The Food Supply Chain Is Breaking… Again Authored by John Rubino, Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might […]

US Senators Seek To Sanction Hungary Over Obstructing Ukraine Aid Because US Congress is perfectly functional, and all domestic issues have been resolved (one would very ironically think), the FT reports that a bipartisan pair of US senators are set to introduce legislation calling for sanctions to be imposed on senior Hungarian officials involved in obstructing aid to Ukraine. If passed, the Block Putin act would require President […]

‘The Era Of Deportations Has Begun!’ – European Parliament Backs Remigration Efforts In Major Victory For The European Right Authored by Thomas Brooke via Remix News, The European Parliament has taken a major step toward a far tougher migration regime, approving a new negotiating mandate for legislation designed to speed up the deportation of illegal migrants and tighten enforcement across the bloc. In a vote on Thursday, MEPs […]

Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls In the past two weeks we have discussed demand destruction as a result of soaring oil prices (here and here), and we are increasingly seeing anecdotal evidence of just that (here is a table from Goldman we showed previously, laying out where demand destruction is most acute). We start, as always, with Asia which […]

Birthright Citizenship Is National Suicide Authored by Daniel Greenfield via The Gatestone Institute, Last year the Trump administration designated Mexico’s Jalisco New Generation Cartel (CJNG) as a terrorist group, allowing the military to carry out strikes against it and its leadership, but the massive drug cartel across the border understands the weaknesses of our system all too well. That’s why its new leader has American […]

LNG Crisis From Bad To Worse As Storm Damage Adds Weeks To Restart Of Chevron Wheatstone Plant The perfect storm surrounding the global LNG supply chain, which hit a brick wall two weeks ago when Iranian attacks shuttered 17% of Qatar’s LNG output following devastating strikes on the Ras Laffan plant, the largest in the world, just went from metaphorical to literal after storm damage to Chevron’s Wheatstone gas plant in Western […]

US To Let Russian Oil Tanker Deliver Fuel To Cuba: Report A week after Russian tankers loaded with fuel for Cuba were diverted due to a months-long US oil blockade, the US Coast Guard is permitting a Russian vessel carrying an estimated 730,000 barrels of crude oil to reach Cuba, the NY Times reports, citing an official briefed on the matter. The tanker – Anatoly Kolodkin – owned by the Russian state-controlled shipping company […]

Beyond Muscle: New Research Shows Creatine Powers The Brain – Fast Creatine is an amazing compound that our bodies make naturally. Long used in the gym for peak muscle performance, a flood of recent research shows that it has profound effects on brain metabolism, cognitive performance under stress (including sleep deprivation), memory, attention, and even mood support. It’s also extremely safe for the vast majority of people.  […]

Leading Democrat Calls For Reparations For Illegal Immigrants Authored by Jonathan Turley, As Chicago and other blue cities move toward reparations for African Americans, Rep. Pramila Jayapal (D, Wa.) wants reparations for illegal immigrants for the trauma caused by immigration enforcement. At the same time, various Democrats are making clear that they want to entirely defund and eliminate Immigration and Customs […]

This Is What You Get When Commies Are Running NYC… Authored by Steve Watson via Modernity.news, New York City, already reeling from crime under years of radical leftist rule, now faces a proposal that sounds ripped straight from a communist energy-rationing handbook: mandatory blackouts every night. Manhattan Assemblywoman Deborah Glick is sponsoring the “Dark Skies Protection Act,” which would require businesses and […]

“Green-Dot Sunday” Is Non-Negotiable: Oil Up, Stocks Down As War Begins 2nd Month As last week wore on, it felt increasingly like the market was transitioning from pricing inflation risk (from a ‘brief’ energy supply shock) to weighing a demand-shock-driven growth scare (from a longer lasting disruption) as bonds rallied in the face of higher oil and lower stocks (stagflation). Last week saw three attempts at unilateral […]

Sophisticated Drone Swarms Disrupt Operations At Barksdale Air Force Base Earlier this month, Barksdale Air Force Base in Bossier Parish, Louisiana, faced an unprecedented threat from sophisticated drone swarms. These drones, operating in waves of 12 to 15 units each, loitered over the base for approximately four hours daily, disrupting critical operations and forcing the Air Force to halt activities and shelter personnel.  […]

Bigger Isn’t Better: A Case For Downsizing The Federal Reserve Authored by via Paul Mueller via the American Institute for Economic Research (AIER), President Trump’s conflicts with Federal Reserve Chairman Jerome Powell and with Board of Governors member Lisa Cook have obscured real shortcomings at the Federal Reserve and brought little useful change. These conflicts tend to focus on whether the Fed’s target interest rate is […]

