Category Archives: Economic fundamentals

Iran War: Oil Again Breaches $100 as Iran Escalates Attacks on Israel, Shipping, Dubai; More on the Effects of a Long Closure of the Strait of Hormuz

The Iran war is going ever more pear-shaped for the US, Israel, the Gulf states, and innocent bystanders, yet Trump refuses to relent.

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.

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.

Iran War: Oil Rises to Nearly $120, Stays Above $100 Despite G7 Plans for Reserves Release; Foreign Markets Swoon; Iran Increasing Intensity of Strikes, Targeting More Assets in the Gulf

Today’s Iran war update: even if Mr. Market makes Trump TACO, Iran is not likely to relent on its Strait closure soon and damage will compound.

Trump’s Iran War Is an Affordability Disaster

You can’t say affordability is your top priority and then start a war in the Middle East.

Iran War: More Trump Bluster as US and Israel Weapon Stocks Thin and Claims of Success Questioned; Report of Plans to Send Special Forces to Seize Nuclear Material Among Signs of US Troop Mobilization

This Iran war update focuses on US claims for damage done to Iran and its level of stockpiles versus available evidence.

Iran War: Brent Ends Week at Over $90 a Barrel, Doubts About Damage to Iran and Condition of Israel Rise, Trump Doubles Down on Failing Kinetic War and Desperate Messaging

Today’s Iran war update: rumors of US force deployments as oil and gas price rises threaten the global economy and Mr. Market’s mood.

Iran War: More on Systemic Impact of Strait of Hormuz Closure, US Inability to Intervene as Trump Team Doubles Down on Hare-Brained Schemes to Prevail via Force

The latest Iran war update, with more detail on the Administration’s desperate escalation scheme versus the rising damage from a Strait of Hormuz closure.

Companies Report Raging Inflation, Except in Wages & Rents

Companies tamp down on wage increases thanks to double-digit inflation in employee health insurance, hurting real household incomes.

Iran War: Systemic Risk of a Strait of Hormuz Closure, US Plan to Enlist Kurds, Hezbollah Unexpectedly Pounds Israel

Today’s Iran war update starts with a sobering, must-read analysis of the catastrophic real-world damage of a long Strait of Hormuz closure.

Iran War: More on Why US/Israel Success Impossible as Israel and US Operations Take More Hits, Trump Proposes Unhinged Strait of Hormuz Escort Scheme, Western Media Misinforming Public

The latest updates on the Iran war, from kinetic, economic, and narrative perspectives.

Qatar’s LNG Blackout Just Broke the Global Gas Market

More on the global impact of QatarEnergy’s LNG production stoppage and the uncertainty over when it might resume operation.

US, ISRAEL ATTACK IRAN, START REGIONAL WAR; IRAN RETALIATES AGAINST ISRAEL, US BASES IN BAHRAIN, SAUDI ARABIA, QATAR. UPDATE: ISRAEL TV REPORTS IRAN BLOCKS STRAIT OF HORMUZ

The US and Israel have launched a war against Iran. A great empire will fall.

From Fed Failures to Inflation and Stablecoins: America’s Trust Is Cracking

Bill Bergman and Larry Feltes argue that falling trust in government and financial institutions puts the U.S. economy in peril