US, Israel Insist Iran Ceasefire Doesn’t Apply In Lebanon, Which Suffers Huge Airstrikes Israel has made clear that it doesn’t see the newly declared US-Iran ceasefire as applying to its war in Lebanon, where it is still trying to destroy Hezbollah. The White House too has made its stance clear that it doesn’t apply, but President Trump has stated his intent to take care of a Lebanon ceasefire separately.  The military has […]

Anthropic Withholds Latest Model After It Went Rogue In Testing; Launches “Project Glasswing” To Secure Critical Software Still smarting from its embarrassing source code leak, Anthropic announced it will not release its latest frontier AI model, Mythos, to the public, saying the model is too powerful in ways that introduce elevated cybersecurity risk. In internal testing, Anthropic said the model surfaced thousands of […]

Tanker Passage Through Hormuz Halted As Iran Accuses Israel Of ‘Ceasefire Breach’; Direct Talks Planned For Pakistan Friday Summary:  The Hegseth/Caine presser as expected declared ‘victory’ in Iran while Gen. Caine emphasized the ceasefire is a “pause” but US forces remain “ready to resume combat.” Pentagon is trying to put a bow on Operation Epic Fury. NYT: 10-point plan might differ between Tehran & Washington. US, […]

Delta Air Lines Erases All ‘Epic Fury’ Losses As In-House Refinery Cushions Fuel Shock Delta Air Lines soared in premarket trading on a combination of the U.S.-Iran ceasefire and stronger-than-expected first-quarter results, with the carrier’s in-house refinery helping to lower the average jet fuel price for its fleet in the first quarter, making it appear to be one of the better-positioned carriers than most peers to withstand an […]

Nobody Knows What Will Happen Next By Michael Every and Bas van Geffen of Rabobank Ceasefire Yesterday, the US and Iran threatened to, respectively, “destroy Iranian civilisation” with “new tools” and other countries in the Gulf with old ones. Ahead of the 8PM deadline that Trump had set for “Bridge and Power Plant Day,” US and Israeli forces reportedly already destroyed some bridges and other infrastructure. […]

Iran Gives Approved Hormuz Shippers “Few Seconds” To Submit Payment In Bitcoin Iran plans to require shipping companies to pay transit tolls in Bitcoin for vessels passing through the Strait of Hormuz, according to a Financial Times report. As Micah Zimmerman reports for BitcoinMagazine.com, this links bitcoin to one of the world’s most critical energy corridors and current events. The policy would apply to oil tankers […]

ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms ASP Isotopes could provide timely relief for the global helium shortage. In a new research note from Canaccord Genuity analyst George Gianarikas, he highlights the company’s Virginia Gas Project in South Africa as a potential new source of supply just as Qatar’s helium exports face major disruption. The warning comes shortly after we reported on Qatar’s […]

Homeward Bound: Artemis II Leaves Lunar Space, Reveals ‘Earthset’ Photos Authored by T.J. Muscaro via The Epoch Times, The Artemis II astronauts are on their way home from the moon. NASA’s Reid Wiseman, Victor Glover, and Christina Koch, and the Canadian Space Agency’s Jeremy Hansen left lunar space just before 1:30 p.m. ET on April 7. After carrying humanity’s representatives to the farthest point in space ever […]

First Two Ships Pass Through Strait Of Hormuz Since Ceasefire As Iran Demands Payment In Crypto Last night we reported that no less than 800 ships were still trapped in the immediate aftermath of the US-Iran ceasefire agreement, unsure what the fine print of the deal meant for transits. This morning we are down to ~798, after the first two cargo vessels have crossed the Strait of Hormuz since the ceasefire, according to ship […]

Airline Stocks Soar On Iran Ceasefire As IATA Sees “Positive” Tailwinds, But Warns Jet Fuel Crisis Will Persist Airline stocks are flying high in premarket trading in New York after the overnight ceasefire between the Trump administration and Tehran. The truce is a positive for the aviation industry, which has been locked in turbulence for six weeks, as surging jet fuel prices have crushed the margins of major carriers, forcing […]

US Futures, Global Stocks And Bonds Soar On Ceasefire Relief, Oil Plummets US futures, global stocks and bonds are sharply higher while oil prices plunge the most in years as a wave of optimism swept through global markets after the US and Iran agreed to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz: JPMorgan’s Market Intel desk, which moves from Neutral to Tactically Bullish this morning, says to look […]

A Pause To Negotiate A Deal? Some Caveats… Authored by Peter Tchir via Academy Securities, Basically we wound up at the better end of our “base case” in yesterday’s Spaghetti Western, and you could argue we made it all the way into our best case of “ceasefire” (I’m reluctant to label it that, as you will see, but it is touching on that end). I do think we are far from a “real deal”. In any case, markets are […]

