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Brief: Markets, Meditations, and Mental Models — Sunday, March 15, 2026
Oil at $103 after the US bombed Kharg Island. Iran floating yuan-for-oil passage through Hormuz — the most significant dollar-system development of t…
3 months, 1 week ago
Brief: "Trump's warning: Iran's oil crown jewel next"
The US bombed Kharg Island overnight — Iran's oil crown jewel. Military targets destroyed, oil infrastructure spared for now. Trump warned oil facili…
3 months, 1 week ago
Brief: Friday March 13, 2026
News TLDR: Oil closed above $100 for the first time since August 2022 — the IEA's largest-ever reserve release couldn't push it below $97. Five major…
3 months, 1 week ago