Iran Allowing 20 More Ships Through Strait Of Hormuz, Pakistan Says Authored by Ryan Morgan via The Epoch Times, Iran has agreed to allow 20 Pakistani-flagged ships to pass through the Strait of Hormuz unharmed, Foreign Minister Ishaq Dar announced on March 28. Dar presented the announcement as a sign of good faith from Tehran, as Iranian forces continue to threaten commercial shipping in the Strait of Hormuz. Iran has actively […]

Gamer Backlash Hits Sony After PlayStation Price Hike: “Older Stuff Should Get Cheaper, Not Expensive” Gamers, already upset over rising memory, CPU, and GPU prices, woke up to more bad news this morning. This time, Sony posted a new entry on the PlayStation Blog announcing price hikes for the PS5, PS5 Pro, and PlayStation Portal, blaming “continued pressures in the global economic landscape.” “We know that price changes impact […]

From Market Economist To Military Strategist By Peter Tchir of Academy Securities Technically I’m not an economist, I just play one on TV (CNBC and Bloomberg TV from last Monday). While I am not a military strategist, everyone in the market and corporate America is being forced to be one, to some extent. Academy is in a unique position to offer unbiased, nonpolitical assessments of the conflict with our Geopolitical Intelligence […]

DHS Shutdown Now The Longest In US History Authored by Jacki Thrapp via The Epoch Times, The partial shutdown of the Department of Homeland Security (DHS) became the longest in U.S. history on March 29. The DHS shutdown reached its 44th day on Sunday, breaking the previous record set during the U.S. government shutdown in the fall of 2025. Republican and Democratic lawmakers on Capitol Hill have blamed each other for the […]

“I’m Sorry, But The Fed Has Run Out Of Road”  Submitted by QTR’s Fringe Finance There is a special kind of denial that only financial markets can sustain. It is the quiet insistence that everything is fine because the S&P is only down about 10%, as if that number alone captures the health of an entire financial system. It is the belief that until equities are in full free fall, nothing truly serious can be happening […]

Pentagon Eyes ‘Weeks’ Of Ground Operations In Iran As IRGC Threatens Tit-For-Tat Strikes On Universities Summary Report says Pentagon has been weeks in preparing ground operations as initial Marines arrive in region (WaPo). Foreign ministers of regional countries seeking peace & offramp in Pakistan meeting on Sunday. After two Iranian university campuses struck by attacks, IRGC issues warning for American […]

Subprime Crisis 2.0: Will Private Credit Be The Trigger? Via RealInvestmentAdvice.com, We have recently tackled the rising stress in the Private Credit markets. Here are a few of our previous warnings: Fitzpatrick: Soros CEO & CIO Warns of a Reckoning Private Credit Stress: Will The Fed Backstop Exuberance Again? – RIA Is Private Equity A Wolf In Sheep’s Clothing? After 30 years of watching credit cycles […]

Over 3,500 US Troops Arrive In Middle East As Houthis Enter War Summary US troops arrive: More than 3,500 U.S. troops, including the USS Tripoli with about 2,500 Marines, arrived in the Middle East, officials announced Saturday, as strikes in the Iran war intensified Houthis enter the war: Houthis launch their first missile barrage on Israel since Operation Epic Fury. Red Sea shipping could once again be under direct […]

Map Shows Homebuilders Pulling Back Nationwide “Given Limited Visibility To Demand” Even as homebuilders offer mortgage-rate buydowns, closing-cost incentives, and upgraded amenities to attract buyers on the sidelines, clouds of uncertainty continue to build over the housing market. New U.S. single-family permit activity fell again in January, highlighting yet more caution among builders ahead of the spring selling season as they […]

Trump Asks Congress To Pass Clean Reauthorization Of FISA Spy Powers Authored by Joseph Lord and Nathan Worcester via The Epoch Times, President Donald Trump asked Congress this week to pass a clean reauthorization of a critical—but controversial—spying authority as the U.S. military operation in Iran continues. “I have called for a clean 18-month extension,” Trump wrote in a post on Truth Social, noting that Senate […]

‘Incredibly Problematic’ – Iran Destroys US AWACS Jet At Saudi Airbase In a major feat that comes weeks after the White House claimed that Iran’s ballistic missile capability had been “functionally destroyed,” Iran has laid waste to one of only 16 American E-3 Sentry Airborne Warning and Control System (AWACS) aircraft in the world, sending $500 million worth of technology up in smoke and crimping the US military’s ability to […]

North Sea Oil Fight Escalates As Starmer Cites Legal Limits Authored by Mauricio Alencar via City A.M., Sir Keir Starmer has said he doesn’t hold legal powers to approve fresh exploration of North Sea oil and gas fields, with the decision falling in the hands of net zero secretary Ed Miliband. Starmer said current legislation determined that a quasi-judicial decision relating to cases for more gas extraction at Shell’s […]