Iran Deputy FM: We’re not laying mines in Hormuz Strait

https://x.com/Osint613/status/2032123778298159602

Iran’s Supreme Leader Mojtaba Khamenei released only a written statement No video or photographic documentation accompanied the message

https://x.com/OpenSourceZone/status/2032088058237960467

“Please, Please, Please”: Denmark’s Energy Minister Begs Citizens To Stop Driving As Global Energy Shock Spreads

“What the Danes should please, please, please do is, if there is any energy consumption that you can do without…”

https://www.zerohedge.com/energy/please-please-please-denmarks-energy-minister-urges-citizens-stop-driving-global-energy

“The Situation Is Dire”: Half Of Available Global LNG Tankers Are Trapped In The Persian Gulf

Ship brokers said the 20 ships trapped in the Persian Gulf make up nearly half of all LNG ships currently available for charter.

According to the WSJ, at least 20 LNG carriers a bout half the available global fleet – are trapped in the Persian Gulf, with daily freight costs soaring as demand from Asia surges, according to ship brokers. Bloomberg lists the known LNG tankers which are currently transmitting their positions as follows:

https://www.zerohedge.com/markets/situation-dire-half-available-global-lng-tankers-are-trapped-persian-gulf

Stryker disabled (hackers)

https://x.com/HedgieMarkets/status/2032116601487581212

ripples from the epicenter ….

“Stryker filed an 8-K with the SEC confirming a global disruption to its Microsoft environment and says it has no timeline for restoration.”

Cates with a London Bankers vs London Bankers script

https://x.com/drawandstrike/status/2031374539150491770

in synch with Promethean

and the “Israel last” language?

ANTI-SEMITISM UNLEASHED

The Iran strikes have done what great acts of moral clarity always do: They have forced people to reveal themselves. And what has been revealed, within a movement I have called home for most of my adult life, is an ugly, hateful sub-current that must be named, confronted, and disavowed. There can be no alliance with people who traffic in Jew-hatred, no matter how many correct positions they hold on other issues. Anti-Semitism is not a policy disagreement. It is a moral disqualification. History has proven, without exception, that those who come for the Jews do not stop with the Jews. They come for you next. Every civilization that has turned on its Jewish population has eventually turned on everyone else. This is not a warning. It is a pattern so consistent that to ignore it is not ignorance but willful blindness.

FROM THE DISIDENT MD

https://dissidentmd.com/anti-semitism-unleashed/

PAYWALLED ? …POSTED IN THE COMMENTS SECTION

British tourist, 60, ‘who filmed Iranian missiles’ in Dubai is facing two years in prison

https://www.msn.com/en-ca/news/world/british-tourist-60-who-filmed-iranian-missiles-in-dubai-is-facing-two-years-in-prison/ar-AA1YstuN?

Four Military Drones Stolen from Fort Campbell in Kentucky

The drones were originally stolen in November of last year, but Fort Campbell released information and surveillance photos to the public on March 11.

https://www.thegatewaypundit.com/2026/03/four-military-drones-stolen-fort-campbell-kentucky/

CNN IS SIDING WITH IRAN UNEQUIVICALLY

JUST IN: The White House is SLAMMING CNN for airing 4 minutes of Iran STATE TV uninterrupted

“The same psychotic and murderous regime that has prided itself on brutally slaughtering Americans.”

Iran also let CNN INSIDE their country to “report”

https://x.com/EricLDaugh/status/2032089823545049503

Some Iranians are FLEEING Iran to Armenia instead of rising up

“I’m not sure you can protest this regime…anyone who protests against them is God’s enemy.”

