The Circus Will Be Over Soon

The mainstream media have been fully complicit in giving this Roman Circus the patina of respectability it does NOT deserve. They take every Trump lie and obfuscation at face value, which means they contradict themselves daily. The most obvious example being his claim that the war will be over "soon" - Trump's patented market manipulation claim that has kept markets at all time highs TWO MONTHs into the worst oil crisis in history. Today via the Wall Street Journal, we learn that Trump has privately decided to continue what I call:

"The Hunger Games Strategy"

Reading through the above article all it says is that of all his "options" Trump believes that a long-term blockade is the best one at this time. We have no idea if this is true or some sort of ruse in a prelude to imminent escalation. Again, the mainstream media have been Trump's useful tool of propaganda from the start of this war. What is truly hideous about the article is that it doesn't even mention once the global famine that is now essentially guaranteed by this blockade strategy.

What we are witnessing is NeoCon over-confidence at its ZENITH. Whether Trump escalates now or indeed follows the path outlined above, oil at $150 is essentially assured, which will of course harm global economies far more than the U.S. As I write, Brent crude is now trading at a new high for 2026 on the basis of the above WSJ article:

But here is where it gets interesting, because since the late March stock market low, the AI bubble went late stage parabolic. So while the rest of the world has experienced increased exposure to oil risk, the U.S. now has increased exposure to AI risk. The amount invested in AI and the impact to jobs and the economy in the U.S. - dwarfs the rest of the world combined.

So now all sides have extreme risk in Trump's Hunger Games gambit.

Furthermore, if the goal is to drag this war out indefinitely, that means the TACO trade is off the table now. It means the war won't be ending soon. Therefore, traders have coined a new acronym to describe today's news:

NACHO: Not A Chance Hormuz Opens

How will this news affect the AI bubble? We will soon find out:

"Four of the Magnificent Seven group of megacap tech companies report earnings after the close, while the Federal Reserve will make its latest interest-rate decision on a big day for investors."

Stocks will start Wednesday near record highs. The Nasdaq Composite has jumped 14% in April, on track for its best month since April 2020"

The Fed decision is today and the thirty year yield is heading above 5% as oil surges:

In summary, oil is surging. Inflation is surging. Rates are surging. Risk is surging. And the riskiest stocks are surging.

But the sheeple are frogs in boiling water. They ignore ALL risk.

Why? Because the mainstream media have consistently downplayed risk and sugar coated Trump's bull shit.

Which means that something is going to break SOON.

And by something, I mean this ENTIRE Roman Circus. And when it explodes, no clowns will be smiling.

Believe it. Or not.

It's NACHO Time.