Podcasts about wti

Book a call: https://remnantfinance.com/calendarEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEHans is running solo this week with Brian still overseas, so he opens with a macro roundup on the eve of the Fed decision: a failed Treasury buyback that the market refused to take seriously, a hot CPI print built on metrics almost nobody's life actually runs on, Brent and WTI both above $100, and diesel breaking $6 for the first time. Then he replays one of the most requested episodes in the catalog, because the question behind it never really goes away. Why would I pay interest to borrow my own money? The premise is wrong, and the correction matters. You are not borrowing your money, you are collateralizing it, and the difference is the entire reason the mechanism works. Hans and Brian walk through a $30,000 car bought with a 4% CD against a 5% loan and show you come out $2,500 ahead with negative arbitrage on paper, explain why paying cash is a one-way transfer you never get back, and close with a penny-a-day chart that explains why four years of waiting costs you most of the outcome.Chapters: 00:00 – Opening segment 05:30 – Macro roundup: the Fed decision and the case for 8% rates 06:20 – Bessent, off-the-run bonds, and a buyback the market ignored 10:20 – CPI comes in hot, and what "cooling inflation" actually means 12:20 – Hormuz, the Red Sea, and oil above $100 15:00 – Into the replay 19:20 – The question: why use a policy loan when I have cash in the bank? 21:40 – The $20,000 policy, base premium, and the paid-up additions rider 25:40 – "But it nets out to zero" and what that objection misses 30:40 – The $30,000 car: a 4% CD against a 5% loan 34:40 – You didn't make money on the car. You came out $2,500 ahead anyway. 37:20 – Rave Damsey, Joe Navy, and the cash flow sword 41:20 – Who controls the equation? 48:40 – Paying additional interest, and what Nelson actually meant 53:00 – A penny a day for 30 daysKey Takeaways:You are not borrowing your own money. The phrase itself is the problem. A policy loan is money from the insurance company, collateralized by your policy values, which is exactly why the cash value keeps growing and keeps earning dividends as if you never touched it.Negative arbitrage on paper can still leave you ahead. Thirty thousand dollars compounding uninterrupted at 4% for five years reaches roughly $36,500. A 5% amortized loan on $30,000 over that same period costs about $34,000 on a decreasing balance. You paid the higher rate and still came out about $2,500 better, and nobody made money on the car.Paying cash is a one-way transfer. Avoiding interest also means permanently handing someone else the right to earn on that money. Whoever holds the cash flow sword collects the rate of return, and the dealership knows exactly what to do with it.Control is worth a point. If the arbitrage runs a percent against you in the short term, you are buying something real with it: no repossession, no foreclosure, no repayment schedule written by anyone but you.Paying additional interest means funding the PUA rider. It does not mean paying interest to yourself after the balance is gone. If Wells Fargo's money was worth 8% to you, your own capital should not suddenly be worth 5%, and the difference goes toward buying more paid-up additions.The last three days are where the money is. A penny doubled for 30 days reaches about $5.4 million. Cut the final three days and you have roughly $670,000. Starting on day four does not delay the outcome, it shrinks it.

Los precios del petróleo a nivel internacional están anclados por encima de los 100 dólares por barril en las referencias Brent y WTI, niveles similares a los que se veían a mediados de mayo. El conflicto extendido en Medio Oriente ha generado desabastecimiento que, a su vez, afecta el suministro de derivados como la gasolina y el diésel.

