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The Iran War, A Reflection: Three Months of a Closed Hormuz
When AI makes the market numb to war, Hormuz barely matters anymore.
May 29
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Garrett
6
Weekly Signal Playbook · May 28, 2026
Hormuz is still stuck. The S&P printed a new high and gave it back. The long end stays near 19-year highs. Asia is now spending hard on AI.
May 28
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Garrett
5
1
Weekly Signal Playbook · May 21, 2026
Geopolitics went quiet. The bond market didn't.
May 21
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Garrett
4
After AI, This Could Be the Trade of the Decade
Beyond AI, this might be the most underpriced investment theme in public markets. Spectrum, satellites, and a field map of who actually owns the sky.
May 15
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Garrett
2
Weekly Signal Playbook · May 14
The Table Is Set. The Real Course Hasn't Landed.
May 14
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Garrett
3
Priced as a Non-Event: The Xi-Trump Handshake
China People's Daily headline: "US-China relations cannot return to the past — but can have a better future."
May 13
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Garrett
6
3
Weekly Signal Playbook · May 7 — The Whitewashed Truce
Music still on. Tempo tighter.
May 7
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Garrett
6
"Project Freedom" Is the Fuse, Not the Off-Ramp
Tactical Alert. The market read Sunday night as peace. We read it as a fuse just getting lit — and five things are already stacked around it.
May 4
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Garrett
7
2
April 2026
Weekly Signal Playbook · Apr 30 — Sell Duration, Lock Vol
Crude paid. Vol is next.
Apr 30
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Garrett
2
1
Brent Forwards Hit New Highs While No One Was Watching
Crude, Iran, and OPEC: Time to Review Our Oil Trade
Apr 29
•
Garrett
13
1
When Does the Music Stop?
Five threads. One time window.
Apr 24
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Garrett
15
1
Weekly Signal Playbook · Apr 23 — The Music Is Still Playing
War, Oil, and the Music That's Still Playing — 12 Active Positions, Full Framework Update
Apr 23
•
Garrett
3
1
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