Everything, Everywhere, All At Once
The G7 produced a photograph and nothing else. Yet. Iran signs Friday. Oil hit a 3-month low. The oil and gas law the new rate lives within is moving in Baghdad.
The largest wealth event in our lifetime is already underway. Be early and informed.
The G7 produced a photograph and nothing else. Yet. Iran signs Friday. Oil hit a 3-month low. The oil and gas law the new rate lives within is moving in Baghdad.
Tom Barrack lands in Baghdad right after the deal is signed. He walks the oil and the government to a close in Erbil. Next stop, Washington in July.
Trump declares the Iran war complete. The blockade lifts. Baghdad secures Kurdistan's oil fields. Both routes reconnect. The rate waits inside the budget.
Trump declares the war with Iran over. Oil drops below $87. Iraq's tankers are already loading. Tehran says no text is approved. One signature decides the week.
The CBI is licensing banks built to never close. The customs rail reaches Kurdistan in July. Al-Zaidi packs a 500K bpd offer for Trump. The war flies overhead.
Iraq's bankers sat at Chatham House. A $4.6B Red Sea route advanced. CENTCOM struck Iran overnight. The dinar's reconnection to world banking has begun.
Iraq fortifies the dinar while 97 billion sits behind a rate of 1,300. The war frays, the networks fall, Venezuela walks back in. Watch the cabinet.
Bessent says Treasury is not revaluing gold. The same sentence tells you how. Baghdad printed 25 trillion dinars and called it routine. Watch what they do.
A militia lowered its flag in Samarra and gave the army its first city. Trump says leave the uranium buried. Treasury takes Cuba's head.
Baghdad disarms its militias and restarts its oil. Washington hands Beirut the same order. A smuggler's mansion is seized. Gold passes Treasuries.
Rubio named the company that owns Cuba. Iran's crypto rails are cut. Venezuela's oil money clears through Washington now. Stablecoins quietly buy the debt.
Daily Briefing
al-Zaidi put the bribe on live TV. The ministry is prosecuted from inside. The militias are told to disarm. Caracas walks back into the IMF. The dinar is last.