Six weeks into a ceasefire both sides have repeatedly violated, with U.S. self-defense strikes on Iranian launch sites as recently as May 7. Operation Epic Fury was declared concluded May 5. The Strait of Hormuz is still passing nine ships a day instead of 135, and U.S. retail gasoline keeps climbing — with a Wall Street legend warning of a tipping point and motor oil joining jet fuel on the shortage list.
The IEA says Europe has maybe six weeks of jet fuel left. The warning checks out — and the same forces are already lifting US airfares, diesel, and LNG prices.
President Trump spent Easter weekend threatening to destroy Iran's infrastructure, then warned Tuesday morning that 'a whole civilization will die tonight.' The world spent 10 hours wondering what he meant. By evening, he announced a ceasefire. By morning, it was already fraying.
In his annual shareholder letter, JPMorgan's CEO backs the war in Iran while warning that oil shocks and sticky inflation could tip the U.S. into a recession reminiscent of 1974 or 1982.
On February 25th, I paid $2.499 a gallon at a Sheetz in Ohio. Three days later, the U.S. began bombing Iran. Five weeks later, gas at my local pumps in Connecticut hit $3.95 — and the worst-case scenarios haven't even started.
Mojtaba Khamenei, a man who has never held public office, given a major speech, or shown his political hand, now leads the Islamic Republic during its worst crisis since 1979. The Revolutionary Guards got the leader they wanted. Whether Iran's people did is another question.
Iranian drones struck three AWS data centers in the first week of the Iran war. It's the first time a major cloud provider lost facilities to a military attack, and it should change how all of us think about disaster recovery.
The United States and Israel launched coordinated strikes across Iran on February 28, killing Supreme Leader Khamenei and over 40 senior officials. Iran retaliated against nine countries. Three American service members are dead. The diplomatic path that existed 48 hours earlier is gone.
At the World Economic Forum, AI luminaries debated AGI timelines, Nvidia's CEO called for trillions more in infrastructure spending, and the IMF warned of a job market 'tsunami.' Meanwhile, Trump claimed the U.S. leads China 'by a lot.'
In the early hours of January 3, 2026, the United States executed a military operation that captured Venezuelan President Nicolás Maduro. The geopolitical implications are vast—and so are the unanswered questions.