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The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.

Commodities

Brent Just Posted Its Steepest Monthly Gain on Record. Trump Said He Wants to Take Iran’s Oil.

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The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.

Europe Was Told the Energy Crisis Would Be Targeted and Temporary. The Commission Just Blocked the Only Tool That Could Make It So.

American Consumer Confidence Has Fallen Below the Level That Preceded Every Recession Since 1978

Japan Asked the IEA for More Oil. The First 400 Million Barrels Lasted Three Weeks.

The STOXX 600 Lost 8 Percent in Five Weeks. The Recovery Trade Is Collateral Damage.

Apollo Told Investors They Can Have 45 Cents. The Other 55 Cents Are Stuck Inside a War.

Four Weeks Down. No Floor in Sight.

A Jury Just Told the World’s Richest Man That His Tweets Have Consequences. The Fine Won’t Matter. The Precedent Will.

EUR/USD Lost Four Cents in Two Months. The ECB Just Told You It Cannot Get Them Back.

Three Americas Currencies. Three Unrelated Bets. Zero Overlap.

The Fed Decides at 2pm. The Dot Plot Decides the Rest of Your Quarter.

DXY Topped 100. The Dollar Isn’t Strong. It’s Just the Last Man Standing.

The Only Person in the White House Who Understood Crypto Just Lost His Desk

An Eye Drop Company Just Bought 8.78% of a DeFi Protocol. The Ticker Changes April 3.

Coinbase Just Let Non-US Traders Long Apple at 10x on a Saturday Night. Wall Street Can’t Do That.

Strategy Owns 761,000 Bitcoin and Still Thinks That’s Not Enough

Shield of Americas

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The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.

Brent Just Posted Its Steepest Monthly Gain on Record. Trump Said He Wants to Take Iran’s Oil.

The STOXX 600 Lost 8 Percent in Five Weeks. The Recovery Trade Is Collateral Damage.