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NewsletterMay 15, 2026

4 Alerts, POET Chaos & Why this market needs a process

Markets are at all-time highs, oil is staying above $100, and volatility is no longer lurking around the corner. So naturally, many investors are frozen on the sidelines waiting for the "obvious" pullback, and the other half are buying anything with "AI" in the ticker like it's 1999 with better graphics. Both groups are about to learn an expensive lesson.

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