The Fat Pipe Sept 4th 2026: More Lies, US At Peak Oil, Bond Vigilantes Arrive, Copper Shortages, & Grab Bag
Thankfully, bombing in the Persian Gulf has quieted down. Here's what I've scouted up for you since Monday.
Source: Peak Prosperity
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DW NOTE
The Strait has been shut for 189 days and US mine-clearing will take another six months — yet the administration is still claiming it's open. When official statements contradict trackable ship transponders and satellite data, markets stop pricing policy and start pricing reality.