Today is a shocker. Your pupils fluctuate during every moment of sleep and our ancient cousins were performing hard core surgery. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks dropping after the Federal Reserve hiked interest rates for the first time in 3 years. The persistent inflation warning from Chairman Kevin Warsh, and the areas of the market that could see the biggest impact from the rate change. Plus, Lennar reports results, semi stocks make some moves, and the crude climb cools off; where RBC's Helima Croft sees WTI heading next after the recent energy spike. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed's potential next moves and how energy prices are influencing market expectations.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley.Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.Matthew Hornbach: Today, what the Federal Reserve decided at its September meeting and what it could mean for rates through the end of the year.It's Wednesday, September 16th at 4pm in New York.So, Mike, the Fed raised rates by 25 basis points at this week's meeting. What stood out to you the most in the decision? And when it comes to inflation, how do you think this 25-basis point rate hike is actually going to affect the inflation outlook?Michael Gapen: Yeah, so certainly the decision was in line with expectations. You know, obviously what we've learned in the very broad sense is that inflation isn't moving fast enough in the direction that the Fed wants. So, it's responding by tighter monetary policy. And that does set up a very interesting question which you just asked, which is: Well, is it going to work? Is this the right response to the inflation that we're seeing?So, if you do go back and reread that Jackson Hole speech, there's not a lot in there about the drivers of inflation, what's causing higher inflation. But it's clear the only response to above target inflation from the point of view of the chair was tighter monetary policy. So, the Fed is in a bit of a pickle.Most of us believe the majority of the inflation we're seeing is supply side driven from tariffs, from energy. At least in the past, let's call it supply chain disruptions, a de-globalization narrative. Some of it is demand side driven through AI. But I think we're all looking at that thinking modestly tighter rates isn't necessarily going to bring down that AI-related inflation.So, we're left to conclude that the Fed's in this uncomfortable position of saying, "Well, a lot of the inflation that we're seeing is supply side driven and from the structural AI story that we're not convinced higher rates can maybe address."So I think the answer would be, if inflation's going to come down, then higher rates will be weighing on the parts of the economy that are more interest rate sensitive and generally soft already.Matthew Hornbach: Is this a one and done? Or do you think that when the Fed actually goes ahead and hikes rates after a long pause, they are thinking about delivering more than just one rate hike?Michael Gapen: Yeah, I strongly believe the committee as a whole is thinking in terms of more than one move. Monetary policy doesn't, say, hyper-react. It reacts with a bit of a delay. So, to your point, they've been on hold for a while. When they think about changing policy, then they're thinking about a series of moves.So, I think in their mind, if they're raising rates, there's a strong probability that they will do at least one more or two more. They're never going to think that a 25-basis-point move in the funds rate will fundamentally change the macro-outlook. So, I don't think they'd ever walk into this thinking one and done.Now, it is possible we get an ex-post one and done. So, how could that come about? If it is true indeed that we're right that a lot of this inflation is supply-side driven. It is coming down. It's clear that the three- and six-month annualized rates are pointing to disinflation into year-end. We can debate whether it's fast enough or not.But if disinflation continues to happen, then the Fed will have hiked, expect to maybe do another one. But by the time we get there, inflation has improved enough, and they end up not doing it.So, they would sound like, "Oh, we're still ready. We still think we've got more work to do." But in the moment, the data just arrives in a way that they stay where they are. So you would look back and say it was a one and done, but I don't think they go into this thinking one rate hike is going to fundamentally change the story.Matthew Hornbach: Now, of course, the data that we'll get between today and the December meeting will likely have an impact on their decision-making – as well as any revisions that we end up getting.And I think one of the stories that investors have been talking about are some of the methodological changes that the Bureau of Economic Analysis is implementing into the PCE inflation data. Do you see any scope for those types of revisions to lend itself to a one and done type of a policy for this year?Michael Gapen: It is possible. There's uncertainty about what actually those revisions are going to bring. But quality adjustments to software, for example, will over time likely bring inflation lower. Some of the revisions to the other categories. So, we do think it will on average lower year-on-year rate of inflation by about 1/10 or so, maybe a little more.So, it could show up on the high side. And then you've got what looks to be a different path.So yes, I think one of the reasons to maybe go slower, think about perhaps a quarterly pace of hikes, as opposed to, "Oh, we're just going to ramp up three, four meetings in a row," is to let some of this play out. See what those revisions look like.So yes, it could contribute to a world where revisions plus softness in the incoming data mean they hike, say, in September, don't do another one after that. Or those revisions are part of the reason why they think a slower-moving cycle rather than a more aggressive one is appropriate.Matthew Hornbach: Does the labor market play any role today in monetary policy?Michael Gapen: I think it's certainly secondary, if not tertiary. I don't want to say that the committee as a whole sees the labor market just fine and we don't have any concerns there.What's super helpful from the rate hike perspective is labor income, wage income out of the labor market is still decelerating and pretty modest. It doesn't suggest that the economy's overheating and the labor market is a source of upward pressure on inflation. So, I think that's beneficial in terms of thinking of the rate hike cycle.In the other direction, I'd say we've had a number of months now of, kind of, you know, let's call it 50,000 to 70,000 jobs a month on average if you kind of smooth through some of the volatility. That's not amazing, but it's not awful either.So Matt, I'd like to turn it back to you. This is of course the economist's perspective. When we translate this into the rates market; rates market clients may have a very different view. But I would be interested to hear your thoughts on how you think the rates market is dealing with the inflation. I don't want to say impulse, but let's call it the sticky disinflation we're getting, the sources of that inflation, and how it sees monetary policy reacting.How is the rates market digesting all of this?Matthew Hornbach: So, I think actually investors are reasonably nonplussed about what's happening in the underlying rate of inflation in the country. But what has inserted itself into the conversation is the price of energy and how impulsively energy prices have risen over recent months.When we look at how market prices evolve with respect to the path for monetary policy, what we observe empirically is that if energy prices are going up in a given week or in a given month, the market reprices to a more hawkish path for Fed policy. And if energy prices come down in a given week or a given month, and we see the market pricing towards a less hawkish path for monetary policy.So, the primary driver of how the markets are pricing the future of Fed policy is, in fact, the changes in the price of energy commodities. So, Brent crude oil, WTI crude oil, gasoline prices. And so, this is something that we just can't get away from.There are, of course, other things that do influence the level of Treasury yields, but I would suggest that they are more secondary or tertiary themselves in terms of… Similar to the labor market. I would say they have less of an impact on the overall level of yields.So, with a market-implied hiking cycle from the Fed at about three hikes or so from here, given that the Fed just delivered one rate hike, you know, the 10-year treasury yield is around 5 percent. It was much lower earlier this year, and we were pricing in two rate cuts at that point in time.So, you get the sense that if the market's moving from pricing in two rate cuts to pricing in four rate hikes, and the 10-year yield goes from 4.25 percent to 5 percent, obviously there's a relationship there.One factor that investors are certainly interested in is – how does the debt stock play a role in the level of yields? And one of the things that I've been telling people to consider is that it's not the level of the debt, the amount of debt in the economy that matters most for the level of interest rates – as odd as that may be to hear for listeners. It's how quickly that debt stock grows.So, if the debt stock is going up at a certain pace, and that pace is within the bounds of investor expectations, then it typically doesn't have that big of an impact on the bond market. So, one of the factoids that may surprise people is: about four years ago, the news media was very interested in the fact that the amount of debt in the United States had breached $31 trillion. And, the 10-year treasury yield at that time had peaked at about 4.25 percent, somewhere around there.Well, earlier this year, before the conflict in Iran began, the 10-year treasury yield was also around 4.25 percent. But this is four years later, and over these four years, the U.S. has added $9 trillion to the debt.So, here again, this is a good example, I think, of this idea that you can have a dramatic expansion in the debt from [$]31 trillion to [$]40 trillion, and yet the 10-year treasury yield itself is broadly unchanged.And so that just, I think, should tell investors that it's not the size of the debt that matters per se. Lots of other factors can influence the level of treasury yields. And how the market thinks about the Fed is certainly among the more important of those.So, Mike, just want to say thanks again for taking the time to talk after another FOMC meeting.Michael Gapen: Great speaking with you, Matt.Matthew Hornbach: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

