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Signed at Versailles | Oil at March Lows | Dots Still Hawkish | Accenture's AI Test

Jun 18, 2026

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4 min read

Signed at Versailles | Oil at March Lows | Dots Still Hawkish | Accenture's AI Test

Trump signed the Iran MOU at the Palace of Versailles on Wednesday night. Oil fell to its lowest since early March. Three Iranian tankers are already under way. The deal that should have eased every inflation fear arrived hours after the Fed signaled a hike.

Dio Pouerie, +1

Warsh Abstained From His Own Dot Plot | Retail Sales Beat | Trump Iran Deal

Jun 17, 2026

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4 min read

Warsh Abstained From His Own Dot Plot | Retail Sales Beat | Trump Iran Deal

The Fed held but nine officials see a hike. Warsh didn't submit a dot. The statement shrank from 345 words to 132. Retail sales beat by double. Trump said the deal isn't final and oil bounced immediately.

Dio Pouerie, +1

Warsh's First Press | Four Prints in Seven Hours | CarMax Tests Credit | Greenspan's Playbook Returns

Jun 17, 2026

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5 min read

Warsh's First Press | Four Prints in Seven Hours | CarMax Tests Credit | Greenspan's Playbook Returns

The March dot plot signaled one cut in 2026. Today's update may signal one hike. Warsh's debut press conference begins with a chart that may have flipped direction before he says a word.

Dio Pouerie, +1

Goldman & Morgan Disagree | SpaceX Bought Cursor | Industrials All-Time Highs

Jun 16, 2026

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5 min read

Goldman & Morgan Disagree | SpaceX Bought Cursor | Industrials All-Time Highs

SpaceX passed Amazon and bought AI coding startup Cursor for $60 billion. Industrials hit all-time highs while chips fell. Eighty percent of fund managers call semis the most crowded trade in survey history.

Dio Pouerie, +1

Nikkei Hits a New Record | Bonds Strip the Hike | Housing's New Rate Test | Warsh's First Dot Plot

Jun 16, 2026

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6 min read

Nikkei Hits a New Record | Bonds Strip the Hike | Housing's New Rate Test | Warsh's First Dot Plot

The Nikkei hit a record overnight. The Bank of Japan crossed a 31-year threshold. Warsh's first dot plot drops in 30 hours.

Dio Pouerie, +1

Rate Odds Collapsed | SpaceX Raised $85.7 Billion | Nobody Thinks Hormuz Reopens

Jun 15, 2026

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5 min read

Rate Odds Collapsed | SpaceX Raised $85.7 Billion | Nobody Thinks Hormuz Reopens

SpaceX raised $85.7 billion after its green shoe and rose another 13% today. Europe erased every wartime stock loss. Prediction markets give Hormuz only a 57% chance of normalizing by August.

Dio Pouerie, +1