Iran War: Narrative Wars and Ceasefire Claims
Today’s Iran War Update: Ceasefire begins in Lebanon, material shortages hitting, War Powers vote comes up one short.
Read more...Category Archives: Investment outlook
Iran War: Trump Expects Hugs From China, Israel Still Bombing Lebanon
Today’s Iran war update: Trump claims he’s opened the Strait to Chinese shipping, Israel launches the most massive attack yet on Lebanon, U.S. stocks hit record high.
Read more...Iran War: Pervasive Misinformation About the (So Far Successful) US Blockade; Trump Keeps Up “Negotiations Soon” Hype; Markets Become Even More Unhinged
Today’s Iran war update: the information environment has become hopelessly populated, as reporting on the blockade attests.
Read more...Iran War: Trump Doubles Down on “Reign Hell” April 6 Threat, Also Reports F-15 Officer Rescued; US Strike on Bushehr Nuclear Plant Breaches Protection Circuit; Multiple Interconnected Supply Crises Baked in Within Weeks; UPDATE Iran Claims Two More US Planes Downed
Today’s Iran war news: Trump reiterates his dangerous escalation threat as the real economy Titanic is about to hit the iceberg.
Read more...Iran War: Iran Pounds Israel with Huge Missile Barrage Just Before Trump’s Unhinged Speech Doubling Down on Failed Escalation; US Greatly Exposed to Shock as Inventories Depleted During April
Today’s Iran War update: Trump doubles down on failure as investors and pundits wake up to the economic consequences of Iran’s victory.
Read more...Michael Hudson and Steve Keen: How the Global Crisis Will Unfold
Michael Hudson and Steve Keen: discuss how the Iran war economic crisis will generate inflation first, and then deflation and depression.
Read more...Drillers See Triple-Digit Crude and Hit the Brakes
Why drillers won’t be sucker punched by increasing production in response to a very large price increase that may be short-lived.
Read more...Satyajit Das: The Modern ‘Share the Scraps’ Economy
A clinical look at the extractive behavior that all that share, erm, sharing economy talk obscures.
Read more...Iran War: Mainstream Media Starting to Acknowledge Potential Iran Victory as Trump Flails About, Readying Ground Assault; EU Reversal on Russia Oil Sanctions, Emergency Actions in Asia, Even China, Shows Accelerating Economic Damage
Today’s Iran war update: the current reduction in temperatures does not mean a resolution of the war or damage to the global economy is nigh.
Read more...Iran War: Trump’s 48 Hour Deadline Approaches; Soldiers Fearful as Lindsey Graham Calls for Their Sacrifice; Complacency in Face of Intersecting Shortages, Like Food and Plastics
Today’s Iran war update: Let us hope that this saying proves not to be germane – Things look the darkest before they go completely black.”
Read more...Iran War: Trump Issues 48 Hour Unhinged Ultimatum to Iran; Iran Vows Mass Destruction Countermeasures; Israel Takes Hit to Dimona Area, Other Blows After Second Firing on Iran Nuclear Reactor Site ; More Warnings of Deep Damage from Strait of Hormuz Closure, LNG Reduction Effects
Today’s Iran war update: Trump threatens action which will lead to Iran retaliation that will destroy the world economy. Will he proceed?
Read more...Iran War: Joe Kent Resignation Bombshell; US Deploys Bunker-Busters Near Strait of Hormuz; Iran Makes Retaliatory Strikes on Israel, Across Gulf for Ali Larijani Assassination; Real World Oil Prices Diverge from Paper Oil
Today’s Iran war update: attritional slugging continues as Joe Kent’s resignation shows MAGA doubts and the economic tsunami starts rolls in.
Read more...Iran War: Oil Flirts With $100 as More Commercial Ships Hit, US Refueling Plane Downed, with Iraqi Militia Taking Credit; Demands for Hormuz Opening Intensify; Private Debt Wobbles Add to Market Pressure
Today’s Iran war update: markets stay edgy as Administration messaging becomes more hollow and more ships burn.
Read more...Satyajit Das: Iran – Even War Has Been Financialized
Satyajit Das provides a broad look at the scope and depth of the potential economic downside of the Iran war.
Read more...Iran War: Iran Seeks Decolonization of Gulf Region; IEA Proposes Emergency Release of Reserves; Nuclear Strike Risk Assessment; Iran Escalates Strikes
Today’s Iran war update: the implications of Iran’s apparent demands, risk of a Israeli nuclear attack, and Iran’s kinetic escalation.
Read more...