Paid-members only Markets Featured 10 Stocks Worth Watching This Week: The Iran War Trade and the Fed Freeze — March 17–21, 2026
Geopolitics Featured The $100 Barrel Is Back. Here's What It Means for Your Portfolio. Three weeks into the US-Israel conflict with Iran, Brent crude has crossed $104. Goldman Sachs warns of a potential 20% S&P 500 drawdown if the Strait of Hormuz stays closed. Here's what investors need to know.
Paid-members only AI Featured The AI Capital Supercycle Is Real — And It's Just Getting Started Global AI infrastructure spending is on track to exceed $3 trillion by 2028. With OpenAI valued at $730 billion and Big Tech deploying $650B this year alone, the capital supercycle is accelerating — and the winners won't just be the model makers.
Members only Geopolitics Featured The $100 Oil Threshold: What the Iran War Means for Your Portfolio The US-Israel "Epic Fury" operation has killed Iran's Supreme Leader and ignited a regional war. With oil near $100 and the Strait of Hormuz under threat, the market consequences are just beginning.
Members only Geopolitics Featured The Hormuz Gambit: Why the Iran War Is the Only Trade That Matters Right Now The Strait of Hormuz has been functionally closed for ten days. Oil is above $103. This is not a price spike — it's a structural repricing of geopolitical risk. Here's what investors need to understand before Monday's open.
