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Oliver Buchannon
Dio Pouerie
Fed Board Tension | Policy Without Cuts | Central Bank Leverage

Jan 29, 2026

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10 min read

Fed Board Tension | Policy Without Cuts | Central Bank Leverage

Silence at the Fed, clarity in positioning. Capital keeps choosing throughput, margins, and balance-sheet control over narratives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Where Capital Is Willing to Commit Right Now

Jan 28, 2026

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11 min read

Where Capital Is Willing to Commit Right Now

Markets reward those who control inputs, not those waiting on outcomes. Access shaped how risk is being allocated today.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Meeting | Medicare Ceiling Hits | UnitedHealth Slides | Meta Spends

Jan 28, 2026

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12 min read

Fed Meeting | Medicare Ceiling Hits | UnitedHealth Slides | Meta Spends

Policy, capital intensity, and access quietly set the scorecard. The winners weren’t louder... just better positioned to absorb constraints.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Power Bills Jump | Meta Faces Claims | CMS Hits Earnings

Jan 27, 2026

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12 min read

Power Bills Jump | Meta Faces Claims | CMS Hits Earnings

Policy isn’t waiting on data. Earnings models, household math, and platform design are being adjusted in real time as discipline replaces optimism across sectors.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
UnitedHealth Drags Dow | FX Policy | Insurers Reassess

Jan 27, 2026

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11 min read

UnitedHealth Drags Dow | FX Policy | Insurers Reassess

Medicare math hit insurers before the open, the yen moved on policy intent, and AI spending showed where execution actually counts. Markets look steady, but pricing discipline is getting sharper.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Gold Takes Lead | Nvidia Doubles | Chips First | SaaS Rethink

Jan 26, 2026

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11 min read

Gold Takes Lead | Nvidia Doubles | Chips First | SaaS Rethink

Capital is still flowing, but it’s climbing the stack. Chips, power, factories, and sovereign access are clearing first while software pricing power quietly loses altitude.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bonds Bite | Fed Tone Shifts | Insurance Exits | Energy Breaks

Jan 26, 2026

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11 min read

Bonds Bite | Fed Tone Shifts | Insurance Exits | Energy Breaks

Government balance sheets, internal power shifts, and physical stress are colliding. Markets are adjusting terms, not exiting risk.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial News | Sunday Outlook

Jan 25, 2026

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13 min read

Financial News | Sunday Outlook

The Week Ahead: Proof, Powell, and the Cost of Clearance. Last week repriced trust and execution. This week tests whether the economy can still clear when the Fed, the factory, and the profit pool all face tighter standards.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial News | Saturday Review

Jan 24, 2026

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11 min read

Financial News | Saturday Review

The Week Markets Priced Execution Under Constraint. Indexes held together, but the week’s real story lived in the plumbing. Trust got a spread, power got a timetable, and permission became the scarce asset.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Private Credit Wobbles | Gold Breaks Higher | Trump Presses Greenland

Jan 23, 2026

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11 min read

Private Credit Wobbles | Gold Breaks Higher | Trump Presses Greenland

Gold is telling one story, private credit another. When metals lead and credit hesitates, something structural is shifting beneath the tape.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
TikTok Blueprint | Intel Delays | Texas Freezes | Tesla Unleashed

Jan 23, 2026

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12 min read

TikTok Blueprint | Intel Delays | Texas Freezes | Tesla Unleashed

Five stories, one signal: markets reward systems that hold under stress, scrutiny, and physical limits.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
CFO Hedging | Europe Licenses | Sanctions Math | PBM Oversight

Jan 22, 2026

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11 min read

CFO Hedging | Europe Licenses | Sanctions Math | PBM Oversight

Refinancing early. Governing harder. Approving slower. This is what markets look like when authorization replaces momentum as the gating factor.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Insurers Under Fire | Nvidia Politicized | OpenAI Sovereign | Oil Is Political

