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Daily Market
March 16, 2026

A Superstorm Is Brewing in Financial Markets

Three dangerous market forces are converging: private credit stress, slowing GDP, and an oil shock tied to war with Iran.
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Daily Market
March 13, 2026

The Cracks Are Becoming Fault Lines

Private credit is being stress-tested by war, inflation, weak software credits, and investors who suddenly want cash back.
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Daily Market
March 12, 2026

Oil, Drones, and the New Market Reality

A conflict in the Middle East is reminding investors that oil still drives the global economy—and market volatility.
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Daily Market
March 11, 2026

The Market’s Favorite Placebo: Strategic Oil Reserves

Energy-driven inflation is back in focus as the Strait of Hormuz disruption collides with Fed policy expectations.
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Daily Market
March 10, 2026

The Market’s Emotional Whipsaw

When news hits faster than facts, markets move on emotion. A look at why restraint may be the smartest strategy during geopolitical turmoil.
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Daily Market
March 9, 2026

When Geopolitics Hits the Gas Tank

Crude oil spiked above $100 amid Middle East tensions. Here’s how that surge moves from the oil well to the gas pump—and why it may not last.
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Daily Market
March 6, 2026

The Iran Succession Risk Nobody Is Pricing

Rising oil prices are only the first derivative of this geopolitical crisis. The real risk lies in how long it lasts.
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Daily Market
March 5, 2026

The Lady on my Ferry Is Broke–She Just Doesn't Know It Yet

The American consumer keeps spending—but rising credit card balances and delinquencies raise questions about how long it can last.
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Daily Market
March 4, 2026

Look Both Ways: Energy, Equities, and the Trump Put

Markets digest Middle East conflict as oil spikes, the dollar rallies, and volatility surges. Energy leads the story–but software surprises.
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Daily Market
March 2, 2026

Hormuz: The 21-Mile Inflation Machine

US strikes on Iran escalate tensions, oil surges, and the Strait of Hormuz becomes the market’s focal point. Here’s the math behind potential gas price spikes.
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