Iran War: Trump Expects Hugs From China, Israel Still Bombing Lebanon
Today’s Iran war update: Trump claims he’s opened the Strait to Chinese shipping, Israel launches the most massive attack yet on Lebanon, U.S. stocks hit record high.
Read more...Category Archives: Investment outlook
Iran War: Pervasive Misinformation About the (So Far Successful) US Blockade; Trump Keeps Up “Negotiations Soon” Hype; Markets Become Even More Unhinged
Today’s Iran war update: the information environment has become hopelessly populated, as reporting on the blockade attests.
Read more...Iran War: Trump Doubles Down on “Reign Hell” April 6 Threat, Also Reports F-15 Officer Rescued; US Strike on Bushehr Nuclear Plant Breaches Protection Circuit; Multiple Interconnected Supply Crises Baked in Within Weeks; UPDATE Iran Claims Two More US Planes Downed
Today’s Iran war news: Trump reiterates his dangerous escalation threat as the real economy Titanic is about to hit the iceberg.
Read more...Iran War: Iran Pounds Israel with Huge Missile Barrage Just Before Trump’s Unhinged Speech Doubling Down on Failed Escalation; US Greatly Exposed to Shock as Inventories Depleted During April
Today’s Iran War update: Trump doubles down on failure as investors and pundits wake up to the economic consequences of Iran’s victory.
Read more...Michael Hudson and Steve Keen: How the Global Crisis Will Unfold
Michael Hudson and Steve Keen: discuss how the Iran war economic crisis will generate inflation first, and then deflation and depression.
Read more...Drillers See Triple-Digit Crude and Hit the Brakes
Why drillers won’t be sucker punched by increasing production in response to a very large price increase that may be short-lived.
Read more...Satyajit Das: The Modern ‘Share the Scraps’ Economy
A clinical look at the extractive behavior that all that share, erm, sharing economy talk obscures.
Read more...Iran War: Mainstream Media Starting to Acknowledge Potential Iran Victory as Trump Flails About, Readying Ground Assault; EU Reversal on Russia Oil Sanctions, Emergency Actions in Asia, Even China, Shows Accelerating Economic Damage
Today’s Iran war update: the current reduction in temperatures does not mean a resolution of the war or damage to the global economy is nigh.
Read more...Iran War: Trump’s 48 Hour Deadline Approaches; Soldiers Fearful as Lindsey Graham Calls for Their Sacrifice; Complacency in Face of Intersecting Shortages, Like Food and Plastics
Today’s Iran war update: Let us hope that this saying proves not to be germane – Things look the darkest before they go completely black.”
Read more...Iran War: Trump Issues 48 Hour Unhinged Ultimatum to Iran; Iran Vows Mass Destruction Countermeasures; Israel Takes Hit to Dimona Area, Other Blows After Second Firing on Iran Nuclear Reactor Site ; More Warnings of Deep Damage from Strait of Hormuz Closure, LNG Reduction Effects
Today’s Iran war update: Trump threatens action which will lead to Iran retaliation that will destroy the world economy. Will he proceed?
Read more...Iran War: Joe Kent Resignation Bombshell; US Deploys Bunker-Busters Near Strait of Hormuz; Iran Makes Retaliatory Strikes on Israel, Across Gulf for Ali Larijani Assassination; Real World Oil Prices Diverge from Paper Oil
Today’s Iran war update: attritional slugging continues as Joe Kent’s resignation shows MAGA doubts and the economic tsunami starts rolls in.
Read more...Iran War: Oil Flirts With $100 as More Commercial Ships Hit, US Refueling Plane Downed, with Iraqi Militia Taking Credit; Demands for Hormuz Opening Intensify; Private Debt Wobbles Add to Market Pressure
Today’s Iran war update: markets stay edgy as Administration messaging becomes more hollow and more ships burn.
Read more...Satyajit Das: Iran – Even War Has Been Financialized
Satyajit Das provides a broad look at the scope and depth of the potential economic downside of the Iran war.
Read more...Iran War: Iran Seeks Decolonization of Gulf Region; IEA Proposes Emergency Release of Reserves; Nuclear Strike Risk Assessment; Iran Escalates Strikes
Today’s Iran war update: the implications of Iran’s apparent demands, risk of a Israeli nuclear attack, and Iran’s kinetic escalation.
Read more...Iran War: Administration Succeeds in Talking Down Oil Price to Below $100 as Trump Seeks Off Ramp to Opposition of Pentagon and Hawks; Iran Continues to Reject Talks, Announces Increase in Strikes, Pounds US Bases Into Dust
Trump succeeds in talking investors out of the tree even as Iran war fundamentals and his approval rating decay.
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