Iran Formulated Plan To Attack California With Drones In Case Of War: FBI

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Iran allegedly aspired to conduct a surprise attack using unmanned aerial vehicles from an unidentified vessel off the coast...


IEA Agrees To Release Record 400 Million Barrels From Emergency Stockpiles: Here's Why This Will Have Little Impact

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"Each member will release oil at a time frame appropriate for each member state" which is a slippery way of saying the release won't come nearly as fast as it is required. 


President Of Iran Demands "Reparations" As Trump Says War To End 'Soon' As 'Practically Nothing Left' To Target

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"The most fighters, the most bombers, the most strikes. Intelligence more refined and better than ever." 


Justice Department Moves Forward With Collection Of Complete Voter Rolls

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About a dozen states have provided the data voluntarily. Although some of the lawsuits have been dismissed, criminal proceedings have yielded results.


Solid 10Y Auciton Sees Jump In Foreign Demand Despite Tail

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Overall this was a solid auction, despite the large intraday selloff and despite the tail, and suggests that unlike other asset classes, the bond market is certainly not concerned about runaway cost-push inflation in the months to come.



Energy Shock Threatens Fertilizer Supplies As Echoes Of 2022 Food Price Spike Return

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"You can't even buy fertilizer right now and I think that's the bigger concern for this coming..." 


Silver’s Bubble Is Still Deflating

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Silver is losing momentum. And CTA downside convexity could accelerate a larger selloff.

'Scientists' Dump 65,000 Liters Of Chemicals Into Ocean In Geoengineering Experiment

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Critics slam risky Ocean Alkalinity Enhancement trial as potential ecological disaster...


"No One Really Knows Anything": Top Goldman Trader Warns Stocks Held Captive By Energy, Face "Violent Up/Down Gaps"

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We are currently in "an exceedingly fluid trading environment..."


Air Taxis Set For Summer Trials In 26 States Under Trump Admin's Pilot Program

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The pilot program aims to accelerate aviation innovation by developing next-generation unmanned aircraft systems.


Fund Seen As "First Domino In Private Credit Bank Run" Hit With Over 7% In Redemptions

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"We would not be surprised if Cliffwater is the canary in the coal mine and will be the first domino in the “bank run” we foresee." - Rosen Capital


China Warns State Firms Against OpenClaw AI As Agent Craze Sweeps Tech Sector

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A 'lethal trifecta'


Trump Expands Ban On Foreigners Receiving Small Business Loans

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Agency says limited financing resources must prioritize citizens building businesses at home...


UBS Lays Out Three Energy Market Scenarios As Fog Of War Thickens

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...extended disruptions could see Brent prices average $110/bbl in March and might climb towards $150+ by 2Q26.


It's Now A Dual Attrition Race

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When the market assumes Hormuz is reopened, is this with the US having won or lost? A vast stack of asset pricing away from oil depends on which one of the two scenarios we are talking about...


Goldman Saw "Record Physical Buying" In WTI As War Started

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Notably, the extent of speculative participation remains questionable...


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True Value: Looking Through The Value Rotation Illusion

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...investors are chasing a narrative. In many cases, investors are selling value while believing they are buying it.


JPMorgan Limits Lending To Private Credit Groups After Marking Down Loan Collateral

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The bank informed private credit lenders that it had marked down the value of certain loans in their portfolios, which serve as the collateral the funds use.

 


VLCC rates above COVID highs. Jet fuels hit record highs

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And Iranian drone hit ratio yesterday spiked 500%.

Ex-Goldman Commodity King Warns 'No Policy Response Can Meaningfully Reverse Oil Prices'

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"There is NO policy response that will stop this ascent in crude in the near term..."