Independent thinking for complex markets and current events
BREAKING: Prime Minister Sir Keir Starmer and President Emmanuel Macron are set to co-host a summit on the reopening of the Strait of Hormuz this Friday in Paris, Downing Street has announced. https://t.co/qJv87BqMqf 📺 Sky 501 and YouTube pic.twitter.com/4b0XrUxJCP — Sky News (@SkyNews) April 14, 2026
So far today: Stocks up 1% (one percent from all time high) Shitcoin up 4% Oil down 6% I’ve never seen such retardation. $376,000,000,000 has been added to U.S. stocks in just 30 MINUTES. pic.twitter.com/lGiWr0mYOi — AI Alpha | Tech & Finance (@jackson58757265) April 14, 2026 NEW: 🇺🇸🇮🇷 Iranian military: “Warships are approaching Hormuz, we …
Reuters: On the first full day of the U.S. maritime blockade, 3 Iran linked tankers, Rich Starry, Murlikishan, and Peace Gulf, transited the Strait of Hormuz on April 14, 2026. Rich Starry, a U.S. sanctioned, Chinese owned tanker, exited the Gulf after loading approximately… https://t.co/P8kJq7NKcD — Open Source Intel (@Osint613) April 14, 2026 There’s no …
by Michael Nobody was ready for a scenario in which the Strait of Hormuz is blocked for an indefinite period of time. The Iranians think that they will eventually get what they want by holding commercial traffic through the Strait of Hormuz hostage and causing as much pain for the global economy as possible. The …
This started as U.S. vs Iran… now it’s slowly turning into a U.S. vs China situation, and that’s where things get risky. Follow the oil and it makes sense. China depends on Hormuz for ~40% of its oil and 30% of LNG, so it’s not sitting back. They’ve already sent warships from Djibouti, parked destroyers …
BREAKING: Iran says that if Trump carries out his Strait of Hormuz blockade on April 13th, Iran will respond by taking control of the Bab el-Mandeb Strait to the Red Sea with the Houthis. This would cut off another 12% of global energy supply, bringing the total shortfall to 32% https://t.co/I6NYNFOHoi — Financelot (@FinanceLancelot) April …
by Michael Where do we go from here? Peace talks with Iran have totally failed, and there appears to be no hope that the gaps between the demands that the U.S. is making and the demands that Iran is making can be bridged. There are several key issues that both sides are not willing to …
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 …
During the war, the U.S lost one of its most advanced spy drones over the Strait of Hormuz: a $200 million MQ-4C Triton. It dropped from 50,000 to 10,000 feet in seconds after sending a distress signal, then vanished from radar. Why it matters: This thing is packed with America’s most classified radar and surveillance …
BREAKING: 🇸🇦 Saudi Arabia fully restores East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day. Saudi Arabia says it needs no more strait of Hormuz. pic.twitter.com/qnIYu3pURG — World Affairs (@World_Affairs11) April 12, 2026 The myth of the Strait of Hormuz closure. 80% (16.25M bpd) of the 20M barrels per day …
We are making a fortune in increased oil shipments and creating new, permanent world energy markets TRUMP BOOM: Asian buyers are abandoning Middle Eastern oil & lining up 28 supertankers to carry US crude in May alone. Normal bookings at this point: 5. US Gulf Coast exports hit a record 4.90 million barrels a day …
The world let out a big sigh of relief on April 7 when Trump announced the US-Israel-Iran ceasefire. But peace? Not even close. Just hours later on April 8, Israel hammered Lebanon’s Tahrir area (and beyond), killing hundreds in one of the heaviest strike days yet. That move directly slapped Iran’s 10-point peace plan, which …
Following Israel’s attacks on Lebanon, oil tankers are suspended from passing through the Strait of Hormuz, Iran’s semi-official Fars News Agency reported on Wednesday. https://abc7.com/live-updates/iran-war-strait-hormuz-ceasefire-trump-stock-market/18847792/entry/18857075/
The two-week ceasefire plan includes allowing both Iran and Oman to charge fees on ships transiting through the Strait of Hormuz, a regional official tells AP pic.twitter.com/FrFrO3py8b — Faytuks News (@Faytuks) April 8, 2026
What I expect in the next 24–48 hours: They will let 30–50 ships per day through (maybe up to 60 on some days). (Current level is ~15 ships/day. Normal is 130–140.) Most of those ships will be from “friendly” countries: China, India, Russia, Iraq, Malaysia, etc. They will still inspect, delay, or selectively approve tankers …
by confoundedinterest17 Trump’s threats of bombing Iran back to the stone age continues. But the impact on Treasury yields is interesting. As the US economy continues to grow, the US Treasury curve takes on the familiar upward slope. With rising long rates. Particularly when compared to the negative humped yield curve of a year ago. …
