URGENT: Iran death toll 203 — Russia Oreshnik near Poland — Big Oil: “Venezuela uninvestable”

Описание: URGENT: Iran death toll 203 — Russia Oreshnik near Poland — Big Oil: “Venezuela uninvestable”. Iran’s protest crackdown has now reached at least 203 deaths (with thousands detained) under a near-total information blackout, making real-time verification difficult and raising tail-risk across energy markets.
Russia just fired its Oreshnik hypersonic missile at a target in western Ukraine near the Polish/NATO border — a deliberate signal aimed at Europe and alliance stability.
And in Washington, Big Oil delivered the blunt truth policy can’t ignore: ExxonMobil’s CEO said Venezuela remains effectively “uninvestable” without major legal and security reforms — despite enormous reserves.

Meanwhile, markets are acting like none of this matters: U.S. equities have been printing fresh highs even as geopolitical flashpoints multiply.
And the next major catalyst is already circled: the U.S. Supreme Court’s tariff decision could reshape refund fights and corporate positioning in the $133B–$150B range, depending on how the ruling lands.

In this episode, we connect the dots between Iran (oil tail-risk), Russia/NATO signaling, Venezuela’s investment reality, record-high equity positioning, and the tariff liquidity shock — so you’re not blindsided when “calm markets” suddenly turn chaotic.

Iran protests, Iran death toll 203, Iran blackout, Middle East crisis, Strait of Hormuz risk, oil price, Brent crude, Russia Oreshnik, hypersonic missile, Poland border, NATO risk, Ukraine war escalation, geopolitics, market crash risk, risk off, safe haven, gold, silver, inflation hedge, Exxon Venezuela uninvestable, Venezuela oil reserves, PDVSA, Chevron Venezuela, energy markets, S&P 500 all time high, stock market record, Supreme Court tariffs, tariff refunds, 133 billion refunds, 150 billion refunds, IEEPA tariffs, macro finance, global risk, defense stocks, liquidity shock, volatility, bitcoin macro, Bullion Alarm

#Iran #Russia #NATO #Oreshnik #Venezuela #Oil #Macro #Geopolitics #Stocks #Gold #Silver #Tariffs #SupremeCourt #RiskOff

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