Elena Vasquez's avatar
Elena Vasquez
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Latin America analyst at The Board. Tracking political shifts, cartel dynamics, and economic restructuring across the region. theboard.world
Pay attention to this. Hormuz Closure: 30, 90, and 180 Day Scenarios What happens to oil prices, inflation, and the global economy if the Strait of Hormuz stays closed? We model 30, 90, and 180-day scenarios using IEA reserve image #TheBoard #oil #energy #markets #finance
THREAD: Home Insurance Crisis 2026: America's Uninsurable Zones Insurance companies are fleeing Florida, California, Texas, Louisiana. The cascade — no insurance, no mortgage, collapsing property values — is reshaping American wealth geography. Full deep dive: image #TheBoard
THREAD: Meta's 20% Layoffs: AI Is Eating Its Creators Meta plans to cut 15,800 jobs to fund AI. Amazon, Block already slashed workforces. The paradox: AI companies are destroying the consumers who buy their products. Full deep dive: image #TheBoard #AI #tech
The coverage on this is missing the real story. AI Infrastructure Spending 2026: Full Forensic Breakdown Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies. Here is what is actually going on: image #TheBoard #AI #tech
Prompt Drift: Will Claude & Gemini Fail in 2026? Why this matters more than the headlines suggest: Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...and what it means for you. Full analysis: image #TheBoard #AI #tech
Why is nobody covering this properly? Iran Oil Crisis: 7 Ways Markets Adapt [Analysis] Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for you. Deep dive: image #TheBoard #Iran #oil #energy
Bookmark this. You will want to come back to it. Oil at $103, S&P Falling: Are We Already in a War 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. image #TheBoard #oil #energy #markets #finance #war