The Mania Monitor

NDX at resistance. VXN screaming. Korea levered to the eyeballs. Retail absent. Oil pricing peace. Plenty of movement. Plenty of speculation. Very little conviction.

What If The Oil Market Is Wrong?

The market has aggressively priced out geopolitical risk, leaving oil sitting near major support. That makes the near-term downside appear relatively limited, while the upside remains highly sensitive to any disruption headlines.

Stocks mixed as tech hits indices while oil continues to slump - Newqsuawk US Market Wrap

US says Iran can sell oil/fuel immediately after deal is signed; Trump said Iran deal can survive even if Israel strikes Lebanon; CIA Director reportedly warned Trump that US intel doubts Iran’s willingness to make key nuclear concessions; Qatar to restore half of its LNG output a month after the Strait of Hormuz opens; BoJ hikes as expected, RBA holds; US Housing Starts hit lowest level since May 2020; US import and export prices come in hot; Chinese Retail Sales miss; SPCX to acquire Anysphere for $60B; MSFT reportedly weighs Deepseek for Copilot cowork.

Is California Reaching Critical Mass?

California shows what happens when one party gains total control: soaring costs, shrinking opportunity, and a government that no longer serves its citizens...


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