A conversation with John Robb, Grey Swan Contributor, on the war with Iran and geopolitical effects in the age of networked warfare.
A conversation with John Robb, Grey Swan Contributor, on the war with Iran and geopolitical effects in the age of networked warfare.
March 9, 2026 • Addison Wiggin
Oil prices opened significantly higher in overnight trading, following a weekend of news about shutdowns in Saudi Arabia and the bombing of Iranian oil infrastructure.
March 6, 2026 • Addison Wiggin
Through the first 41 trading days of 2026, the S&P 500 traded within a 2.7% range — the narrowest start to any year since 1928. The first 41 days of 2008 spanned roughly 35%. In 2020, the range ran near 15%. Even the placid 1950s never opened this tight…
March 6, 2026 • Addison Wiggin
Since the Iran attack began, global markets have been chaotic. Despite some wild intraday swings this week, the U.S. stock market has held up well. When bombs go flying, capital moves from frontier markets to safer shores. And even though the U.S. has been the one to aggressively move against Iran, capital that was going to foreign markets has shifted back to New York.
March 5, 2026 • John Robb
Ever since the re-election of Trump, the blue tribe has been searching for another event it could use to repeat its success with BLM. They thought they had finally found it with ICE (its enforcement actions produce numerous excesses it could exploit).
