Tag
#iran-war
10 docs
- The China Oil Buffer: Auditing "How China Saved the World" (Max Fisher)research
- Regime Check — July 11, 2026: The Dot Plot Flips, Oil Round-Trips, and the Last Reservoir Narrowsanalysis
- Regime Check — June 10, 2026: Both Stagflation Legs Fire, the Labor Read Breaks, the AI Tape Cracksanalysis
- Energy, Inflation, and the Stagflation Forecast — 2026 Through 2031research
- Iran Ceasefire Durability — Is This Just Another TACO Lever?research
- Regime Check — May 27, 2026: Peace Premium Draining, Semi Concentration at Recordanalysis
- EV Options After the Trailseeker Stockout (May 19, 2026)analysis
- Fertilizer Through Hormuz — Keen's Food Crisis and the Japan Exposureresearch
- Should I Switch the Forester to an EV? (April 2026 Hormuz Edition)analysis
- The Full Stack: Energy, Chips, and the AI Subsidy Unwindanalysis