Goldtent TA Paradise

CO-PILOT ( MY NEW BEST FRIEND ) HAS THIS TO SAY ABOUT THAT )

SO THE REPORTS OF UP TO A DOZEN MINES IN THE AREA ARE NOT CONFIRMED BY ANY SOURCE?
Copilot said:
Copilot
Correct.
As of now, reports claiming “up to a dozen mines” in the Strait of Hormuz are not independently confirmed by any source.

What we can state with certainty
No neutral or independent authority (UN, IMO, commercial mine?countermeasure operators, neutral navies, or released satellite analysis) has publicly confirmed the presence, number, or recovery of mines in the strait.
dawn
Iran has formally denied laying any mines, in a direct AFP interview with Deputy FM Majid Takht?Ravanchi (“Not at all. This is not true.”).
timesofisrael
+1
Where the “dozen mines” reports come from
Mentions of possible mines trace back to U.S. government claims or U.S. officials speaking anonymously to media outlets, asserting Iran may be laying or preparing to lay mines.
These claims have not been accompanied by publicly released evidence (no imagery, no mine?clearance confirmation, no recovered devices shown).
cbsnews
What would count as real confirmation (and hasn’t happened yet)
Any of the following would qualify—but none have been publicly reported:

Confirmation of mine detection or clearance by neutral naval forces
Commercial shipping advisories citing confirmed mines (not just “risk”)
Insurance war?risk notices explicitly referencing verified mines
Released satellite imagery identifying deployed naval mines
Bottom line
? Confirmed: Iran’s denial.
? Not confirmed: The existence of any mines, including claims of “up to a dozen.”
?? Current status: Allegations only, based on unverified claims, not corroborated evidence.
If you want, I can monitor the specific indicators that would signal confirmation (mine?clearance activity, insurer bulletins, or neutral naval statements) and summarize only when something concrete appears.

essential mideast background reading

https://x.com/_Investinq/status/2032136043642728670

Karp says AI will heavily disrupt college educated, highly trained professionals, the core Democratic voter base in cities and suburbs.

pedro reads this as laying the foundation for military fascism … a federal techno military triad alliance.
arms length superficially, but integrated in reality.

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

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

“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

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

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.”

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

in synch with Promethean

and the “Israel last” language?

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

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?

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/

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

“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

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

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

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

10 seconds

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

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

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!!”

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.

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.

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

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

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

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

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

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

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

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

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

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

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