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weekly-roundup

Oil at $105, Hormuz on Lock, and Your Summer Airfare Just Went Full Villain: The Week in Market Chaos

Oil up 40%, airfares up 560%, coal stocks up 10%, and gold selling off. This week's sentiment data reads like a market having an existential crisis.

Mar 26, 20261 min read

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weekly-roundup

Week 14 of the Iran War Just Broke Oil Markets — and $CF Is Eating It Up

Week 14 of the U.S.-Iran war is rewriting commodity markets in real time. Here's who won, who got wrecked, and what the crowd is saying.

Mar 15, 20261 min read

weekly-roundup

Oil at $99, S&P Down Three Weeks Straight, and Iran Just Closed the Hormuz — Good Morning

Three straight weeks of S&P losses, oil flirting with $100, and the Strait of Hormuz closed. The chatter this week was loud, scared, and occasionally correct.

Mar 14, 20261 min read

weekly-roundup

$OXY, $MRO, $PSX: Brent Just Crossed $100 and the Hormuz Play Is Very Much Alive

Brent crossed $100/barrel for the first time since 2022, the Strait of Hormuz is mined, and your gas pump is already doing the math. Weekly sentiment roundup.

Mar 13, 20261 min read

weekly-roundup

Iran, AI Coups, and Private Credit Landmines: Your Weekly Chaos Report

Oil spikes, AI identity crises at the DoD, and private credit quietly sitting on a software time bomb. This week in markets was a lot.

Mar 12, 20261 min read

weekly-roundup

Oil's Wild Week: A $38 Swing, A Closed Strait, and Trump Tweeting 'Very Complete'

WTI hit $120 overnight, then crashed to $87 by lunch. The Dow swung 1,200 points in a day. Normal week, totally fine.

Mar 10, 20261 min read

weekly-roundup

Oil Hits $90, Hormuz Is Closed, and Your Portfolio Is Having a Worse Week Than Iran's Navy

Oil surged 36% in a week, the Strait of Hormuz is functionally closed, and IWM is taking it worse than everyone. Weekly sentiment roundup.

Mar 8, 20261 min read

weekly-roundup

Oil Above $92, Hormuz Closed, and Your Gas Bill Is Now a Foreign Policy Document

Oil surged past $92, all three major indexes dropped ~1%, and the Iran conflict just entered week two with no exit ramp in sight. Here's what social sentiment is screaming.

Mar 7, 20261 min read

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