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Powell Faces DOJ | China Recalculates Risk | Walmart Backs AI | Hard Assets Rise

Jan 12, 2026

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12 min read

Powell Faces DOJ | China Recalculates Risk | Walmart Backs AI | Hard Assets Rise

Power is being locked, discounted supply is being tested, and discovery is being rerouted... all without price screaming yet.

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

Jan 11, 2026

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9 min read

Financial News | Sunday Outlook

Last week clarified how markets are behaving. This week begins testing whether that behavior holds when inflation, housing, consumption, and bank balance sheets are forced into the open.

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

Jan 10, 2026

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10 min read

Financial News | Saturday Review

The Week Markets Paid for Bottlenecks, Not Narratives

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Court Freezes Tariffs | Saks Loses Control | a16z Goes Physical

Jan 9, 2026

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12 min read

Court Freezes Tariffs | Saks Loses Control | a16z Goes Physical

This market isn’t broken... it’s gated. And the gates are regulatory, legal, and contractual.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Mortgage Bonds Return | GM Resizes EV | Rio Courts Glencore

Jan 9, 2026

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10 min read

Mortgage Bonds Return | GM Resizes EV | Rio Courts Glencore

From mortgage bonds to copper mergers, these moves shared a single logic: balance sheets that can absorb adjustment earn patience. Others don’t.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Greenland Minerals | Netflix Certainty | Trump Tariffs Bite | Trade Gap Shrinks

Jan 8, 2026

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11 min read

Greenland Minerals | Netflix Certainty | Trump Tariffs Bite | Trade Gap Shrinks

The market is rewarding clean paths and punishing friction. Structure is starting to outweigh size across deals, assets, and platforms.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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