Economist Peter Schiff on Friday said “It makes no sense that Trump picked Warsh because he will be a monetary policy hawk,” Schiff said in a post on X. Peter Schiff stocktwits.com/news-articles/…

U.S. President Donald Trump on Monday announced that the U.S. and India have agreed to a trade deal. stocktwits.com/news-articles/…

Robinhood (HOOD) shares fell more than 5% in extended hours of trading on Tuesday as its fourth-quarter (Q4) revenue came below analysts’ expectations. stocktwits.com/news-articles/… $HOOD

Why Does Retail Expect Bitcoin To Go Down to $30K Levels and Gold, Silver To Outperform? As per Kaiko Research, the defensive positioning in bitcoin has not been reached yet. stocktwits.com/news-articles/… $BTC $ETH $XAU

The USS Gerald R. Ford is not parked near Iran. It is parked off Israel. And nobody is asking the only question that matters: why. The $13.3 billion crown jewel of the US Navy, the largest warship ever constructed, just positioned itself off Haifa. Not in the Arabian Sea where

⚠️US private credit stocks are under heavy pressure: Blue Owl Capital fell -9% on Tuesday, dropping below its $10 listing price from 2021. The stock is now down -50% over the last 12 months. This comes as Blackstone's $82 billion private credit fund saw -$1.7 billion in net

🚨BREAKING: OpenAI published a paper proving that ChatGPT will always make things up. Not sometimes. Not until the next update. Always. They proved it with math. Even with perfect training data and unlimited computing power, AI models will still confidently tell you things that

I resigned from OpenAI. I care deeply about the Robotics team and the work we built together. This wasn’t an easy call. AI has an important role in national security. But surveillance of Americans without judicial oversight and lethal autonomy without human authorization are

The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the

Remarks on the election of Mojtaba Khamenei as the new Supreme Leader, after comversations with a few intelligence and security sources. First, this signals the strengthening of the Revolutionary Guard at the expense of the old elite of the Islamic Republic, including parts of

To watch in the next 24 hours: Japan is on alert for a possible release of its strategic petroleum reserve, the world's 3rd largest (after China and US). Tokyo may act alone, without US/IEA involvement. The American SPR is very well known; so it's the Chinese -- but Japan has

Since WWII, the US has orchestrated or backed more than 100 regime-change operations in foreign countries. It has also acknowledged using military force in more than 70 countries during that time. As of 2023, the US had a total of 902 active military bases abroad. Why all this

Strait of Hormuz in the last 24 hours. Source: MarineTraffic

I write in Financial Times that Iran is playing the long game. In war, geography matters as much as technology. Iran commands the entire northern shore of the Gulf, looming large over energy fields on its southern shore and all that passes through its waters. Its Houthi allies are perched at

(Reuters) - When Saudi Aramco told its oil buyers in a letter this week that it had no clear idea which port it would use for April exports, it laid bare a new reality: Iran, not the United States, holds the key to reopening the global energy market. The letter, sent to Saudi

#Iraq may be the single biggest economic casualty of the Hormuz crisis. While Arab Gulf producers can reroute some exports (#SaudiArabia, #UAE), rely on storage and deep pockets (#Kuwait, #Qatar), Iraq’s oil system was built around one reality: Basra exports through the Strait

SCOOP: Neutralizing Iran could push global crude prices sharply lower by removing a long-standing “terror premium” tied to the risk of attacks or disruptions in the Strait of Hormuz, according to a White House report set for release Monday.

This Financial Times report is among the best I’ve seen on Saudi Arabia during this conflict. It captures the nuances of the Saudi-Iran relationship, the detente, and the tensions and questions around this war extremely well👇great reporting as usual from Ahmed Al Omran Andrew England

This is probably the most important article of the month: an op-ed by Oman's Foreign Minister, who mediated the talks between the U.S. and Iran, in which he writes that the U.S. "has lost control of its foreign policy" to Israel. He repeats that a deal was possible as an outcome