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Micron Hit $1 Trillion | China Is Drawing Down Its Oil | Consumer Is Breaking

May 26, 2026

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4 min read

Micron Hit $1 Trillion | China Is Drawing Down Its Oil | Consumer Is Breaking

Micron crossed $1 trillion. China stopped buying oil and accidentally helped everyone else. AutoZone missed badly. The peace trade held but the data underneath it keeps telling a different story.

Dio Pouerie, +1

Oil Prices Peace | CENTCOM Strikes Anyway | Warsh Inherits a War Economy | Consumer Confidence Picks the Timeline

May 26, 2026

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5 min read

Oil Prices Peace | CENTCOM Strikes Anyway | Warsh Inherits a War Economy | Consumer Confidence Picks the Timeline

WTI plunged after the US and Iran outlined a sixty-day ceasefire framework to reopen the Strait of Hormuz. Hours later, CENTCOM hit Iranian missile sites and mine-laying boats near Bandar Abbas. Markets chose the deal over the strike. Kevin Warsh begins his first full week as Fed Chair with oil crashing and bonds at their highest yields since 2007.

Dio Pouerie, +1

The Oldest Summer Trade on the Calendar | History Says Not So Fast

May 25, 2026

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7 min read

The Oldest Summer Trade on the Calendar | History Says Not So Fast

A 300-year-old adage resurfaces every spring. The data behind it is real, just not the way most investors use it. The pattern has weakened, the risk profile has flipped, and in 2026, oil, rates, and the tariff courtroom carry more votes than any almanac.

Dio Pouerie, +1