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Hormuz Bottleneck

Hormuz Bottleneck

The Strait of Hormuz, just 21 miles wide at its narrowest point, is currently closed. Through this corridor flows roughly 20% of the world’s traded oil, but the Iran Revolutionary Guard Corps (IRGC)...

6/3/2026
Iran Secret Overture to the CIA

Iran Secret Overture to the CIA

A day after US and Israeli strikes began raining down on Iranian territory, operatives from Iran Ministry of Intelligence made a quiet move: a backchannel approach to the CIA, offering to discuss terms...

5/3/2026
Why China Wins When Oil Prices Spike

Why China Wins When Oil Prices Spike

Key Takeaways The Paradox - China's import dependence doesn't translate to vulnerability The Stockpile Advantage - the 1.13-2M bpd surplus buffer and how it's deployed Supply Diversification - Russia and...

4/3/2026
Will Gold Keep Rising

Will Gold Keep Rising

Since 2020 gold price climbed more than 230% at the same time central banks started one of the biggest buying waves in decades. 15 biggest buyers alone added almost 2,000 tonnes over five years. Central...

18/2/2026
TikTok is Being Gutted for AI Data and Advertisers

TikTok is Being Gutted for AI Data and Advertisers

TikTok is no longer the company it once was. From a creator centric social hub it turned into a data collecting and selling operation. New owners are making money on frankly brokering off data. On January...

12/2/2026
S&P 500 Outlook: Valuations, Real Yields, and the AI Hype

S&P 500 Outlook: Valuations, Real Yields, and the AI Hype

S&P 500, as we all have been saying too many times, is moving mostly because of a small group of very large tech companies (something Big - big seven ). S&P 500 gives more weight to Nvidia, Microsoft,...

10/2/2026
Crypto Liquidations Domino Effect

Crypto Liquidations Domino Effect

Crypto market just went through a sharp sell-off over the weekend Bitcoin briefly fell below key support level before bouncing back a bit. Even with that rebound, traders across the market lost about $2.5...

5/2/2026
Paramount Skydance is After CNN

Paramount Skydance is After CNN

Paramount Skydance is going after Warner Bros. Discovery. They’ve filed a lawsuit in Delaware and are getting ready to challenge the company’s leadership in a shareholder vote. Shall we? The Lawsuit...

30/1/2026
GM and Ford Are Pulling Back From EVs

GM and Ford Are Pulling Back From EVs

General Motors and Ford are quietly stepping back from the aggressive EV plans they were pushing just a few years ago. This is a reality check for the industry. So, what are GM and Ford doing now GM has...

29/1/2026

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