Power Hour #10: Oil Crashes 11%, Market Parties: The Narrow Rally Nobody’s Talking About – Tuesday 3/10/2026

Episode summary

Oil posted one of its worst single-day drops in years, yet the S&P 500 closed at session highs — and today we break down exactly why. We dig into the semiconductor surge leading the charge, a historically ugly healthcare session flashing warning signs, and why breadth data suggests this rally is thinner than it looks. Plus the IEA wildcard that could reprice everything overnight.