A trusted source for over 250k investors, traders, and quants who take their capital seriously.
Mar 28, 2026
•
11 min read
Two extensions. No deal. Iran used the pauses to build a toll booth, not negotiate. The bond market failed three auctions. The physical oil market bet on months of disruption. And a legal verdict in Los Angeles quietly changed the rules for every platform on the internet.
Mar 27, 2026
9 min read
Trump extended the deadline but it produced a fraction of the reaction the first one did. John Arnold, one of the most successful energy traders alive, named it on X: markets are getting desensitized to Trump's Truth Social posts.
Trump posted after Thursday's close. Ten more days. Futures barely reacted. The first extension lit a one-day relief trade. This one didn't.
Mar 26, 2026
TotalEnergies bought 69 March cargoes. The whole of 2025 saw 347. Three Treasury auctions failed this week. Meta lost $119 billion. The five-day deadline expires tonight. Equities are still priced for a short war. The physical market already moved on.
Iran rejected the US ceasefire plan and issued its own five-point counter, including sovereign control of the Strait of Hormuz. WTI is climbing back this morning. The peace trade lasted one session.
Mar 25, 2026
The S&P gained. Oil fell below $100. Then Iran rejected the peace plan. The market barely moved. That tells you everything about what actually got priced today.
