
Investment Logic | AI & Tech | Global Markets
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 6 months ago | Last Issue | 2 months ago |
| Active | |||||

Tanker traffic: Pre-war daily average ~24 vessels (Vortexa) → now near zero; only Iran-approved ships moving
Oil prices: Brent pre-war ~$70 → peak ~$120 → current $112.57; Dubai spot hit $126
Confirme...
S&P 500 down 2% on the week. Four straight weeks of losses : the longest streak in recent memory.
And yet. We like where we are right now.
I. The Fed’s “Hawkish Hold” :More Dangerous Than the Headline
March 18. Fed holds at 3.5–3....
Something quietly broke in markets this week.
Not the headline data. Not the oil spike. Something deeper.
Three data points landed simultaneously, boxing the Fed into a corner with no clean exit.
The Week in One Paragraph
Q4 GDP...
The IEA coordinated a 400-million-barrel release from strategic reserves today , the biggest in the agency’s 52-year history, more than double the 182.7 million barrels deployed after Russia invaded Ukraine.
Brent briefly dipped on the ann...
One question is doing more work than any other right now.
When does the Strait of Hormuz return to normal commercial traffic?
This isn’t just geopolitics , it may be the single most important macro pricing question of the year. The answer...
Subscribers, engagement, traffic and sponsorship for Ziii MindInvest.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
From tech to markets (20y). I trade systematically and invest for the long term through TCS.
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