US Cities Face Water Stress Amid Crumbling Infrastructure Authored by Autumn Spredemann via The Epoch Times, Across large swaths of the United States, drought conditions and the explosion of data centers have brought renewed attention to the future of the water supply. But the biggest concern may be something local governments have known about for years: aging pipes and other decaying infrastructure that could threaten supply even […]

North Korean Operatives Infiltrating U.S. Companies Through Remote Tech Jobs North Korean operatives are quietly working inside U.S. companies through remote technology jobs, funneling millions of dollars back to Pyongyang and potentially gaining access to sensitive corporate systems, according to investigators and U.S. officials, according to NBC News. The scheme relies on workers posing as American job applicants using stolen […]

The Greatest Risk For The Global Economy Is Stagflation Driven By Governments, Not Oil Authored by Daniel Lacalle, The current oil price forward curve shows that the current global energy shock may be significant but short-lived. The forward curve presents a steep disinflationary trend to $80 per barrel by the end of 2026. Markets are discounting a short war with limited impact on supply but immediate ripple effects on markets […]

“We Got A War Going On”: Trump Requests Trump-Xi Summit Delay By “A Month Or So” Summary: Trump asks for delay of “a month or so” for Trump-Xi Summit China and US end trade talks Bessent notes that any delay would be due to “prosecuting war” *  *  * Update (1700ET): President Trump said he had requested China delay a summit with Chinese counterpart Xi Jinping for about a month, saying it was important for him to […]

Armor-Piercing Ammo Metal Up 557% As China Chokes Supply, War Demand Surges Tungsten, used in missiles, tank rounds, armor-piercing ammunition, and some smaller-caliber munitions, has surged in price over the last year as China curbed exports and global supplies tightened. This is a major concern, as multi-front conflicts – from the Middle East to Eastern Europe – are depleting interceptor missile supplies. Bloomberg cites new […]

“…The Entire Internet Has Doomer Fatigue” Authored by James Howard Kunstler, “I can tell the entire internet has doomer fatigue.” – Catturd on X The mysterious financial repo markets – which practically no one outside of banking understands (and even some banking insiders don’t) – started showing some signs of stress recently (forward rates spiking: 1Y1Y SOFR has risen nearly 50 bps in two weeks, signaling growing concern […]

Iran Denies Talks Taking Place As Drone Smashes Into Landmark Baghdad Hotel Hosting EU, Saudi Diplomats Summary: The Pentagon confirmed Monday some 200 US service members have been wounded in the Iran war. Iran’s FM Aragchhi says his last contact with US envoy Witkoff was before the American attack. Trump says ‘I don’t think so’ when asked if war will be wrapped up soon, notes ‘not this week’. Iconic Baghdad hotel […]

Guess What Ireland’s President Said About St. Patrick’s Day… Authored by Steve Watson via Modernity.news, Irish President Catherine Connolly marked her first St. Patrick’s Day in office with a message that reframed Ireland’s patron saint as a symbol for open borders and ‘global citizenship’, urging the Irish to embrace migrants amid ongoing surges in arrivals that have sparked nationwide tensions. In […]

Nvidia Shares Pump & Dump After CEO Jensen Expects “At Least” $1 Trillion In Revenue By 2027 Summary:  CEO Jensen began discussing all things AI around 1520 ET. CEO Jensen said the data center AI opportunity will grow from half a trillion dollars to $1 trillion by 2027. CEO Jensen said, “Computing demand has increased by 1 million times in the last two years.” A graphic on screen indicated that 60% of the […]

Cuba Suffers “Total Disconnection” Of Power Grid; Trump Says Deal With Havana ‘Pretty Soon’ Summary: Cuba’s National Electrical System suffered a “total disconnection” on Monday afternoon. Trump said on Sunday that he expects a U.S.-Cuba deal very soon. Cuban President Miguel Díaz-Canel admitted on Friday that talks between Havana and Washington are underway. Cuban fuel supplies are dangerously low amid Trump’s […]

Silver’s Endgame: Almost Too Obvious Authored by Matthew Piepenburg via VonGreyerz.gold, The case for silver is now almost too obvious. Silver’s Fat Pitch Like many Americans, I grew up playing a fair amount of baseball. Part of this involved trying to hit a little round ball with the equivalent of a modified, wooden stick. Like asset prices and market forces, this little white ball, thrown by a pitcher 60 feet away, could […]

Marjorie Taylor Greene Tells CNN That MAGA Feels ‘100% Betrayed’ By Iran War Former Rep. Marjorie Taylor Greene has become a big fan of CNN since her departure from Congress since, we’re guessing, FOX and Newsmax aren’t excited to give her a platform of late. On Monday, she appeared on The Situation Room to once again declare doom and gloom for the MAGA movement… with a little help from the host. During the interview, host […]

