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August 15

BTC  is  $63,037 | 7:46pm Sat
BTC was $62,900 on Friday when oil was trading at $82.30

Iran
Iran says Hormuz deal agreed with Oman, ties reopening to end of US blockade

Moon
War On Iran: Six Months Later – The Astonishing Size Of The U.S. Defea
January 28 2026: The U.S. sent a carrier force to threaten Iran.
August 15 2026: Due to Iranian counter measures the carrier mission largely failed.
It is leaving the Middle East.

Wauck
It's Friday Afternoon And Trump's Still Crazy
Debasification Exposes Trump's Folly

AlJz
Iran says Hormuz under its control; Lebanon president slams Israeli attacks
Somali Piracy Surges Amid Hormuz Blockade | Zero

NYP
Trump posts AI image of himself seizing Iranian-flagged tanker — as tension escalates in Strait of Hormuz

Zero
We’re out of time. The future is now. Your Grandfather's Military Is Dead
The Factory Is the Front. You don’t win a drone war with a boutique defense-industrial base. You win it with production, and not by the dozens, hundreds or thousands, but by the hundreds of thousands, if not millions.

Doug Noland CBB Weekly
Expect Trouble. Beyond inflation issues, fragile bond markets face unrelenting massive supply.

Peak
O’Keefe’s Undercover Voting Sting, Anthropic’s Epstein Controversy, and Private Credit’s Rising Red Flags

Debt Rattle
Trade Court Rules President Can Set De Minimis Rules/Rates. Temu cannot flood US with trinkets
Lavrov: Why Ukraine Conflict Cannot Be Halted Along Contact Line

The Law That Made Israel a Safe Haven for Criminals
How Israel and Its US Allies Protect Sex Offenders

FP! Week In Review

The Week in Pictures

Mkts  2Y  10Y  30Y
Market expectations may not be impacted much by the upcoming US data that features July industrial output and preliminary August PMI. The CPI and PPI remove most of the guesswork from the July PCE deflators, which are due a few hours before Fed Chair Warsh speaks at Jackson Hole on August 26 and the year-over-year headline pace is expected to have slipped to about 3.5% on the headline (from 3.7%) with the core rate steady at 3.3%. | Marc

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