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Daily Market
April 24, 2026

The Strait of Hormuz Comes for Your Milk

Wall Street is pricing the fear in oil. It may not be pricing the plumbing behind food inflation.
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Daily Market
April 23, 2026

The Hormuz Toll Booth

The market wants resolution. The fine print says something else. Energy-sensitive businesses and consumers may be paying a shadow tax for much longer than investors expect.
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Daily Market
April 21, 2026

Venezuela Is Back on the Board

The Strait of Hormuz may be the headline, but Venezuela could be the longer game. A look at crude, supply shocks, and shifting global power.
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Daily Market
April 20, 2026

When Narrative Becomes a Weapon

Markets ripped higher on rumors of a Middle East breakthrough, but the Strait of Hormuz story changed fast. Here’s why chasing this rally looks more like speculation than investing.
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Daily Market
April 17, 2026

The Fed Transition Nobody Can Afford to Ignore

Kevin Warsh may soon take over the Fed, but his policy path is anything but clear in a market already rattled by inflation, oil, and political pressure.
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Daily Market
April 16, 2026

When the Shoe Company Becomes an AI Company

Allbirds’ pivot to AI is more than a quirky headline. It is a warning shot about narrative-driven valuations, fragile capital structures, and the growing credit risk inside the AI infrastructure boom.
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Daily Market
April 15, 2026

The Banks Are Whispering Risk

JPMorgan, Goldman, Wells Fargo, and BlackRock delivered strong results, but their commentary points to a far more fragile backdrop.
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Daily Market
April 14, 2026

Buying Stocks Into a Fragile Ceasefire

Stocks are near all-time highs, but oil, inflation expectations, and the Strait of Hormuz say the risk is far from gone.
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Daily Market
April 13, 2026

Relief Rally, Reality Check

Markets rallied hard on a fragile ceasefire, but the underlying risks have not been resolved. The path higher may be real, but it is still full of sharp turns.
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Daily Market
April 10, 2026

Inflation’s Next Act Is Here

Today’s CPI data may be the first clean proof that higher energy costs are pushing inflation back into the spotlight.
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