NO2

#FPWorld The message was passed along back channels and indicates Iran’s belief that meetings with Witkoff and Kushner would be unproductive due to low trust after negotiations went downhill before the US and Israel launched their military campaign three weeks ago firstpost.com/world/iran-sig…

JUST IN: 🇮🇷🇺🇸 Iran tells the United States it does not want to resume talks with Witkoff and Kushner, prefers negotiating with Vice President JD Vance instead, CNN reports.

Three senior Iranian sources told Reuters the countries negotiating position has hardened significantly since the war has begun: -Guarantees against future military action -Compensation for wartime losses -Formal control of the Strait of ​Hormuz -No limitations on missiles

BOMBSHELL: Jake Sullivan reveals that just days before the US started bombing Iran, Tehran put a massive peace proposal on the table in Geneva. The US negotiators "simply didn't understand what they were being offered" and bombed them anyway!

From 48 hours to five days - markets are as confused as anybody about who exactly is talking to who. investing.com/news/commoditi…

This is how italian families raise their children ‼️‼️

Qatar's LNG is offline for 3-5 years The US was already building the replacement North America's LNG export capacity could more than double by 2029. This chart was drawn before the war. Now it looks like a strategic masterplan ♟️ Projects coming online 2026-2029: 🇺🇸 Plaquemines — already ramping 🇺🇸 Corpus Christi Stage III — coming 🇺🇸 Golden Pass — Exxon/QatarEnergy joint venture 🇨🇦 LNG Canada — first Canadian exports 🇺🇸 Port Arthur — major capacity 🇺🇸 Rio Grande — massive scale 🇺🇸 CP2 Phase 1 — next wave 🇺🇸 Woodside Louisiana LNG — 2029 From 11 bcf/day today to 28+ bcf/day by 2029. Ras Laffan produced 10 bcf/day. Now offline for 3-5 years minimum. The gap is enormous. The US filling it is inevitable. Every desperate LNG buyer (China, Japan, Korea, India, Europe ) now has one supplier capable of scaling at this speed. 🇺🇸 America. Iran accidentally handed the US permanent LNG dominance. This chart is the proof🛢️⚡

🇮🇶 Iraqi resistance groups agree to a 24-hour ceasefire after a request from the United States and NATO to allow for their withdrawal from Victoria Base in Baghdad, Al Mayadeen reports. ➤ The spokesperson for Saraya Awliya al-Dam resistance faction Abu Mahdi al-Jaafari said Washington and NATO asked Baghdad to secure a pause so forces could withdraw. ➤ Most resistance factions agreed, on the condition that Popular Mobilization Forces (PMF) positions between Samarra and Karbala are not targeted. ➢ “But if you return [to sin], we will return [to punishment]. And We have made Hell a prison for the disbelievers," the spokesman said. ➤ According to al-Jaafari, US troops are now confined to the Kurdistan region, having been pushed out from all other locations by resistance factions. ➤ NATO has now withdrawn all personnel from its mission in Iraq as of Friday, March 20, with several hundred troops from NATO Mission Iraq departing after recent Iranian attacks on Western military bases; spokesperson Allison Hart said the alliance would “adjust its presence” for security reasons, while a source cited by Al Mayadeen said the Italian contingent had fled to Jordan.

Breaking: The President's son can not stop winning Eric Trump became a strategic investor in XTEND on February 17, 2026. XTEND is an Israeli AI drone maker that has contracts with the Department of Defense and had already been battle tested in Gaza. On February 28, the U.S. and Israel launched strikes on Iran Five days later, XTEND mobilized drone teams from the U.S. at the request of Israel's Ministry of Defense XTEND is reportedly merging with JFB Construction Holdings in a deal valued at $1.5B to go public on Nasdaq, expected to close around mid-2026. The Trump's family intuition strikes again

What if the entire gold and silver jump was insiders front running retail? There was no war. No crisis. But gold was up 65% anyway. Here's the full story. Central banks started buying gold like never before. China, Russia, India, Poland buying for three straight years. More than 3,000 tonnes bought between 2022 and 2025. Double their historical pace. This started the moment the US froze Russia's dollar reserves in 2022. Every country on Earth got the same message that day. Dollar reserves can be seized overnight. Gold cannot. But central banks weren't the only ones buying. JP Morgan, Morgan Stanley, BlackRock and Citi were ALL quietly accumulating gold and simultaneously publishing research reports telling YOU to buy. JP Morgan said Gold will hit $6,300 Morgan Stanley said Bull case $5,700. They were buying at $2,000. Writing reports at $4,000 and telling retail to buy at $5,000. Unlike central banks who buy gold to HOLD forever, institutions buy gold to SELL. Central banks hold gold as a reserve asset. Institutions hold gold as a trade. From 2022 to 2026, gold pumped almost 250% and added $28 trillion to its market cap. Then retail joined late when gold went vertical in January 2026. Regular investors saw the numbers. ETF inflows hit all time records. Everyone piling in right as the people who bought at $1,800 needed an exit. Then the war started. US and Israel struck Iran on February 28. Oil supply disrupted. Strait of Hormuz threatened. Every reason for gold to explode was on the table. Retail thought this was the moment. But since the war started, gold is down 25%. Why did gold FALL during a war? Because institutions needed an exit and the war gave them the perfect cover. Oil spiked → inflation fears → rates stay high → gold loses its appeal → stop losses triggered → margin calls hit → algorithms accelerated the dump. The retail buyer became the exit liquidity. In simple terms: Central banks built the floor. Institutions built the hype. Retail provided the exit. The war pulled the trigger. Insiders loaded up at $1,800. Wrote reports at $4,000. Sold to retail at $5,500. Gold dumped below $4,200 today. The oldest trade in finance, Played perfectly.

