Warren Pies focused on three arcs: the momentum unwind and market rotation in July, AI/compute supply-demand (GPUs, hyperscalers), and energy/commodities positioning. He tied earnings-season index dynamics to hyperscaler cloud growth, flagged extreme semiconductor volatility around a “Leopold liquidation,” and emphasized positioning as the key driver in crude amid rising geopolitical risk and tightening curves 12253217917. He also highlighted a cooler June CPI after warning of a hawkish Waller tilt, and a soft June jobs read, framing the Fed backdrop for summer markets 15141324.
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Their output
25 in July 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
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What they talk about
- Christopher J. Waller 3 items
- 3Fourteen Research 3 items
- CPI 3 items
- Silicon Data 2 items
- S&P 500 2 items
- oil 2 items
- semis 2 items
- Iran 2 items
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