"Hormuz recovery stalls. Oil has rebounded as renewed...." 

...low VIX implies smooth sailing ahead, while a record-low implied correlation suggests the market could be at risk.

"It will be reskinned, everything will be leveled..." 

Nearly a decade of stonewalling meets fresh congressional pressure...

...remain a better gauge of real supply tightness than crude itself...

Qatar is pausing efforts to rapidly revive production at the world’s largest LNG facility, after an attack on one of its tankers in the Strait of Hormuz raised fears that transit through the crucial waterway is still too risky.

Iris enters production in September - arguably the best news Meta's chip program has ever produced. 

The view that demand for semiconductors is a structural shift - detached from the business cycle - is about to be tested as higher yields feed into the housing market...

“The back-and-forth in monthly home sales activity, driven by mild fluctuations in mortgage rates, shows how sensitive home buyers are to affordability conditions,”

If Tehran deescalates, they cede control of Hormuz. If they escalate, their options are to hit Hormuz more. triggering more US counter strikes; or GCC energy.  triggering a larger war; to use (battered) proxies like Hezbollah, triggering wider war.

Bloom said it has sufficient scandium oxide supply and that it is not dependent on China, either for current operations or future demand growth.

"With around 122,000 customer deliveries in the first half of 2026, we are below the same period last year..." 

If Chinese models keep gaining and token prices keep falling, the hyperscaler cash flows expected may prove too optimistic...

To make Canada great again, Prime Minister Mark Carney is abandoning climate alarmism and embracing what made the country wealthy in the first place: crude oil...

...the 'no hire, no fire' economy appears to have made a comeback

“This is the new status quo; it’s an uneasy equilibrium, but an equilibrium nonetheless. You just need to factor in the volatility in your asset allocation.”