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Even More Winning

Even More Winning By Molly Schwartz, cross-asset macro strategist at RabobankBrent crude oil sank $4.60 to its lowest price since September, at $93.70/bbl on renewed hopes of world peace, as Trump announced over the weekend that it’s “highly unlikely” that we will order extensive strikes on Iran, assuming Iran signs a “very strong agreement.” The definition of what constitutes a “very strong agreement” may be flexible, depending on how the Trump Administration plans to define “winning” in the Middle East, after facing defeat in the US Midterm elections. But Hegseth is...
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Nov 1, 2026 / Kyle Anzalone
US Approves Sale of 500 Patriot Missiles to Ukraine, Deliveries May Take Years
The State Department announced it had approved a potential $2.1 billion sale of Patriot missiles to Ukraine. Patriots are the most advanced interceptors available to Ukraine; however, Kiev is dealing with a shortage of Patriots, leading to more Russian missiles hitting Ukrainian cities.  “The US Department of State has made a determination approving a possible […]
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May 8, 2026 / Larry C. Johnson
The Gulf Separating the US and Iran is Too Wide to Bridge
As I pointed out in my last article, someone in the Trump administration who has been briefed on Trump’s upcoming statements about the war in Iran made a financial killing yesterday. This is part of a continuing pattern of deliberate deception by Trump, i.e., pretending there is great progress with talks with Iran, which in […]
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Sep 15, 2026 / Tyler Durden
Manufacturers Set To Move Production Out Of Canada As US Tariffs Hit Hard
Manufacturers Set To Move Production Out Of Canada As US Tariffs Hit Hard The circumstances of US/Canadian trade should be common knowledge by now, but the details often get mired in the swamp of political rhetoric.  When Canadian Prime Minister Mark Carney describes the tariff issue as the US "waging war" on Canada, he knows exactly what he's doing.  Carney has turned a simple trade issue over reasonable 10% tariffs into an existential crisis, an invasion, an ethnic cleansing, a last stand against "evil" imperialists.   But getting the Canadian public riled...
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