“They killed 40,000 protestors in 2 days. In their point of view, they go to heaven for doing this.”

https://x.com/EricLDaugh/status/2032069841641771433

1 minute

New Ayatollah’s First Message: Hormuz Strait Stays Closed, Warns ‘More Fronts’ Could Open

https://www.zerohedge.com/geopolitical/two-more-tankers-hit-bringing-total-six-ships-oil-tops-100-after-trump-declares-we-won

AND

Fresh US Intel Assessment Says Iran Regime Not Close To Collapse After 2 Weeks At War

“consistent analysis that the regime is not in danger.”

https://www.zerohedge.com/geopolitical/fresh-us-intel-assessment-says-iran-regime-not-close-collapse-after-2-weeks-war

SPACE FORCE

JUST IN: Trump NASA Administrator Jared Isaacman just confirmed that America’s space assets are SURGING our edge over the Iranian regime

Many Democrats INSISTED the Space Force was “useless.” Guess not ??

“Space is the the ultimate high ground! […] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this confli

https://x.com/EricLDaugh/status/2032080670936248344

SILVER : BREAKING OUT IS HARD TO DO

Just interesting — hadn’t seen this type of video before……….no idea if related to current conflict

https://x.com/rubenfama/status/2031890190822764685

10 seconds

Iran May Let Indian Tankers Through Hormuz Strait, Reports Of High-Level Talks

Amid ongoing largest supply disruption in the history of the global oil market.

Bloomberg reports another major potential exception Tehran could make for Strait of Hormuz oil transit. “India is in talks with Iran to secure the safe passage of more than 20 tankers through the Strait of Hormuz, according to people familiar with the matter,” a Thursday morning report indicates.

“Negotiations are still ongoing and are being handled by the ministry of foreign affairs, said the people, who asked not to be named as the conversations are sensitive,” Bloomberg continues. “The narrow waterway, through which around a fifth of the world’s crude typically flows, has been effectively closed since the start of the war in the Persian Gulf.”

https://www.zerohedge.com/energy/iran-may-let-indian-tankers-through-hormuz-strait-amid-reported-high-level-talks

Starmer’s Mandelson Mess Explodes: PM Knew About Epstein Friendship

Signed off on £75K payoff

Another day, another layer peeled back from the rotten core of establishment cronyism, as Keir Starmer faces a torrent of revelations about his handling of Peter Mandelson’s Epstein ties. With payoffs, lies, and deep state cover-ups on full display, this saga underscores how globalist insiders protect their networks at the expense of transparency and justice.

https://www.zerohedge.com/political/starmers-mandelson-mess-explodes-pm-knew-about-epstein-friendship

Et Tu Morgan Stanley?

From Q the Raven:

Tomorrow my appearance on Thoughtful Money that I did today will be posted. But now, a sneak peek. My stark prediction on that episode? That there would be a real run on private credit by the end of this week or Monday of next week. And that’s exactly what’s happening.

Morgan Stanley just joined the list of private credit managers limiting withdrawals.

Both Morgan Stanley and Cliffwater LLC capped redemptions in major private credit funds after investors tried to pull far more money than the vehicles allow. Cliffwater’s $33 billion Corporate Lending Fund limited withdrawals to 7% of shares in the first quarter after investors requested about 14%. Morgan Stanley’s $8 billion North Haven Private Income Fund capped withdrawals at 5%, returning roughly $169 million — less than half of what investors asked for.

The move comes just days after BlackRock also limited withdrawals from one of its large private credit funds.

As I wrote this morning and have been writing for weeks now, the pressure building in private credit is starting to show up in the exact way many managers were hoping to avoid.

According to Bloomberg, Cliffwater had already been facing redemption requests exceeding 7% in its $33 billion Cliffwater Corporate Lending Fund, one of the largest interval funds in private credit. Because the fund is structured as an interval fund, it is required to repurchase up to 5% of its shares each quarter if investor demand reaches that threshold. Management can increase that amount to 7%, but anything beyond that effectively requires limiting withdrawals.

As I wrote about last week, this is exactly the dynamic many private credit managers have been trying to avoid.

When BlackRock began limiting withdrawals from one of its largest private credit vehicles after redemption requests surged, it highlighted a structural issue in the asset class. The firm’s $26 billion HPS Corporate Lending Fund received redemption requests for roughly 9.3% of outstanding shares but ultimately capped repurchases at 5%, meaning only about $620 million of nearly $1.2 billion in requests were fulfilled.

