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The strait stayed closed into week eleven as oil rallied sharply and Apollo moved to sell a stressed credit fund.

May 11, 2026

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5 min read

The strait stayed closed into week eleven as oil rallied sharply and Apollo moved to sell a stressed credit fund.

War Costs Accelerate | China Manufacturing Heats | Private Credit Slips | Summit Pressure Builds

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

May 10, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week The Operating System Gets Stress-Tested

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

May 9, 2026

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6 min read

Financial Market News | Saturday Review

The Week AI Stopped Being A Sector

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Drives The Tape | Trade Desk Repriced | Grid Cannot Keep Up

May 8, 2026

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5 min read

AI Drives The Tape | Trade Desk Repriced | Grid Cannot Keep Up

AI became the center of the economy this week. It drove growth, reshaped policy, pressured inflation, and exposed serious weaknesses in America’s power infrastructure.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
White House Fights Over AI | Oil Losses Grow | Jobs Land

May 8, 2026

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5 min read

White House Fights Over AI | Oil Losses Grow | Jobs Land

The White House AI strategy broke into two camps publicly. Shell named the oil shortage in hard numbers. And the jobs report came in stronger than anyone expected.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Credit Losses Spread | McDonald's Cautions | Diesel Runs Low

May 7, 2026

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5 min read

Credit Losses Spread | McDonald's Cautions | Diesel Runs Low

AI cannot disrupt its own monitor. Datadog proved it. Credit markdowns spread to BlackRock. Maersk said peace won't reset shipping costs. And diesel hit a 20-year low before summer starts.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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