Independent thinking for complex markets and current events
With talks between the US and Iran falling apart, there will be renewed focus this week on the Strait of Hormuz, getting it open and restoring traffic. Nearly all the focus so far as been on the energy part of the trade equation, the amount crude oil being able to transit the bottleneck. But there …
by Michael Iran is still holding traffic through the Strait of Hormuz hostage, and the entire world is going to suffer. Before the war, commercial traffic through the Strait of Hormuz flowed freely, and the global economy functioned normally. But even though there is a temporary ceasefire, Iran continues to maintain a stranglehold on the …
President Donald Trump said ‘Tuesday will be power plant day’ and added that the US plans to start bombing electricity infrastructure unless Iran opens the Strait of Hormuz. Al Jazeera’s Hala Al Shami looks at the dangers of potential attacks. pic.twitter.com/iHUSM0Haye — Al Jazeera English (@AJEnglish) April 7, 2026 If Donald Trump follows through on …
If Trump hits Iran’s power plants, Iran will hit gulf countries’ oil fields, refineries, and desalination plants. Oil will go to $150. If oil hits $150, we’ll likely have a global recession, says Blackrock CEO: https://t.co/ttimJG1ONv pic.twitter.com/XaLD3owgMq — Oguz Erkan (@oguzerkan) April 5, 2026 Most people think war stays “over there.” It doesn’t. Today it’s …
by Michael When global supply chains collapse, the pain is not felt immediately. Tankers that left their destinations before the war with Iran began are still arriving at their destinations, products that were manufactured prior to the war still fill our shelves, and we are still eating food that was produced last year. So even though …
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 …
$BLK CEO: "We'll have a global recession if oil hits $150." Oil is now above $110. Politicians should ask themselves: Do we really want to induce a global recession in the middle of what could be the biggest technological and economic boom ever? https://t.co/jIfOeACye9 pic.twitter.com/5xwVfTBGWd — Oguz Erkan (@oguzerkan) April 2, 2026 🚨 BREAKING: Oil …
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 …
https://finviz.com/futures.ashx Oil spikes as Trump's Iran war speech sends global markets into turmoil https://t.co/rFQb23WtaW — Daily Mail (@DailyMail) April 2, 2026 Oil prices spiked and global markets plunged after Donald Trump’s prime-time address to the nation Wednesday failed to outline a clear path to ending the Iran war. Trump’s speech provided no certainty as he …
Today global leaders are addressing their nations about heightened geopolitical tensions and critical energy and security issues. ✅President Donald Trump ✅UK Prime Minister Keir Starmer ✅ Australian Prime Minister Anthony Albanese ✅ India’s Narendra Modi chairs security meeting These corrupt leaders have CREATED the crisis. Now they’ll use it to TRY to lock us down …
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
This is the end of the petrodollar The deal was that the US would provide the GCC ruling families with military support. In exchange, the ruling families promised to sell their oil in USD and recycle their vast surpluses into US assets. This was crucial for the US, as it had just defaulted on the …
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 …
Lots of different sectors of the economy are at risk with Ai, but one sector benefits from everything that is happening. Silver mining. Most silver mining companies are struggling to just maintain their current level of production. Globally, silver mining output is in decline. So the key is to focus on the stocks that have …
In case you haven't heard, the US and NATO are saying diddly squat about Ukraine's recent targeting of Russian oil and fertilizer facilities. That means they support fuel shortages and future food shortages. I wonder why? https://t.co/8UkSSmV122 — Chris Martenson (@chrismartenson) March 29, 2026 BREAKING: Ukraine bombed Russia's 2nd largest oil refinery which produces jet …
Did you know there is a second critical strait besides the Strait of Hormuz? The Bab el-Mandeb is another major economic chokepoint. If it were closed, it could significantly worsen the current Iran war crisis. Although Yemen is a strong ally of Iran, closing the Bab… — Data Driven Stocks (@stockdatamarket) March 28, 2026 🇮🇱🇮🇷 …
Singapore is planning to expand its gold storage capacity, positioning itself as a key custodian of bullion for foreign central banks. It’s also developing “gold-related capital market products to promote price discovery and build liquidity” Big news… — Gold Telegraph ⚡ (@GoldTelegraph_) March 27, 2026 BREAKING: Russia just sold physical gold from its central bank …
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
by Michael We have reached an unprecedented moment in human history. If this war with Iran continues for an extended period of time, we will be facing the greatest energy disruption in human history and the greatest food production disruption in human history simultaneously. Many were hoping that Iran would agree to the Trump administration’s …
FOOD CRISIS BEGINS: Supply chain already being affected by US/Israel-Iran war, and guess who’s ready to step in and profit with fake-meat alternative proteins? Bill Gates and the state of Israel have a plan to feed the world when WWIII-driven famine hits and people can no longer afford to buy dwindling supplies of meat, fish, …
by Michael For the moment, we have avoided a global economic cataclysm. President Trump was threatening to completely destroy Iran’s power grid if the Iranians did not reopen the Strait of Hormuz, and in response the Iranians were threatening to destroy oil and gas infrastructure all over the Middle East. Once that infrastructure is gone …
95 TO 99% OF ALL GLOBAL INTERNET TRAFFIC FLOWS THROUGH UNDERSEA CABLES AND IRAN JUST THREATENED TO CUT THEM Read that again. Not satellites. Physical glass fiber cables sitting on the ocean floor at 200 feet depth. ZERO protection. 30% of the world’s internet passes through ONE chokepoint: the Strait of Hormuz. 20+ cables run …
Trump's givin Iran 48 hours to open the Strait of Hormuz… the equities market is giving Trump 24 hours to taco. pic.twitter.com/AUIgO1jn4K — The Great Martis (@great_martis) March 23, 2026 Nikkei nearing a big support level as well pic.twitter.com/uP1v95Olqt — Michael J. Kramer (@MichaelMOTTCM) March 23, 2026 South Korea halts trading for 5 minutes after …
WARNING: SOMETHING EXTREMELY UNUSUAL IS HAPPENING!! Insiders are buying COMEX Gold options at $15,000 – $20,000 for December 2026. Gold is around $4,700 right now. This means THEY EXPECT THE GOLD PRICE TO TRIPLE. And if you think that’s just gambling YOU’RE COMPLETELY WRONG. Let me explain this in simple words. This position did NOT …
Source, timestamped: If this IS true, then would it not be beneficial to Trump for the price of oil to skyrocket? But how? Oh yeah, that war with Iran thing. And the Strait of Hormuz thing. Oil was $56 per barrel when Trump invaded Venezuela. Oil is currently at $95 per barrel. I’m going to …
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 oil market is no longer behaving like a single global system. Walter Bloomberg warns that oil at $125 per barrel would force a global reset. He says higher prices will hit growth, push inflation higher, and create real financial instability. Seth Carpenter of Morgan Stanley lays out the stakes in stark terms. He says …
