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Mar 23, 2026
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11 min read
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.
10 min read
Today is not about panic or confidence. It’s about where conviction still holds and where it’s starting to thin out.
Mar 22, 2026
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.
Mar 21, 2026
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.
Mar 20, 2026
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.
9 min read
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.