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Iran.

3 posts in this topic.

Mar 15, 2026

Sinking Growth and the Great AI Cover-Up

The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.

Market Thoughts 16 Min Read Read Post →
Mar 9, 2026

$100 Oil & Oracle Layoffs

Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous

Market Thoughts 11 Min Read Read Post →
Mar 1, 2026

Geopolitics Eclipses AI

War with Iran, and the cracks start to show in Private Credit

Market Thoughts 8 Min Read Read Post →