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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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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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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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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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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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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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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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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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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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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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