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🥛 Energy and compute scarcity are letting the bulls run wild 🐂
3 hours ago

🥛 Energy and compute scarcity are letting the bulls run wild 🐂

The global economy is still being choked by Hormuz staying closed.

John Gillen
John Gillen
🥛 S&P 7,100, Oil drought, and a $3T bond bet 💰
Apr 23, 2026

🥛 S&P 7,100, Oil drought, and a $3T bond bet 💰

Markets keep pumping despite growing risk of surging inflation.

John Gillen
John Gillen
🥛 There’s a new chairman in town 👔
Apr 21, 2026

🥛 There’s a new chairman in town 👔

Strong sales, stabilizing oil, and the Warsh Fed hearing.

John Gillen
John Gillen
🥛 Bull run or bull trap? 🐂
Apr 16, 2026

🥛 Bull run or bull trap? 🐂

Economic bombing, the 100% debt club, and a bullish reversal.

John Gillen
John Gillen
🥛 The strait is closed. Markets don’t care (yet) 🚧
Apr 14, 2026

🥛 The strait is closed. Markets don’t care (yet) 🚧

Iran says they are open to giving up nuclear weapons following new U.S. blockade.

John Gillen
John Gillen
🥛 What does the war mean for the U.S. economy? 🇺🇸
Apr 07, 2026

🥛 What does the war mean for the U.S. economy? 🇺🇸

“Wartime” economic data is trickling in.

🥛 What’s going on with the war? Nobody knows 🤷‍♂️
Apr 02, 2026

🥛 What’s going on with the war? Nobody knows 🤷‍♂️

Markets are confused, and so am I.

🥛 Bye TACO, hello NACHO 🇺🇸
Mar 31, 2026

🥛 Bye TACO, hello NACHO 🇺🇸

Is Trump losing his grip on markets?

🥛 When will the war end? ⏳
Mar 26, 2026

🥛 When will the war end? ⏳

Global markets are still deeply tied to the Iran war.

🥛 Will the war cause a global recession? 🌍
Mar 24, 2026

🥛 Will the war cause a global recession? 🌍

One analyst warns of a “pandemic-style” shutdown.

🥛 What’s next for the Fed as oil surges? 📈
Mar 19, 2026

🥛 What’s next for the Fed as oil surges? 📈

The Fed has a big headache...

🥛 The Iran war is upending global markets ⚠️
Mar 17, 2026

🥛 The Iran war is upending global markets ⚠️

What will happen next?

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Milk Road Macro

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