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Iran Strike | Oil $80 | Nvidia Pullback | Retail Steady | AI Doubts

Mar 5, 2026

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11 min read

Iran Strike | Oil $80 | Nvidia Pullback | Retail Steady | AI Doubts

The headlines looked scattered today, but the signals lined up. From oil shipping routes to AI supply chains, the day’s moves hint at where capital may concentrate next.

Dio Pouerie, +1

Tankers Stall | Tariff Refund Shock | Morgan Stanley Cuts

Mar 5, 2026

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11 min read

Tankers Stall | Tariff Refund Shock | Morgan Stanley Cuts

The tape looked calmer by the close, but the real signals came from places investors rarely start: freight markets, bond yields, and power contracts quietly reshaping how capital moves this year.

Dio Pouerie, +1

Powell Pushback | Warsh Era | Kraken Rail | Shale Discipline

Mar 4, 2026

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12 min read

Powell Pushback | Warsh Era | Kraken Rail | Shale Discipline

Yesterday’s tape left investors with a few new questions. Washington’s pressure campaign, Apple’s pricing move, and a surprising shift in financial plumbing all point to a market adjusting in places most people aren’t watching.

Dio Pouerie, +1