Is it the most important chart to consider right now?
Source: BofA
Markets May Be Shifting From Digital Leaders to Real Assets
In 2026, market leadership is shifting from AI-focused mega-cap tech to the physical economy powering it, including semiconductors, materials, and energy infrastructure. Geopolitical shocks, rising oil, and resource demand highlight underinvested real assets. This could mark a structural rotation from paper assets toward tangible resources essential for AI, electrification, and reindustrialization. Source: Crypto Rover
Asian nations rely more on energy imports from the Strait of Hormuz than Europe, the US, or Oceania.
Source: Simon Kuestenmacher @simongerman600
Fed Faces Uncertain Path as Inflation Data Lags Reality
February CPI data shows inflation cooling and core CPI at 2.5%, suggesting possible Fed rate cuts. But the report predates the U.S.–Iran conflict and oil spike. With softening jobs and rising energy costs, Fed policymakers face a tough March 18 decision amid conflicting signals between outdated data and current global shocks. Source: Bull Theory, Crypto Rover
Everyone keeps asking the wrong question about Iran. “Why hasn’t Trump crippled Iran’s oil exports?”
Kharg Island handles about 90% of Iran’s oil exports, making it a critical but vulnerable target. Striking it could quickly cripple Iran’s oil economy. However, it has not been attacked because doing so could trigger retaliation against Gulf energy infrastructure and cause a surge in global oil prices. Some analysts suggest the strategy is to preserve Iran’s oil assets rather than destroy them. Source: FT, Mario Nawfal
BREAKING: President Trump says the "war is very complete" in Iran, and that Trump is considering "TAKING OVER" the Strait of Hormuz to accelerate oil tankers passing through
Source: Nick Sortor @nicksortor
Today, oil printed one of the biggest shooting star candles we have ever seen
* $35 range * Rockets 30% higher Sunday night (green) * Crashes 30% the rest of the day (red). Source: Jim Bianco @biancoresearch
The last 24 hours of trading in the April 2026 WTI trading might be the wildest day in the 40+ year history of crude oil futures trading.
* $35 range * Rockets 30% higher Sunday night (green) * Crashes 30% the rest of the day (red). Source: Jim Bianco @biancoresearch
