Marxists can’t improve your life, but history shows they will destroy or end it...

US CPI matches expectations in July; Trump says think will keep control over Strait of Hormuz; Pakistan says there are talks of a 60-day ceasefire extension; Iranian source says no talks are being held to extend the ceasefire with the US; Fed's Collins prepared to raise rates if data calls for it; Average US 10yr auction; SMCI, CRWV, LITE, NBIS all rally on better-than-expected earnings.

S&P 500's 2026 rally is being reinforced by a widening pool of buyers... even as record demand for upside call options signals investors are now paying up to chase gains rather than just hedge against losses...

Oil flows from the Middle East have normalized, with Sunday traffic alone above pre-conflict averages, Energy Secretary Chris Wright said on Tuesday. Nobody believed him...

On Wednesday a "massive" Ukrainian drone & missile strike was unleashed,,,

Headlines call it a surrender, but a massive infrastructure win is hiding inside the eviction...

The IEA slashed its 2026 global oil supply forecast, with output now expected to plunge 4.3 million barrels per day this year as the failure to reopen the Strait of Hormuz pushes the market deeper into deficit

...then September and October get choppy (supply, seasonals, midterms)

Great news. 

“Children deserve our protection, not experimental interventions that pose serious risks and convey no proven benefits...”

Overall, this was a solid auction, and following yesterday's impressive 3Y, we expect tomorrow's 30Y sale to have no problems finding buyers.

As the conflict extends into a sixth month, consumers around the world are once again facing the prospect of higher fuel prices and inflation...

Investors have awakened to the financial risks of the artificial intelligence buildout, and they have a deep well of precedent to draw on...

Another big post-Maduro foreign policy shift...

NVDA is starting to outperform SOX again. The old general is waking up.

“Ceuta has suffered and continues to suffer an invasion,”

Brussels approved a scheme where EU can sell off seized 'shadow fleet' oil or cargo...