Adam Shapiro

🛢️ Oil is above $100—and still rising. Why? • Iran is disrupting shipping through Hormuz • The U.S. Navy hasn’t stepped in yet • Markets are realizing this won’t be a quick conflict Oil is up ~60% since mid-February Gas is heading toward $4 👀 What happens next? @rickjnewman explains options and impact for you. 👇 r.ainvest.com/0f7yX8

💥Best money I've spent in years. My subscription to @TheFP The Free Press WELL WORTH IT. 💥Articles and columns like this make a difference and offer insight others miss! thefp.com/p/paul-ehrlich…

35 years after throwing off the yoke of Communism, Poland becomes the world's 20th largest economy. The warmth of capitalism is lifting an entire nation out of poverty. apnews.com/article/poland…

"Through the infamous Durban conference, History is giving us Jews a signal. And we had better learn to decode it." - Elie Wiesel ### Today, Mayor Mamdani celebrated St. Patrick's Day by spreading the vicious blood libel against the Jews, claiming that we had perpetrated a genocide in Gaza. He platformed and praised Mary Robinson, the previous President of Ireland, whose leadership of UNHCR was forever marked by the stain of the antisemitic Durban conference, from which the American delegation resigned in protest. Read here what my father wrote in September 2001, days before 9/11, expressing his profound disappointment in Mary Robinson and the hatred against Jews she had allowed to foment at Durban through the United Nations. Elisha Wiesel - March 17th, 2026 ### FROM ELIE WIESEL'S PRIVATE ARCHIVES: The Durban Conference will go down in History as an enterprise of shame. Instead of being an important international gathering of goodwill, it became a circus of slander. Conceived as a world gathering against hatred, it turned into a mean spirited meeting of hatred. I was supposed to be there. Both Kofi Annan and Mary Robinson tried their best to persuade me, especially since I was a member of the small "Committee of Eminent Persons", created by the UN High Commissioner, to help with the proceedings. But when I read the working documents I resigned. Antisemitism, which is the oldest group prejudice in History, didn't even figure in the program. What did figure was something about "holocausts such as the ethnic cleansing of Palestinians by the Israelis". Mrs Robinson called me several times. I had lunch with the UN Secretary General, whom I had known for years. I explained to both why I simply cannot be part of an event that is so outrageously anti-Israeli and anti-Jewish. They claimed that the language would be changed. But the trouble was the content. I warned the UN Secretary General that the Conference, the way it was being prepared, will remain a moral disaster in the annals of social and political conduct among nations. For the content was sheer vicious hatred whose reverberations must revolt all decent and civilized people. Secretary Powell and his colleagues were outraged. Their courageous stand deserves support and praise. The American and Israeli delegations left; others did not. I wish European and South-American delegations had followed their example. Their explanation is that they will work from the inside to work out another draft resolution. It's too late. The damage was done. Hatred is like cancer. It goes from cell to cell, from limb to limb, from person to person, from group to group. We have seen it at work in Durban. Even respected personalities such as Kofi Annan somehow lost his way and said things that are unworthy of him. With the Durban scandal in the background, how can the world expect Israel to trust the United Nations? And how can good people, idealistic people have faith in its mission to bring nations together in an atmosphere of dignity? The Durban conference will be remembered as a forum dominated not by anti-Israelis but by antisemites. That militant Palestinians hate Jews that is known. It is enough to hear the various Islamic leaders harangues and read schoolbooks printed by the Palestinian Authority: they preach hatred and violence not against Zionists but against Jews. Their slogan, naked and brutal, which is everywhere the same, has been felt and heard in Durban too: "Kill the Jews!" What hurts is not that Palestinians and Arabs voiced their hatred but that so few delegates had the courage to dissociate themselves from them. It is as if in a weird and frightening moment of collective catharsis, they all dropped their masks and showed their true faces. Through the infamous Durban conference, History is giving us Jews a signal. And we had better learn to decode it. Elie Wiesel - September 4th, 2001

No Jews, no views

Regarding the Iran war... this is from @AlJazeera and worth reading. aljazeera.com/opinions/2026/…

Private credit is showing cracks ⚠️ Funds are limiting withdrawals. Banks are pulling back. But one corner is still booming: ➡️ Asset-backed finance New from Apollo’s latest podcast 👇 @apolloglobal ainvest.com/news/private-c…

NYC spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025. And $81,705 is a floor. It excludes supportive housing (~$500M/yr), mental health response teams, and NYPD encampment costs. The city projects ~$97K per person in FY2026.

