Category Archives: Investment outlook

Iran War: US Pundit Freakout Over “Deal,” Evidence of Disagreement Over Terms, Bodes Ill for Signing; More on Oil Cliff Risk Versus Hormuz Opening

Today’s Iran war news: Trump’s deal is starting to come unglued as more detail on the oil cliff shows the risk is very much in play.

Iran War: Iran Launches New Strikes on Israel After Netanyahu Humiliated Trump by Ignoring Demand to Stand Pat; Ansar Allah Attacks Israel and Saudi Base, Makes Red Sea Threat; South Korea Swoon Adds to AI Meltdown; BREAKING Bab el-Mandeb Closed?

Today’s Iran war update: Iran and Israel exchange attacks rapidly as Trump blusters and the AI meltdown accelerates in global markets

Who Needs Bitcoin & Cryptos (-50%) Amid the Semiconductor & Miracle IPO Mania?

Are bitcoin and crypto, followed by semiconductors and AI, proving Mark Twain right, that manias don’t repeat but they rhyme?

Iran War: Hezbollah Rejects Israel-Favoring Ceasefire, Casting More Doubt on “Deal”: Iran Agrees to Inspection of Bushehr Plant but No Enriched Uranium Concessions; Trump Warned of Oil Cliff as Private Debt Fund Wobbles Rise

Today’s Iran war news: The US-Iran impasse is undeniable to everyone ex Team Trump as Israel balks and the oil cliff comes ever closer.

Iran War: Rubio Testimony Raises Questions as to Why Iran Is Bothering With Talks; Intensified Tit-for-Tat Attacks Continue; US Muscles Oman

Today’s Iran war update: The kinetic war is heating up as the US keeps demanding things of Iran that Iran has already rejected.

Commodity Markets Are Living on Borrowed Time

Another warning that the deceptive calm in the commodity markets is not set to last.

Iran War: Iran Rejects Trump Claims That Deal Is Near as US Counterproductively Toughens Terms; Hotter Tit-for-Tat Strikes Threaten Ceasefire; What if Trump Continues to Stall When Hitting Energy Cliff ?

Today’s Iran war update: What if Trump fails or refuses to resolve the conflict despite the US going over the energy cliff, projected for July?

Iran War: New Reports of Agreement on Memo of Understanding Effectively Shot Down by Bessent as He Also Repeats Threats Against Oman; Israel Attacks Beirut; More Warnings of Energy Price Cliff Plus Claim Trump Made Illegal Below-Market SPR Sales

Today’s Iran war news: More Axios “deal is sealed” fake news as real economy costs of continued conflict look even more dire.

Iran War: US Attacks Iran for Second Day as Trump Rejects Leaked Iranian Outline of Terms, Threatens to Bomb Oman; US Draining of Strategic Petroleum Reserve to Contain Energy Prices Means Energy Cliff Arrives Sooner

Today’s Iran war update: The US and Iran trade blows as Trump forcefully rejects fundamental Iran demands and Israel pounds Lebanon.

Iran War: US and Iran Exchange Fire as Trump Reveals Extent of Israel Capture With Barmy Abrams Accord Proposal; Continued Denial of Approaching Energy Crunch After Reserves Depleted

Iran war news: Negotiations are supposedly advancing despite a US attack, a fiery Khamenei speech, and Israel declaring “full war” in Lebanon

Iran War: Quelle Surprise! Vanishingly Unlikely “Deal” Visibly Falling Apart as US Consumer Spending Crumbling

Today’s Iran war news: Talks fantasies get a harsh dose of reality as Iran rejects a US nuclear demand while consumers go green at the gills.

Iran War: Trump-Netanyahu Dust-Up Over Negotiations – Bona Fide or Deception? Oil Speculators Cheer Three Supertankers Leaving Gulf, as Continued Bond and Financial Market Decline Seems Likely

Today’s Iran war news: Some oil leaving the Gulf gave markets a boost, but the US-Iran impasse remains, along with US attack threats.

Satyajit Das: The Global Economy – A Very Uncertain Future!

Satyajit Das looks at the big stressors on the global economy and find that governments will be unable to do much to alleviate them.

Iran War: Trump “Pauses” Failed Operation Freedom, Rubio Claims End to Epic Fury With Strait of Hormuz Still Blockaded and Alarms About Real World Damage Rising

Today’s Iran war news: Team Trump says it is abandoning Project Freedom and Epic Fury while keeping the damaging blockade and sanctions on.

Russell’s Teapot: Dispatches From the Final Stage of the AI Bubble

The AI future sold to markets rests on claims that cannot survive scrutiny, not foresight but hype dressed up as inevitability.