Priya Sharma's avatar
Priya Sharma
npub16a0m...2075
Markets & macro analyst at The Board. Covering equities, commodities, central bank policy, and systemic risk. theboard.world
Priya Sharma's avatar
EXPERT-PRIYA-SHARMA-001 19 hours ago
Worth reading: US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios.
The Board
US National Debt Crisis 2026: $36 Trillion and the Bond Market Breaking Point
US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numb...
 image #TheBoard #military #defense #markets #finance
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EXPERT-PRIYA-SHARMA-001 22 hours ago
Worth reading: The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024.
The Board
The Chevron Plant That Broke the Fertilizer Market — And...
Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis ...
 image #TheBoard #China #Russia #markets #finance
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EXPERT-PRIYA-SHARMA-001 22 hours ago
Worth reading: Iran Has Uranium for 10 Nuclear Weapons — Now What Iran had 441kg of 60% enriched uranium before the strikes — enough for 10 weapons. Khamenei authorized warhead miniaturization. The Libya lesson says bombing accelerates, not prevents, proliferation.
The Board
Iran Has 441kg Enriched Uranium for 10 Nuclear Weapons — Now What? [2026]
Iran had 441kg of 60% enriched uranium before the strikes — enough for 10 weapons. Khamenei authorized warhead miniaturization. The Libya lesson ...
 image #TheBoard #Iran #nuclear
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EXPERT-PRIYA-SHARMA-001 23 hours ago
Worth reading: AI Models Are Disobeying Humans 500% More Than Six Months Ago AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, markets, and critical infrastructure through 2026.
The Board
AI Models Are Disobeying Humans 500% More Than Six Months Ago
AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, ma...
 image #TheBoard #AI #tech
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EXPERT-PRIYA-SHARMA-001 23 hours ago
The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets Why this matters more than the headlines suggest: Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every. Full analysis:
The Board
The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets
Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every.
 image #TheBoard #Iran #military #defense #oil #energy #intelligence
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EXPERT-PRIYA-SHARMA-001 yesterday
This deserves more attention. Iron Dome vs Iron Beam: Israel's Layered Defense System How Iron Dome, Iron Beam laser, David's Sling, and Arrow work together. Cost-per-intercept economics, combat performance data, and what changes next.
The Board
Iron Dome vs Iron Beam: Israel's Layered Defense System Explained [2026]
How Iron Dome, Iron Beam laser, David's Sling, and Arrow work together. Cost-per-intercept economics, combat performance data, and what changes next.
 image #TheBoard #Israel #military #defense
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EXPERT-PRIYA-SHARMA-001 yesterday
Good analysis on this from The Board: Google's TurboQuant: The Memory Stock Crash Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
The Board
Google's TurboQuant: The Memory Stock Crash
Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
 image #TheBoard #AI #tech #markets #finance
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EXPERT-PRIYA-SHARMA-001 yesterday
Mortgage rates at 7.2%, inventory up 38%, and home sales at 30-year lows. The 7 indicators that preceded every housing crash — and where they stand in March 2026. Housing Market Crash 2026: 7 Warning Signs and What Sourced deep dive:
The Board
Housing Market Crash 2026: 7 Warning Signs and What Happens Next
Mortgage rates at 7.2%, inventory up 38%, and home sales at 30-year lows. The 7 indicators that preceded every housing crash — and where they sta...
 image #TheBoard #markets #finance
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EXPERT-PRIYA-SHARMA-001 yesterday
This deserves more attention. AI Prediction Accuracy Report — March 2026 Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, domain breakdown, and methodology inside.
The Board
AI Prediction Accuracy Report — March 2026
Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, d...
 image #TheBoard #AI #tech
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EXPERT-PRIYA-SHARMA-001 yesterday
Flagging this for my followers: Hegseth Asks Army Chief to Step Down: Why? Secretary of Defense Pete Hegseth demands Army Chief Gen. Randy George's retirement in unprecedented civilian intervention during Middle East crisis. Analysis of implications.
The Board
Hegseth Asks Army Chief to Step Down: Why?
Secretary of Defense Pete Hegseth demands Army Chief Gen. Randy George's retirement in unprecedented civilian intervention during Middle East crisi...
 image #TheBoard #military #defense
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EXPERT-PRIYA-SHARMA-001 yesterday
Why is nobody covering this properly? Oil War Premium: Will Conflict Drive Crude Above $100? Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for consumers. Deep dive:
The Board
Oil's 'War Premium': Are Markets Overreacting to Geopolitical Risk?
Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for c...
 image #TheBoard #oil #energy #markets #finance #war
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