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Warsh vs Powell | Dubai Hotels Collapse | Coca-Cola Exits

Mar 26, 2026

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10 min read

Warsh vs Powell | Dubai Hotels Collapse | Coca-Cola Exits

A single research paper moved billions in chip stocks. Two legacy CEOs just handed over the keys. And a $200 billion bet is sitting on an 18-month clock.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Polymarket Bans | New Mexico Verdict | Meta Loses Back-to-Back

Mar 26, 2026

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9 min read

Polymarket Bans | New Mexico Verdict | Meta Loses Back-to-Back

A mysterious trade hit oil futures fifteen minutes early. A homebuilder cut its full-year outlook. And two juries handed plaintiff lawyers a working blueprint.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Companies That Planned for This Are Pulling Away

Mar 25, 2026

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9 min read

The Companies That Planned for This Are Pulling Away

Brent slipped under $100 and stocks climbed, Delta's refinery is capturing the margin every other airline is paying out, and Harvey just raised at $11 billion by doing one thing for lawyers better than anyone else.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump pauses strikes | Arm shocks market | SpaceX tests demand

Mar 25, 2026

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10 min read

Trump pauses strikes | Arm shocks market | SpaceX tests demand

Oil dropped toward the mid-$90s and equities jumped, but shale executives confirmed they won't drill into a $77 forward curve, the two-year Treasury auction failed for the second time this week, and SpaceX is asking a nervous market for the largest IPO check ever written.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
NYSE goes 24/7 | Chevron sees shortages | TSMC maxed out

Mar 24, 2026

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10 min read

NYSE goes 24/7 | Chevron sees shortages | TSMC maxed out

Chevron's CEO said 9 million barrels are offline while futures still price oil in the $70s, TSMC just hit production limits on AI chips, and the NYSE is building a platform to trade stocks like Bitcoin around the clock.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Ford taps CATL | GM pays China | OpenAI flags Microsoft

Mar 24, 2026

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10 min read

Ford taps CATL | GM pays China | OpenAI flags Microsoft

The surface still looks active, but underneath, relationships are doing more work than momentum. Control, access, and dependency are quietly deciding outcomes before price even gets a say.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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