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War, Nukes, & Regime Change

Would Regime Change In Iran Effectively Solve The Nuclear Deal? Will The Middle East War Spread? Gold Replacing T-Bills As Flight Captial Preference “We talked about the breakout in silver, and I think silver more than even the gold market is your tell for the Western investor finally saying, maybe we do need some version […]

Tuesday, June 17, 2025

[CNBC] Stocks fall on escalating Israel-Iran conflict, weak retail sales: Live updates [Yahoo/Bloomberg] Oil Fluctuates as Traders Watch for Israel-Iran War Escalation [Yahoo/Bloomberg] More Central Banks Than Ever Plan to Build Up Their Gold Hoards [Yahoo/Bloomberg] Wall Street Turns Wary as Mideast Risk Caps Stocks Near Record [Axios] Regime change emerges as unstated goal of […]

Tuesday, June 17, 2025

[CNBC] Stocks fall on escalating Israel-Iran conflict, weak retail sales: Live updates [Yahoo/Bloomberg] Oil Fluctuates as Traders Watch for Israel-Iran War Escalation [Yahoo/Bloomberg] More Central Banks Than Ever Plan to Build Up Their Gold Hoards [Yahoo/Bloomberg] Wall Street Turns Wary as Mideast Risk Caps Stocks Near Record [Axios] Regime change emerges as unstated goal of […]

We’re There—We Live in Interesting Times

Since taking office, President Trump has clearly stated his agenda and moved strongly to implement it. However, the opposition or indifference to his priorities is accumulating so quickly and substantively that it is becoming the main story (as it did in his first term). His efforts to deport illegal aliens are being massively opposed by […]

Monday, June 16, 2025

[Yahoo/Bloomberg] Stocks Rise as Conflict Spillover Fears Subside: Markets Wrap [Yahoo/Bloomberg] Oil Erases Gain With Iran-Israel Attacks Sparing Flows So Far [Yahoo/Bloomberg] Oil Options Attract Bulls in Heavy Trade as Mideast Risks Expand [Yahoo/Bloomberg] Israel-Iran Attacks Span Fourth Day With No Deal in Sight [BBC Live] Israel says it has full control over Tehran’s skies […]

Sunday, June 15, 2025

[Yahoo/Bloomberg] Israel, Iran trade blows for third day with no sign of letup [BBC Live Updates] More missile attacks as Trump says Israel and Iran ‘should make deal’ [Yahoo/Reuters] Investors on edge over Israel-Iran conflict, oil price volatility [AP] G7 leaders gather in Canada for a summit overshadowed by Israel-Iran crisis and trade wars [Yahoo/Bloomberg] […]

The Flight to Quality Asset – June 13, 2025

The Flight to Quality Asset The big news this week was unquestionably the Israeli military strikes against Iran. Unlike the previous military exchanges between these two powers in 2024 that were limited in scope and aimed largely at deterrence and de-escalation, these attacks were directed against Iranian nuclear facilities, missile sites, and senior personnel. In […]

Saturday, June 14, 2025

[AP] Israel warns ‘Tehran will burn’ as Iran fires drones and missiles in response to Israeli strikes [Yahoo/Bloomberg] Iran Fires Hundreds of Missiles at Israel as Conflict Escalates [BBC Live Updates] Iran warns it will target UK, US and French bases in region if they help defend Israel [Reuters] Wall St Week Ahead Fed meeting […]

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