As you may know, Gastech is currently underway in Bangkok, Thailand. To help us get a sense of the on-the-ground takeaways and sentiment, we had the pleasure of hosting our good friend Martin Houston. Martin is a longtime energy industry leader with decades of global experience. He currently serves as Chairman of Omega Oil and Gas, a Non-Executive Director of Energean, BUPA Arabia, CC Energy, and Singapore GasCo, and a Senior Advisor at Moelis & Company. Martin previously co-founded Tellurian, where he served as Executive Chairman until the company's sale in 2024, and spent 32 years at BG Group, serving as Chief Operating Officer and Executive Director. Mark Castiglione is also attending Gastech and joined us for today's session. We were thrilled to host Martin and hear his perspectives on the global natural gas and LNG outlook, Asia's growing energy needs, and beyond. In our conversation, Martin and Mark share key themes emerging from Gastech, including energy security, affordability, and reliability, Asia's role as the primary engine of global energy demand growth, and a more pragmatic approach to decarbonization. They discuss how Asian policymakers and industry leaders are focused on securing the affordable and reliable energy needed to support economic growth and rising power demand. We explore the global natural gas and LNG outlook, the growing importance of resilience and diversity of supply, the push to advance new U.S. FIDs, and the potential for continued demand growth in increasingly price-sensitive markets such as China. We examine the intersection of energy and geopolitics, including growing government intervention in energy markets, the possibility of Russian natural gas eventually returning to Europe, U.S. natural gas resource depth, and significant gas development opportunities in Australia and Indonesia. We discuss ASEAN grid connectivity and the region's increasing focus on energy diversification and cooperation, Iran and the Strait of Hormuz, European gas storage levels, and potential surprises for global energy markets. Martin highlights growing investment in infrastructure “workarounds” to the Strait that could reshape regional energy flows and expresses optimism that global natural gas demand and supply could ultimately surprise to the upside, despite continued geopolitical uncertainty and volatility. We greatly appreciate Martin for joining us during a very busy week in Bangkok. In our upfront discussion, Mike Bradley noted that the primary themes in our lead-ins over the past several weeks have been elevated U.S. interest rates, heightened volatility in global oil markets, and below-average European natural gas storage levels. This week, however, another risk entered the spotlight: the AI-driven market scare, which has contributed to increased volatility and negatively impacted U.S. equity markets. In fixed income, the 10-year Treasury yield pushed above 5% for the first time since 2007. Markets are focused on Wednesday's FOMC meeting, with a 25-basis-point rate increase broadly expected and investors watching Chairman Warsh's comments for signals on inflation and further hikes. In energy, WTI rose to ~$103–$104/bbl, partly reflecting damage to Saudi Arabia's ~5 MMBpd East-West pipeline system. U.S. retail diesel prices have climbed to ~$6.25/gal, fueling debate over potential export restrictions. European natural gas prices also rose to ~$28/MMBtu, up ~200% year-to-date, as concerns persist over rebuilding storage ahead of winter. Mike wrapped by highlighting growing AI-related concerns, which contributed to a ~500-point decline in the DJIA. Recent comments from Anthropic's CEO have raised questions in the minds of investors about the longer-term growth trajectory of the Mag 7 and the industrial, utility, and energy companies benefiting from the AI infrastructure build-out. We hope you all enjoy the discussion as much as we did. Thanks again to Martin for joining and our best to you all!