Shares Of Infrastructure Developer Erupt On Gulf Energy Reconstruction Prospects The two-week U.S.-Iran ceasefire looks more like a pause in the six-week conflict than a long-lasting agreement, with language so broad and vague that it remains unclear who conceded what. The one clear point is that Iran’s reported willingness to allow vessel transits through the Strait of Hormuz was enough to send crude prices tumbling from […]

Senate Democrats Might Not Have November In The Bag Based on various polls, Democrats are leading Republicans by roughly five to six points on the generic congressional ballot. While this certainly means they have an advantage, the numbers actually show real trouble for the Democrats for this year’s midterm elections. And even CNN isn’t trying to sugarcoat it for the Democratic Party. CNN chief data analyst Harry Enten took […]

Evidence Points To Ukraine Being Behind TurkStream Attempted Sabotage (To No One’s Surprise) Via Remix News, Secret service documents allegedly prove that the Ukrainians planned to blow up the Turkish and Blue Stream pipelines years ago, permanently cutting Europe off from cheap Russian gas, reports Magyar Nemzet, citing a report out of Ellenpont. However, Serbia’s intelligence chief is denying that Ukrainians were the […]

US, Iran, Israel Agree To 2-Week Ceasefire; Tehran Will Allow Safe Passage Via Hormuz For Two Weeks Summary:  President Trump agrees to a two-week ceasefire with Iran, conditional on them “agreeing to the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz” Iran accepts Pakistan’s two-week ceasefire proposal, with the deal approved by the New Supreme Leader; Iran also says safe passage via Hormuz “Possible” for […]

These Consumer Goods Could Be First To Vanish As “Supply Shock” Disrupts Asian Factories Goldman analysts warned that the petrochemical supply shock sweeping across Asia is now morphing into a full-blown COGS shock, hitting a range of industries with factories across the region. The immediate consequence is that manufacturers – from sofa makers to apparel producers – are being forced to dial back production and, in some cases, idle […]

Berlin Targets Entrepreneurs: Apprenticeships, Punishment, And Social Decay Submitted by Thomas Kolbe The German capital is hardly a hospitable place for entrepreneurs or founders. Ambitious individuals who aim to build a career outside the state subsidy system and establish their own livelihoods encounter, in this strangest of European capitals, an atmosphere of contempt and hostility. Berlin politics, regardless of who is […]

Kraken Robotics Demos Next-Gen Tech For Maritime And Defense Operations At a time when waterways like the Strait of Hormuz have occupied almost every headline and have been the impetus behind a good portion of the ongoing conflict in Iran, Kraken Robotics has successfully completed a new demonstration of its autonomous mine countermeasure technology, highlighting the growing role of unmanned systems in maritime security. The […]

UK Schools Rake In Record £572 Million For Non-English Speaking Pupils Authored by Steve Watson via Modernity.news, Mass immigration is once again exposing the true cost to British taxpayers, with UK schools now receiving a record £572 million to support pupils who do not speak English as their first language. The bill has soared by £157 million since modern records began in 2020, according to Department for Education […]

Russia Ferries 175 Russian Nuclear Scientists Out Of Iran Via Land Border With Armenia Russia has announced that it has successfully evacuated a last main group of Russian workers from Iran’s Bushehr Nuclear Power Plant (NPP), which has been hit several times by US-Israeli strikes throughout the over one-month long war. A group of 175 Russian employees of Rosatom Atomic Energy Corporation were evacuated via land route through […]

Germany’s 67-Point Climate Plan: Fatal Yet Highly Effective Submitted by Thomas Kolbe Travel is said to broaden the mind. At least, this wisdom applies to those willing to leave their routines behind and not stubbornly defend their claimed spot by the pool. In the case of Economics Minister Katharina Reiche, the “aha” moment arrived at breathtaking speed. She is currently traveling in North America, specifically in Ontario, […]

War Unicorn Hermeus Raises $350 Million For Unmanned Supersonic Fighter Jets Atlanta-based aerospace startup Hermeus Corp. has secured $350 million in a funding round that values the builder of uncrewed supersonic and hypersonic fighters at north of $1 billion, according to a Bloomberg report. Today we’re announcing a $350 million Series C financing led by @khoslaventures, bringing us to a $1B valuation. Our mission is […]

US Scientists Crack Superconductor Code – Zero Energy Loss Moves Closer To Reality Authored by Prabhat Ranjan Mishra via Interesting Engineering, Researchers in the United States have unlocked secrets of high-temperature superconductors. Small differences in how atoms are arranged in a crystalline lattice can strongly affect superconductivity. (Representational image) Wildpixel/Charles Researchers at the U.S. Department of […]

As Los Angeles Hits “Breaking Point” Population Exodus, Houston’s GDP Rockets Higher California – which spends nearly 40% of taxpayer revenue ($95.5 billion, not including federal funds) on social services that’s rife with  fraud – and which spends roughly 25% of its $95.5 billion Medi-Cal budget (free healthcare) on illegal immigrants, is in the midst of a massive population exodus due to housing affordability, crime, taxes, […]