It’s simple: if Iran shoots at U.S. ships, we will destroy (and sink) their oil tankers. All they have to do is not shoot at @USNavy. Iran’s oil tanker fleet is defenseless — Iran has no navy or air force. Our planes, ships & subs can strike them all, in @CENTCOM & @USPACOM.

US 2y yields jump by 6bps as Fed's Warsh sees work to do if inflation not moving to 2%.

Trump says he might change the names of the Atlantic and Pacific Oceans next

China just turned a patch of open sea into a 1 GW solar power plant that can electrify millions of homes As of early 2026, China has fully commissioned the world’s largest open-sea floating solar project off the coast of Dongying This 1 GW mega-farm sits on nearly 3,000 platforms and can power around 2.7 million homes China is turning its waterways into power plants. By blanketing lakes and coastal waters with millions of “floatovoltaic” panels, they’re easing the land crunch while boosting energy efficiency by up to 15% This is a blue energy revolution

The Fed now has a dilemma that the U.S. hasn't had since before WWII. Which is that yields are high but the dollar is collapsing. What happens if they try to ease now? The dollar goes bidless.

This is eerily similar to the pandemic. Notice where the VIX pulled back on the left. Let's see if the pattern continues... Thursday was down. Friday down. Emergency Fed rate cut on Sunday. Monday limit down. Game over, man.