https://x.com/Rory_Johnston/status/2038331643484627121?s=20
Rory Johnston: the juxtaposition of crude prices (white, Brent) and the S&P 500 (blue) last week is a great snapshot of the current macro momen
References
Disclaimer: Orignal content owned by or sourced from third parties. It does not represent the views of 'Nuggets' platform or it's team. AI is used extensively across this platform including for summaries. Accuracy is not guaranteed, there can be mistakes. Any info or content on this platform is not a financial, legal, or investment advice. Do your own research. Refer for complete disclosures:- Terms of Use · Full Disclaimer
More nuggets
Jul 16, 2026
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks | iCapital
"As investors we're always very downside focused and so we don't take compliments well so we appreciate that but we want to stay humble because you can never get complacent in any kind of market." Vivek Bantwal 01:08 http://www.youtube.com…
Jul 16, 2026
S10E29 Geopolitics, the Dollar and the AI Bubble Debate | 16 Jul 2026 | Know More. Risk Better. Podcast | CreditSights
Note: Podcast recorded on Thursday, 9 July 2026 1. Executive Briefing TL;DR The Core Thesis: The global macroeconomic outlook is defined by heightened geopolitical uncertainty stemming from renewed US Iran tensions in the Strait of Hormuz,…
Jul 15, 2026
Bill Ackman Predicts What's Next | 14 Jul 2026 | The Western Spirit Podcast
1. Executive Briefing TL;DR The Core Thesis: The current macroeconomic environment presents unique valuation anomalies, particularly with resilient, technology driven economies like Israel and structurally sound U.S. mega cap growth compan…