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Daily
Every morning
Weekly
Tuesday recap
Individual creator linking geopolitical events to investment theses and flows (commodities, critical minerals, infrastructure).
Thoughts? What do you think? Micron estimates raised by Baird on surging DRAM pricing and AI demand
Thoughts? The historic oil price spike to $147 a barrel in July 2008, triggered the worst day in Wall Street history with the Dow falling 777 points. Rising oil prices cascade through the economy, causing inflation across all goods...
Thought? BlackRock investors rushed to pull their money out and withdrawals were suddenly locked. Halting withdrawals typically signals serious liquidity problems and can trigger panic in the financial system.
Thoughts? Follow @tallguytycoon - I break down geopolitical events and how they impact investments before the news does.
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
Thoughts? The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology),...
