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Why FedEx is Suing US Government
On the surface FedEx’s recent lawsuit against the U.S. government appears to be a crusade for corporate fairness and tax justice. And yet a deeper analysis looks like legal maneuvers, far more pragmatic...
Jamie Dimon: The Cockroach Theory
JPMorgan Chase CEO Jamie Dimon is seeing cockroaches in the financial system, and as we know they don't come alone, so buckle up. In a recent address to investors, Dimon drew a direct parallel between...
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)...
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...
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...
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...
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...
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,...
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...