🚨NEW: A senior Iranian official tells Drop Site’s Jeremy Scahill and Murtaza Husssin: “There aren’t any negotiations taking place. The Iranian side has simply communicated its conditions to [the U.S.] and even that has been done indirectly,” adding that U.S. messages have also only been passed through intermediary countries. 🔸 The same official said Iran’s conditions for ending the war include: 1. A simultaneous ceasefire in Iran, Lebanon, and Iraq, rejecting a limited deal like the 2025 “12-Day War,” which Tehran says was used to buy time for renewed attacks. 2. On missiles, the official said: “Given its defensive nature in countering Israel, this program will continue unchanged and with increased intensity in the event of a ceasefire… The missile program shall not be subject to negotiation under any prospective talks.” 3. On nuclear policy, the official said: “In light of the violations of international law by the United States, as well as Israel’s extensive attacks on nuclear facilities, Iran will formulate a new doctrine,” and that enrichment activities “will continue, either independently or in cooperation with China and Russia.” 4. On reparations: The official added Iran will pursue compensation for damages caused by U.S. and Israeli strikes in any future agreement. 🔸 Iranian officials say Trump’s public statements are aimed at stabilizing markets, with one official saying: “The fact that he publicly responds… is solely intended to manage the financial markets—nothing more.” 🔸 Trump, meanwhile, continues to insist talks are happening, saying his envoys held “very strong talks” and adding he won’t identify the Iranian contact because “I don’t want him to be killed.” 🔸 Iranian officials say U.S. messages, received through intermediaries, are inconsistent and “difficult to assess,” and any willingness to halt attacks appears to be “aimed at reassuring” intermediator countries and are “not taken seriously,” by Tehran. 🎥 @jeremyscahill discusses the latest report on @DanielLDavis1. Our full report on linked below 🔽

Energy industry insider in Iran tells me the following, and it is STUNNING: Before the war, Iran produced just shy of 1.1mn barrels of oil per day, and sold it at $65 per barrel minus $18 discount (i.e. $47) Today, it produces 1.5mn barrels a day, and sells it at $110 with only $2-4 discount. And this does not include petrochemical sales that not only have increased, but are now being sold to a larger set of customers compared to before the war. Moreover, Iran is receiving payments through new mechanisms that bypass the UAE, which were set up after the June war. In essence, and this is really important to understand, Trump and Israel's war has ended up delivering Iran de facto sanctions relief. This means that Iran is all the less incentivized to end the war, unless the agreement provides Iran with formal sanctions relief.

LOL. Trump is now PRETENDING to negotiate with Iran so he can say they've agreed to almost everything, in order to push oil prices lower for a few more days. His new "5-day" delay lines up perfectly with a planned U.S. Marines landing assault after the close of markets on Friday, at which time Trump will claim Iran backed out of the (imaginary) negotiations, and thus we had to land Marines to take the Straight by force. That's what's shaping up here. Don't be fooled by Trump's false claims of negotiations. It's all theater for gullible Fox News idiots.

The 20-year Treasury yield just punched through 5%. That’s the bond market telling you something the White House press office won’t: the trade war tariff and Iran chaos is starting to look a lot like a self-inflicted credit event. Foreign holders are selling US Treasuries. Yields spike when prices fall. Basic stuff. Painful stuff. The downstream math writes itself. 7% mortgages. $4 gas. Here’s the part that should make you spit out your coffee: this isn’t happening because the economy is roaring. It’s happening because the world is quietly, methodically, repricing the risk of holding American debt. That’s a very different animal. The adults used to be in the room. The room is now on fire and someone is arguing about the drapes. Talk about a turn of events. Gandalv / @Microinteracti1

This is notable news from Bloomberg given Apollo's standing in private credit: "Apollo Global Management Inc. is curbing redemptions from one of its largest non-traded private credit funds for retail investors, becoming the latest alternative asset manager to grapple with a surge in such requests. The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%." #economy #markets #privatecredit

This is unprecedented: Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion. These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to shipping firms and industrial users. Short positions have DOUBLED since the start of the year. By comparison, the 2022 energy crisis peak was ~$155 billion. By selling futures contracts at today's prices, producers are agreeing to sell their future oil at ~$100+ per barrel, even if the market price falls by the time they actually pump it. This guarantees their revenue regardless of where prices go next, protecting their margins when prices normalize. Oil producers are seeing unprecedented profitability.

🇫🇷🇺🇸 French Gen. Richoux on Trump begging Europe for Hormuz help: “He can go fuck himself.”

Emperor sitting in the White House thinks that World 🌎 should wag their tails in front of him. TRUMP LIES, someday someone will write a book on that. As hypocrisy is said to be the highest compliment to virtue, the art of lying is the strongest acknowledgment of the force of truth. Problem with the Americans is that first they create conflicts, and later use the same to justify their actions. If they don’t create conflicts .. how will they make money by selling their weapons ? And in selling weapons they force the other Nations to give them space to built their Armed bases, devaluation of currency. America has played major role in rise of Islamic Terrorism. They have always used them for their dirty games and power grab. They can never be trusted. But look at the irony … every year America witness hundreds of mass shooting incidents on their soul, America is number one in consumption of drugs, every 68 seconds a person is sexually assaulted… Karma spares no one… Today #Cuba is going through worst humanitarian crises thanks to Trump but no one talks about that. They killed 170 innocent children in school but still they are champions of human rights World doesn’t need an Emperor and moreover if you want respect then start respecting others too. Bullies don’t run Nation.

@Timesofiraan NOBEL LIAR AWARD Asked Google …. Why does Trump lie so much ? Imagine even the AI agrees that He lies as he breathes. And his lies are just to fool his supporters. What a Tragedy!