The US imports 100% of its graphite — a critical mineral for batteries and defense. In a new @AInvestOfficial interview with @Ajshaps, our CEO Rita Adiani discusses how Titan is working to rebuild a domestic graphite supply chain in New York. ainvest.com/news/titan-min…

🛢️ Oil spikes could reverse faster than people think. @InfraCap CEO Jay Hatfield says the surge reflects fears around Middle East supply disruptions, especially near the Strait of Hormuz. Key insight: • Every 1M barrels/day lost could add ~$5 to oil prices • Worst case: crude could reach $140 • Futures markets expect oil at $70 later this year That means markets may be pricing fear more than lasting scarcity. Read the full analysis: 👉 r.ainvest.com/ZavRn9 Tickers to watch: $WTI $XLE $SPY

Great insight from Rick Newman. open.substack.com/pub/ricknewman…

A Private Credit Fund of Funds in 2026 seems to rather closely resemble a CDO-squared in early 2007.

@business @BChappatta ainvest.com/news/credit-cr…

.@BChappatta and Olivia Fishlow unpack the recent tumult in the world of private credit on the Big Take Podcast bit.ly/4cE23G5

@AshCrypto AInvest is talking about it... ainvest.com/news/credit-cr…

NO ONE IS TALKING ABOUT THIS 🇺🇸 US largest bank, JP Morgan, has announced it will restrict lending to private credit funds. Today, it was reported that JP Morgan has marked down the value of certain loans held by private credit lenders, all of which belong to software companies. This is the 4th entity to do something similar over the past few weeks. In Feb, Blue Owl Capital halted redemptions at a major credit fund. Blackstone's fund also had to raise their withdrawal cap and inject $400 million of their own money just to cover the demand. BlackRock also limited withdrawals for its $26 billion private credit fund. This is a clear sign that the stress in the $2 trillion+ credit market is growing rapidly. And it could get a lot worse. This is because of the Middle East war, which will cause inflation to spike and stop any Fed easing. Without Fed easing, the yields will spike, and companies will struggle more to repay their debt. This will cause layoffs, which we are already seeing, thus slowing down the economic growth and potentially even causing a recession.

WTF? This is getting REAL? More Here 👇ainvest.com/news/credit-cr…

⛽ Gas prices have jumped fast. • Before the war: $2.92/gal • Now: about $3.60/gal ⛽️Some analysts say we could get close to $4 gasoline if oil stays elevated. 🛢️The real signal? Oil markets may be pricing in a longer conflict. Are you paying attention to energy markets right now? More: 👉 r.ainvest.com/A6JDDR

Ainvest is heading to #NVIDIAGTC 2026. 🚀 Stop by 📍 Booth 187 We’re bringing six production ready solutions designed to redefine financial intelligence: - Financial AI Solutions: Financial Data API, Research Agent, @AimeInvest Copilot - AI Powered User Solutions: AI Digital Assistant, Custom Data Visualization, AI Fitting Mirror developed with @NewPortAIX 🎤 Don't Miss Our Session: Unified Architectures and Evaluation Frameworks for Financial AI Agents (Session ID: S81729) 📅 Thursday, Mar 19, 2026, 9:00 AM to 9:40 AM PDT Stop by to see how we are building AI solutions for the next generation of financial platforms. promo.ainvest.com/gtc-2026/?utm_… #ainvest #aime #fintech #financialintelligence #AI #GTC2026 #nvidia #b2b

⛽ Gas Prices Spike: Is $4/gal Coming? youtube.com/shorts/EJ-xGjO… via @YouTube

⚖️ Iran's Regime: The World's Most Hostile Government? Part of my discussion with @rickjnewman Full Report: 👉 ainvest.com/news/trump-sac…