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Iran Seized Two Ships | Boeing Beat | Futures Market Wrong About Oil

Apr 22, 2026

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5 min read

Iran Seized Two Ships | Boeing Beat | Futures Market Wrong About Oil

Trump extended the ceasefire. Iran seized two ships on the same day. The Nasdaq hit an all-time high. Physical oil is trading $42 above futures.

Dio Pouerie, +1

The Iran Talks Collapse | Airlines Slash Guidance | Warsh Backs Away | The Timeline Breaks

Apr 22, 2026

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4 min read

The Iran Talks Collapse | Airlines Slash Guidance | Warsh Backs Away | The Timeline Breaks

Vance’s trip is delayed indefinitely. The ceasefire holds, but the negotiations are dead. United Airlines just priced the cost of a closed chokepoint, and the Fed is stepping back from the rescue.

Dio Pouerie, +1

Warsh Said No Rate Promises | Defense Beat | Amazon Went All-In

Apr 21, 2026

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5 min read

Warsh Said No Rate Promises | Defense Beat | Amazon Went All-In

Stocks reversed when Warsh said he never promised rate cuts. Iran still hasn't confirmed its delegation. Defense beat across the board. Amazon committed more to Anthropic. Only one of those was priced in.

Dio Pouerie, +1

Ceasefire Clock | Defense Prints | UNH Pops Big | Apple Hands Over the Keys

Apr 21, 2026

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5 min read

Ceasefire Clock | Defense Prints | UNH Pops Big | Apple Hands Over the Keys

The ceasefire expires tonight. Four giants report before the bell. Apple picks its next fifteen years. The tape gets both answers the same morning.

Dio Pouerie, +1

Oil Shock | Russell Breaks Records | Market Sending a Signal

Apr 20, 2026

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5 min read

Oil Shock | Russell Breaks Records | Market Sending a Signal

US forces seized an Iranian ship. Iran fired on commercial vessels. Oil spiked. The S&P barely moved. Small caps hit a record. The market has already decided how this ends.

Dio Pouerie, +1

Oil Rips Higher | Equities Shrug | Vance Lands in Islamabad | Warsh Takes the Stand

Apr 20, 2026

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4 min read

Oil Rips Higher | Equities Shrug | Vance Lands in Islamabad | Warsh Takes the Stand

The Nasdaq's record streak meets its first real test. Oil ripped higher overnight. Vance lands in Pakistan today. Warsh takes the stand tomorrow. Tesla reports Wednesday night.

Dio Pouerie, +1