yesterday
Discussion focused on energy-market disruption, with Rory Johnston estimating that more than 10 MMbpd cleared Hormuz over recent days while warning that dark-transit counts are understated and subject to upward revisions 1. TankerTrackers disputed Iranian claims about GEM NO. 2, arguing the fire was extinguished and that the mine explanation was inconsistent with available imagery 2. Markets commentary was broadly cautious: Bob Elliott called AI expectations troubling, Gary Wagner kept gold’s outlook conditional, and Fiona Cincotta described sterling as technically weak amid hawkish Fed signals 5710.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
12 this weekStories it travels in
i
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
- TankerTrackers.com, Inc. 2 mentions
- Jeffrey Currie ++ 1 mention
- Geiger Capital 1 mention
- Michael Pettis 1 mention
- Robin Brooks 1 mention
- Gary Wagner 1 mention
- Bob Elliott 1 mention
- Matt Warder 1 mention
See what your own voices say about yesterday, every morning.
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