Archive
Sunday, July 26, 2026
The Strait of Hormuz crisis is now the dominant global story: US strikes on Iran entered their 13th night, tanker traffic fell to a single crossing, and oil returned to triple digits as carriers layer...
deliveredSaturday, July 25, 2026
The US military campaign against Iran hits a 13th consecutive night as Strait of Hormuz tanker traffic thins to a two-month low, with one podcast guest placing the odds of a limited US ground operatio...
deliveredFriday, July 24, 2026
The twelfth night of US strikes on Iran has moved from headline to balance sheet: oil touched $100, Strait of Hormuz tanker traffic collapsed to a two-month low, and carriers and insurers are repricin...
deliveredThursday, July 23, 2026
The 11th night of US strikes on Iran now carries a public $37.5 billion price tag and is rippling into the arteries of the global economy — Hormuz transits have collapsed to three ships a day, US gas ...
deliveredWednesday, July 22, 2026
The US-Iran conflict enters its tenth night with retaliation spreading across the Gulf, while Washington opens a second front by hitting Canada with 50% tariffs — a double shock to energy and North Am...
deliveredTuesday, July 21, 2026
Thirty days after a signed memorandum of understanding, the US-Iran conflict has fully reignited, with US strikes in their tenth night, tankers burning in the Strait of Hormuz, and roughly three-quart...
deliveredMonday, July 20, 2026
The US-Iran confrontation crossed a new threshold — two American service members killed, an eighth consecutive night of US strikes, a reimposed naval blockade, and a Hellfire attack on an oil tanker i...
deliveredSunday, July 19, 2026
The US-Iran conflict claimed its first American combat deaths this week as Iranian strikes hit US forces in Jordan and pounded Gulf energy infrastructure, pushing energy and shipping risk sharply high...
deliveredSaturday, July 18, 2026
Renewed US–Iran strikes entered their seventh night, and a fresh tanker attack near the Strait of Hormuz raised the specter of simultaneous disruption at two maritime chokepoints — even as Trump rever...
deliveredFriday, July 17, 2026
The US escalated from sanctions to a physical blockade of Iranian oil, striking a Kharg Island-bound tanker — even as June inflation, which cooled sharply on a now-collapsed Iran truce, showed how qui...
deliveredThursday, July 16, 2026
The US-Iran exchange has escalated past the April truce, with Trump threatening Iran's bridges and power plants and Tehran threatening trade routes — a direct energy and shipping risk now spilling int...
deliveredWednesday, July 15, 2026
American air strikes answered Iranian cruise-missile attacks on Gulf tankers, marking the most dangerous stretch of fighting since April's fragile truce and putting energy flows through Hormuz at risk...
deliveredTuesday, July 14, 2026
The US-Iran conflict escalated overnight into a third round of strikes, with Trump declaring the US would 'keep' and 'run' the Strait of Hormuz while collecting tolls — sending oil higher amid conflic...
deliveredMonday, July 13, 2026
A third US strike on Iran in a week triggered retaliation across at least five Arab states and dueling declarations over whether the Strait of Hormuz is open — yet oil keeps moving and refiners are qu...
deliveredSunday, July 12, 2026
The collapsed US-Iran ceasefire has become the dominant macro story, with Trump threatening to 'decimate' Iran as talks resume in Oman and the Strait of Hormuz reprices oil, shipping, and marine war-r...
deliveredSaturday, July 11, 2026
The AI infrastructure buildout is the dominant money story of the day: SK Hynix pulled off the largest-ever US listing by a foreign company to fund it, while Cerebras claims a $25B backlog and warns o...
deliveredFriday, July 10, 2026
The US and Iran traded strikes for a second consecutive day, fraying the ceasefire and prompting the IMF to cut its 2026 global growth forecast to 3 percent even as depleted oil inventories leave mark...
deliveredThursday, July 9, 2026
President Trump declared the Iran ceasefire 'over' and ordered new strikes, sending Brent past $78 as Iran attacked tankers near the Strait of Hormuz and war-risk insurers began telling shipowners to ...
deliveredWednesday, July 8, 2026
US forces launched fresh strikes on Iran and revoked the Iranian oil waiver after three commercial vessels were attacked in the Strait of Hormuz, putting energy markets on alert and threatening last m...
deliveredTuesday, July 7, 2026
Cloud security firm Sysdig says it documented the first ransomware campaign run start-to-finish by an autonomous AI agent — a genuine inflection in the enterprise threat model. Overseas, an LNG tanker...
deliveredMonday, July 6, 2026
A US-Iran peace deal is unleashing crude supply and reviving glut fears just as Iran navigates a leadership transition following Khamenei's death. Meanwhile, investors are rotating into India as an AI...
deliveredSunday, July 5, 2026
Vessel traffic through the Strait of Hormuz has collapsed as Iran reasserts control following Khamenei's killing, while one of Australia's largest asset managers strips bonds from retirement funds on ...
deliveredSaturday, July 4, 2026
Three market-relevant fights dominate the holiday-week docket: Trump allies reopen their campaign to reshape the Federal Reserve after the Supreme Court blocked the removal of Governor Lisa Cook, priv...
deliveredFriday, July 3, 2026
The US government's entanglement with frontier AI labs deepened, with OpenAI reportedly floating a 5% equity stake to the Trump administration while the White House fast-tracks model standards. In mar...
deliveredThursday, July 2, 2026
The AI money is shifting decisively from training to deployment, with $1.6B flooding into inference chips and cloud in a single week — even as Anthropic's public refusal to treat a root-level agent sa...
deliveredWednesday, July 1, 2026
The US is expected to decline USMCA renewal, starting a years-long unwind of North American free trade with China as the central fault line — while simultaneously lifting export controls on Anthropic'...
deliveredTuesday, June 30, 2026
The Supreme Court closed its term by gutting Humphrey's Executor and letting Trump fire an FTC commissioner — while carving out the Federal Reserve as a deliberate exception. In technology, a new math...
deliveredMonday, June 29, 2026
AI's binding constraint is now physical: Google is rationing Gemini capacity to Meta even as the BIS warns an AI investment bust could spill into credit markets. Washington claims a deal to halt Iran ...
deliveredSunday, June 28, 2026
Washington struck Iranian targets after the IRGC attacked a commercial container ship, throwing the Hormuz deconfliction channel into doubt just as markets had begun pricing a peace dividend. Meanwhil...
deliveredSaturday, June 27, 2026
Frontier AI crossed a threshold today: OpenAI and Anthropic both ceded user-approval authority to the US government, transforming the most capable models into export-controlled state assets. Meanwhile...
delivered