Iran War: Negotiations Fail; US Provokes with Destroyer Entry into Strait, Perhaps Pointing to Next Kinetic Moves
Today’s Iran war update: As many anticipated, US-Iran negotiations failed. What comes next?
Read more...Category Archives: Economic fundamentals
Iran War: Talks Delayed; Concerns That Conflict Destined to Resume; US to Concede Release of Some Iran Frozen Assets?
Iran war: In a telling sign, the start of talks has been pushed back due to disagreements over process.
Read more...Iran War: Ceasefire Negotiations a Ruse to Buy Time for Ground Attack as Hormuz Stays Closed; Hezbollah Hits Israel Hard After Savage Bombing; Saudis Move Back Syria Against Israel? Update: Iran Delegation Has Not Arrived in Islamabad?
Today’s Iran war news: Both Iran and the US/Israel violate the ceasefire. But that may be fine with the US if the aim was just to buy time.
Read more...Iran War: US Pokes Iran in the Eye with Immediate Bad Faith Dealing Over Ceasefire; Strait of Hormuz Again Closed; US Insists Talks in Pakistan On but Iran Demands Halt in Lebanon Attacks
Today’s Iran War news: The ceasefire fell apart, which looks to have been the plan, as in it was merely a ruse from the outset.
Read more...Why Europe Can Still Face a Gas Crisis Without a Gas Shortage
The EU’s plans to buy US oil, LNG, and nuclear energy products to lower reliance on Russian gas by 2028 is costly!
Read more...The Fight Over ‘Critical Minerals,’ Explained
How the US is playing dog-in-the-manger with critical minerals by disregarding WTO rules so as to stymie China.
Read more...Iran War: MSM Ceasefire Reporting Obscures Iran Agreeing to US Capitulation, Trump Depicting Different Deal; Israel Not a Party, States It Will Not Comply; Reason to Doubt Much Hormuz Traffic Increase Soon, Which Would Mean More Supply Pressure
Today’s Iran War news: why the much-ballyhooed Iran ceasefire is much less than it seems to be.
Read more...Iran War: Trump Threatens to Destroy Iran in 4 Hours This Evening if No Capitulation; US/Israel Again Attack South Pars Gas Field
Today’s Iran war news: Trump has committed to a deadline and demands, which Iran is rejecting, Iran has vowed to match his threat of apocalyptic damage.
Read more...Iran War: Trump Makes Even More Unhinged Threat as Details of F-15 Pilot Rescue Point to Much Bigger Plan, Say to Seize Enriched Uranium; Trump Legitimacy Crisis Grows as Battered Gulf States Pull Back on US Investment, Particularly AI
Today’s Iran war news: Trump goes even more crazy as the F-15 rescue looks more like the tip of the iceberg of a big botched mission.
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: Disaster in Iran as Multiple Aircraft Downed, Pilot Missing; Iran Pounds Israel Hard After Trump Asks for 48 Hour Ceasefire; Concerns in Military and Congress Over Purge of Reality-Grounded Officers
Today’s Iran war update: aircraft downed and at least one pilot missing in Iran follows a Saturday Night Massacre-style military purge
Read more...Coffee Break: The Fallacy of ESG, Baseball, Deep Education, and More AI Follies
Good afternoon. Time for a break. Given the wall-to-wall coverage by Yves and others here, nothing explicit on this Good Friday about the Ramadan War in West Asia. Instead, herewith a few reflections during holy season of the three great Abrahamic traditions. Part the First: Ethical Capitalism? Some argue about whether business can be ethical. […]
Read more...Iran War: US Continues Escalation by Striking Iran Bridge, Opening Way for Iran Destruction of Critical Links; Iran Moving to Attack Economic Targets
Today’s Iran war update: The US continues its escalation with a strike on Iran’s biggest bridge even as Mr. Market starts a belated protest.
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...Satyajit Das: The Wages of War
War is not only bad for living things, but is also not-so-hot for economies and of course, societies.
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