Bull Case
Reports in Iran: 'the alleged US blockade of the strait of hormuz has been broken, an oil tanker under US sanctions was able to pass through this waterway and anchor off the coast of Iran'
Iran's foreign minister expected in Islamabad on Friday night
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Bull Case
Iran's foreign minister expected in Islamabad on Friday night
Pakistan may announce resumption of Iran-US talks today - Al Arabiya
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Bull Case
Pakistan may announce resumption of Iran-US talks today - Al Arabiya
A high-ranking Pakistani government source estimates the occurrence of a serious breakthrough today
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Bull Case
Iran's foreign minister expected in Islamabad on Friday night
Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
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Bull Case
Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
No indication yet that this will be a second round of talks. As of now, only Pakistan and Iran have confirmed a meeting with each other - NYP
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Bull Case
Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
Iranian parliament speaker Qalibaf has stepped down as head of the negotiating team due to internal disagreements. Hardliner Saeed Jalili or foreign minister Araghchi seen as likely replacements - Iran International
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Bull Case
No indication yet that this will be a second round of talks. As of now, only Pakistan and Iran have confirmed a meeting with each other - NYP
US delegation will arrive in Islamabad within 36 hours in preparation for 2nd round of talks - Al Asharq
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No Iran-US talks during Araghchi's Pakistan visit, only bilateral engagement - senior Iranian source
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Bull Case
Iranian parliament speaker Qalibaf has stepped down as head of the negotiating team due to internal disagreements. Hardliner Saeed Jalili or foreign minister Araghchi seen as likely replacements - Iran International
Parliament communications chief: Iran speaker Qalibaf has not resigned, dismisses reports as rumors aimed at misleading public
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Bull Case
No Iran-US talks during Araghchi's Pakistan visit, only bilateral engagement - senior Iranian source
Iran FM Araqchi will discuss his side of the proposal for talks with US, which will be conveyed to the US - two Pakistani sources
Bull Case
Senator Tillis: problem I have here is a US assistant attorney putting Powell under investigation Powell deserves it for starving the greatest productivity engine in history over inflation fears.
US Attorney Pirro: directed my office to close investigation into federal reserve renovations
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Trump is dispatching special envoy Steve Witkoff and Jared Kushner to Pakistan to join talks with Iranian Foreign Minister Abbas Araghchi - US officials
Bull Case
Trump is dispatching special envoy Steve Witkoff and Jared Kushner to Pakistan to join talks with Iranian Foreign Minister Abbas Araghchi - US officials
Vice President JD Vance is not expected to attend, as Iranian parliamentary speaker Mohammad-Bagher Ghalibaf, viewed by White House officials as Iran's delegation head and Vance's counterpart, will also not participate. Vance would travel to Islamabad if negotiations advance, while his staff will be present for the discussions.
Bull Case
Vice President JD Vance is not expected to attend, as Iranian parliamentary speaker Mohammad-Bagher Ghalibaf, viewed by White House officials as Iran's delegation head and Vance's counterpart, will also not participate. Vance would travel to Islamabad if negotiations…
Iranian officials: Ghalibaf will not participate in the next round of negotiations in Islamabad - NYT
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Bull Case
1-year breakevens fell back to pre war levels last week. Breakevens reflect 1-year inflation expectations priced in by those holding US gov debt. For now, big money is buying back into the official "inflation is under control" narrative.
Inflation swaps are heading higher after consolidating in March-April.
Looks like break evens weren't wrong, they were early.
Looks like break evens weren't wrong, they were early.
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Iran tells mediators it will not negotiate on its nuclear program or Strait of Hormuz until the war ends.
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Bull Case
🚨PROFESSOR JIANG: AMERICA HAS GOT A HUGE PROBLEM, THERE IS TOO MUCH LIQUIDITY IN THE SYSTEM; NOBODY WANTS TO WORK That's why Bessent needs to pass the CLARITY ACT urgently. The CLARITY Act makes it easy for boomers to ape in with their entire 401(s)s, IRAs…
Novogratz on CLARITY Act: I'd say the first week of May is when it goes to the committee, and then soon after Trump will be signing this thing in June
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Bull Case
Novogratz on CLARITY Act: I'd say the first week of May is when it goes to the committee, and then soon after Trump will be signing this thing in June
Over $8tn in US debt must be rolled over this year.
CLARITY is needed to get boomers to fomo with their entire 401(s)s, IRAs, Roth IRAs and pension funds at the 2026 blow off top with a single click.
Then old money dumps on boomers and rotates back into US Treasuries right before Kevin Warsh comes out as Tomahawk.
At least $8Tn+ in profits projected. Easily doable when you think that boomers control $85Tn in assets.
The biggest melt up in financial history is upon us.
CLARITY is needed to get boomers to fomo with their entire 401(s)s, IRAs, Roth IRAs and pension funds at the 2026 blow off top with a single click.
Then old money dumps on boomers and rotates back into US Treasuries right before Kevin Warsh comes out as Tomahawk.
At least $8Tn+ in profits projected. Easily doable when you think that boomers control $85Tn in assets.
The biggest melt up in financial history is upon us.
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