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Chevron - $CVX

3.5% inflation would be closer to 2.5% without the war, WSJ What's News finds
7 predictions: Why the price spike has missed half the country entirely, what Chevron's CEO says has already played out, and the two policy answers…
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Aurelion co-founder: gold gets to $5K an ounce, and oil does not go above $120
9 calls: why he sold his miners in January and is buying them back, the two ways he owns uranium, and the photonics supplier that told him copper is a…
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Diesel is $250 a barrel and the CPI does not include it — Sankey Research's president
12 calls: US refiners running flat out at 98% with distillate inventories at the lowest ever observed, why he is long oil only until December 5, and the…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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Joe Overdevest: 85% of Canadian goods still enter the US tariff-free
10 insights: Why Canada is beating the S&P 500, the capital its banks have just been allowed to release, and the state whose pause on data centers he…
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Scott Galloway: the AI industry is monetizing the end of the species
12 calls: Why he would put AI executives in jail rather than regulate the models, what the Anthropic S1 has to prove, and the one number that makes him…
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Karr Ingham: renewable energy isn't so renewable — $89B to scrap dead wind turbines
7 arguments: Why he says the US shale boom's heavy lifting is already done, why he's anti-tariff even against Canada, and the $89B bill nobody's paying…
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Chris Wright: Venezuela's oil output will double in about two years
7 takeaways: Why he says Gulf oil flow is the highest since the Iran war began, why Canada's energy ties are safe from the tariff fight, and his bet on…
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Carter Worth: nothing explains Caterpillar's $800 to $1,050 round trip but money flow
11 takeaways: The five winners he says are rolling over, why the semiconductor unwind is not over, the one sector he would own more of, and the trade…
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Paul Sankey: the Venezuela deal is a sideshow, and the diesel price is the colossal problem | Bloomberg Surveillance
Why he wanted Trump on a plane to see Xi, what Ukraine's strikes on Russian refineries did to global diesel, and why a lower oil price would be bad for…
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