Macro
How Government Corruption Turned Iran’s Oil Wealth Into A Chain Of Economic And Institutional Crises - OpEd - Eurasia Review
Energy
The latest Bloomberg data show that shipping transits through the Strait of Hormuz remained largely disrupted Monday morning, even as Iran and Oman reportedly moved closer to a deal. Brent crude futures traded near $85 a barrel as markets priced in the possibility that a deal to reopen the maritime
opinion
California’s proposed billionaire wealth tax is being sold to voters as a way to replenish the state’s tax coffers with billions of new dollars. What it actually will do is to end the vital capital investment that has driven California’s economy for decades.
Energy
Complex systems reveal their true characteristics only under stress. Disturbance exposes assumptions that routine operation conceals and becomes the catalyst for adaptation. Capital reassesses risk, governments reconsider policy, and markets establish a new equilibrium. The resulting system may ulti
Markets
Gold could reclaim $5,000/oz in two years, prices could gain 9% in 2026 - Catalyst Funds’ Miller - KITCO
Macro
Treasury Secretary Says the Strait of Hormuz Will Be Irrelevant in Two Years - MishTalk
Macro
Speech by Mr Fabio Panetta, Governor of the Bank of Italy, at the closing conference of the ESCB Research Network on "Challenges for Monetary Policy Transmission in a Changing World (ChaMP)", hosted by the Bank of Italy, Rome, 7 July 2026.
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
Macro
The standard explanation is that China is buying gold because it wants to destroy the dollar. That makes a dramatic headline, but it confuses diversification with replacement and political ambition with market reality. The People’s Bank of China increased its reported gold reserves by 640,000 fine t
Macro
OK. So What Are We Fighting For?
Geopolitics
By propping up the yen, the US and Japan are admitting dollar dominance isn't what it used to be - Fortune
Markets
Trump May Open the Hormuz, But He Can’t Prevent Next Oil Shock - Benzinga