You can't make this up: Iran's trading advice to US investors actually worked. At 4:12 PM ET on Sunday, Iran's Speaker of the Parliament said pre-market news is a "reverse indicator" and if they "dump" the market, then "go long." At 6:00 PM ET, S&P 500 futures opened nearly

Saudi oil exports through Yanbu terminal

BREAKING: There is now a 37% chance that the US economy enters a recession by the end of 2026, per Polymarket. US oil prices are officially up +$50/barrel from their December 2025 low.

BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.

JUST IN: 🇺🇸🇮🇷 President Trump tells aides he's willing to end Iran war even if Strait of Hormuz remains closed, WSJ reports.

BREAKING: Iran's President Pezeshkian says Iran is ready to end the war with the US but wants guarantees. US stocks are surging on the news.

Unprecedented algorithmic activity: Oil prices just fell -5% in 3 minutes after Iran's President said they are ready to end the war with "guarantees." Yet, the demanded "guarantees" are largely unknown right now. Over $1 trillion in market cap was driven by this headline in a

BREAKING: President Trump says the US will leave Iran in “2 to 3 weeks.”

JUST IN: 🇺🇸🇮🇷 US President Trump to deliver important Iran update in national address tomorrow at 9 PM EST.

🇨🇦: Jan real GDP growth +0.1%. - good chunk of Jan GDP growth due to inflation suppression from how cell phone bills are measured - phone bills cut CPI by 0.11 points in Jan! - nominal GDP growth works out to ~$3-9b, deflator not finalized - Fed added $5.1B in new debt Jan

JUST IN: 🇮🇱🇮🇷 Israeli Prime Minister Netanyahu says Iran no longer poses a threat to Israel's existence.

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We’re are at the point of history where most April Fool’s jokes are indistinguishable from totally real things that happen regularly now. 😅

SUMMARY OF PRESIDENT TRUMP'S ADDRESS TO THE NATION: 1. The Iran War will last another "two to three weeks" 2. The US will strike Iranian power plants if no deal is reached 3. Core strategic objectives are "close to completion" in Iran 4. The US "will bring Iran back to the

The entire market was expecting President Trump's address to the nation to be de-escalatory. Instead, he said the war will continue until late-April, threatened to strike Iranian power plants, and said Iran will be sent back to the "stone age." Oil prices have all your answers.

The entire market expected President Trump to de-escalate the Iran War. That did not happen. Minutes later, the 10Y Note Yield is back on its way to 4.40%+. We expect significant volatility ahead.

Tonight's situation is incredibly puzzling. In President Trump's address to the nation just now, he effectively reread many of his recent social media posts out loud. Between threatening Iran's power plants, saying the Iran War would last 2-3 more weeks, and calling out NATO,

The next big question tonight: Tons of major news outlets reported the same information ahead of President Trump's address to the nation, sending markets sharply higher. Almost all "insider sources" signaled Trump would be "winding down" the war tonight. What just happened?

JUST IN: 🇮🇷🇴🇲 Iran and Oman draft joint protocol for safe navigation in the Strait of Hormuz.

There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis. As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April. Asset