Brief: What Monday Prices

Brief: What Monday Prices

Markets have not moved since Thursday's close. A collapsing Iran track, a silent Fed, and a minerals policy that deepens the dependence it claims to cure. The repricing starts Monday, and four days of accumulated news arrives at once.

Super Brief: What Monday Prices — Super Brief

What Monday Prices. Washington's answer to Chinese mineral leverage is the familiar trio: stockpile, subsidize, reshore. It is now pointed at gallium, the metal the AI power grid runs on, where China makes about 98%. The plan treats gallium like oil, a thing you make more of if you pay enough. But gallium is not mined.

Brief: Nothing Settled

The Iran deal signed Wednesday collapsed before its own ceremony, with Geneva postponed and the ceasefire it was meant to stabilize fraying on the Lebanese border. Strategy's perpetual-preferred stack crosses $10 billion into a hawkish rate regime that raises its funding cost at the worst moment, an

Super Brief: Nothing Settled — Super Brief

Nothing Settled. The Iran nuclear MOU signed Wednesday collapsed before its own Geneva ceremony. The signing was downgraded to a conditional meeting, CENTCOM lifted its naval blockade of Iranian oil even as the framework dissolved, and the Israel-Hezbollah ceasefire it was meant to stabilize began fraying on the Leb

Brief: Bounced, Not Cleared

Equities bought the dip from the post-FOMC selloff while the bond market quietly flattened, two time horizons reading the same data and reaching opposite conclusions. Ukraine launched its largest drone attack on Moscow since the full-scale invasion, Noam Shazeer left Google for OpenAI, and the hotte