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Bread & Bull

Clear, actionable market insight paired with daily scripture to help you make confident financial decisions without losing sight of what matters most.

Daily Brief

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

Mar 9, 2026

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10 min read

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

The Strait of Hormuz is effectively closed, oil is surging past $109 a barrel, and the U.S. economy just shed 92,000 jobs — all in the same week.

Nathan Grey

Daily Brief

AI Jitters Aren’t About “AI.” They’re About Payoff.

Feb 27, 2026

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5 min read

AI Jitters Aren’t About “AI.” They’re About Payoff.

The Nasdaq is on track for its steepest monthly drop since March 2025, even though we’ve had plenty of “good news” from the companies at the center of the AI boom.

Nathan Grey

Daily Brief

Tariffs Shift. Markets Slip. Here’s the Signal.

Feb 23, 2026

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5 min read

Tariffs Shift. Markets Slip. Here’s the Signal.

The setup is simple: the Supreme Court voided most of last year’s tariffs, and the administration responded by floating a new 10%, then 15% global levy under a different statute.

Nathan Grey

The Week Ahead

Week Ahead

Mar 9, 2026

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10 min read

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

The Strait of Hormuz is effectively closed, oil is surging past $109 a barrel, and the U.S. economy just shed 92,000 jobs — all in the same week.

Nathan Grey

Week Ahead

Oil spiked. Stocks flinched. The real shock is the plumbing.

Mar 2, 2026

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5 min read

Oil spiked. Stocks flinched. The real shock is the plumbing.

Oil spiked and stocks slipped but the bigger risk is the “plumbing”: disrupted tankers and disappearing war-risk insurance that can keep prices elevated.

Nathan Grey

Week Ahead

Feb 16, 2026

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4 min read

President's Day Week Ahead

Today is Presidents Day, and U.S. markets are closed. But pauses like this are often when professionals step back, reassess positioning, and prepare for the next wave of data, earnings, and macro signals.

Nathan Grey

Recent Articles

Three Weeks Down. Here's What Comes Next.

Mar 13, 2026

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8 min read

Three Weeks Down. Here's What Comes Next.

Brent crude crossed $100 a barrel for the first time since 2022 this week — a 54% surge in just 13 trading days. Today's pullback is real, but the crisis underneath it isn't going anywhere.

Nathan Grey

Week Ahead

Mar 9, 2026

•

10 min read

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

The Strait of Hormuz is effectively closed, oil is surging past $109 a barrel, and the U.S. economy just shed 92,000 jobs — all in the same week.

Nathan Grey

Week Ahead

Mar 2, 2026

•

5 min read

Oil spiked. Stocks flinched. The real shock is the plumbing.

Oil spiked and stocks slipped but the bigger risk is the “plumbing”: disrupted tankers and disappearing war-risk insurance that can keep prices elevated.

Nathan Grey