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March 16

Why Trump’s War Has Already Lost and You Are Not Ready for What’s Coming | Adams
This isn’t a crisis we dodged. Trump chose this war, and we are all now in the path of the consequences. The corporate media will spin tales of resilience and eventual victory, but I see the raw data: a closed Strait, stranded ships, and allies abandoning the U.S. posture. My urgent advice, based on two decades of studying collapse scenarios, is to become self-reliant immediately.

EU member states have ‘no appetite’ to expand naval mission to Strait of Hormuz -Kallas
Trump Says Some Countries ‘On the Way’ to Help Open Hormuz Strait | Epoch
Trump warns NATO faces “very bad future” if allies refuse to back US war on Iran | Now

Trump orders Marine expeditionary unit to deploy toward Strait of Hormuz
U.S. officials say the deployment does not necessarily signal plans for ground combat in Iran but provides commanders with flexible military options if the conflict escalates.

S&P   Oil   FX   Gold   Silver  10Y   USM
U.S. is allowing Iranian oil tankers through Strait of Hormuz, says Bessent

S&P is up 1.00%, rebounding from the near four-month lows on Friday | 12:00
10Y is 4.242%, lower by 4.0bp
Dollar index is down 0.43% to 99.93
Gold is down 0.72% to $4,988

Oil is down 3.21% to $95.62
Brent is near $102

Industrial Production Rises 0.2% MoM For 4th Straight Month In February. Prior was +0.7%
Capacity utilization unchg at 76.3% and 3.1% below its long-run (1972–2025) average
March Empire Fed manufacturing survey index -0.20 versus 3.90 estimate. Prior month 7.1 | Forex

Allies Balk As Trump Pushes Joint Military Action To Reopen Hormuz - Iran Says No Ceasefire On Table | Zero
Trump's call to unblock the Strait of Hormuz is not being answered | TopWar
Trump Says He May Delay Xi Summit, Urges China to Help Secure Strait of Hormuz
China and the US end trade talks in Paris as doubts form over Trump visit | SCMP
Decoding Trump’s Demand For China To Join His Proposed Hormuz Naval Coalition | Kory

The mysterious financial repo market is going wonky again | Kunst
The private equity outfits, like giant BlackRock, are wobbling so hard that they had to “gate redemptions” — meaning, investors can’t pull their money out of funds going dark with dubious collateral. It’s exactly what sparks panics. Money can only stand so much unreality. Plus, there’s a war on.

Trump’s Late Night Delusional Rants. Trump has no idea how stupid he sounds to everyone but the cult | Mish
Frustrated by Failure, an Unhinged Trump Begins to Tilt as Hormuz Standoff Heats Up | Simpl
Trump approval indes sags to 44% | Ras
USS Lincoln has now retreated to roughly 1,000km from Iranian shores. | Simplbr> Iran destroyed the only Saab Global Eye airborne early warning aircraft in the Middle East | Reportr

EU divided on Iran war: Energy fears and security risks escalate across Europe | RT
Tehran’s warning to Brussels exposes a growing rift inside the bloc. Europe could become a legitimate military target if it aids the US and Israel in their aggression against the Islamic Republic. In an interview with France 24, he emphasized that any logistical or military support European nations provide to American operations would lead Tehran to view them as participants in the conflict, with all the associated consequences.

US Air Defense THAAD and Patriot PAC3 Missiles are Kaput or Soon Will Be | John
The war between Iran and the US/Israel coalition is now in its third week with no end in sight. While Israel clearly has a superior air force, it cannot match Iran’s missile force. This is a war of attrition, and no matter how many times Donald Trump insists Iran is destroyed and the US has won, Iran will continue to pummel Israel with at least three waves of big missile attacks every day until there is a negotiated settlement.

Running out of interceptor missiles, will Israel turn to nukes? | PCR
Having got us into another Middle Eastern war, Netanyahu now complains to Trump that Israel has a severe shortage of interceptor missiles. Washington, having stupidly gone to war unprepared, hasn’t any to give Israel. To save itself will Israel use its nukes?

The Strait of Hormuz | Arm
There is a critical failure in the Neocons’ playbook. Iran has been able to close the Strait with just threats. \\ No matter what the truth may be, the perception remains that this is Israel’s war. \\ Apocalypse fears, once associated with the fringes of society, are now commonplace across North America with many viewing the Middle East war as leading to Armageddon.

Debt Rattle

The race between utopia and dystopia
The dystopian march is real: job loss accelerating, college ROI collapsing, young people isolated and angry, birth rates plummeting, AI girlfriends replacing human relationships. The middle class is being hollowed out in real-time, and the social contract is disintegrating. But the utopian march is possible: UBI as a bridge, Universal Basic Services on the horizon, billionaires stepping up, a multivariate economy that rewards human flourishing, technologies that create genuine abundance.


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