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Overloaded: From Trinkets To Compute And Market Structure
Overloaded: From Trinkets To Compute And Market Structure
By Peter Tchir of Academy Securities
Last weekend we published that the market was sitting on Multiple Inflection Points. We were concerned that many of the inflection points would resolve themselves negatively for the market:
Iran, which we didn’t even give the full “inflection” point treatment to, has deteriorated. While Brent finished the week at almost $90, up from just above $70, it seemed to be a “side story” at this stage. However, with the news of the U.S. service members killed on Friday...
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— Laura Schulte (@SchulteLaura) July 29, 2026
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