Imagine all of the malinvestment that took place in autos, on EVs, thank to the government distorting markets and forcing EV adoption when genuine demand may not have been robust.

Net-net, this market feels like it’s chopping everyone up...

“...consumers’ worries about tariffs appear to be gradually receding..."

Leaders from Chevron, Exxon, ConocoPhillips, Continental, Halliburton, HKN, Valero, Marathon, Shell, Trafigura, Vitol Americas, Repsol, Eni, Aspect Holdings, Tallgrass, Raisa Energy and Hilcorp are expected to attend...

Defense has logged 6 straight days of inflows — the 2nd longest streak since October (GS).

Justices take to the bench at 10AM EST...

"The ghost fleets will not outrun justice." 

The initial plan is to offtake over 2000 MW of power from nuclear power plants owned by Vistra energy in Ohio, assist with fast tracking two reactors from TerraPower, and send a pre-payment to Oklo for securing nuclear fuel and advancing the first stage of a project in Ohio.

Kremlin charges the US & European allies with forming "axis of war"...

“The market is hoping for the jobs data to land on the fairway. Too much job creation would hint the economy is getting hot while a number close to zero would point, in contrast, to a slump. Neither option is good.”

"Trump's post about buying MBS and the potential impact on rates was the first piece of potentially good news for the builders..." 

Stronger economic data and delayed releases point to more robust U.S. growth momentum toward the end of the year...

A year where (as is often the case) the headline returns masked the volatility, pain, noise and churn from point to point...

Middle Eastern NOCs reinforced their role as a critical buffer in the global energy system through a consistent strategy of capacity expansion and cost reduction...

"This consumer-led expansion has been peculiar due to a lack of hiring as spending / growth accelerated higher. Now, do we see hiring return adding more support to a stronger than average aggregate consumer?"

Remarkably, the latest China bull is still barely on the radar.

"The market for chunkier sports models from brands like Rolex has been on a roller coaster..." 

A Belgian judge was unimpressed by claims that early menopause explained months of extreme domestic abuse that left a 48-year-old man a "burned skeleton"...