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Japan Nuclear Restart | Blackstone BCRED Outflows | Stripe AI Margins

Mar 3, 2026

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10 min read

Japan Nuclear Restart | Blackstone BCRED Outflows | Stripe AI Margins

When capital gets choosy, you see it first in flows, power plants, and payment rails... not in index headlines.

Dio Pouerie, +1

AWS Hit | Nvidia $4B | BlackRock Buys AES | Oil Jumps

Mar 2, 2026

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11 min read

AWS Hit | Nvidia $4B | BlackRock Buys AES | Oil Jumps

Missiles flew, oil jumped, and a data center burned. Meanwhile Nvidia secured optics, BlackRock secured power, and Fidelity counted trading profits. The thread is control.

Dio Pouerie, +1

Oil Spike | Fed Crossroads | OpenAI Lands

Mar 2, 2026

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13 min read

Oil Spike | Fed Crossroads | OpenAI Lands

A shipping lane slows, a rate chart shifts, and a defense contract changes hands. It all feeds into the same question investors can’t ignore this week.

Dio Pouerie, +1

Mar 1, 2026

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11 min read

Financial News | Sunday Outlook

The Week Ahead: Show Me the Conversion. Last week the market asked who pays. This week it checks the timing. Labor, spending, and earnings will tell us whether demand converts cleanly into cash or starts to pinch. Iran shapes oil, shipping, and inflation expectations.

Dio Pouerie, +1

The Week The Tape Made Everyone Show Their Work

Feb 28, 2026

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13 min read

The Week The Tape Made Everyone Show Their Work

Last week did not break anything. It did something more useful. It separated what people want to believe from what the market is willing to pay for right now.

Dio Pouerie, +1