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Vol. 1  ·  No. 694
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172 articles
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Coverage: iran
172articles
Apr 1, 2026first coverage
Oct 5, 2026most recent
Behavioural (24)Geopolitical (107)Market (3)Daily Thread (29)Tax & Wealth (1)Weekend Edition (5)Month at a Glance (2)Economy (1)
Geopolitical
The Ceasefire Is Real. The Strait Is Not Open. Those Are Two Different Things.
A two-week ceasefire is in effect between the US and Iran. It was brokered by Pakistan hours before Trump's threatened deadline, and both sides have claimed victory. Talks begin Saturday in Islamabad,
Apr 9, 2026 4 min
Behavioural
The Deadline Effect: Why Today's 8 PM Countdown Is Designed to Feel Like a Crisis
Trump has set an 8 PM ET deadline tonight for Iran to reopen the Strait of Hormuz or face strikes on its power plants and bridges -- the third deadline he has issued and extended since the conflict be
Apr 7, 2026 3 min
Geopolitical
Eight PM Tonight: What the Hormuz Deadline Actually Means for Canadian Portfolios
Day 38 of the U.S.-Israel war on Iran. Trump has set 8 PM ET tonight as his final deadline for Iran to reopen the Strait of Hormuz -- the third such deadline he has issued since the conflict began Feb
Apr 7, 2026 4 min
Daily Thread
Oil Fell on the Day the U.S. Bombed Iran's Main Oil Terminal
Brent crude closed near $106, down nearly 3%, on the same session in which U.S. forces struck Kharg Island, Iran's primary oil export terminal. Oil moving down on confirmed physical destruction of Ira
Apr 7, 2026 3 min
Behavioural
One Year of Taco Trades: What Liberation Day Teaches About How Investors Actually Behave
One year ago today, the S&P 500 had already fallen 10% from Liberation Day's announcement, and investors were panic-selling into one of the fastest market drops in decades
Apr 6, 2026 4 min
Geopolitical
Iran War Day 37: Ceasefire Talks, Trump's Tuesday Deadline, and What a Deal Would Mean for Canadian Portfolios
A 45-day ceasefire framework is being discussed between the U.S., Iran, and regional mediators, according to multiple sources cited by Axios and NBC News. Trump has not signed off on the proposal. He
Apr 6, 2026 4 min
Market
Five Risks, One Monday: How the TSX Opens Into the Most Compressed Risk Environment of 2026
The S&P 500 is down 5.1% year-to-date as Liberation Day tariffs took effect April 2 under a new Section 301 framework. The "Sell America" trade that emerged one year ago has become a structural realit
Apr 6, 2026 4 min
Geopolitical
April Will Be Worse Than March. The IEA Said So. Here Is What That Means.
IEA Executive Director Fatih Birol warned Wednesday that the energy crisis sparked by the Iran war "will be much worse" in April than March, because pre-war cargo shipments that transited the Strait b
Apr 2, 2026 4 min
Behavioural
The Ceasefire Trap: Why Investors Keep Buying the Rumour and Selling the News
The ceasefire hope-and-disappointment cycle has now repeated three times since the Iran war began on February 28: oil fell on March 23 when Trump suggested talks, surged on March 27 when they failed,
Apr 2, 2026 4 min
Market
TSX Rallies 700-Plus Points as Ceasefire Hope Returns to Markets
TSX up 738 points to 32,673 as Trump's ceasefire claim triggers a broad risk-on rally across North American markets, following Tuesday's 833-point surge
Apr 1, 2026 4 min
Geopolitical
Trump Claims Iran Wants a Ceasefire. Markets Are Rallying. Here Is What Is Actually Happening.
Trump posted on Truth Social this morning that Iran's president asked the U.S. for a ceasefire and he will consider it only after the Strait of Hormuz is "open, free, and clear." Iran has not confirme
Apr 1, 2026 4 min
Behavioural
The Rally Trap: Why Two Good Days Are the Most Dangerous Moment in a Crisis
After five weeks of losses and a 7% S&P 500 decline, markets have posted two sharp consecutive gains totalling more than 5% on Iran ceasefire signals, a pattern that behavioural research identifies as
Apr 1, 2026 5 min
Showing 161–172 of 172 articles
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