Private credit managers often frame these limits as a normal liquidity feature designed to match long-term loans with long-term capital. But the reality is simpler: when investors want their money back faster than loans can be repaid, funds have limited options. The alternative is selling loans — often at distressed prices.

Once one large fund begins gating withdrawals, investors across the space start paying closer attention. Some try to exit before similar limits appear elsewhere, which increases redemption pressure on other funds.

Cliffwater’s situation doesn’t necessarily mean a full panic is underway. But it does suggest the stress many assumed was isolated may actually be spreading across a market where assets rarely trade and valuations rely heavily on internal models rather than daily price discovery.

As I’ve said repeatedly over the last month, the cracks in private credit were already forming beneath the surface. When liquidity tightens in a market built on long-duration loans and limited secondary trading, redemption pressure becomes the catalyst that exposes those weaknesses.

Stocks closest to the situation include private credit managers like Apollo Global Management, Blackstone, Ares Management, and Blue Owl Capital, along with regional bank exposure through the SPDR S&P Regional Banking ETF.

For years private credit worked perfectly.

Right up until investors started asking for their money back. Funny how that works.

As Kevin Bacon once exclaimed in a hysterical voice in Animal House “All is Well!!”

Don D’s weekly updates…producers

Endeavour Mining (3/5/2026: 2025 results. 1.2M oz at $1450 AISC. $1.1B FCF. Cash balance $450M. Debt $600M. Paid down $500M in debt in 2025. Debt should be gone in 2026. Guidance for 2026. 1.2M oz at $1650 AISC. Current FCF run-rate at $3.1B. Current FCF multiple of 4.7. They are aggressively increasing dividends and buying back shares).

Mineros SA (3/9/2026: Acquired the Tolima property in Colombia for $10M in cash, plus $60M contingent on receiving permits. It’s a 20M oz deposit drilled by Anglogold Ashanti. It has been on hold for a decade due to environmental issues. It appears Mineros decided to do a $10M bet, plus spend money on trying to permit it).

Avino Gold & Silver (3/10/2026: Q4 results. 555K oz at $32 AISC. Cash balance of $102M. No debt. Production will grow substantially in 2027 and 2028).

Power of leverage to silver price increase:  39% increase in revenues (due to silver price increase) resulted in Net Income up 229% and free cash flow up 155%.  That’s why you want to own silver miners.

Chart at a great buy point, filled the gap and has come back to breakout point.  AND, it’s down from $12. You’d make around 50% just getting back to old high.

A ton of urea flows through the straights normally….

Approximately 30% to 45% of the world’s traded urea passes through the Strait of Hormuz. This critical, narrow waterway is a major artery for global fertilizer, with more than 20 million tonnes of urea transported

MOS – Increasing fertilizer prices making stock run.  Bought this one from Miners and Metals reco last week.  Note the large volume spike on the up move.

Worst Case Scenario for Silver

Here is my worst case scenario for silver. We will see 43 dollars if price follows the ABCD extensions.

China-Based Copper Scam Leaves Cooling Firm With Fake Metal

Thermal Grizzly CEO Roman “Der8auer” Hartung says his company recently fell victim to large-scale materials fraud while trying to source copper and aluminum for its cooling products, according to PC Gamer.

The company needs several tons of metal to machine components such as GPU water blocks. With copper prices rising and European supplies expensive, Hartung turned to suppliers in China’s metal market. After reviewing documentation and conducting supplier checks, Thermal Grizzly placed two orders—one for copper and another for aluminum and copper.

