Taco Monday in full swing

The Iran War’s Most Precious Commodity Isn’t Oil The CIA calls it the “strategic commodity” of the Middle East. But it’s not referring to oil or natural gas. What the American spy agency has in mind is far more prosaic: drinking water. Don’t underes...

Take the Jubail desalination plant […] “Riyadh would have to evacuate within a week if the plant, its pipelines, or associated power infrastructure were seriously damaged or destroyed,” according to a 2008 memo from the US embassy in the kingdom released by Wikileaks.

Had to doublecheck the date on this

Sudden cancellation of Army exercise fuels speculation about troops in Middle East The abrupt cancelation of a training event has put a spotlight on the 82nd Airborne Division, which specializes in ground combat and other fraught missions.

Breaking news: The Army abruptly canceled a major training exercise, officials said, fueling speculation within the Defense Department that soldiers specializing in ground combat and a range of other missions may be sent to the Middle East.

Unless Leavitt just claims there was no drone

Taking bets on whether US military runs out of ammunition or Hegseth’s liquor reserves first

I mean, better late than never, I guess..

Russian-flagged sanctioned LNG tanker on fire in the Mediterranean, sources say, crew located in lifeboat off Libya The Russian-flagged liquefied natural gas tanker Arctic Metagaz is on fire ​in the Mediterranean, maritime security sources said ‌on Tuesday, while Malta's armed forces said the vessel's crew had been...

Adding this to the list of concerning developments for energy markets going under the radar.

Spanish?

Trump to POLITICO: Iran is 'running out of launchers' He also said U.S. defense companies are “under emergency orders” to build weaponry.

“President Donald Trump said in an interview Tuesday that Iran was running out of crucial armaments and that he’d be open to working with some surviving members of the country’s ruling regime.”

Taco when? #oilprice

It’s probably more linked to the money saved on ballroom curtains. Expectations are that those savings fund the crypto reserve

And giving Melanie something new to complain about! We’ve already heard the story about the construction noise at the last dozen of your press conferences, old man..

Spoiler: It won’t.

a close up of a man in a suit and tie sitting in front of a chalkboard . ALT: a close up of a man in a suit and tie sitting in front of a chalkboard .

George Bush and George Bush

Trump hitting Iran won’t help Orban’s pathetic “I’m your only chance for peace” election campaign

Belgian army seizes oil tanker from Russian shadow fleet The Belgian army, with support from the French army, has seized an oil tanker from the Russian shadow fleet, Defence minister Theo Francken (N-VA...

This is going under the radar, but is quite noteworthy. Pressure on Putin will rise quickly if this keeps happening - and oil markets have one more thing to worry about in the coming weeks

Polymarket Iran Bets Hit $529 Million as New Wallets Draw Notice As US and Israeli bombs fell on Iran this weekend, bettors on Polymarket — where $529 million was traded on contracts tied to the timing of the strikes — were cashing in. Almost immediately, blockchai...

Not all is lost

*TRUMP SAYS HE HAS BACKUP PLAN FOR TARIFFS AFTER RULING

Doesn’t take a genius to see the real world application of this skill

Totally - again - obliterated

As they say, every accusation ...

Crypto providing the only bit of liquidity to express risk off for the next 36h be like

Rumors are that Putin had declined it

Can’t even count on the insider traders anymore these days..

And yes

*US IS PARTICIPATING IN ISRAELI STRIKES ON IRAN, AP REPORTS

It has begun

*ISRAEL DEFENSE MINISTER: LAUNCHED PREVENTATIVE ATTACK ON IRAN

Happy Birthday, Pokémon: 30 Years Of The $147 Billion Collecting Economy Happy 30th, Pokémon: a ten-year-old’s careful card collection, the psychology of care and the $147bn global Pokémon economy from kitchen tables to the Natural History Museum

We can all feel old together today #pokemon

Oxford Street pedestrianisation plan gets final official approval City Hall hopes to stop traffic from using the street by September.

Delighted to announce that following the consultation, I'm giving the green light to make Oxford Street traffic-free.

Nicely written and very much on point! This chart sums up everything that the Citrini note gets wrong about the macro implications of AI.