July 21
S&P Oil FX Gold 10Y BTC CLZ6
S&P is up 0.68% | 10:48
Oil is $84.51, up almost 2.5%
Dollar index is up 0.16%
2Y yield is higher by 4.2bp to 4.257%
10Y yield is up 2.9bp to 4.626%<
Gold is is up $59
Yen trades to a new 40 year high
USDCAD moves to new high as a trade tensions between US and Canada increase
Carney Blasts Trump Tariffs as Illegal | PWire
AAA gasoline is $4.019 vs $3.938 a month ago
Two tankers carrying Saudi crude make U-turns in Red Sea | AlJz
Iran attacks Bahrain, Jordan as US strikes hit southern Iran on 10th day of conflict | Iran
Trump: Reportedly rejects proposal for a 10 day cease-fire with Iran | Forex
Russia is definitely preparing to take Odessa
What Russia is doing, in addition to the naval blockade, is destroying all rail junctions that connect Odessa to the rest of Ukraine. Russian forces have intensified the physical isolation of Odessa, expanding precision missile and drone strikes against maritime vessels, port terminals, and the primary rail junctions linking southwestern Ukraine to the interior:
DeBasification… A Fancy Word for Booting the US Out of the Middle East | John
The Pentagon Pulls $240M Triton Drone from Jordan to Italy After Devastating Iranian Ballistic Missile Strikes Threaten Strategic Airfields. Now, with the MoU dead, Iran is focused on making life on the bases that are still hosting US troops and aircraft a living hell. It is no longer up to the US to decide to leave the Persian Gulf… Iran is making that decision for them.
Iran has strategically selected targets to dismantle the US military ecosystem | Peak
Rather than chasing symbolic strikes, Iran has focused on early warning radars, air defense systems, logistics hubs, aviation facilities, and intelligence nodes that form the backbone of regional power projection. This methodical approach degrades surveillance, strains interceptor supplies through simultaneous defenses, and disrupts sustainment for future operations. By isolating key support infrastructure, Iran has shaped the battlespace in line with established principles of warfare.
Why Democrats Can’t Do Better Than Kamala Harris in 2028 | Debt Rattle
Harris can expect a challenge from the left, but the party is still probably one more presidential cycle away from nominating someone who openly represents where Democrats are headed. In fact, a Harris defeat in 2028 would be the perfect prelude to the socialist and anti-Zionist left’s takeover, discrediting the old guard for forfeiting the election to Donald Trump’s successor. Insider Democrats know Kamala Harris is a terrible candidate, but the party they built can’t tell her no — even if this is the last nomination they get to make before DSA takes over.
Will the DSA drag the Democratic Party into oblivion? | Kunst
Most assuredly they will. We are going to get election reform one way or another this year. There will be no more mail-in ballot harvesting or voting by non-citizens or vote tabulation machines. It might be that a substantial demographic in our country is insane, say, generously, maybe forty percent. But a firm majority of Americans are not insane and they are going to put a stop to this communist insurrection
What is the most Democratic voting group in America? | Nate Silver
It’s voters with postgraduate degrees but lower-to-middle household incomes of $30K to $60K per year. This is very much also the sweet spot for the DSA. In the group’s most recent member survey in 2021, 80 percent of members aged 25 or older had bachelor’s degrees, but 45 percent had household incomes below $60,000 per year.
Who are the most Republican voters in the country?
It’s the precise opposite corner from the DSA: high-earners who didn’t attend college. About 60 percent of voters with a high school education or less, but whose households earned incomes of $60,000 or above, preferred Trump to the various Democratic presidential candidates.
Oh My Fucking God, They're Doing It Again | QTR
Peak: Wall Street is repeating dangerous 2008-era practices by structuring insurance-wrapped private-credit bonds that allow lower regulatory capital requirements. The fund-finance market is estimated at $1 trillion to $1.75 trillion. Its main conclusion is that these structures do not eliminate risk but merely relocate, obscure, and reduce capital held against it—spreading exposure to insurers, pensions, and other institutions in ways that echo AIG’s CDS role and could amplify contagion in a downturn.
The hierarchy of thermodynamics when it comes to our body's energy sources | MTick
Dog days is a plural noun that refers to the hottest time of the year
The dog in dog days is the Dog Star, aka Sirius, the star that represents the hound of the hunter Orion in the eponymous constellation. The star has long been associated with sultry weather in the northern hemisphere because it rises simultaneously with the sun during the hottest days of summer.
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