Bolivia should serve as a warning shot: U.S.-based socialist NGOs and labor unions may aspire to deploy similar disruption tactics on the homeland. 

...just like we witnessed prior to the financial crisis of 2008 and 2009, Americans are getting behind on their debts at a staggering rate...

Trump said may have to give Iran another hit but not sure yet; Trump on timeline for Iran, said 2-3 days, maybe till early next week; WSJ reports that mediators see little progress in US/Iran talks; UK u/e rate unexpectedly ticks higher; Softer-than-expected Canadian inflation; Japanese Finance Minister Katayama ready to take decisive action on FX; Google unveils Gemini Omni AI model for video generation and editing.

Gas prices in 2022 did not top out until mid-June. 

"Free gallon beverage with purchase of a Popeyes Family Meal..." 

Meanwhile, NATO mulling near-future Hormuz Strait deployment...

“The decision by the UAE, which they have a sovereign right to do, is for their country’s interest. Our opinion is that it’s going to cause a dislocation of that equilibrium, the ability of OPEC and OPEC+, to manage the price of oil"

Bond volatility is exploding, upside skew across MegaCap AI names sits near the 100th percentile, and cash just triggered a sell signal. That is not a stable setup.

"What's really changed is the party..."

About 42 million barrels of Iranian crude are now sitting on Iranian tankers, many of these old vessels, in the Middle East, a 65% surge compared to the beginning of the war, per Kpler estimates cited by FT.

One of their mothers called police two hours earlier...

Excess liquidity has started to fall as inflation accelerates, leaving the highly crowded semiconductor sector most exposed to a decline...

The problem for equity bulls is that violent AI melt-ups become much harder to sustain once rates volatility starts breaking higher.

This strengthens its perception that the fear in the US & the Gulf of the consequences of renewing the campaign outweighs the fear in Iran.

“When public health comes under attack by an anti-science administration, New York fights back...”

"It is a great time to be a compliant trucker in America."

“Unfortunately, Canada has failed to make credible progress on its defense commitments..."