Monday, July 27, 2026

Mid-Day Thoughts And Observatioins -- July 27, 2026

Locator: 51274ARCHIVES. 

Porsche: this is interesting. 

Observation

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Tea leaves:

  • the Fed won't raise rates this week;
  • Warsh's teams have just begun working; not yet finished;
  • the Fed's annual Jackson Hole, Wyoming, meeting scheduled for end of August, 2026
  • Warsh's teams will report at that meeting.
  • Iran War remains in flux: oil prices will have great effect on inflation rate.

Tea leaves:

  • Iran
    • the "official Iranian government" not in charge;
    • IGRC is now independent, running its own "government"
    • US has paused for the past three days and apparently willing to pause for an extended period;
    • IGRC has returned to firing drones on its neighbors
  • Iran: Persian conflict
  • the rest of the mideast: Arab
  • chatbot query: fundamental split before the Persians and the Arabians in the Mideast;
  • IRGC firiring drones now?
    • not taking the war to the US; 
    • rather, this is IRGC's message to the "official government of Iran." 

From Reuterslink here: