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Brief: Markets, Meditations, and Mental Models — Sunday, March 15, 2026
Published 3 months, 1 week ago
Description
Oil at $103 after the US bombed Kharg Island. Iran floating yuan-for-oil passage through Hormuz — the most significant dollar-system development of the war. GTC keynote tomorrow. FOMC Tuesday. The most consequential week of the quarter starts in 24 hours.