After feedback on the ground from a global marketing tour, I am taking off our tactical bearish equity call from February, as sentiment has materially weakened and the bear camp has become too popular.
Iran claims it hit US warship with missiles 600km away in Northern Indian Ocean.
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It can't be ruled out...
The German government insists it does not "intend" to let them in
"Today is a historic day for the United States’ nuclear industry."
The Pentagon, restrained for decades from attacking Iran, needed less than 10 hours to launch after getting the ‘go order’ from the president.
The ideological fundamentals aren't moving in the left's direction either...
A "large explosion" took place 30 nautical miles south east off Mubarak Al Kebeer, on the coast of Kuwait. The report notes that "there is oil in the water coming from a cargo tank" which could have a disastrous environmental impact.
Surprising FT report: "Israel couldn't care less about the future…or the stability of Iran."
Polymarket odds currently see Newsom losing to VP J.D. Vance, with 17 percent against 22...
"Kharg is by far the most strategically important economic target."

She's gonna get roasted alive...









































