...history tells us that the crucial aspect is considering the sensitivity of oil price changes to the duration of the conflict (or disruption).

The hotel became a hub for illegal aliens...

"The attack on Saudi Arabia's Ras Tanura refinery marks a significant escalation..." 

"I can not get my head around how a market that has this much going on had a vix last week with a 19 handle..."

Foreign media sources are circulating claims US/Israeli forces struck Iran’s Arak heavy-water reactor complex and Natanz enrichment facility...

Today's oil surge - which is fading fast - is not that big in the grand scheme of geopolitical conflicts...

Buterin says AI coding still has “massive caveats", but people should expect Ethereum’s roadmap to be finished much faster than expected...

"The Revolutionary Guard navy is a minor force compared with what the American navy, the British, and the French can bring in."

Despite the hoopla about data centers, spending on factory construction was five times larger.

Same FOMO Momo, Different Ticker? (Silver vs EWY)

The SaaSpocalypse makes for dramatic headlines, but the idea that AI agents will simply devour enterprise software whole ignores both the data and the institutional complexity of the businesses being disrupted.

Beyond the risk of rare earth metals becoming a major focal point between Beijing and Washington (again), UAMY may also be rising, as antimony is a critical rare earth used... 

Pig Butchering?

...did 'retail' just try to call the bottom in 'software'?

He suggested that Trump not only abused a minor, but that she was later bumped off to keep her from speaking...

Is this a ‘tell’ regarding their ability to compound EPS growth in the face of elevated capital intensity?

In a nightmare deja vu moment for Europe, LNG prices exploded after Qatar shut LNG production in the world's largest export facility. 

History shows that oil prices can rise significantly, and well above fair-value estimates when geopolitical uncertainty is high and when the market puts some weight on supply disruptions persisting