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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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Aug 13, 2026 / Tyler Durden
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May 16, 2026 / Tyler Durden
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Aug 11, 2026 / Tyler Durden
Strategic Autonomy Is Running Dry
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