Macro Strategy 99 Years Apart: How Oil Supply Surges Powered—and Will Power—the Great Bull Markets Two presidents. Two petroleum crises. Two supply floods. The structural parallel between 1926–1928 and 2025–2028 is striking—and the investment implications are enormous. JD Unfiltered | March 2026 Another box to check
Markets rarely repeat exactly, but they often rhyme. Occasionally the rhyme becomes so precise that it demands closer inspection and that may be the case today. A striking structural parallel has emerged between the first quarter of 1927 and the first quarter of 2026 following the historical analog we have
ZOOMCAR HOLDINGS, INC. (OTC: ZCAR → NASDAQ: ZCAR) EQUITY RESEARCH — INITIATING COVERAGE Rating: STRONG BUY Price Target: $30.00 Post-Split ($2.31 Pre-Split) 6-Month Pre-Uplist Squeeze Target: $1.50+ Pre-Split ($19.50 Post-Split Equivalent) Current Pre-Split Price: ~$0.075 March 2, 2026 Author: Joseph
A useful way to interpret the current market cycle is to treat 2025 not as a late-cycle environment, but as a mid-cycle repositioning phase analogous to 1926 within the 1920s bull market. When the post-pandemic recovery beginning in 2020 is aligned with the post-pandemic expansion that
Bitcoin’s long-term narrative has always leaned on scarcity, adoption, and institutional legitimacy. But markets do not clear on narratives alone. They clear on ownership structure, liquidity, and marginal flows. When those factors are examined together, a coherent scenario emerges in which Bitcoin could plausibly fall back into the
Bitcoin has spent more than a decade benefiting from a structural tailwind few investors fully appreciated: for millions of people living inside weak monetary systems, it functioned as a financial multitool. That advantage is beginning to fade. A new technological and regulatory stack, yield-bearing stablecoins, satellite-based connectivity, and
The comparison between plastics and AI compute is no longer merely conceptual. What once read like a structural analogy is beginning to appear in market behavior itself. In the 1960s, plastics were treated as a miracle material—scarce, differentiated, and priced accordingly. Over time, scale and process innovation transformed them
When The Great Reversal was first published, the dominant market narrative was caution disguised as sophistication. Investors were told that valuations were stretched, liquidity was fragile, and that any optimism needed to be tightly hedged. The prevailing belief was that the bull market, if one even existed was already old,
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As the USD index approaches four-year lows, the de-dollarization thesis appears to be accelerating. But this couldn't be further from reality. Global capital flows from vulnerable financial systems will ultimately become major net buyers of USD through the now-frictionless on-ramp of stablecoins. As depositors
Eli Lilly's $1.2 billion bid for Ventyx Biosciences represents a starting point that could ultimately lead to an acquisition price 10x higher. Ventyx is now in the same position, except its strategic value is broader, its clinical validation stronger, and the competitive stakes are considerably higher. The
In the late 1970s and early 1980s, the American financial system experienced a seismic shift that few saw coming. Regulation Q had capped bank deposit rates at 5.25%, but inflation pushed market interest rates above 15%. Money market mutual funds emerged to fill the gap, offering savers direct access