Kharg In The Crosshairs
Donald Trump’s a “decent” guy. That’s according to the man himself who, while detailing the
Weekly: War Comes To The US Front-End
The war came home for America this week. Not in the form of any actual
Mideast Wars, High Gas Prices Still Unpopular (Who Knew?)
Consumer sentiment among American households might’ve improved again this month were it not for the
Fed’s Favorite Core Inflation Measure Hit Multi-Year High Before War
Core inflation in the US ran the fastest in nearly two years to start 2026,
US Economy Gets Sharp Downgrade In Stagflationary GDP Update
The US economy expanded at just half the initially-reported pace in Q4, the BEA said
Iran Oil Blowback Has World Over A Barrel
Don’t read The New York Times. That was Donald Trump’s advice to Americans as the
Stocks In War
In light of Mojtaba Khamenei’s avowed determination to keep the Strait of Hormuz closed in
Market Derelict On Oil Inflation Risk, Albert Edwards Says
If you ask the sell-side’s most famous bear, the bond market’s insufficiently attentive to inflation
‘The Caravan Of Martyrs’
Apples and trees. The former don’t generally land too far afield of the latter. Mojtaba
The Tankers Are On Fire
The front pages were ablaze Thursday with video of burning tankers off the coast of
Two Crazy Charts And A Wildly Bullish Backtest
Wanna see something crazy?! When it’s me asking, you can safely answer in the emphatic
Mines And Mischief
The regime in Tehran’s good at three things. Network-building (through proxy cultivation, influence-buying and opportunistic
Priced For Chaos When Nothing Ever Happens
Earlier this week, in “Where’s The Iran War Stock Crash?,” I highlighted the disparity between,
Cool Inflation Report Is Old News In Hot War
Wednesday’s US inflation update from the outfit formerly known as the world’s preeminent statistical organization
Will Oracle’s Cloud Growth Stanch The Bleeding?
In the normal course of things, I wouldn’t dedicate special coverage to Oracle’s earnings release.
Canaries And Eye Candy From Inside The AI Bubble
How crucial are AI investment and AI-enabled cloud services to overall corporate profit growth in
In US Housing, A Faint Pulse. But That’s It.
Well whaddya know, the resale US housing market evidenced a pulse in Tuesday’s update on
Peace Through Fire And Fury
“Have you said ‘thank you’ once?” to quote America’s humble, Appalachia-raised, blue-collar vice president, who
Iran War ‘Very Complete.’ ‘Pretty Much’
Blink and you missed it. Hope you bought the dip. “I think the war is
Remember AI?
Remember AI and all the attendant debates and dramas? There was the capex question and
Where’s The Iran War Stock Crash?
“Stocks should be down more.” That’s something you might’ve heard in this week’s earliest US
‘Only Fools’
When things get chaotic — when down is up, white is black and day is
With Mojtaba Khamenei, The Revolution Becomes What It Overthrew
The Revolution overthrew a hereditary monarchy. 47 years later, it became one. Early Monday, Iran’s
The Sun Grew Black As Sackcloth, The Moon Became Like Blood
Israel and, at least by association, the US, are now targeting Iran’s civilian infrastructure. Dark
Traders Get Inflation Double-Header In Fog Of War
It’s inflation week in the US. If you ask me, risks around updates on the
Weekly: Déjà Vu
2022 called. It wants its geostrategic macro zeitgeist back. If you felt the discomfiting twinge
This Could Get Ugly…
Earlier this week, while editorializing around Donald Trump’s ad hoc announcement that the US government’s
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