The Fat Pipe

A LOT is happenign right now with diesel prices spiking and bond yields heading higher. Here’s what I’ve managed to scout up this weekend.

Trump has zero good options left with Iran and the Strait; he’s out of options and out of time. Israel says they will choose if the war is over or not. Russia has taken at least one glove off, and the Ukraine conflict has escalated to economic targets. Meanwhile, trouble brews in financial markets.

As the Iran war simmers along, increasingly concerning events are unfolding in the financial world. Can Bessent prevent Japan’s illness from spreading to the US? What happens if/when foreign appetite for US Treasury paper dips below a critical threshold? Ah – that’s when things really speed up.

Thankfully, the US and Israel called off the anticipated weekend attacks. Truthfully, I really don’t want Trump and Bibi to destroy the world’s economy. Things are already going to be dicey enough.

As usual, we have a huge number of items to discuss. I’ve condensed it as much as I can to save you time.

What is even happening anymore? Paradoxically, we live in a time when it’s possible to be fully informed, yet it’s getting harder and harder to separate the signal from the noise. That’s where this report comes in. It does the hard work so you don’t have to.

It’s evident that there’s some sort of scheme afoot to destroy the energy markets. And it’s being done with almost no pushback from any quarter in US or European politics. Weird doesn’t even begin to cover it.

What a wild weekend of news that was! Things are now at a very critical stage…

Here’s your summary of all the news you didn’t have to seek out by wading through the propaganda and AI slop. As before, the pace is accelerating…

What an unbelievable flow of news this weekend. Get ready…it’s all going to speed up from here.