The Best One Yet

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

15 snips
Mar 3, 2026
Markets wobble after Iran strikes as oil jumps and travel stocks slip. A coffee chain reveals it really thrives on energy drinks and drive-thru speed. A clash between AI companies and the Pentagon raises questions about morals as a selling point. And a quirky wearable promises to track bodily gases.
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ANECDOTE

Scientists Built A Fitbit For Farts

  • University of Maryland prototyped a clip-on device to measure flatulence frequency and correlate it to diet.
  • 4,000 people applied; current record is 175 farts in one day, illustrating strong demand and curiosity.
ADVICE

Prioritize Geopolitical Signals Over Fundamentals

  • Focus on generals and geopolitics, not typical finance metrics, when assessing investments during an active conflict.
  • Track military developments and strategic chokepoints like the Strait of Hormuz to anticipate sector winners and losers.
INSIGHT

Geopolitics Drives Markets More Than Fundamentals

  • War in Iran raised market uncertainty, causing stocks to dip and oil to spike as investors react to geopolitical risk.
  • Oil jumped ~7% Monday; Strait of Hormuz shutdown and attacks on refineries threaten supply and push oil toward $100/barrel forecasts.
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