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Showing posts from March, 2026

Debt, Rates, and Precious Metals:

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Treasury Auction COLLAPSES — $10T Refinancing at Risk Bond Stress, Oil Shock, and the Fed's Dilemma: What the Record Actually Shows A viral financial video produced in the last week of March 2026 gets significantly more right than our initial review credited — once its claims are evaluated against current data, not 2025 baselines. The Iran war's Strait of Hormuz closure has changed nearly every variable in the analysis. Here is the corrected record. Bottom Line Up Front (Updated) The video's core claims are substantially accurate. The $69 billion 2-year Treasury auction rated D- by market analysts did occur on March 24, 2026. Oil has topped $100/barrel (WTI) and $110+ (Brent), with physical delivery prices in Asia running materially above futures prices — making the physical/paper divergence claim real, though some specific figures remain imprecise. The rate-hike probability crossing 50% on CME FedWatch is confirmed. Consumer sentiment has fallen sharply. Th...

Sovereignty, Commerce, and the Reshaping of the Global Launch Order

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From Siberian Launchpads to German Startups: The New Space Race Nobody Predicted Space / Launch Vehicles & Propulsion  ·  27 March 2026 Special Report Global Launch Market Russia's Sfera megaconstellation moves from aspiration to hardware, while Germany's Isar Aerospace pushes for a second orbital attempt — together exposing the fracture lines of a space industry no longer dominated by a single power or logic. By Aviation Week Intelligence Network Staff Washington / Munich / Moscow  ·  27 March 2026 Bottom Line Up Front Russia's Roscosmos has placed the first operational satellites of the Sfera megaconstellation into orbit, translating years of policy rhetoric into hardware — but severe sanctions-driven microelectronics shortfalls, constrained launch capacity, and a scaled-back constellation plan from 640 to an uncertain 360–1,200 satellites cast serious doubt on program viability ...

Paying Top Dollar to Watch It Flow Into the Sea

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  Reason.  Free Minds  •  Free Markets Investigative  ·  Water Policy  ·  Fiscal Accountability Infrastructure Government Failure Special Report  ·  March 2026 How decades of deferred maintenance, regulatory timidity, and bureaucratic buck-passing turned Southern California's water infrastructure into a machine for destroying value — and why a near-disaster on Oahu's North Shore is the most honest picture yet of where this road leads. Compiled from CalMatters, San Diego Union-Tribune, CBS 8, Voice of San Diego, KPBS, Honolulu Civil Beat, NPR, CNN, ASCE Infrastructure Report Card, DLNR Records, SDCWA Rate Filings, and SEC Documents March 21, 2026 Bottom Line Up Front On March 20, 2026, a 120-year-old earthen dam on Oahu came within three feet of catastrophic failure during Hawaii's worst flooding in two decades. The dam's owner, a subsidiary of NYSE-listed Dole plc — an $8.48 billion-revenue Irish-American multinationa...