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Daily
Every morning
Weekly
Tuesday recap
If this war lasts much longer, it's not just an oil shock that could destabilize the economy. Food too. "We are facing a risk of stagflation" - @JosephEStiglitz Apple🔊https://t.co/7Ewtn8N1AT Spotify📽️https://t.co/3AKmC9yw2d YouTube📽️https://t.co/yR3j6zbCrB https://t.co/hYJLSPL2uF
OUT NOW - @martinwolf_ on "nightmare scenario" for oil prices and why the democratic regime change in Iran is "extremely implausible" 🇮🇷 Apple🔊https://t.co/YIUZqmamAH Spotify📽️https://t.co/TIAT3VANJk YouTube📽️https://t.co/unzLSGazzM https://t.co/MQl4DAj8d0
OUT NOW - how @JosephEStiglitz sees it: - higher oil & food prices and "Economic Chaos" are serious risks of U.S.-Iran War - "significant probability" AI is in a bubble Apple https://t.co/7Ewtn8N1AT Spotify https://t.co/3AKmC9yw2d YouTube https://t.co/yR3j6zbCrB 1/3 https://t.co/7fTyMMYBkK
Interview coming out very soon with legendary economist (by some objective measures he is #1 economist of all time) He has severe concerns about an oil shock & stagflation
Foreign Minister of Iran claiming current oil disruption is 4-20x more severe than previous oil crises https://t.co/33VOGTSEeb
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
OUT NOW - Michael Howell @crossbordercap on: - why he expects 2026 to be bad for risk assets - why he's bullish bonds & Chinese stocks - Gold, Bitcoin, & yield curve, and "Turbulence" phase of Liquidity cycle Apple🔊https://t.co/7bjoJLeYdJ Spotify📽️https://t.co/plpNPVQicu https://t.co/1mD9VJPm5e
What’s with this framing? Lebanese people “die” but Israelis are “killed” — what’s the deal with the selective word choice here?
One Greek Gunslinger does not make a global petrochemical supply chain... 94% of traffic is shut
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
This is extremely impressive. Congrats to @prometheusmacro and the clients who are using its models If you are looking for Quant Macro That Actually Works, Aahan is your guy
Worst sell-off in this logistics/tech company since 1998 (LTCM & Russian Debt Crisis) $EXPD Bigger than Tariffs, March 2020, 2008. AI Fears https://t.co/pSckCN9oYm
I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton https://t.co/bNqmCOVYCt https://t.co/7NJ9NoBZCx
Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap, EVEN MORE than in 2011 (prior speculative peak). Well sourced from "largest smelter in New York" Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi https://t.co/ng04tObLMG
OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P 500, Bitcoin, Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy
About 65% of $SPGI's (down >20% over past month) pre-tax earnings come from ratings & indices. The potential challenge that AI poses to S&P's analytics/consulting/intel business is something I get. But I don't understand AI's bear case for ratings & indices,...