[Recorded:  09-15-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me for a wide-ranging discussion diving into the market volatility across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to oil and oil stocks, AI stocks, cybersecurity stocks, and gold stocks.     We start off discussing the potential macro and market impacts of the first Fed funds rate hike by the US central bank in a few years. While the market had ascribed over a 90% chance of a 25-basis-point hike, through yesterday (when we talked), Sean looks ahead to what that actually means or may achieve for fighting persistently high inflation into the future. Higher rates could negatively affect the housing industry, auto loans, business loans, and slow growth to some degree. Market participants have already been selling bonds, and driving interest rates higher in anticipation of a higher Fed funds rate, along with pushing back on US fiscal policies. There is a “family feud” going on between Kevin Warsh and the Fed working to hike rates on the short end of the yield curve, and Scott Bessent and the US Treasury actively working lower rates on the long end of the yield curve. Sean makes the point that even if the Fed hikes interest rates once, or even a few times, it is not really going to change the fundamental oil supply from the Middle East or tame that inflation input as a result of rising energy prices.   We then shifted our focus over to the surge higher to triple-digit oil prices, on the back of deepening conflict across the Middle East. Sean outlined how technical price projections on longer-term charts could allow for a brief spike in WTI up to $150 a barrel. Sean is very comfortable holding onto his oil stocks for now, as they should have a very profitable Q3 on the back of solid Q2 earnings.   Next, we unpacked some of the recent slowdown in AI stocks and the pace of advancement, as a few vocal industry participants expressed concerns of losing control of artificial intelligence. Sean highlights that while these concerns are valid, that it has ballooned up into a bigger deal than many were expecting over the last couple weeks. It may be that real motivation to pump the breaks on the pace of A.I. is because the industry would like to see more government regulation that would discourage cheaper open-source foreign platforms from being adopted domestically. He highlights the potential opportunity that restricting or securing against AI threats may present to cybersecurity companies like Palo Alto Networks (Nasdaq: PANW) or CrowdStrike Holdings (Nasdaq: CRWD)   Wrapping up, Sean shared his outlook on what fundamentals are driving gold, silver, and the PM stocks down over the last few weeks. In addition to more hawkish statements from Kevin Warsh during the Jackson Hole banking symposium a few weeks ago, Sean points out that it was really the higher inflation readings recently that back-stopped the decision for the Fed raise rates. He remains cautious that short-term economic data around inflation and a stronger US dollar could still trigger some more near-term selling pressure, but he also shares the reasons why he believes this move in the precious metals complex could have legs to begin the next run higher in the medium term.  Sean is still mostly animated by revenue-generating gold and silver producers, and will be scanning across the field of companies at the upcoming Beaver Creek Precious Metals Summit for new ideas to report on moving forwards.     Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader       For more market commentary & interview summaries, subscribe to our Substack reports:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

