The week's biggest sentiment movers, and which of last week's calls actually played out.

A shoe company sold its shoes, Iran almost closed the world's most important waterway, and the Nasdaq posted its longest win streak since 2021. Normal week.

The S&P erased all war losses in a week. Oil fell 7% on peace vibes. Then talks collapsed and the Navy blockaded the Strait of Hormuz. Normal week.

The Strait of Hormuz is blockaded, 13M barrels/day are offline, Qatar's LNG took a hit — and the S&P 500 finished the week up. We have questions.

Oil hit $127, peace talks failed, CPI came in hot, and Intel somehow ripped 24%. Your weekly social sentiment debrief, no filter.

INTC moonshots 24%, PLTR craters 14%, gas is up $1.17/gallon, and the Strait of Hormuz is still basically a parking lot. Normal week.

INTC ripped 24%, PLTR cratered 14%, and oil nearly hit $100. Oh, and the Strait of Hormuz became the world's most important shipping bottleneck. Just a normal week.

A US-Iran ceasefire, a 7-day S&P win streak, and hardware stocks absolutely murdering enterprise software. Welcome to the week that was.

Dow +1,325. Oil's biggest drop in 6 years. And 800+ ships still anchored outside the Strait of Hormuz. This week had everything.

Trump's Iran ultimatum, $113 oil, and a narrow market bounce masked some genuinely interesting under-the-hood moves. Here's what actually mattered.

Iran closed the Strait of Hormuz, oil hit $113, and the S&P barely flinched. Either markets are brave or in denial — probably both.

Crude surged 12%, credit markets flashed red, and the internet collectively lost its mind over Iran. The S&P 500 shrugged. Here's your weekly debrief.

Brent crude above $140, a missing US airman, 178K jobs nobody agrees on, and Nike hitting 2014 lows. The market had a week. We need a drink.