Trump Threatens 'Unprecedented Military Consequences' As Iran Reportedly Starts Mining The Strait Of Hormuz

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Trump responds: Military consequences to Iran will be at a level never seen before...


Here Are The 6 Options To Contain Soaring Oil Prices (And Why An SPR Release Will Do Very Little)

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All the listed policy measures will have very limited impact on oil prices unless safe passage through the Strait of Hormuz is assured...


Rand Paul Warns Of "Disastrous" Midterms For GOP If Iran War Continues

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"How worried are you?"


Korea Trades Like a MEME Stock — and an Oil Vol Proxy

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Korea’s “VIX” Looks More Like OVX Than VIX.

Loans To Non-Banks Threaten Banking Crisis

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...the cracks are visible, but the market is still hoping the damage remains contained.



Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn

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The kneejerk reaction to the company's earnings has been favorable. Let's see if this continues into tomorrow's session...


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Reports suggest Iran has begun deploying mines in Strait of Hormuz; Trump sees no reports of them doing so, but threatens significant military action if they are not removed; US Energy Secretary Wright, in a now deleted post, said the US Navy has escorted an oil tanker through the Strait of Hormuz (later rejected by WH officials); IEA meeting reportedly ends with no decision on crude stockpile release; Weak US 3yr note auction; US existing home sales rise in Feb.; Oil tanker explosion near Abu Dhabi; AMZN attracts ~$126B of orders for US bond sale.

Epstein Guard Googled Him Minutes Before Body Found; Bank Made 'Suspicious Activity Report' Over Cash Deposits

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Chase Bank flagged 12 cash deposits totaling $11,880 in suspicious activity report to the FBI...


Crude Chaos, Software Slammed, Bitcoin & Bullion Bid

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...a Wright mess, no SPR release, and mines!?


Is This The Chart Pressuring Trump Toward An Iran Off-Ramp

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"...reports of tanker traffic moving through the Strait of Hormuz, and renewed 'TACO' anticipation..." 

 


Oracle Earnings Preview: All About Revenue Growth Vs Capex

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"Oracle is in a damned-if-you-do, damned-if-you-don’t position"


The Calm Market Illusion

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Investors just unwound massive hedges. But downside skew is still elevated.

Iran Risks Compound Market Angst Over Private Credit

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...still-micro blowups in a few pockets of credit markets look more like an early warning for broader risk sentiment.


IEA Delivers No SPR Action After Extraordinary Meeting As Crude Jawboning Mania Enters Day Two

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At some point, the market may begin treating these emergency meeting headlines as pure bullsh*t.


Woke Media Struggles To Explain Why Gen Z Men Are Turning Against Feminism

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Around 57% of Gen Z men agree that women’s rights have gone too far - to the point that men are being discriminated against...


Hormuz Mine Threat Emerges; White House Denies Tanker Escort

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U.S. intelligence assets have reportedly begun to see indications Iran is taking steps to deploy mines in Strait of Hormuz shipping lane...


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The Treasury Market Is Not Ready For An Energy Shock

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Treasury yields are not yet pricing in the full ramifications of the energy shock...


CNN Does Propaganda For 'ISIS-Inspired' Gracie Mansion Attackers, Then Deletes Tweet

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You can't make this stuff up...


Ugly 3Y Auction Tails Most Since Liberation Day, Bid to Cover Slides

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A subpar, disappointing auction which however could be attributed to the melt up in stocks. However, if this weakness persists in the week's upcoming coupon auctions, that could be a problem. 


Bitcoin Vs Gold: ETF Flows Point To Early Capital Rotations Signs

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Bitcoin ETF inflows have turned positive as gold ETFs see record outflows after a historic rally. Is capital beginning to rotate from gold to Bitcoin?