The Cause Is Dead. Let Iran Try To Be A Nation
“My favorite thing is to take the oil.” That’s a direct quote from Donald Trump
Trump Should Take The Win In Iran
“Conventional infantry troops.” That’s not what anybody wants to hear from the Pentagon when it
Can America’s Teetering Jobs Market Avoid Back-To-Back Losses?
I’d say traders’ focus will turn to the US labor market this week, but that’d
Restless Wall Street Out Of Patience With Iran War
At the index level, the five-week selloff in US equities is the furthest thing from
Weekly: The Ghalibaf Question
Israel wanted to kill Bagher Ghalibaf. And the IDF knew his “coordinates.” But Donald Trump
Double-Barreled War Risk Bombs Household Mood
Not surprisingly in light of the war’s impact on gas prices, the US consumer mood
Iran Can’t Bet On American Democracy To Save Regime
It could’ve been worse. A lot worse. That’s Donald Trump’s characteristically tone-deaf message to American motorists
Home-Deal Cancelations Keep Hitting Records
The deals are still falling through. Home deals I mean. When pending home sales fall
Wrap It Up, Invade Or Both?
Donald Trump’s ready to wrap it up. The war, I mean. That doesn’t necessarily preclude
Israel Kills IRGC Navy Boss Tangsiri
Alireza Tangsiri’s dead, if that means anything to you. Another IRGC lifer who traces his
VaR Is Hell
If I weren’t so committed to editorial integrity, I could’ve penned a terrifying headline for
Buy Now Or Forever Hold Your Lease
If you don’t own property in America by now, chances are you can’t afford to.
War Dashes Spring Home Hopes For American Renters
The war with Iran couldn’t have come at a worse time for a US housing
Donald Trump Has An Iran Peace Plan
Don’t worry, Donald Trump has a plan. At some point early this week, likely on
Trump Urged By Saudis To Finish Job, Destroy Iran Regime
War: What is it good for? Before you shout “Absolutely nothing!” maybe talk to Mohammed
Private Credit: Who’s Scared?
The private credit apocalypse is back in the news. I don’t know that it ever
The War’s Not Over
Godspeed, Jared. We need to move your father-in-law’s “strong,” “constructive” peace talks along. Iran and
Who You Gonna Believe?
Who you gonna believe: Donald Trump or Bagher Ghalibaf? If it’s between those two, and
The Regimes Are Dead. Long Live The Regimes.
“Is this the ‘TACO’ trade Wall Street has been waiting for?” CNBC wondered on Monday
Trump Teases ‘Total Resolution’ To War After Ghalibaf Threatens Treasurys
Told you so. I told you he was gonna call it done, or at least
Where’s The Stock, Pump Price Pain Threshold?
What’s the equity market pain threshold for the Trump administration? Not SPX 6500, apparently, and
Holy Warmongers
Donald Trump’s either “winding down” major combat operations in Iran or on the verge of
Operation ‘Rage Flip’
It really is difficult to overstate the case when it comes to describing the dramatic
Weekly: Hawks, Hawks Everywhere
It was rough out there for investors this week. Again. It’s not a coincidence that
‘Just An Ongoing, Bleeding Risk-Management Flow’
“Are we really tightening policy into a global energy supply shock with an already fragile
How Long Before Trump Calls Iran Done?
Does anybody know how to go about cleanly extricating oneself from a spiraling conflict in
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