The orders cost about €40,000. While some value can be recovered as scrap metal, the company still faces a significant loss. Legal options are limited because the suppliers are based in China.

https://www.zerohedge.com/markets/china-based-copper-scam-leaves-cooling-firm-fake-metal

Oil Soars As 2 Oil Tankers Explode In Persian Gulf, Iraq’s Oil Ports Stop Operations

UPDATED

Sixth Ship Struck: Oil Tops $100 As Tanker Attacks Escalate Hours After Trump’s “We Won”

Shipping turmoil escalates as multiple vessels (at least six) struck overnight

Brent crude oil prices top $100 amid “the largest supply disruption in the history of the global oil market,” the IEA reports.

Dubai suffers significant drone attacks

https://www.zerohedge.com/geopolitical/two-more-tankers-hit-bringing-total-six-ships-oil-tops-100-after-trump-declares-we-won

 

…one tanker, which was flying a foreign flag, is believed to be American…

 Top headlines of conflict 

https://www.zerohedge.com/geopolitical/hegseth-warns-most-intense-day-operation-epic-fury-iea-plans-largest-ever-spr-dump

And they were wrong.

The US said just 24 hours earlier there was “no indication” this was happening.

https://x.com/_Investinq/status/2031905184037896327

Iowa farmer

We’ve had this huge jump in fertilizer prices because of this conflict. With 30% of fertilizer coming through the Strait or Hormuz, we’ve only been in conflict for 12 days here, and our fertilizer costs have jumped 77%.

https://x.com/i/status/2031812208938590717

Interest rates Weekly 200 ema

 

 

Breaking: A major internal power struggle is unfolding in Iran, reports Channel 14’s @DBalazada

Mojtaba Khamenei and IRGC have identified Ali and Sadiq Larijani as prime threats, and have compiled incriminating evidence of corruption to oust them

https://x.com/DrEliDavid/status/2031831953003946052

America just revealed a capability most people didn’t know existed. Electronic warfare systems mounted on Black Hawks that can shut down an ENTIRE battlefield without firing a single round.

THIS ACCOUNT IS NEW TO ME. NOT SURE IF THIS GUY IS THE REAL DEAL OR NOT BUT HE IS MAKING SOME FANTASTIC CLAIMS

https://x.com/JinWooIQ/status/2031822470441799825

IS THIS THE DISCOMBOBULATOR ??

I ASKED GROC IF THIS SOURCE IS CREDIBLE AND IT SAID DEFINITELY NOT

SO BEWARE OF THESE THINGS THAT ARE POPPING UP ALL OVER THE PLACE

SAME SOURCE AS THE POST BELOW

“Risk Of Attack Is Too High”: US Navy Refuses To Provide Escorts To Ships Transiting Hormuz Strait

The US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz since ?the start of the war, saying the risk of attacks is too high for now…

The U.S. Navy has held regular ?briefings with shipping and oil industry counterparts and has said during those briefings it is unable to provide escorts for the time being, three unnamed shipping industry sources told Reuters. They added that the shipping industry has been making requests almost daily during the calls for naval ?escorts through the strait. One of the sources said the Navy’s assessment during Tuesday’s briefing had not changed and that escorts would only be possible once the risk of attack was reduced, which judging by images like the one below of a container ship in the Gulf today won’t happen any time soon.

https://www.zerohedge.com/markets/risk-attack-too-high-us-navy-refuses-provide-escorts-ships-transiting-hormuz-strait

Three cargo ships were attacked in the Persian Gulf overnight, per UKMTO alerts.

Two suffered damage, and the third is ablaze, with the crew abandoning ship.

https://x.com/Osinttechnical/status/2031645364495761864

The US just dropped a bomb it’s only used ONCE before in history. And nobody is talking about what it just erased.

The GBU-43/B Massive Ordnance Air Blast just hit an Iranian ballistic missile production facility. This is the most POWERFUL non-nuclear weapon on Earth ? and it was just used for only the SECOND time in 20 years of existence.

