What actually arrived on 2026-07-26

Zerohedge · 21 pages · 16,898 chars · 33 charts extracted of 36 images · relevance 57.4 (lead · 4 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. 5.8Here are 3x3 things --oil , earnings , and supply -that got our attention this week . First: Oil . Front -month Brent oil rose almost 10% this week to $96/bbl (and briefly topped $100) as commodities are being buffered now by three supply disruptions: 1 . The ongoing closure of the Strait of Hormuz; 2 . New disruptions to the Red Sea passage (an alternate route to the SoH); and 3 .
2. 5.8The disruptions were expected to be felt most severely in China , a major importer of Saudi crude , as well as Japan , South Korea , India and Pakistan , she said . It is difficult to get a full picture of shipping traffic in the Red Sea , with more vessels turning off their location transponders to obscure their positions from the Houthis , said Michelle Wiese Bockmann , an analyst at Windward , a maritime intellige
3. 5.0## page 1 # Tehran , Tech , & Tariffs Trigger Market Turmoil As Hyperscaler Credit Trashed BY TYLER DURDEN SATURDAY, Y, JUL 25 , 2026 -03:35 PM Tl;dr: Traders were stuck between two reflexive themes again this week characterized by Hormuz Hell -to -Hope and Hyperscaler CapEx-to-Cost dilemmas as we detailed earlier . While the week was turbulent (oil up , yields up , dollar up , stocks down , bitcoin down) and new tar

Zerohedge · 24 pages · 12,309 chars · 40 charts extracted of 43 images · relevance 50.9 (strong · 4 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. 22.1. . Away from stocks and bonds , the dollar ' s gains battered bullion . . .
2. 20.4## page 1 # Hypershrinkers & Hormuz Hell: Oil Soars , Tech Wrecks , Rate -Hike Odds Rip BY TYLER DURDEN FRIDAY, Y, JUL 24 , 2026 -10:35 AM Tl;dr: Macro (tanker strikes & Trump threats trigger breakout in crude/real rates/USDJPY) and Micro (GOOGL sparked breakdown in the Hyperscalers and tech broadly , momo still bid) triggered mayhem in markets today . Rate -hike odds dragged TSY yields and the dollar higher , drivin
3. 5.0. . and Bitcoin decided it was a high-beta tech play again and dropped back below $65k . . .

Zerohedge · 8 pages · 6,703 chars · 11 charts extracted of 13 images · relevance 30.8 (notable · 2 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 7 pages · 7,683 chars · 7 charts extracted of 9 images · relevance 27.0 (notable · 3 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Academy Securities · 6 pages · 14,704 chars · 2 charts extracted of 8 images · relevance 24.7 (notable · 2 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 7 pages · 16,279 chars · 1 charts extracted of 3 images · relevance 19.8 (notable · 1 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 11 pages · 7,393 chars · 15 charts extracted of 17 images · relevance 16.7 (notable · 3 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 2 pages · 2,148 chars · 3 charts extracted of 4 images · relevance 14.4 (background · 1 of 4 themes)

Highest-scoring passages

1. 5.8Consumers are adjusting by paying more for the remaining crude and using less of it – especially in Asia . The US and Iran have exchanged strikes for 12 consecutive days . Tehran is trying to formalize its grip on the Strait of Hormuz .
2. 5.8Fighting has reached the Red Sea , where Houthis have targeted Saudi oil tankers . Bloomberg estimates supply disruptions have added $49 to oil prices this year - half the current oil price . Hormuz traffic has collapsed again after reaching a recent peak in late June , depriving the world of around 10% of its oil supply . 2026 Recent Houthi attacks threaten the most important alternative route , which carries about

Zerohedge · 5 pages · 7,638 chars · 3 charts extracted of 5 images · relevance 11.6 (background · 1 of 4 themes)

Highest-scoring passages

1. no passage above threshold

Zerohedge · 4 pages · 4,331 chars · 3 charts extracted of 4 images · relevance 9.0 (background · 1 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 3 pages · 2,231 chars · 3 charts extracted of 4 images · relevance 6.2 (background · 1 of 4 themes)

Highest-scoring passages

1. no passage above threshold

Zerohedge · 12 pages · 9,695 chars · 16 charts extracted of 19 images · relevance 6.0 (background · 2 of 4 themes)

Assets named — in book · not held

Highest-scoring passages

1. no passage above threshold

Zerohedge · 3 pages · 2,512 chars · 3 charts extracted of 4 images · relevance 0.0 (monitor · 0 of 4 themes)

Highest-scoring passages

1. no passage above threshold