“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley

We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per …

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Oil markets are not just about barrels, refinery compatibility is the real pressure point. Iran is now hinting that the Bab el-Mandeb Strait will be blocked. The world isn’t ready for $150 oil. And it could get to $200 or higher.

THIS HAS NEVER HAPPENED BEFORE 🚨 🚨NOBODY UNDERSTANDS WHAT THEY JUST TRIGGERED. 🚨 🚨 People always talk about Iranian oil in terms of barrels, but rarely about what’s actually inside them. That’s the key difference—and the reason Western refineries have …

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Conflicting reports on extraction of F-15 officer. Here’s another data point — There’s no way of knowing with certainty. This (unconfirmed) video is going viral.

🚨🇺🇸🇮🇷 BREAKING: An Orwell Prize-winning war correspondent reports the missing F-15E weapons systems officer is safe and back in American hands. Toby Harnden, a former Royal Navy officer and author, who reported from 33 countries including Baghdad and Jerusalem for …

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The STRAIT Jacket–Iran says it has been taken in by Trump’s empty claims three times already so there is no point in negotiating with someone you cannot trust to hold to his word or his stated intent

by David Haggith It suits the president well. Iran flat-out rejected Trump’s “peace plan” today (again) and continued its attacks around the gulf and at Israel where missile interceptors seem to be stretched a little thin now in their ability …

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Witkoff has already requested a ceasefire from Iran through various channels twice. Iran refused, seeing no point in it. Iran says truce depends on US, Israel pledging no future strikes.

"According to the report, Iran believes the conflict cannot end unless Trump is shown that the economic, political, and military costs are high enough to make repeating such actions not worthwhile.. Instead, Iran is reportedly insisting on a permanent agreement that …

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The Tokyo Trilemma is reaching a point where something will break soon. Global bond yields surge toward danger levels. Japan, France, Germany bonds spike together. Gold and silver hit Gold hit a new all-time high.

Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the …

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More rotation out of tech and into value…. Bitcoin is just useless at this point… $SPY Daily head and shoulder into December… FOMC split at 5 pause, 4 cuts, 3 unclear

More rotation out of tech and into value. DOW +620 Bitcoin is just useless at this point. pic.twitter.com/avclgXvAms — QE Infinity (@StealthQE4) November 25, 2025 $SPY Daily head and shoulder into December 👌 pic.twitter.com/J0UXQatMEW — JLoc (@JohnLoc18) November 25, 2025 …

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