Market Signals

BREAKING: MULTIPLE IRANIAN-FLAGGED OIL TANKERS CARRYING 7 MILLION BARRELS OF OIL TO CHINA SUCCESSFULLY BROKE THROUGH THE US BLOCKADE IN THE STRAIT OF

NOW THAT SOFTBANK IS THE MOST VALUABLE COMPANY IN JAPAN (ON PAPER) PEOPLE ARE FINALLY FINDING TIME TO SCRUTINISE ITS FINANCIALS A BIT MORE AND.. SURPR

BREAKING: US STRIKES HAVE NOW HIT TWO DRINKING WATER TANKS IN SIRIK, SOUTHERN IRAN, CUTTING OFF ALL DRINKING WATER IN THE DISTRICT, PER IRIB.

BREAKING: IRAN SAYS IT HAS NOW DECIDED TO EXECUTE THE FULL BLOCKADE OF THE BAB EL-MANDEB STRAIT AS THE NEXT OPERATIONAL STEP FOLLOWING THE ANNOUNCEMEN

💢 NEW JERSEY STATE POLICE HAVE TAKEN CONTROL OF THE PERIMETER OUTSIDE THE GEO GROUP-RUN DELANEY HALL ICE DETENTION CENTER IN NEWARK, FOLLOWING AN EXEC

BREAKING: THE US STATE DEPARTMENT HAS JUST ISSUED A SECURITY ALERT FOR ALL MIDDLE EAST COUNTRIES WARNING OF "POTENTIAL FOR HOSTILITIES" AND INSTRUCTIN

BREAKING: TRUMP SAYS IRAN SHOT DOWN A US APACHE HELICOPTER PATROLLING OVER THE STRAIT OF HORMUZ LAST NIGHT, AND THE US MUST NOW MILITARILY "RESPOND TO

BREAKING: ISRAEL IS REQUESTING A "GREEN LIGHT" FROM THE US TO IMMEDIATELY STRIKE IRAN'S ENERGY FACILITIES THROUGH THE ENTIRE COUNTRY, FOLLOWING TONIGH

BREAKING: TRUMP NOW SAYS IN THE OVAL OFFICE THE US MILITARY WILL HIT IRAN "AGAIN HARD TODAY, IN CASE YOU MISS IT, IN CASE YOU DON'T TURN ON YOUR TELEV

AS I WORKED ON AN ARTICLE FOR @MULTIPOLARPOD, I’M REMINDED OF THE HUBRIS OF BIDEN ADMIN AS IT DROVE CHINA TO DE-RISK FROM THE WEST.

BREAKING: DESPITE IRAN COMPLETELY REJECTING ALL PREVIOUS PROPOSALS OVER NUCLEAR ISSUES, HORMUZ AUTHORITY, FROZEN FUNDS AND MAKING CLEAR IT WON’T ACCEP

BREAKING: ISRAEL HAS JUST LAUNCHED AIR STRIKES ON HEZBOLLAH TARGETS IN BEIRUT, ACTING ON DIRECT ORDERS FROM NETANYAHU, PER IDF.

💢 BREAKING: IRGC NAVAL FORCES HAVE CONFRONTED AN OIL TANKER ALLEGEDLY ATTEMPTING TO TRANSIT THE STRAIT OF HORMUZ, DESPITE IRAN’S CLOSURE OF THE WATERW

My sense on a broad range of recent conversations and observations is that:

BEHIND ISRAEL’S HALTED IRAN STRIKE: DOZENS OF JETS WAITED FOR THE ORDER UNTIL TRUMP CALLED NETANYAHU

🔴 BREAKING: THE IRGC AEROSPACE FORCE LAUNCHED BALLISTIC MISSILE STRIKES ON ALI AL-SALEM AIR BASE IN KUWAIT AND REMAINING FACILITIES OF THE U.S. NAVY’S

⭕️ "FOR THE FIRST TIME, THERE IS A PATH TO CORRECTING THE DIGITAL WORLD,” DR. MAYA ACKERMAN TELLS THE AMERICAN JEWISH COMMITTEE.

BREAKING: FOOTAGE SHOWS A GROUND-LEVEL EXPLOSION IN MANAMA, BAHRAIN FROM AN IRANIAN MISSILE STRIKE IN THE DIRECTION OF THE US 5TH FLEET HQ MINUTES AGO

🟢 HEZBOLLAH ESCALATES ATTACKS ON NORTHERN ISRAEL AND IDF FORCES IN LEBANON

BREAKING: OMAN'S MAIN OIL TERMINAL MINA AL FAHAL HIT WITH A DRONE STRIKE CAUSING A LARGE EXPLOSION, SUSPENDING ALL LOADING AND MULTIPLE SUPERTANKERS N

BREAKING: IRAN SAYS NEGOTIATIONS HAVE NOW FALLEN APART COMPLETELY, SEIZING ALL MESSAGING CHANNELS WITH THE US FOLLOWING NEW US STRIKES ON COMMERCIAL V

FRANCE IS A MESS.

