Independent thinking for complex markets and current events
by Michael Why is there so much excitement about an agreement with Iran that literally resolves none of the key issues that the two sides were fighting about? The long-term status of the Strait of Hormuz is not resolved. The war between Israel and Hezbollah is not resolved. Nobody seems to have any idea where …
by Michael I cannot understand the people that are dancing around and celebrating the “memorandum of understanding” now that we have the full text of the agreement. After reviewing the document, I am having a difficult time processing how horrifyingly bad it is. JD Vance and the other U.S. negotiators essentially surrendered and gave the Iranians …
President Trump sign hard copy of draft memorandum of understanding (MOU) with Iran during dinner at Palace of Versailles after G7 meetings. This after digital signing few days before by Trump, Vance and Iranian side. Deal aim to end recent war, open Strait of Hormuz (with some conditions), start 60 days talk on nuclear and …
Iran to receive $24B in frozen funds and $300 billion in Reparations. Iran will continue charging tolls on Hormuz. via aa.com.tr “Iran’s official news agency IRNA on Friday published the current outlines of a draft memorandum of understanding with the US, offering a more detailed picture of Tehran’s position and highlighting both similarities and differences …
US forces would pull back from the region. The Navy would lift the Strait of Hormuz blockade. Iran gets to manage commercial traffic in cooperation with Oman while giving zero nuclear or uranium concessions. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US …
by Dismal-Jellyfish Source: Memorandum from the Division of Economic and Risk Analysis My understanding is figures 9 and 10 outline the daily market participants’ gross positions in securities exceeding 7% and 10% of the security’s market capitalization. On average, 65 participants exceed the 7% threshold daily, and 46 exceed the 10% threshold. The highest recorded numbers …