"We are now Tactically Bearish... there has been a lack of extreme de-risking with positioning currently neutral... A definitive off-ramp to the conflict will end this tactical call"
Trump: Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay...
The gold market is quietly escaping central bank control
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"Hello @ENERGY it's time to open the SPR."
"This collaboration reflects what's possible globally..."
Officers allegedly telling troops the mission is based on interpretations of biblical prophecies...
"The market is anticipating the worst-case scenario. The selloff is all about oil, it’s about the inflation that is deduced from it, it’s about the risk of stagflation."
...instinct is that once the dust settles this likely proves to be a buying opportunity for many of the assets people wanted but to own (EM/Asia). The difficulty is duration...
British military brass prioritizes “gender-free” grooming rules while Tehran burns...
The ruling allows Haitians with Temporary Protected Status to stay in the United States and keep working while the underlying lawsuit proceeds.
Many sellers who pulled their homes off the market last year are relisting now in hopes of capitalizing on spring homebuying "season..."
"That Is Going To Build Into A Massive Problem": Sunday Night Thoughts From Goldman's Commodity Desk
"I am concerned about the scale of the Open Interest (OI) in the options market…. If we look at the move in the vols that have happened over this week, they have been enormous… I do not think that option position has cleared…." - Goldman on Nat Gas
Ukraine, however, has strongly rejected the allegations...

The CIA considers drinking water a "strategic commodity" in the Middle East, where countries rely on desalination plants for water supply...
Mojtaba Khamenei is the third person to lead the Islamic Republic and the first example of hereditary succession since the overthrow of the Pahlavi monarchy in the 1979 revolution.
Hormuz became a nightmare while nuclear power plants around the world continue to hum along largely unaffected...






































