The One Chart That Explains The Tinder Box In Europe

Bryan Rich446 FollowersFollow5ShareSavePlay(4min)CommentsSummaryThe speculative frenzy that took oil from $91 to $119 late Sunday night was crushed by the European morning as a headline hit about Saudi making more supply available.Stocks followed the inverse path of oil along the way - ultimately recovering from deep declines overnight, to close in positive territory on the day.But the structural pain developing in Europe noticeably wasn't as reactive to the chatter of potential supply relief. Why? The U.S. is (now) energy-dominant (a net exporter). Europe is energy-dependent. Tomas Ragina/iStock via Getty Images Originally published on March 9, 2026 We enter the week with wide swings in markets, led by the oil spike overnight. The speculative frenzy that took oil from $91 to $119 late Sunday night was crushedThis article was written byBryan Rich446 FollowersFollowBryan Rich is a macro investor and the founder of Logic Fund Management, an independent research firm known for connecting policy, investor influence, and innovation to real-world positioning. He writes Pro Perspectives, a concise daily briefing read by more than 25,000 investors who want clean signal over noise. Bryan’s framework is practical and repeatable: tracking the policy path (rates, liquidity, industrial strategy), following where elite capital is taking risk (billionaires and activists with operating influence), and mapping the technology cycle (compute, data, energy). From that, he translates big forces into entry points, catalysts, and portfolio construction.

Logic Fund Management offers two specialized subscription-based strategies: The Billionaires Portfolio—event-driven value, investing in companies with unlockable assets, activist alignment, and clear catalysts; and the AI-Innovation Portfolio—ownership in the infrastructure and intelligence layer of the AI economy, from data centers and networking to enabling software and robotics. Bryan began his career on the trading desk of a family-office macro fund in the mid-90s, and later at an award-nominated global macro firm. He is known for a plain-English style that blends institutional discipline with real-world execution. Independent. Aligned. Research-driven.