THE WEAPON:
? GBU-43/B MOAB — 21,600 lbs total weight
? 18,700 lbs of Composition H-6 explosive
? Blast radius: 1 MILE in every direction
? Yield equivalent: 11 tons of TNT
? Unit cost: $170,000
? Delivered by MC-130 Combat Talon
? First use: April 13, 2017 — Afghanistan, ISIS tunnel complex in Nangarhar Province
? Second use: NOW — an Iranian missile production facility

https://x.com/JinWooIQ/status/2031813343892422721

CROSSFIRE HURRICANE EXPOSED

THIS IS MAYBE THE BIGGEST STORY OF ALL…MUCH BIGGER THAT OPERATION KAKAMAIMIE AND ALL THE OTHER TRUMPIAN STORIES IN THE LAST DOZEN TRUMPIAN YEARS

JEFF CHILDERS HAS THE ANALYSIS BUT IT DEMANDS A SEPERATE GOLDTENT POST

…………

Independent media is having a moment. Remember Operation Crossfire Hurricane, the RussiaGate illusion Obama and Hillary cooked up that led to the Mar-a-Lago raid? Turns out it was only the beginning. Yesterday, John Solomon’s Just the News broke the story as an exclusive, headlined, “Trump targeted by four FBI code-named counterintel probes that ensnared hundreds of Americans.” Four! Corporate media completely ignored it, but early this morning (Q followers: at 12:57am, in case that means anything), President Trump reposted the story on Truth Social without comment.

Beginning in the summer of 2016, at the precise moment Donald Trump accepted the Republican presidential nomination, Obama’s FBI launched a counterintelligence operation against him. They were having such a great time. The first operation was code-named Crossfire Hurricane, named after a Rolling Stones song with the upbeat lyrics ‘it’s a gas, gas, gas.’

The party was just getting started. Crossfire Hurricane was only the opening act.

Over the next four years of the Biden Autopen regime, the FBI ran three more domestic spying operations —using tools meant for terrorists and spies— against Trump and Republicans. They were each called: Round River, Plasmic Echo, and Arctic Frost. The ops ran sequentially, each successive “probe” starting as the prior one concluded, so that the spying continued in a single glorious, uninterrupted arc from the summer of 2016 until the final hour of the Biden administration on January 20, 2025, literally right up to President Trump’s inauguration.

Ten years. A whole decade of constitutional abuse. It wasn’t really four different operations. It was one ten-year operation, code-named “Spy on Republicans.”

Each successive operation swelled in size as the domestic surveillance increased. The final op, Arctic Frost, targeted nearly 400 conservative groups and thousands of Americans, including 1,200 persons specifically identified as being in “protected First Amendment categories” like lawmakers, defense lawyers, filmmakers, and journalists.

The article reported that “officials said the two middle operations, Round River and Plasmic Echo,” which sound like names for Dollar Store scented candles, “are just beginning to be declassified so Congress can be fully read in, and may produce some of the most troubling abuses.” These will be new, never-before-seen scandals.

At least a dozen members of Congress and their staffers were swept up in surveillance. Eight sitting Republican senators were surveilled. Senator Chuck Grassley (R-Iowa) called it “unconstitutional overreach that makes Watergate look like jaywalking.” Trump’s future White House Chief of Staff, Susie Wiles, was targeted. A political consultant’s emails were penetrated via a classified subpoena two weeks after joining the 2024 Trump campaign— the subpoena captured, verbatim, “correspondence on The Trump Campaign’s private strategies and deliberations.”

Since the subpoenas were classified, the targets had no way to challenge them or even know about them. Judges signed off on them, too. (That’s a whole different problem. According to various reports, between 1979 and 2023, the secret FISA court judges denied only 12 FBI applications out of forty-two thousand.)

Kash Patel himself was surveilled (ironically, by the same FBI that he now runs). At least 1,200 Americans specifically identified in constitutionally protected categories were subjected to warrants, wiretaps, phone record analysis, or grand juries. The ugliest part is that the records of the four operations were all stamped “prohibited access” and kept out of FBI computer systems (paper only), and hidden from most rank-and-file FBI agents themselves.

