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
Just published: 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
Housing Market Crash 2026: 7 Warning Signs and What Why this matters more than the headlines suggest: 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. Full analysis: image #TheBoard #markets #finance
This deserves more attention. 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. image #TheBoard #AI #tech
Worth reading regardless of where you stand: "نافذة من لبنان| ما انعكاسات المواجهة بين إسرائيل وإيران على المفاوضات؟" — Al Jazeera English
DEVELOPING: Bitcoin Price War & Geopolitics: Does BTC Hedge Conflict? Does bitcoin price rise during war? Analysis of BTC during Ukraine invasion, Iran strikes, and Gulf crises. Correlation data, sanctions flows, and 2026 outlook. Full breakdown just published: image #TheBoard #Iran #bitcoin #crypto #war #Ukraine #tradewar
DEVELOPING: Prompt Injection Attacks: How Hackers Break AI Every major LLM is vulnerable. Direct injection, indirect injection, and jailbreaks explained with real examples. How to defend your AI applications. Full breakdown just published: image #TheBoard #AI #tech
Defense Stocks at All-Time Highs: War Profits Why this matters more than the headlines suggest: Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money. Full analysis: image #TheBoard #military #defense #war
Been watching this closely. 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. Full analysis: image #TheBoard #China #Russia #markets #finance
Flagging this for my followers: Inflation 2026: The Oil War Tax Nobody Can Escape Gas up $1 per gallon in 30 days. Diesel at $5.25. Consumer sentiment at pandemic lows. The oil war inflation tax hits every American — and grocery prices h image #TheBoard #oil #energy #markets #finance #war
My take on this: Someone Bet $500M on War Before Trump's Post Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous. Read the full breakdown: image #TheBoard #Iran #military #defense #oil #energy #markets #finance
Why is nobody covering this properly? 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. Deep dive: image #TheBoard #military #defense #markets #finance