JP Morgan analysis mapping Hormuz disruption timeline suggests Asia would feel pressure first in early April, followed by Europe, then the US and Australia. People are starting to realize how large of a crisis this oil, fertilizer & helium shock is to the global economy

JP Morgan analysts mapped out how the Hormuz closure may unfold over the world. The red lines are oil from the Persian Gulf. Asia: April 1. Europe: April 10. North America: April 15. Australia: April 20. This is a game …

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A major AI feature/App couldn’t survive the first quarter of 2026. So much for all white collar jobs being gone by 2028. The “AI is inevitable” narrative is collapsing in real time.

A major Ai feature/App couldn't survive the first quarter of 2026. So much for all white collar jobs being gone by 2028. Relax, idiots. — Yossi Gestetner (@YossiGestetner) March 25, 2026 So seeing the lawsuit filed by Baltimore on Tuesday, …

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Credit spreads spike while S&P barely moves, history says bear markets follow. Investors have rotated into cash at the fastest rate since the COVID-19 pandemic. “Buy the first pullback after a new high, sell the first rally after a new low.”

The bond market is getting twitchy. Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets. h/t @sentimentrader pic.twitter.com/xiba9GU3z2 — Jason Goepfert (@jasongoepfert) March …

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Dave Smith: ” Trump was gonna tell you… not only did they have a nuclear weapon by now, but they would have used it in a first strike… Netanyahu, who’s been lying about Iran for 35 years, he’s never even said this. He doesn’t think you’re as stupid as Trump thinks you are.”

Dave Smith: " Trump was gonna tell you… not only did they have a nuclear weapon by now, but they would have used it in a first strike… Netanyahu, who's been lying about Iran for 35 years, he's never even …

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