Iran

Somewhere in the Credit Writedowns archive are comments regarding US President Trump to the effect that political economy shocks won't matter. So I want to share a quick anecdote with you on why I have never put too much stock in the…

Stories surrounding the US sanctions on Iran, German industrial production and the number of publicly-traded companies in the US

Donald Trump tweeted that he has appointed John Bolton as National Security Advisor. Bolton is a neo-conservative thinker with hawkish views on North Korea and Iran. His appointment is a sign that "Trump Unchained"is a change toward a more…

Right before the inauguration, US President Trump tried to use Taiwan for negotiating leverage against China. This proved a non-starter. Trump is now unchained from moderating influences. So, the 'Taiwan Card' is back on the table.…

The big news today is the Gazprom deal in China. This is a $400 billion gas deal to supply gas from Russia to China for 30 years that has been in the works for over a decade. But the changing geopolitical atmosphere has given it urgency.…

WTI crude oil has undergone a substantial correction in the last few days. What's going on?

By Win Thin Recent developments in Iran are worth discussing.  We feel that with Middle Eastern political risk on the rise lately, Iran is more likely to have the largest impact on global markets, while escalating tensions between Syria…

In addition to the hole left by the Iran sanctions, the Saudis are pressured to pump more in order to meet their own rising domestic demand. This is putting strains on OPEC's spare capacity.

Jim Rickards, author of Currency Wars, was on capital Account last night and he thinks both QE3 and war with Iran are distinct possibilities. Take a look.

It could just be saber rattling during an election year, but Western powers have been provoking Iran for years now - two decades, really. I just saw another report proclaiming that Iran is likely to attack the US, which is about as absurd…