Dio Pouerie

Nov 28, 2025

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17 min read

Black Friday Without the Frenzy

Foot traffic is flat, discounts blur into background noise, and AI agents quietly redirect holiday spend. The real story is not the doorbuster. It is who still has pricing power when the urgency is gone.

Dio Pouerie, +1

Nov 27, 2025

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13 min read

THANKSGIVING SPECIAL

The Santa Claus Rally

Dio Pouerie, +1

AI, Labor, and the Reversal No One Saw Coming

Nov 26, 2025

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15 min read

AI, Labor, and the Reversal No One Saw Coming

A new divide is forming across the labor market. White collar roles face rising exposure from generative AI, while blue collar workers discover that automation can be the first real bridge into stable jobs in a decade. The question is whether the economy can absorb both shifts at the same time.

Dio Pouerie, +1

Nov 25, 2025

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16 min read

Robots, Layoffs, and the New Labor Math

Amazon’s leaked automation plans and fresh layoffs collide with China’s robot powered factories, raising a harder question than “robots versus humans.” The real issue is how fast economies can rewrite the social contract when work itself is being reorganized.

Dio Pouerie, +1

When Football Turns Into a Futures Contract

Nov 24, 2025

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14 min read

When Football Turns Into a Futures Contract

Prediction markets have exploded into the mainstream, powered by football liquidity, retail flow, and a regulatory vacuum. The next phase will determine whether event contracts become a new asset class or get pulled back under the umbrella of gambling law.

Dio Pouerie, +1

Private Space Race Tightens as SpaceX Stumbles and Blue Origin Scales Up

Nov 21, 2025

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16 min read

Private Space Race Tightens as SpaceX Stumbles and Blue Origin Scales Up

An explosion in Texas, a pristine landing off Florida, and a bigger New Glenn on the drawing board signal that the next leg of the AI and lunar economy will be decided as much on launch pads as in data centers.

Dio Pouerie, +1

Housing Weakness Splits the Tape: Lowe’s Stabilizes as Home Depot Slips

Nov 20, 2025

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16 min read

Housing Weakness Splits the Tape: Lowe’s Stabilizes as Home Depot Slips

A cooling cycle produces two very different earnings stories, and fresh housing data shows the market drifting rather than turning.

Dio Pouerie, +1

Nov 19, 2025

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14 min read

The AI Reflex Breaks

Markets stop rewarding hype and start rewarding execution. Alphabet shows the difference.

Dio Pouerie, +1

The New High Ground | When Supply Chains Become Power

Nov 18, 2025

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12 min read

The New High Ground | When Supply Chains Become Power

A congressional panel warns that China holds the chokepoints of the future economy

Dio Pouerie, +1

The Biology Premium | When Resistance Becomes Capital

Nov 17, 2025

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12 min read

The Biology Premium | When Resistance Becomes Capital

Big Pharma is racing to outrun tumor evolution. J&J’s Halda buy shows where the next oncology cycle begins

Dio Pouerie, +1

Nov 14, 2025

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12 min read

Imbalance at Inflection

A growing split in wages, spending, and sentiment reveals an expansion resting on uneven ground.

Dio Pouerie, +1

The Oil Paradox | The Commodity That Refuses To Go Quiet

Nov 13, 2025

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13 min read

The Oil Paradox | The Commodity That Refuses To Go Quiet

Electrification is rising, but oil is still the anchor beneath every growth story.

Dio Pouerie, +1

The Power Premium | When Energy Becomes Capital

Nov 12, 2025

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12 min read

The Power Premium | When Energy Becomes Capital

The AI boom is colliding with the grid. Private capital is moving to where the megawatts are

Dio Pouerie, +1

The AI Infrastructure Mirage | When Capital Outruns Compute

Nov 11, 2025

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12 min read

The AI Infrastructure Mirage | When Capital Outruns Compute

Wall Street’s new megadeals and data-center bets reveal a deeper imbalance: the velocity of capital now exceeds the speed of innovation.

Dio Pouerie, +1

The Private Generation | Millennials Rewrite the Risk Curve

Nov 10, 2025

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12 min read

The Private Generation | Millennials Rewrite the Risk Curve

A new class of investors is moving beyond public markets, reshaping capital formation from the bottom up.

Dio Pouerie, +1

The Cost of Conviction | Blackstone’s Stop-Loss Moment

Nov 7, 2025

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9 min read

The Cost of Conviction | Blackstone’s Stop-Loss Moment

Even in private markets, patience now carries a price. From Musk’s trillion-dollar vote to Blackstone’s billion-dollar unwind, ambition meets its limits.

Dio Pouerie, +1