Independent thinking for complex markets and current events
LONDON, April 7 – European and Asian refiners are paying record high prices of near $150 a barrel for some crude oil grades, far exceeding prices for paper futures, highlighting the worsening supply crisis from the U.S.-Israel war with Iran. The Iran war has forced the shutdown of at least 12 million barrels per day …
NEW WOLRD ORDER 🇨🇳 🇺🇸 While no one was looking China has DUMPED U.S. treasuries to levels not seen since the 2008 financial crisis. They’ve HALVED their holdings from $1.3T to $650B. At the same time they have been super-accumulating the lifeblood of the NEW system… Gold. pic.twitter.com/kT3jjQdYOt — ADAM (@AdameMedia) April 6, 2026 💥💥💥 …
by Michael What are we going to do when global food prices go absolutely nuts and hundreds of millions of people are starving all over the planet? Even before this war with Iran erupted, world hunger was already at an all-time record high. Now, so much of the oil, natural gas and fertilizer that the …
BREAKING: A recession model that has predicted every single US downturn in 80 years just hit 49%. The threshold is 50%. Every time it has crossed that line, a recession followed within 12 months. No exceptions. And the data behind this reading doesn’t even include the Iran war yet… Moody’s built an AI model trained …
BREAKING:– Trump to impose 100% TARIFF on patented drugs– Trump to impose a 25% TARIFF on Copper, Aluminum and steel derivatives It’s almost as if he wants prices to be as high as possible for the average America. — Brian Krassenstein (@krassenstein) April 2, 2026 Sticking to their guns on the tariffs while there's an …
Blue Owl restricting withdrawals in private credit funds tied to AI and software borrowers is not an isolated hiccup, it is liquidity behavior showing up when assets stop feeling liquid, and that is already documented in market reporting. At the same time hyperscalers are projecting roughly $175B in bond issuance in 2026 just to fund …
The EU has just told citizens to “travel less” as it prepares for prolonged energy shortages from the Strait of Hormuz closure. JP Morgan’s timeline shows the final pre-closure oil shipments in the coming days. Dutch gas storage is already at a historic low of 5.8%, EU fishing fleets are tying up because diesel is …
By Brandon Smith The last time global energy markets witnessed a shock similar to what we might see this year was during the 1973 Arab Oil Embargo. Tensions were escalating in the aftermath of the Yom Kippur War when the Arab Coalition launched a surprise attack against Israel. OPEC nations joined forces to cut off …
https://www.youtube.com/watch?v=UND3rCOUel8
JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game to see who blinks first. JP Morgan analysts mapped out how the Hormuz closure may …
Iran’s oil exports have not collapsed and are fetching much higher prices than before the war, handing Tehran handsome extra revenues from its crude, which is the only one unimpeded from transiting the Strait of Hormuz. Unlike all other Gulf producers, Iran is passing its oil through the Strait of Hormuz and its export volumes …
@RobbyStarbuck, activist and former Hollywood director, speaks with PragerU CEO @realtalkwithmarissa about his family’s escape from communist Cuba and why that history shapes his view of America today. They discuss the rise of corporate activism, how DEI policies spread through corporate boardrooms, and why many companies are reversing course. They also discuss the growing power …
BREAKING: Iran has “tightened control” over the Strait of Hormuz and is now demanding detailed crew, cargo, and voyage information from ships seeking safe passage. Details include: 1. Approvals for ships seeking to pass through the Strait of Hormuz are being handled by the IRGC 2. Tolls to pass through have hit $2 million, mainly …
Petrol crisis set to worsen as ships bound for Australia cancelled https://t.co/sd9U7OWqnG — Daily Mail (@DailyMail) March 22, 2026 The prime minister has been phoning his global counterparts to try and shore up Australia’s fuel stocks over the coming weeks and months, as the Middle East war sends shockwaves through global supply chains. The government …
The egg on your plate this morning was made from corn. Not literally. But the hen that laid it ate roughly two pounds of feed for every dozen eggs she produced. That feed was primarily corn and soybean meal. The corn was grown with nitrogen fertiliser at $610 per ton on the CBOT March settlement. …
Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to… pic.twitter.com/vCf5mQJAA0 — Daniel Lacalle …
The 2008 parallels aren’t subtle anymore. Let me lay them out: ✓ Credit bubble reversing ✓ Shadow banks gating investor redemptions ✓ Forced asset sales to raise cash ✓ Collateral getting marked down (JP Morgan just did this) ✓ Oil shock driving prices toward $100 ✓ Central bankers focused on inflation, the wrong risk ✓ …
via notayesmanseconomics This morning has brought some bad news for the central banking fraternity and sorority. It comes from a land down under so let us take a look. At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.10 per cent. That is from the Reserve Bank of Australia …
Across the United States, the Transportation Security Administration is facing a staffing crisis so severe that entire airports may soon be unable to operate normally. Acting Deputy TSA Administrator Adam Stahl warned that smaller regional airports could be forced to close their security checkpoints entirely if officer absences continue. This is not speculation. It is …
Lender of last resort The 2023 banking crisis was three times worse than 2008. The upcoming one, in my opinion, will be six times worse than 2023. pic.twitter.com/cGLkWGDf7P — The Great Martis (@great_martis) March 14, 2026 Why does @jimcramer always pick March to crash the stock market? March 11th, 2008: “Bear Stearns is FINE”… Cramer …
Oil has surged from $65 to $120 in just weeks. The Strait of Hormuz, which carries 20 percent of the world’s oil, remains effectively closed to most shipping. Initial predictions said flows could recover in 5 days. That stretched to 10 days, then 21 days, with only a slow recovery after that. Fertilizer prices are …
Iran has permitted a Turkish‑owned vessel to transit the Strait of Hormuz after negotiations, a significant yet limited breakthrough in one of the world’s most critical shipping lanes. Transport Minister Abdulkadir Uraloğlu said the Turkish ship was allowed to pass because it had stopped at an Iranian port, suggesting Tehran is using port calls as …
Nobody is telling you how FUCKED the financial system actually is right now. And it started cracking TODAY. Step 1 → JPMorgan just marked down its private credit loans and RESTRICTED lending to private credit funds. Step 2 → Morgan Stanley is now BLOCKING redemptions at its private credit fund after withdrawals surged. Step 3 …
NBC reports that two informed sources confirm President Trump fears the markets could turn against him and that high gasoline prices pose a serious political danger. The Strait of Hormuz remains effectively closed. Every day that oil flows are blocked, the United States edges closer to strategic failure. Newt Gingrich warned, “If they cannot keep …
by Martin Armstrong Canada’s housing market has become one of the most expensive in the developed world, and the affordability crisis continues to worsen despite rising interest rates. Mortgage payments as a share of household income are now near record levels, leaving many first-time buyers completely priced out of the market while existing homeowners face significantly …
via Phoenix Capital Research The U.S. is in very serious danger of igniting another inflationary storm. Gurus and pundits like to point to the decline in official inflation data points like the Consumer Price Index (CPI) as indicating that inflation has been tamed in the U.S. What these individuals fail to tell you is that …
by Martin Armstrong Governments never seem to learn from history. Every time energy prices surge, politicians rush to impose price controls as if markets can be commanded to obey political decrees. South Korea has now joined that long list, announcing it will impose a fuel price cap for the first time in nearly 30 years …
