investment pledge under last year’s trade deal, including plans to build a 9.2 GW natural gas power plant in Ohio. The remaining funds will support a synthetic diamond factory and the Texas GulfLink deepwater oil export terminal. The massive gas plant reflects surging U.S. electricity demand — particularly from AI-driven data centers — with natural gas emerging as the preferred source of reliable baseload power. Japan has...
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