According to the article, Director Patel has assigned a small team of agents to hunt for the files and uncover abuses, assisted by a handful of senior executives who can navigate the bureau’s Byzantine storage systems and unearth well-buried evidence.

Assistant Attorney General Harmeet Dhillon told John Solomon that criminal charges are “indeed possible” under the Klan Act’s conspiracy against rights charge, which she noted “dates back to the start of the Ku Klux Klan.” The article noted that the FBI has been working with a grand jury in South Florida since last summer.

In 1975, the Church Commission found the CIA’s “Family Jewels”— hidden internal memos describing decades of unconstitutional abuse. That discovery led to the only major intelligence reform in American history: oversight committees, the (useless) FISA court, and a ban on assassinations. “Prohibited Access” is our generation’s Family Jewels scandal— except this time, the hidden files don’t describe what the FBI was doing to foreigners.

They describe what the FBI did to an American president, his allies, his lawyers, four hundred conservative groups, and thousands of his fellow citizens. In 1975, Congress publicly investigated the CIA. In 2020, the FBI began secretly investigating Congress. The party in power —the Democrats— weaponized the justice system against its domestic political opponents. If this story were about Turkey or Brazil, the New York Times would easily identify it as “banana republic tactics.” If it bothered.

This kind of thing is literally the hallmark of authoritarian governance. It is a full-blown constitutional crisis. A lot of books will be written about this.

Matt Taibbi at Racket News broke the ugliest story: Prohibited Access files aren’t just classified. They’re ghosts. When an agent searches for them in Sentinel, the system returns a false negative— it doesn’t say “access denied,” it says the file doesn’t exist. The FBI confirmed this to Congress: “search terms that exist in Prohibited Access-status cases … will receive a false-negative Sentinel search response.”

That’s not a ‘security measure.’ Don’t make me laugh. It’s a cover-up architecture.

Independent journalist Matt Taibbi uncovered that there are no written rules for transferring knowledge of these files between administrations. It’s described as an oral tradition, passed down among senior officials, independent of agents below and political appointees above. An oral tradition! As though it were a family cookie recipe. For files that don’t officially exist.

For nine consecutive years, the FBI treated an elected President of the United States as a national security threat. The operations ran through four administrations — Obama, Trump’s first term, Joe the Cabbage, and into Trump’s second. That means the FBI maintained continuous surveillance of a sitting president during his own presidency. The executive branch was spying on the head of the executive branch. That’s not a rogue operation. That’s a parallel government.

Then someone buried those files in an illegal filing system to ensure nobody could ever find them. It would be funny if it weren’t so offensive. The FBI’s job is to find things, not hide them from itself.

Running off-books operations against Americans is a very strange way of protecting National Security. To say the least.

Calling it the “biggest political scandal in American history” feels inadequate since that phrase has been rendered meaningless by overuse. But for nine consecutive years, through four administrations and four code-named operations, the FBI treated the once and future President of the United States as an enemy of the state. Someone in the bureau stamped those files so nobody could find them. But we found them anyway.

In the end, they failed at failing. Their secret filing system is seeing the light. Four code names, nine years, piles of burn bags, uncounted secret SCIFs, and the only thing they caught was their own gluteus maximus. This cannot possibly stand without a forceful answer. Prepare for the Reckoning.™

The Good ‘Ol Boyz Club

An issue now gaining major attention in the United States: three Israeli brothers have been convicted on charges of sex trafficking and raping around 60 American women. The three brothers are reportedly business partners of Ivanka Trump and Jared Kushner in the real estate sector, and were convicted today of raping at least 60 women. The brothers — Oren, Tal, and Alon Alexander — are known as strong supporters of Donald Trump. They attended election night events and White House gatherings. Some victims were drugged and transported across state lines, before being physically restrained and sexually assaulted. Oren, Alon, and Tal Alexander were found guilty on all ten charges, including conspiracy to commit sex trafficking and sex trafficking by force, fraud, or coercion.

https://x.com/i/status/2031450665101242576