The Last Call

Two things happened this week that will define the next decade of wealth in America, and most people only noticed one of them.

The one they noticed: oil hit $119, the Fed said inflation isn't coming down fast enough, and the S&P 500 set new 2026 lows.

You already know about the war, the gas prices, and the shrinking 401(k)s.

The one they missed: AI just had the most dominant week of earnings in its history, and it didn't matter.

Jensen said $1 trillion, Amazon said $600 billion, Micron nearly tripled its revenue and guided even higher... and every single one of those stocks went down.

That disconnect is where generational wealth gets made.

THE STORY OF THE WEEK

$119 OIL DOESN'T KILL AI, IT MAKES IT INEVITABLE

Here's what nobody is connecting yet.

Companies staring at $100+ oil aren't going to slow down AI adoption, they're going to accelerate it.

When energy costs are spiking, when job creation is at "essentially zero" (Powell's words), when the Fed can't cut... the only way to grow margins is to automate, deploy agents, and do more with less.

Bezos is already seeking $100 billion to fund AI-driven automation across Amazon's warehouses, and that's not a bet on the future, that's survival in the present.

THE PARADOX: The oil crisis isn't the enemy of the AI trade, it's the accelerant. The companies that deploy AI fastest survive $100 oil, and the ones that don't get crushed by it.

We called this oil-inflation spiral earlier this month when crude first broke $90.

Now Brent hit $119, the Fed raised their inflation forecast to 2.7%, and PPI came in scorching at 0.7% versus 0.3% expected.

The dot plot still shows one cut this year, probably December. Seven of 19 FOMC members now think zero cuts, and one member even discussed a hike.

The market is splitting in two: undeniable AI demand on one side, a macro environment that won't let it breathe on the other.

The investors who understand which force wins are the ones who come out on the right side of the biggest wealth transfer in decades.

EXCLUSIVE CONTENT

From the financial renegade who has predicted almost every major economic event since the late ’90s comes an urgent new warning:

America Is About To Be Displaced, Forever

An unstoppable new force is about to destroy millions of Americans financially (Goldman Sachs estimates 12,400 daily), while generating millions of dollars for others… Which side will you be on?

Click here to watch the bombshell new documentary, for free

WHAT'S SETTING UP

TWO FORCES. ONE WINNER.

Israel committed to help the US reopen the Strait of Hormuz on Thursday, and Brent dropped from $119 to around $103 overnight.

If that coalition takes shape, the inflation narrative loosens and AI names get room to breathe. If Iran escalates again, oil rips back above $110 and it's risk-off all over.

THE SETUP: If oil fades below $90, the AI names that got hammered this week could snap back hard. The earnings are confirmed, what's missing is a cooperative macro.

ON DECK

NEXT WEEK

FRIDAY MAR 27 — PCE INFLATION + GDP

The Fed's preferred inflation gauge, after Powell's "not enough progress" comment this is the most important data point of the month.

ALL WEEK — STRAIT OF HORMUZ

The Israel-US coalition is the biggest variable in markets right now, any progress means oil fades and risk-on, any escalation means oil rips and risk-off.

ALL WEEK — FED SPEAKERS

Blackout period is over, and after the most fractured dot plot in recent memory every comment could move markets.

BOTTOM LINE

The AI story is settled. The macro story isn't. When oil breaks, the snapback could be violent.

Go enjoy the weekend, the charts will still be there Monday.

Stay Locked In

— The Lead Editor, Main Street Betz

EXCLUSIVE CONTENT

New warning from the analyst Barron’s called “prescient”:

AI’s PHASE II IS COMING

Millions of Americans are about to be blindsided by the second, far more sinister phase of the artificial intelligence revolution… act now before it’s too late for your financial well-being.

Click play to stream this new exposé for free.

DISCLAIMER

We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time. That combination is either genius or a liability, and we honestly aren't sure which one yet.

Nothing here is financial advice. Seriously. Do your own research. Talk to an actual licensed professional before you YOLO your savings into something you read in a newsletter written by an ape in a hoodie.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." It will humble you. It humbles us too. That's the game.

We may hold positions in securities mentioned. Trading and investing is risky. Trade at your own risk. Eat Cookiez responsibly.

 

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