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weekly-roundup

Week 14 of the Iran War Just Broke Oil Markets — and $CF Is Eating It Up

Week 14 of the U.S.-Iran war is rewriting commodity markets in real time. Here's who won, who got wrecked, and what the crowd is saying.

1 min read

weekly-roundup

Oil at $99, S&P Down Three Weeks Straight, and Iran Just Closed the Hormuz — Good Morning

Three straight weeks of S&P losses, oil flirting with $100, and the Strait of Hormuz closed. The chatter this week was loud, scared, and occasionally correct.

1 min read

weekly-roundup

$OXY, $MRO, $PSX: Brent Just Crossed $100 and the Hormuz Play Is Very Much Alive

Brent crossed $100/barrel for the first time since 2022, the Strait of Hormuz is mined, and your gas pump is already doing the math. Weekly sentiment roundup.

1 min read

weekly-roundup

Iran, AI Coups, and Private Credit Landmines: Your Weekly Chaos Report

Oil spikes, AI identity crises at the DoD, and private credit quietly sitting on a software time bomb. This week in markets was a lot.

1 min read

weekly-roundup

Oil's Wild Week: A $38 Swing, A Closed Strait, and Trump Tweeting 'Very Complete'

WTI hit $120 overnight, then crashed to $87 by lunch. The Dow swung 1,200 points in a day. Normal week, totally fine.

1 min read

weekly-roundup

Oil Hits $90, Hormuz Is Closed, and Your Portfolio Is Having a Worse Week Than Iran's Navy

Oil surged 36% in a week, the Strait of Hormuz is functionally closed, and IWM is taking it worse than everyone. Weekly sentiment roundup.

1 min read

weekly-roundup

Oil Above $92, Hormuz Closed, and Your Gas Bill Is Now a Foreign Policy Document

Oil surged past $92, all three major indexes dropped ~1%, and the Iran conflict just entered week two with no exit ramp in sight. Here's what social sentiment is screaming.

1 min read