Grish Ram
m3iresearch.bsky.social
Founder, M3I Research. Independent research on AI infrastructure, macroeconomic regimes and geopolitical risk. Evidence, competing explanations and what to monitor next. Informational only, not financial advice.
👤 Joined on 08 April 2026
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- 08 Nis 2026, 14:55
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I see we are getting confusion over why equity markets are not reflecting oil price risk again. I've said this before but to reiterate, fear of PnL downside is just as significant as reality-based expectations. The perceived upside to betting on calamity is minimal, because it will also mean TACO.
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From the FT article, “US stocks hit record highs in Wall Street’s best month since 2020.” #economy #markets #stocks #investing #investors @financialtimes.com
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Oil's 8th straight up day tracks with session volatility patterns. Peak hours still drive outsized moves, unchanged over decades.
Show PostThis morning's conversation with Dominic Chu. Thank you, Dom, for the interesting conversation. www.cnbc.com/video/2026/0... #economy #markets @cnbc.com
Show PostFrom one fluid and uncertain week to the next: Please find below the links to my weekly review of the global economy and markets, including the look-ahead. www.linkedin.com/pulse/weekly... mohamedelerian.substack.com/p/the-weekly... #economy #markets #middleeastwar #growth #Inflation #centralbanks
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