A.M. Edition for Sept. 15. The global bond selloff is gaining steam, with a jump in oil prices pushing the 10-year Treasury yield back above 5%. BNP Paribas' Chi Lo explains how fears of runaway inflation and a range of other factors have dialed up the pressure on the Federal Reserve ahead of tomorrow's interest-rate decision. Plus, the Supreme Court blocks President Trump's plan to restrict mail ballots. And, WSJ entertainment reporter Ben Fritz looks at Hollywood's latest obsession with the tech bros of Silicon Valley. Luke Vargas hosts. Correction: Nathan Fielder is the creator of the HBO television series The Rehearsal. An earlier version of this podcast incorrectly said he was the creator of The Audition. (Corrected on September 15) Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Szytel reviews a down market day driven by oil staying above $100 (Brent 108, WTI 105), ongoing Middle East tensions, and the 10-year Treasury closing near 5%, noting equities are only a few percent off highs. Using an S&P 500 forward earnings estimate of about $406/share next year, he argues a 5% pullback implies ~17.5x forward earnings and a 10% drawdown ~16.6x—normal moves that would still look reasonable given expected double-digit earnings growth and a more tech-heavy index. He contrasts today's resilience with 2023's 5% yield episode when markets fell and credit spreads widened, saying spreads remain orderly. Ahead of the FOMC, markets price a 25 bp hike; he doubts bigger moves. He addresses weak 20-year auction headlines and explains that despite large AI-driven corporate issuance (hyperscalers spending $300–$400B; ~$2.4T total corporate issuance), pensions and insurers still strongly demand long-dated Treasuries. 00:00 Market Backdrop Today 00:44 Earnings And Valuation Math 02:27 Why Markets Stay Resilient 04:23 Fed Day And Bond Auction 05:08 AI Debt Versus Treasuries 07:16 Data Check And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this RoofersCoffeeShop® Coffee Conversations, sponsored by WTI, host Megan Ellsworth is joined by Mandy McIntyre, CM development manager at Weatherproofing Technologies Inc.; Kara (Houck) McCaffrey, chief wellness officer at Houck Group, Inc.; and McKay Daniels CEO of National Roofing Contractors Association (NRCA) for an important discussion on suicide prevention in construction. Mental health is an essential part of workplace safety, especially in construction, where suicide rates remain significantly higher than the general population. Together, they will address common myths, signs that someone may need support and how to start difficult but potentially life-saving conversations. The panel will also explore resources and ways companies can strengthen mental health support and how Construction Suicide Prevention Week can help turn awareness into lasting action.   Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Learn more about Tremco Roofing here! https://www.rooferscoffeeshop.com/directory/tremco Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #TremcoWTI #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry

In this Week 37, 2026 episode of the GMS Weekly Podcast, Ingrid and Henning discuss the latest developments shaping the global ship recycling market, as tightening Middle East shipping routes, oil above USD 100 per barrel, strong freight earnings and limited vessel supply continue to influence recycling decisions. Geopolitical risk has expanded beyond the Strait of Hormuz, with developments around Bab al-Mandab, Mocha and Mayun / Perim Island adding fresh pressure on Red Sea shipping routes. Brent crude moved above USD 107 per barrel, while WTI exceeded USD 103, increasing bunker and voyage costs while disrupted routing continues to support employment opportunities for ageing vessels. The Baltic Dry Index remained around 3,521, keeping older bulkers trading and reducing the incentive for owners to sell for recycling. Bangladesh is strengthening, with Chattogram recyclers returning to the market as candidate scarcity increases competition. The approximately 7,078 LDT Handymax bulker Uniorder was reportedly sold at around USD 450/LDT net on an “as is” Belawan basis, while fresh arrivals are beginning to feed the waterfront. Local steel remains stable, suggesting that stronger vessel bids are being driven primarily by yard requirement and limited supply. Pakistan remains the highest-priced South Asian recycling destination, although the exceptional buying urgency seen in August has eased as more tonnage reaches Gadani. The 7,381 LDT bulker Portland II was committed at USD 521/LDT, showing that attractive smaller dry units can still secure competitive bids. India continues to outperform in specialist tonnage. The approximately 14,824 LDT general cargo vessel Mandarin Arrow was reportedly sold at around USD 510/LDT for selected Hong Kong Convention-compliant recycling yards. However, a weaker Indian Rupee reduced some of the purchasing-power support Alang enjoyed the previous week. Market indications place Pakistan first, followed by Bangladesh and India, while Turkey's recycling price board also moved higher. Fresh recycling sales are returning, but strong freight markets, second-hand vessel values and geopolitical disruption continue to restrict the overall supply of recycling candidates. For detailed vessel price indications, market rankings, steel prices, port positions and global ship recycling market analysis, access GMS Weekly through the GMS website or mobile app.  

