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10/12/2026

Bond yields can move for a lot of reasons. One of the more concerning ones is sustained selling tied to geopolitical stress.

In the latest Tea & Crumpets, Will Brown looks at Treasury selling, a brief bond-market rally that quickly reversed, and what that may say about the pressure building beneath interest rates.

When Treasuries sell off, yields rise. And when higher yields collide with escalating global conflict, the impact can spread far beyond bonds into borrowing costs, stocks and the broader economy.

If the bond market is already reacting to an “escalation trap,” what happens if the geopolitical picture gets worse?

🔗🎧 Listen to Will and Adam in their latest episode, “Not Between 2 Ferns”: https://linktr.ee/formidablellc (Link in bio)

10/08/2026

🚨Episode 107, “Not Between 2 Ferns” is out now!

Higher diesel prices don’t stop at the gas station.

Trucks, ships, tankers and much of the infrastructure responsible for moving goods still rely on diesel. When those fuel costs rise sharply, transportation gets more expensive, and eventually those costs can find their way onto store shelves.

In the latest Tea & Crumpets, Will Brown explains why the price of diesel can tell us more about inflation pressures than a headline crude oil price alone.

Because when the cost of moving almost everything goes up, consumers eventually feel it in their wallets.

🔗 Link to Listen: https://linktr.ee/formidablellc (Link in bio!)

10/07/2026

AI may be transformative. That doesn’t automatically make every AI company a great investment.

In the latest Tea & Crumpets, Adam Eagleston compares today’s AI boom to another technology that fundamentally changed the world: commercial aviation.

Airplanes revolutionized transportation. But that didn’t necessarily translate into great economics for the companies operating them.
Could AI follow a similar path?

The technology can be incredibly powerful, but investors still have to ask the harder question: can the businesses behind it actually turn that innovation into sustainable profits?

Link to Listen: https://linktr.ee/formidablellc
(Link also in bio)

🚨 New Episode! Markets look strong on the surface. Underneath, things are getting a lot more complicated.In the latest e...
10/07/2026

🚨 New Episode! Markets look strong on the surface. Underneath, things are getting a lot more complicated.

In the latest episode of Tea & Crumpets, Will Brown and Adam Eagleston dig into what’s really driving markets right now, from stubborn inflation and higher interest rates to oil prices, geopolitical risk, tightening credit conditions, and increasingly stretched AI valuations.

They also take a closer look at what may be hiding beneath headline index performance, including narrow market leadership, stress in financials, widening credit spreads, massive AI infrastructure spending, and the growing question of whether some of today’s biggest technology bets can ultimately produce sustainable returns.

The market has remained remarkably resilient. But with credit conditions beginning to shift and so much growth tied to AI and data-center investment, how long can that resilience last?

🔗 to Listen: https://linktr.ee/formidablellc
(Link also in bio)

10/02/2026

What happens when one of the world’s biggest financial institutions admits it doesn’t know what comes next?

In this clip from Tea & Crumpets, Adam Eagleston and Will Brown discuss JP Morgan’s acknowledgement that it could not establish a baseline outlook for how the current conflict may ultimately play out.

For investors accustomed to forecasts built around models and probabilities, that level of uncertainty says a lot about just how difficult today’s energy and geopolitical environment has become.

🔗 Link to Listen: https://linktr.ee/formidablellc (Link in Bio ☝️)

10/01/2026

Strategic oil reserves around the world have been drawn down heavily, and replacing those barrels is not something that happens overnight.

In this clip from Tea & Crumpets, Will Brown explains why depleted reserves could have implications well beyond the current energy crisis. Rebuilding inventories means finding, producing, transporting, and storing enormous amounts of oil, a process he believes could take decades.

That long recovery period is one reason Will sees energy continuing to play an important role in the investment landscape.

🔗 Link to Listen: https://linktr.ee/formidablellc (Link in Bio ☝️)

09/29/2026

Are some of the biggest technology companies reporting stronger earnings than their underlying businesses are actually producing?

Will Brown breaks down how rising valuations of private AI investments can flow through reported earnings. Using a simple example, he explains how a company can see the value of an AI investment rise dramatically and then reflect that gain in its results, even though the money did not come from its core operations.

The accounting may be permissible, but the bigger question for investors is whether those gains should be viewed the same way as traditional operating earnings, especially when the underlying investments may still be illiquid.

Watch the full episode of Tea & Crumpets for more on AI valuations, technology earnings, energy markets, inflation, and the forces shaping today’s investment landscape.

Link to Listen: https://linktr.ee/formidablellc
(Link also in bio)

09/25/2026

⛽️ Could gasoline really reach $9 a gallon?

Will Brown and Adam Eagleston look at the unusually wide gap between diesel and crude oil prices and what it could signal for the broader energy market. While $9 gasoline may represent an extreme scenario, the current pricing dynamics point to continued pressure across oil and refined products.

Will also explains why he believes crude prices could ultimately move significantly higher as the market works toward a new equilibrium.

Watch the full episode of Tea & Crumpets for more on energy markets, inflation, interest rates, artificial intelligence, and the forces shaping today’s investment landscape.

🔗 Link to Listen: https://linktr.ee/formidablellc
(Link in Bio too ☝️)



Markets are being pulled in a lot of different directions at once.Energy markets are under pressure. Inflation remains s...
09/24/2026

Markets are being pulled in a lot of different directions at once.
Energy markets are under pressure. Inflation remains stubborn. Bond yields are pushing back against the narrative. And despite it all, equities, particularly technology stocks, continue to show remarkable resilience.

In Episode 106 of Tea & Crumpets, Will Brown and Adam Eagleston, CFA dig into the growing disconnect between energy, rates, inflation, and the stock market, while taking a closer look at the AI investment boom, the enormous capital flowing into data centers, and whether some of today’s technology earnings are as strong as they appear.

And for once, they’re actually having tea and crumpets together.

🔗 Link to Listen: https://linktr.ee/formidablellc
(☝️Link in Bio)

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Cincinnati, OH
45202

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