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Trading Post & Short Thoughts to the Max, August 18, 19, 20, 2026 michaeljburry.substack.com/p… The AI Buildout, Small Language Models, Intelligence per Watt, & Buying and Shorting 24x5, and a pictorial peak inside the sausage factory Bought the pink sheets TPLWF listing of Tem || michaeljburry.substack.com
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The key remains the oil: as long as Iran can’t export crude (and other than very limited amounts by train and truck, it can’t) everything else is incremental. The US Treasury’s announcement today is more a warning shot of a sustained oil blockade campaign: home.treasury.gov/news/ || home.treasury.gov
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