In another major escalation, we may lose another ~7 million barrels of daily oil supply. A key advisor to Iran’s new Supreme Leader, Mojtaba Khamenei, is now threatening to close the Bab al-Mandab Strait, which connects the Red Sea to the Gulf of Aden. “If the White House thinks of repeating its stupid mistakes, it …
The Iranian President’s Office announced that the strategic Strait of Hormuz will remain closed until transit revenues can compensate for war damages inflicted on the country. The statement follows a weekend of diplomatic efforts, including meetings between deputy foreign… pic.twitter.com/j7FbZobSu5 — TRT World (@trtworld) April 5, 2026 Donald Trump has received his answer from Iran …
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 quietly relied on back-channel networks through places like Dubai for years to keep getting it, …
Yes, Macron reportedly worked with Iran to get multiple european nations to close their airspace to the US in exchange for safe passage through the Strait of Hormuz. France has taken a clear stand against the American people and joined forces with the regime. pic.twitter.com/55RNoFsZ5T — @amuse (@amuse) April 5, 2026
IRAN’S PLAYING DIVIDE-AND-CONQUER WITH HORMUZ AND IT’S WORKING Iran’s got a system: block U.S. ships, let European ones through… but only if those countries stand up to Trump. France crossed today no problem, Spain blocked airspace recently and got rewarded. It’s brilliant… and infuriating. They’re splitting NATO by making it profitable to oppose Washington. Every …
The Gulf’s plan to force Hormuz open just hit a wall at the UN Russia, China, and France blocked Bahrain’s Security Council resolution authorizing military force to reopen the Strait. Three veto-wielding powers said no to any language permitting the use of force. A vote is scheduled for Friday but the math hasn’t changed. Macron …
let me tell you what just happened because most people are missing what Iran actually did.. for 47 years, closing the Strait of Hormuz was Iran’s biggest threat.. they said it in 1987.. they said it in 2012.. they said it again and again.. and they never did it.. because the threat was more powerful …
So to be clear, the war began in March. And now EVERYONE knows it will escalate in April. Bulls bought the escalation dip this morning. They were worried it was the last chance to get in, and they are probably right. pic.twitter.com/l9kN19gR9f — Mac10 (@SuburbanDrone) April 2, 2026 TRUMP SIGNALS PROLONGED IRAN CONFLICT Trump’s latest …
BREAKING: Iran says any European country is welcome to make a deal to transit through Hormuz Strait. pic.twitter.com/khIlYE97M1 — Iran News 24 (@IRanMediaco) April 2, 2026 🚨🇮🇷🇺🇸 Markets spiked moments ago on reports that Iran and Oman are developing a joint maritime protocol for safe passage through the Strait of Hormuz in the post-war period, …
IRAN IS DRAFTING A PROTOCOL WITH OMAN TO MANAGE TRAFFIC THROUGH THE STRAIT OF HORMUZ pic.twitter.com/ywNVJKYxgv — Shay Boloor (@StockSavvyShay) April 2, 2026 Per Grok: This signals Iran formalizing joint oversight with Oman (co-owner of the strait) for controlled traffic management amid recent restrictions—likely enabling selective reopenings for vetted/compliant ships (e.g., Asia-bound tankers) while imposing …
🇺🇳 The UN Security Council votes this morning on a resolution authorizing military force to reopen the Strait of Hormuz. The resolution was drafted by Bahrain and has the support of Gulf Arab states. It would give countries legal cover to use force to restore free shipping… https://t.co/bBhnsITu2G pic.twitter.com/SaxJ6W94pV — Mario Nawfal (@MarioNawfal) April 2, …
Pickleball paddle producer Devi Wei has a message for U.S. shoppers. “Americans will have to pay more,” the Chinese businessman told CNBC at a Beijing trade show last week at the China International Exhibition Center. Because of the recent swings in oil prices resulting from the Iran war and closure of the Strait of Hormuz, …
JUST IN: 🇲🇾🇮🇷 Malaysia says its ships are passing through the Strait of Hormuz without paying any tolls to Iran. pic.twitter.com/ckJ18iwnBR — BRICS News (@BRICSinfo) April 1, 2026 What caused oil to drop nearly $7 overnight? I can't seem to find a reason pic.twitter.com/uxYpVa6qjL — Michael J. Kramer (@MichaelMOTTCM) April 1, 2026
The United Arab Emirates is preparing to help the U.S. and other allies open the Strait of Hormuz by force, Arab officials said, a move that would make it the first Persian Gulf country to become a combatant, after being hit by Iranian attacks. The U.A.E. is lobbying for a United Nations Security Council resolution …