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US Energy Secretary: the Saudi pipeline outage will be measured in days
4 takeaways: Where the barrels go while it is down, why refining is now the tighter constraint than crude, and his answer to Gavin Newsom's post about…
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Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%
18 calls: Why he thinks Trump has to ban Chinese AI models before Anthropic's IPO, the $1.3T secondary bid against a $2T ask, and the oil trade he set…
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Shadowridge CIO: the 8 months from the midterms to June have never been negative
12 predictions: Why he expects the market to shrug off a rate rise this week, the oil price that caps the rally, and the 40-year cycle he says makes…
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Z-Ben Advisors CEO: China is building a gold reserve asset, not a reserve currency
18 arguments: Why rare earths were "the ultimate McGuffin", why Beijing would rather the mullahs stayed, and the $10–15T of local-government debt he…
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Former Secretary of State: the goal in Iran is normal shipping, not the nuclear program
14 arguments: Why he says there is no military way out of the war, what he wants on the table when Trump meets Xi, and the deal he thinks could be done…
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Scott Modell: Iran and its proxies can hit just about anything they want at will
6 calls: How long the Saudi East-West pipeline stays shut, why 52 days of US bombing left the Houthis standing, and what he says Trump now believes…
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Chris Wright: over 12M barrels moved through Hormuz last night, transponders off
7 numbers: the daily ship-by-ship report he says beats the commercial trackers, why he blames refining rather than crude for $6 diesel, and when the SPR…
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Payam Zamani: every founder he invests in signs a pledge for the betterment of the world
4 principles: Why he says both political extremes are chasing greed, what he means by spiritual capitalism, and the one thing about a company he says…
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Tina Fordham: geopolitical shocks tripled before Trump 2.0 even started
4 arguments: why the US withdrawal as global backstop is the real story, the trap she says Iran has become, and why Europe's trust in America won't…
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Jari Stehn: Europe's financial conditions haven't tightened despite the bond selloff
8 calls: Why the math on Trump's $5,000 dividend doesn't work, how high gas could go this winter, and the number attached to a risk scenario for Brent
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Vali Nasr: America ran out of ammunition fighting Iran, a secondary military power
10 arguments: why he says Iran is the only regional winner, how Gulf states are replacing US protection with Pakistan, Turkey and India, and what…
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
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