The Critical Research & Intelligence Briefing (CRIB): Oil Shortages Worsen, CCC Bonds Tanking, and the AI Bubble Is in Trouble.
I've renamed this report...but it's the same as ever - the data and insights I've gleaned from the week to give you an edge and a proper grounding in what's actually happening so you can make decisions.
Source: Peak Prosperity
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DW NOTE
A roundup like this resists focused analysis — each element points in a different direction. The only thread worth isolating: if the Strait of Hormuz has been effectively closed since October 11 and oil hasn't spiked into triple digits and stayed there, either the world found alternate supply faster than anyone expected or the market doesn't believe the closure will hold.