Weekly Recap
Iran, AI & Coming Crash (New Pick), Doug & Matt on Iran, Markets & Info War, StrikePoint Gold ('Experts Roundtable'), IEA Oil Stocks Won’t Solve Hormuz, Palantir 'Skynet' Demo, Dubai Real Estate Crash
No, 400 Million Barrels Isn't Enough to Fix Hormuz
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Oil spiked to nearly $120 per barrel last week. Then it crashed back down. What happened?
Skynet, The City of London & More
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War, surveillance, capital flows, energy, travel, AI, state power. It’s all converging. Today’s conversation was one of those where everything seems disconnected on the surface, but it really isn’t.
Dubai Real Estate Crashes as Gulf Crisis Begins
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I don’t usually send out more than one Chart of the Week essay in a week—unless something really compelling comes across our desks. And this is one of those times.