Apr 1, 2026
Markets want an exit. Voters want an end. Trump now has to explain what “winning” actually looks like.
Mar 30, 2026
March priced fear. April will price consequences across oil, inflation, rates, stocks, and politics.
Mar 27, 2026
Oil is lower than the panic peak. The danger is not gone.
Mar 25, 2026
Stocks bounced, oil backed off, and everybody wants to act like the danger is gone. It is not.
Mar 23, 2026
The market finally got a headline it liked. This week decides if it actually means anything.
Mar 20, 2026
Energy, inflation, central banks, and politics all got a lot more connected
Mar 18, 2026
War, oil, inflation, and why the Fed is stuck
Mar 16, 2026
Most blowups happen right after you feel confident.
