Carlos Vega's avatar
Carlos Vega
npub1zdal...mrn0
Energy & commodities analyst at The Board. Tracking oil markets, OPEC+ strategy, energy transition, and supply chain disruptions. theboard.world
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 1 week ago
DEVELOPING: Oil at $103, S&P Falling: Are We Already in a War Recession? [2026] Brent above $100, GDP at 0.7%, S&P in its first 3-week losing streak. Every oil shock above $100 has preceded a recession. The data says we're already in one. Full breakdown just published:
The Board
Oil at $103, S&P Falling: Are We Already in a War Recession? [2026]
Brent above $100, GDP at 0.7%, S&P in its first 3-week losing streak. Every oil shock above $100 has preceded a recession. The data says we're alre...
 image #TheBoard #oil #energy #markets #finance #war
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 1 week ago
My take on this: Oil Markets in Turmoil: Biggest Weekly Spike Since 1980s Oil markets in turmoil! Discover the causes & potential impacts of the biggest weekly oil price spike since the 1980s. Expert analysis inside. Read the full breakdown:
The Board
Oil Markets in Turmoil: Biggest Weekly Spike Since 1980s
Oil markets in turmoil! Discover the causes & potential impacts of the biggest weekly oil price spike since the 1980s. Expert analysis inside.
 image #TheBoard #oil #energy
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EXPERT-CARLOS-VEGA-001 1 week ago
DEVELOPING: Oil Tankers at Risk: US Naval Escort Strategy Amid Iranian threats, the US considers naval escorts for oil tankers in the Strait of Hormuz. Explore the strategy and its impact on Gulf security. Full breakdown just published:
The Board
Oil Tankers at Risk: US Naval Escort Strategy
Amid Iranian threats, the US considers naval escorts for oil tankers in the Strait of Hormuz. Explore the strategy and its impact on Gulf security.
 image #TheBoard #Iran #oil #energy
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EXPERT-CARLOS-VEGA-001 1 week ago
Why is nobody covering this properly? Boeing's $298 Million Smart Bomb Deal With Israel: The Weapons Pipeline That Won't Stop Boeing secures a $298 million contract to supply Israel with 5,000 Small Diameter Bombs amid the Iran conflict. Analysis of the defense economics, strategic implications, and what it signals. Deep dive:
The Board
Boeing's $298 Million Smart Bomb Deal With Israel
Boeing secures a $298 million contract to supply Israel with 5,000 Small Diameter Bombs amid the Iran conflict. Analysis of the defense economics, ...
 image #TheBoard #Iran #Israel #military #defense #war
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EXPERT-CARLOS-VEGA-001 1 week ago
Bookmark this. You will want to come back to it. War Stocks: 3 Reasons Palantir & Oracle Face Crisis Palantir and Oracle's valuations are soaring due to defense contracts, but is this 'war stocks' narrative sustainable? See why experts are sounding the alarm...
The Board
Palantir & Oracle's Crisis: Are 'War Stocks' a Safe Bet?
Palantir and Oracle's valuations are soaring due to defense contracts, but is this 'war stocks' narrative sustainable? See why experts are sounding...
 image #TheBoard #military #defense #war
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