BREAKING: IRAN HAS LAUNCHED A MASSIVE BALLISTIC MISSILE AND DRONE ATTACK, STRIKING THE US 5TH FLEET HEADQUARTERS IN BAHRAIN ALONG WITH US BASES IN KUW

BREAKING: IRAN SAYS IT HAS NOW FULLY BLOCKED THE BAB EL-MANDEB STRAIT, ALONG WITH THE COMPLETE CLOSURE OF THE STRAIT OF HORMUZ, WITH THE NEXT STEP BEI

DID YOU NOTICE ANON? THEY'VE MOVED THE SCHEDULE UP, COMPARED TO THE SEPTEMBER-2025 ROADMAP. ASCEND 950DT WAS SUPPOSED TO GO LIVE IN Q4 2026, AND FEW B

BREAKING: IRAN THREATENS THE US WITH "COMPLETE AND ABSOLUTE CLOSURE OF THE STRAIT OF HORMUZ," FOLLOWING TONIGHT’S US ATTACKS WARNING IT WILL NOW BE "F

Trump's name removed from the Kennedy Center building following court-ordered deadline — via PBS

SEVEN FIGHTS ON THE SOUTH LAWN: TRUMP PREPARES FOR UFC BIRTHDAY SPECTACLE AT WHITE HOUSE — VIA GUARDIAN

TRUMP NAME MUST BE REMOVED FROM KENNEDY CENTER BY FRIDAY NIGHT AS APPEALS COURT REJECTS DELAY — VIA CNBC

ELON MUSK COULD BECOME THE WORLD'S FIRST TRILLIONAIRE WITH SPACEX'S IPO — VIA PBS

TREASURY YIELDS SLIDE ACROSS THE CURVE AFTER TRUMP SIGNALS PAUSE IN IRAN ACTION — VIA SEEKINGALPHA

TRUMP PICKS FORMER SEC CHAIRMAN JAY CLAYTON AS NATIONAL INTELLIGENCE DIRECTOR — VIA CNBC

AHEAD OF SPACEX IPO, ELON MUSK ADDRESSES ASML EMPLOYEES AS PART OF PUSH INTO CHIP MANUFACTURING — VIA CNBC

MELANIA TRUMP ANNOUNCES A NEW SAVINGS ACCOUNT FOR YOUTH IN FOSTER CARE — VIA CNBC

TRUMP KEEPS SAYING AN IRAN DEAL IS CLOSE. MARKETS KEEP BELIEVING IT — VIA CNBC

U.S. CRUDE STOCKPILES FELL 9.1M BARRELS LAST WEEK, API SAYS — VIA SEEKINGALPHA

OIL PRICES ARE DEFYING A WORST-CASE ENERGY CRISIS — BUT WORKAROUNDS WON’T LAST FOREVER — VIA MARKETWATCH

STRATEGY'S BITCOIN PURCHASE FAILS TO STIR BTC PRICE — VIA COINDESK

TRUMP BOOED IN NEW YORK AS HE BECOMES FIRST US PRESIDENT TO ATTEND NBA FINALS — VIA BBC

BITCOIN CUT IN HALF — VIA SEEKINGALPHA

FROM 'ADD MORE DOTS' TO '32?': STRATEGY’S MICHAEL SAYLOR FUELS FRESH BITCOIN-BUY SPECULATIONS — VIA SEEKINGALPHA

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AS US TURNS 250, TRUMP ADDS FUEL TO BATTLES OVER MONUMENTS AND MEMORY — VIA GUARDIAN

$MSTR

TRUMP PARDONS FORMER REPUBLICAN CONGRESSMAN CONVICTED OF INSIDER TRADING — VIA PBS

TRUMP CRIES ‘STEAL’ OVER SLOW CALIFORNIA VOTE COUNT, BUT ANTI-FRAUD SYSTEM WORKS, SAY EXPERTS — VIA GUARDIAN

US CRUDE INVENTORIES PERILOUSLY LOW — MARKETWATCH

🚨🇺🇸🇮🇷 CENTCOM SAYS U.S. FORCES SHOT DOWN FOUR IRANIAN ONE-WAY ATTACK DRONES OVER THE STRAIT OF HORMUZ BEFORE CARRYING OUT STRIKES ON IRANIAN RADAR SIT

IRAN THREATENS RED SEA CHOKE POINT — OIL MARKET VULNERABILITY

TRUMP'S DEPORTATION AGENDA GETS $70B INFUSION FROM CONGRESS