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Powell Boxed In | Goldman cuts U.S. exposure | Healthcare Carries

Mar 23, 2026

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11 min read

Powell Boxed In | Goldman cuts U.S. exposure | Healthcare Carries

Oil dropped below $100 and the rally held, hedge funds have been shorting U.S. stocks for five straight weeks, and healthcare is the only sector keeping the jobs number positive.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Diesel Hits Truckers | OpenAI Steps Back | Nvidia Backs Gatekeepers

Mar 23, 2026

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10 min read

Diesel Hits Truckers | OpenAI Steps Back | Nvidia Backs Gatekeepers

Today is not about panic or confidence. It’s about where conviction still holds and where it’s starting to thin out.

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

Mar 22, 2026

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11 min read

Financial Market News | Sunday Outlook

The Economy Answers Back. Five Fed speakers return with inflation still unresolved, the labor market faces its first real stress test since oil spiked, and earnings from KB Home to Carnival will show whether last week's pressure has already reached households.

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

Mar 21, 2026

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11 min read

Financial Market News | Saturday Review

Six Things The Market Had To Recalibrate This Week. Oil crossed from a routing problem into a supply problem, the Fed ran out of room to maneuver, and AI capital kept committing at scale while the market sorted which part of the buildout actually earns the returns.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Moves Offline As Energy Stays Tight

Mar 20, 2026

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10 min read

AI Moves Offline As Energy Stays Tight

Qatar's LNG outage just became a multi-year supply problem, OpenAI rebuilt its product because Anthropic was winning enterprise accounts, and Amazon bought a doorstep robotics company because last-mile automation finally pencils out.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
FedEx Executes | Nvidia Scales With Amazon | Bezos Bets On Industry

Mar 20, 2026

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9 min read

FedEx Executes | Nvidia Scales With Amazon | Bezos Bets On Industry

The market is getting used to the headlines, but not the consequences. Rising energy pressure is separating the companies that can absorb higher costs from the ones that still need easy conditions. Capital is still moving, but toward infrastructure, automation, and operators built to hold up under stress.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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