The Most Important Number For The Market: "25 Days"

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"Gulf producers could likely sustain production for no more than 25 days under a full Hormuz disruption" - JPMorgan


IRGC Warns Ready To Torch Tankers Entering Strait Of Hormuz As Rubio Tells Iran 'Hardest Hits Yet To Come'

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State Dept urges Americans across 14 countries to depart now...

 


The monetary Olympics are underway

Sponsored Content By Monetary Metals

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The winter games are over, but the monetary Olympics are just getting started.

Sponsored Content By Monetary Metals


California Strikes Out: Major League Pitcher Turns Down Padres $40 Million Offer Due To State Taxes

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The irony is that Texas and Florida could end up not only with more jobs but better baseball players...


World At War: Are There Drone Spillover Threats In Caribbean

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The good news is that the U.S. Navy's global fleet distribution has notable activity in the region. 


Oil Overbought, Hedging Extreme, Dollar Testing Breakout

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Cheap calls, cheap MAGs, expensive puts.


Mapping China's Influence in Latin America

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Secret meetings leading to Peruvian president’s ouster highlight China’s influence in America’s backyard.


Silver Mania Just Found Sellers

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Same FOMO Momo, Different Ticker? (Silver vs EWY)

Airports, Data Centers, Skyscrapers, & Power Plants: Are Desalination Plants Next Targets In U.S.-Iran War

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"A lot of attention about 'soft targets' like hotels and airports. And about oil/gas facilities. But please keep an eye on what may prove..." 


Bond Yields, Black Gold, & Bitcoin Blast Off Amid MidEast Maelstrom

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...complacency in stocks?


Bitcoin: Worthless Speculative Asset Or A True Monetary Alternative?

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Bitcoin may be young, but it remains at the centre of the quest for independent money, with all its risks and possibilities...


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Air strikes continued for a third day and Iran warned it will target any ship that tries to cross the Strait of Hormuz.

Court Rules For WaPo Reporter In Major Win For Press In National Security Case

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"...is the equivalent of leaving the government’s fox in charge of The Washington Post’s henhouse.”


"Severely Curbed": Gold Shipments Through Dubai Stalled In Wake Of Strikes On Iran

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Dubai is a key supplier to Switzerland, Hong Kong and India...


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US strikes Iran, Iran hits US bases across Middle East; IRGC closes Strait of Hormuz; US Secretary of State Rubio said Bessent and Wright will announce steps to mitigate oil costs on Tuesday; QatarEnergy halts LNG production; Saudi Arabia's Ras Tanura refinery shuts down after a drone strike; Strong ISM Manufacturing PMI, Prices Paid surge; SNB says it is more ready to intervene in FX.

We Want One Solution, But One Solution Can't Solve Our Polycrisis

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Our minds rebel when confronted with polycrisis, a knotted mess of inter-connected problems, and so we apply solutions we already have in hand.


Downside Desperados: Panic Bid For Crash Protection

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Calm Markets, Terrified Hedgers.

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Hormuz Paralyzed: Another Tanker Hit, Floating Parking Lot Of Ships Swells

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Frozen. 


"What Gets Us To 7,000... What Drags Us To 6,700": JPMorgan's Desk Lays Out The Two Market Scenarios

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JPMorgan's Market Intel desk turns Tactically Cautious as it prepares for "what may be a multi-week period of elevated uncertainty"


US Vigilant Against Possible Domestic Attacks Amid Iran War: Hegseth

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The Pentagon says the US is prepared as the FBI probes the Austin shooting as a "potential nexus to terrorism"...


'It's The Timing That Matters': How Oil Markets Have Reacted To Prior Geopolitical Crises

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...history tells us that the crucial aspect is considering the sensitivity of oil price changes to the duration of the conflict (or disruption).