America’s Nuclear Fuel Chain Gains As General Matter Earns $4.2 Billion Of Support From Ex-Im Bank This past weekend saw a major announcement from the Indo-Pacific Energy Security Ministerial in Tokyo, with the U.S. Export-Import Bank issuing letters of interest for $4.2 billion of capital for Japanese and South Korean reactor owners to purchase low-enriched uranium (LEU) from U.S. enrichment company General Matter.  The US […]

Michigan Synagogue Attacker Has Ties To Iranian-Backed Hezbollah Rocket Unit Authored by Steve Watson via Modernity.news, New revelations link the terrorist behind the Michigan synagogue rampage directly to Hezbollah operatives, underscoring the dangers of unchecked immigration from terror hotspots. America’s borders have been a sieve under leftist policies, allowing potential threats like Iranian proxies to embed […]

SNAP Recipients Claim Trump Trying To “Destabilize Food Access”, Sue Feds Over Junk Food Ban The Make America Healthy Again agenda just found its first serious legal challenger. This week, five food stamp recipients filed suit in Washington, D.C., federal court demanding the right to spend taxpayer-funded SNAP benefits on candy, soda, and energy drinks.  The plaintiffs filed the lawsuit against the U.S. Department of Agriculture […]

“Problem Is Solvable”: Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers The Department of Homeland Security’s social media team on X spent the weekend blaming Democrats for the travel chaos unfolding at airports nationwide, as TSA agents failed to report to work during a funding lapse caused by Senate Democrats’ refusal to fund the DHS budget without reforms to ICE and Border Patrol. “Thanks to the Democrats’ shutdown, […]

DOJ Asks Boasberg To Reconsider Quashing Powell Subpoenas Update: DOJ lawyers on Monday asked Boasberg to reconsider his order that quashed grand jury subpoenas of Federal Reserve Chair Jerome Powell, Fox News reports. Prosecutors argue that the subpoena should be allowed when there is even a “reasonable possibility” that the category of materials the government seeks will produce info “relevant to the general subject of the […]

Mexico Truck Production Plunges 50% In February As US Exports Slow By Noi Mahoney of FreightWaves Mexico’s heavy-vehicle industry posted sharp year-over-year declines in production, exports and sales in February, signaling continued weakness across the country’s truck manufacturing sector. Mexico’s National Institute of Statistics and Geography (INEGI) reported that 6,974 heavy vehicles were produced in February, a 49.1% […]

Woke Celebrities Applaud Themselves At Oscars As Hollywood Burns There is something rather uncomfortable about the Hunger Games aesthetics of Hollywood and the Oscars these days.  The pomp is tinged and the glamour faded.  The glitter and velvet curtains no longer hide the stinking rot that hides underneath.  The fact that a bunch of washed-up and histrionic celebrities are still swimming in the fantasy that they matter is […]

The Wrath Of Kharg By Ben Picton, Senior Market Startegist at Rabobank Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war. On the bullish side for crude was the US decision to bomb Iranian military assets on Kharg Island – the Persian Gulf port where up to 90% of Iranian oil exports are typically loaded onto tankers. Announcing the strikes via Truth Social, President […]

Nano Nuclear Progresses HALEU Transport Package Nano Nuclear released a notable update this morning for achieving conceptual design milestones on its proprietary, optimized High-Assay Low-Enriched Uranium (HALEU) transportation package, developed in partnership with German nuclear logistics heavyweight GNS. Through subsidiary Advanced Fuel Transportation (AFT), the company has nailed down two optimized payload baskets capable […]

BYD Shares Soar Most In 13 Months As Chinese EV Push Into Americas Accelerates Shares of Chinese EV maker BYD surged the most in 13 months after a report that its factory in Bahia, Brazil, a former Ford Motor plant, secured export orders for about 100,000 vehicles from Argentina and Mexico. This development suggests BYD’s strategy to localize production in South America is still in its early stages and set to flood the continent […]

Key Events This Week: Central Banks Galore, PPI, And The War In Iran After Friday’s revelation that it was the first consecutive monthly Friday 13th for 11 years, DB’s Jim Reid writes that today’s nearly-as-impressive revelation is that this week sees the Fed, ECB, BoJ and BoE all meet in a single calendar week for the first time since December 2021. So a “super week” for central banks. All of them will have a very complex backdrop […]

Israel Expects Iran War To Continue At Least Into April, Lebanon Conflict Longer The White House has struggled to present the American public and the world with a clear timeline or precise strategy on Operation Epic Fury, but Israel has seemed clearer on signaling it is settling in for a longer war. Israel is bracing for its war with Iran to stretch well into April, even as officials quietly concede the government in Tehran is […]

Florida Passes Voter ID Bill Modeled After SAVE Act Authored by Jill McLaughlin via The Epoch Times, The Florida Legislature passed new election legislation modeled after President Donald Trump’s proposed SAVE America Act. House Bill 991, sponsored by state Rep. Jenna Persons-Mulicka, passed along party lines by a vote of 83 to 31. “We are the Election Integrity State!” Persons-Mulicka wrote on X after the vote. Sponsors […]