Jan 22, 2026

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11 min read

Insurers Under Fire | Nvidia Politicized | OpenAI Sovereign | Oil Is Political

Netflix, Amazon, SpaceX, oil... different sectors, same signal: complexity is being marked down in real time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Anthropic Goes Nuclear | Nvidia, Intel, & Amazon Moves | Benioff Alarm

Jan 21, 2026

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11 min read

Anthropic Goes Nuclear | Nvidia, Intel, & Amazon Moves | Benioff Alarm

The AI trade is maturing fast. Liability replaces novelty, geopolitics replaces abstraction, and execution replaces ambition across the stack.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Retail Squeeze | BYD Beats Tariffs | SpaceX Eyes IPO | Oil Gluts Persist

Jan 21, 2026

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11 min read

Retail Squeeze | BYD Beats Tariffs | SpaceX Eyes IPO | Oil Gluts Persist

Netflix, Amazon, SpaceX, oil... different sectors, same signal: complexity is being marked down in real time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Housing Feels Rates | Sell America Trade | EU Retaliation | Horton Incentives

Jan 20, 2026

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12 min read

Housing Feels Rates | Sell America Trade | EU Retaliation | Horton Incentives

This wasn’t a routine risk-off. Funding, currency, and confidence moved together... and the tape is questioning assumptions investors haven’t revisited in years.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
NYSE Goes 24/7 | Trump Tests | Chevron Stalls | OpenAI Monetizes

Jan 20, 2026

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12 min read

NYSE Goes 24/7 | Trump Tests | Chevron Stalls | OpenAI Monetizes

Markets are stress-testing systems. Time, credibility, and funding are tightening quietly, and the pressure is starting to show where execution actually breaks.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
MLK DAY MECHANIC

Jan 19, 2026

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11 min read

MLK DAY MECHANIC

Holiday Drift, Tuesday Flows, and The First Real Week of the Year

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial News | Sunday Outlook

Jan 18, 2026

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12 min read

Financial News | Sunday Outlook

The Week Ahead: Where Markets Demand Proof. Last week repriced the right to execute. This week tests whether inflation, spending, and earnings can still clear when credibility and capacity are no longer automatic.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial News | Saturday Review

Jan 17, 2026

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11 min read

Financial News | Saturday Review

The Week Markets Repriced Permission, Not Growth. Indexes stayed composed, but the market spent the week charging a premium for enforceable timelines. The rally held. The right to execute did not.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump Tariffs Escalate | JPM Pivot | Halliburton Returns | Housing Rule Shift

Jan 16, 2026

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11 min read

Trump Tariffs Escalate | JPM Pivot | Halliburton Returns | Housing Rule Shift

Capital isn’t retreating, it’s rerouting. This week showed how power, permission, and enforcement now decide who moves first and who waits.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump Power Shift | Nvidia Supply | China | TikTok | Meta

Jan 16, 2026

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11 min read

Trump Power Shift | Nvidia Supply | China | TikTok | Meta

AI infrastructure is colliding with policy. From grid auctions to export controls to platform oversight, the cost of permission is rising.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Goldman Lends Again | Ford Batteries | Maersk Cuts Miles

Jan 15, 2026

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12 min read

Goldman Lends Again | Ford Batteries | Maersk Cuts Miles

Activity is returning, but the rules have changed. Capital is flowing to platforms that can guarantee continuity... while the rest discover how fragile access is.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bond Flood | Farm Liquidations | Dimon vs Trump | Crypto Leverage

Jan 15, 2026

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11 min read

Bond Flood | Farm Liquidations | Dimon vs Trump | Crypto Leverage

Growth is still being rewarded, but certainty is getting expensive. Under the surface, rules, supply, and credit access are doing the real repricing.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Powell Under More Fire | Housing Gets Managed | Trump Evacuates Qatar

Jan 14, 2026

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11 min read

Powell Under More Fire | Housing Gets Managed | Trump Evacuates Qatar

From the Fed to the Gulf to corporate deal rooms, certainty is becoming expensive. Capital isn’t fleeing risk; it’s demanding control.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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