​​​​​​​Strait Of Hormuz Disruption Fears Surge After Former Iranian Minister Threatens Transit Restrictions

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"Starting tomorrow, for 100 days, no oil tankers or LNG cargoes...." 


FOMC Preview: The Fed Is Too Uncertain To Change Anything, But Watch For Hawkish Dots

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"...but I’m expecting a strong majority to show 1 cut." - Josh Shiffrin, Goldman Chief Strategy Officer.


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She predicted the conflict when others were skeptical. Now she gives Khamenei a 15% chance of surviving 2025 in power

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DOGE Is Working: Jobless Claims In 'Deep TriState' Surge To 4 Year Highs

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... the trend is Musk's friend.

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Housing Starts & Permits Plunge To Weakest Since COVID Lockdowns

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...multi-family unit starts crashed over 30%


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Futures Rise Into The Fed Day As Dip Buyers Return

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“This is the meeting where the Fed will have fully incorporated tariffs into their forecasts”


The Worst Is Far From Priced In For Energy Markets

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A worsening Israel-Iran conflict isn’t priced in by energy markets, giving connected stocks scope to track any further rally in oil, with some important caveats.


Weather Check: "It's About To Get Brutal"

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"The hottest weather of the season so far will build over the central..." 


Oil’s Panic: Volatility Exploding, Technicals Peaking, Seasonals Dying

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Oil seasonality from here looks poor.

Why Some LA Biz Owners Want To Leave Because Of The Riots, But Can't

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...only 13% of California small businesses say they’re happy with their current location.


IEA Doubles Down On Peak Oil Demand Forecast

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The IEA’s “peak demand on the horizon” narrative once again clashes with OPEC’s view of growing oil demand at least into the 2040s...


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Firing between Israel and Iran continued overnight. Iran used a hypersonic missile, while no attacks were seen from the US. Risk recovered and oil waned off highs.

Iran Prepares To Hit US Regional Bases With Missiles If Trump Joins The War

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The exiled US-backed Iranian monarchy is meanwhile calling for people to rise up against the Ayatollah...


UBS Pinpoints When 'Bicentennial Man' Becomes Reality For Your Living Room

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"Considering the tech (mainly AI models and data collection) and regulatory barriers, we believe humanoids' 'EV moment' may start after..." 


Why Have Any COVID-19 Vaccines, 2025?

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This reads more as LOYALTY-testing rather than COVID-testing...


Abu Dhabi Makes Major Push Into LNG With $19 Billion Santos Takeover

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“Abu Dhabi is long oil, but is seeking to be a more material player in LNG markets...”


Senior Citizens Moved Out Of Housing Complex In Germany To Make Way For Refugees

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Despite plans to demolish the complex, the city will repurpose the building for asylum housing...


Purging Of Top Chinese Generals Shows Central Military Commission In "Disarray"

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General He Weidong, once the second-highest-ranking officer in China’s military and a close ally of President Xi Jinping, has been purged—three months after vanishing from public view.


Slovak PM Fico Questions NATO Membership, Sparks Backlash Over Call For Neutrality

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Fico has floated the idea of military neutrality, questioning whether Slovakia should remain impartial during this "crazy period"...


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Stocks in the US were spooked by what seemed like an imminent US involvement in Israel's offensive against Iran.

Impervious To Suffering

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...the sheeple don’t really know what they are handing over to the agenda.