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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on the 28th, even after the Iran strikes kicked off).... https://t.co/lN7kpVWonh
Hard Assets vs. Financial Assets in a Multipolar World 2026 Coal $CNR +33% Oil & Gas $XOP +33% Natural Gas $FCG +27% Gold $GLD +16% Uranium $URNM +16% Silver $SIL +13% Copper $COPX +6% Nasdaq $QQQ -3% Mag 7 $MAGS -9% Banks $KBWB -10% Bitcoin $IBIT -19%
Chemicals $LYB February: $58 December: $42 *Sell-side research analysts across Wall Street., scrambling to upgrade to buy from sell / hold.
Nvidia $NVDA unchanged since October with hard assets ripping higher - up 1% after the close, Lord pump master is losing his touch :) https://t.co/417bLFxptb
A $1.3T valuation hit so far... Microsoft $MSFT -30% off sale, stock close to unchanged since Q4 2023, "AI revolution."
"AI Revolution" - Nvidia unchanged since July, off 3% in 2026. Street Research $NVDA at $181 Buys 92.8% ...
