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
Bookmark this. You will want to come back to it. Salesforce's Agentforce Math Has a Fatal Flaw Benioff sells Agentforce as upsell. The $125 AELA retreat, 500 reassigned Salesforce workers, and the BPO canary say it's cannibalization wearing a tuxedo. image #TheBoard
Just published: Powell Spoke at Harvard Today. The Bond Market Did Not... Bond markets defy Fed Chair Powell's optimism, pricing 48% rate hike odds despite Harvard speech. Treasury term premium hits 15-year high as foreign demand collapses. image #TheBoard #markets #finance #FederalReserve
Bookmark this. You will want to come back to it. 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. image #TheBoard #China #Russia #markets #finance
The coverage on this is missing the real story. Housing Market Crash 2026: 7 Warning Signs and What 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. Here is what is actually going on: image #TheBoard #markets #finance
Why is nobody covering this properly? Israeli Airstrike Targets Nabatieh Amid Escalating Conflict Breaking: Israeli airstrike hits Nabatieh in Lebanon. See the aftermath video and get the latest updates on the escalating conflict now. Deep dive: image #TheBoard #Israel #war
DEVELOPING: 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. Full breakdown just published: image #TheBoard #military #defense #markets #finance
The coverage on this is missing the real story. Bitcoin ETF Flows April 2026: Fund-by-Fund Breakdown Spot Bitcoin ETFs took $1.97B in April 2026 inflows — the highest monthly haul on record. But the late-month $490M outflow shows the rally is losing momentum. Here is what is actually going on: image #TheBoard #bitcoin #crypto
Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if he changes his mind. Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026] Sourced deep dive: image #TheBoard #Iran #military #defense #oil #energy #Trump
Good analysis on this from The Board: Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap. image #TheBoard #oil #energy #markets #finance
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 Chevron Plant That Broke the Fertilizer Market — And... Sourced deep dive: image #TheBoard #China #Russia #markets #finance
Bookmark this. You will want to come back to it. 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