Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Latest
Energy
Saudi Oil Reroutes Hit Capacity and Security Limits
When Iran shut down the Strait of Hormuz, Saudi Arabia quickly redirected its oil flows to the Red Sea. Now, that route has become dangerous because of the Houthi blockade, so Saudi is rerouting to Egypt—and two LNG tankers in the Egyptian port of Damietta just got struck by drones. OPEC’s number-on
Markets
Trump says Iran talks to resume after US called off major attack
Oil falls on signs of de-escalation as Tehran says a deal with Oman to reopen Strait of Hormuz to shipping was close
Energy
Record Vaca Muerta Output Fails to Lift Argentina’s Wider Economy
Argentina’s Vaca Muerta is booming as the key shale province outside the United States has seen record oil and near-record natural gas production in recent months. Vaca Muerta’s fortunes, however, appear to be confined so far to the area in which the shale patch is located, the province of Neuquén i
macro
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Geopolitics
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube
Markets
Why Texas Turned To Casper Scottsdale Mint To Produce Gold, Silver Coins - Cowboy State Daily
Why Texas Turned To Casper Scottsdale Mint To Produce Gold, Silver Coins - Cowboy State Daily
Markets
Let Them Eat Gold - The Atlantic
Let Them Eat Gold - The Atlantic
Energy
Investors scored on Iran war's oil market boom. Staying long the trade will get trickier - CNBC
Investors scored on Iran war's oil market boom. Staying long the trade will get trickier - CNBC
Markets
US Treasury warns banks it may intervene in yen
Move comes amid speculation Tokyo intervened to support the currency
Geopolitics
Hormuz: The Strait Where Dollar’s Dominance is Irrelevant - Crescent International
Hormuz: The Strait Where Dollar’s Dominance is Irrelevant - Crescent International
macro
US-Japan Yen Intervention Stirs Carry-Trade Fears, Is the Fourth Turning Entering its Terminal Phase?
Today's Digest covers U.S.-Japan yen intervention risks, Fourth Turning predictions, oil inventory and SPR drops, newly approved nuclear campuses, Iran strike delay, Bill Gates' Q-clearance, higher-ed distrust, and euthanasia organ proposals.