8/25/26: Bessent Threatens Blowing Up Global Finance, Canada Trade War Begins, SCOTUS Mail In Decision

The U.S. will enforce a zero-leverage approach and target any country or bank facilitating Iranian oil transactions.

Iran's trading partners do not take U.S. economic threats seriously because the U.S. lacks the economic position to follow through.

The U.S. has already defeated Iran militarily and is now focused on taking their money.

Bessent will do whatever it takes to put the fear of God into bond vigilantes by shorting the long end of the curve.

Once markets believe Treasury is defending a price, every rise in yields becomes a test of official resolve.

Bessent's strategy is a public relations effort timed for the midterms that cannot structurally change the debt problem.

Bessent is comparing 1992 Britain to the 2026 U.S., which is an insane comparison given the different economic contexts.

The U.S. is in a position of extraordinary weakness with critically low oil inventories, making it unable to handle additional crises.

The administration is using vague economic threats to avoid an escalation trap because military options are exhausted.

Canada has been ripping off the U.S. and will face 50% tariffs on autos and steel unless they build in the U.S.

The U.S. tariffs are unjustified and will hurt American auto workers in Michigan, Ohio, and other states.

Donald Trump can kiss his ass, and he has a lot of room to do so.

The tariffs affect only 5% of imports from Canada and will not impact U.S. well-being or inflation.

States cannot challenge the executive order based on speculative harm, and the administration would suffer irreparable harm if it were blocked.

The SCOTUS decision does not validate the substance of Trump's unconstitutional executive order or restrict mail-in voting.

Trump is trying to sever the link between his economic performance and democratic checks by federalizing election administration.

There is no evidence of systematic non-citizen voting, and the Save Act is a pretext for federal control over state elections.

Centrist Democrats circulated a deceptively edited clip to condemn Al-Sayed while pretending to support him.

Al-Sayed delicately chucked Hassan Piker under the bus after facing opposition from Mike Rogers and others.