A.M. Edition for Sept. 14. After a week of panic over an AI doomsday, top industry CEOs are backing a call from Anthropic's Dario Amodei to slow down development to allow safeguards to be designed. WSJ tech reporter Amrith Ramkumar says the industry's quest for money and moral dilemma over safety has created a monumental crisis for AI. Plus, oil prices rise as Iran-backed Houthis seize more key territory and drone attacks shutter a lifeline for Saudi Arabian exports. And, could a trade war with the U.S. lead to Canada joining the European Union? Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show's weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&P finished down about 0.5% with semiconductors down 5.6%, tied to a weekend letter from Anthropic CEO Dario Amodei urging major AI labs to slow development and seek regulation, with support from Elon Musk, Sam Altman, and Google's AI leadership. Bahnsen notes heightened volatility, a brief 10-year yield move above 5%, and sector performance led by communication services while technology lagged. He says credit spreads remain benign but will be key to watch. He covers August CPI (0.4% headline, 0.3% core), elevated PPI (5.4% y/y), tanker shipping up ~300% amid Red Sea/Strait of Hormuz disruptions, cooling housing markets, the Fed meeting with an 86% implied hike probability, and WTI crude above $100 after a Saudi pipeline shutdown. 00:00 Welcome Back Monday 01:08 Program Cadence Explained 03:24 Market Selloff Recap 04:30 Anthropic AI Warning 07:28 Volatility and Credit Signals 09:05 Policy and AI Regulation 09:45 Inflation CPI and PPI 10:55 Shipping and Housing Cooling 12:04 Fed Meeting Rate Decision 13:18 Oil Surge and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

U.S. equity futures are lower, with the S&P 500 down about 0.6%. Bonds are mixed: the U.S. 10‑year yield is 1bp lower at 4.96%, Bund is 1 bp higher at 3.53%, and Gilts are up 2 bps at 5.37%. The dollar has firmed. Oil extended recent gains — WTI crude rose nearly 3% and is trading close to $103/bbl. Gold is weaker, industrial metals have softened, and Bitcoin is slightly firmer. There's a lot for investors to digest. AI stocks came under pressure after Anthropic CEO Dario Amodei called for a slowdown in model development over safety concerns, and OpenAI CEO Sam Altman said an IPO won't happen this year because of “unacceptable” safety risks. Companies mentioned: Johnson & Johnson, GE HealthCare Technologies, The Baldwin Group

Total PPI was up 5.4% year-over-year, up from 4.8% in July. Yes, we have inflation. Oil rocking higher – WTI breaks above $100+ Asking: Do you really know your funds? Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years. In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family. Follow @DavidGaffen Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour – https://tinyurl.com/tdimg1 Stocks Mentioned in the Episode: (EEM), (SPEM), (LEN), (DHI), (SKHY) Follow @andrewhorowitz

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

US equities were lower this week, with the S&P 500 and Nasdaq snapping two-week winning streaks. Iran conflict and energy-market spillovers remained a major market headwind, with increased kinetic activity and dwindling diplomatic off-ramps pushing WTI and Brent above $100 and US diesel above $6/gallon. August CPI came in slightly hotter than expected and strengthened the case for a September Fed hike.

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The biggest wave of shipping attacks since the war began sent WTI up 6.7% to $102 and Brent to nearly $108, their highest closes since mid-May, handing stocks a fourth straight losing day. With PPI accelerating, Fed hike odds climbed to about 70%, the ECB raised rates to 2.5%, and Friday's CPI report now decides everything.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Stocks are rising following four straight days of declines as oil prices retreat and investors look ahead to next week's Federal Reserve meeting.Brian Sullivan & Kelly Evans are joined by Jefferies Chief Market Strategist, David Zervos, to assess the state of the markets and discuss whether the recent inflation data means the Fed will be raising interest rates next Wednesday.Daan Struyven, Goldman Sachs Co-Head of Global Commodities Research, breaks down his latest note where he raised Brent & WTI forecasts on the assumption that Mideast shipping disruptions will continue into 2027.Meanwhile, former Google DeepMind Research Scientist, Alexander Turner, speaks with the anchors on the reasons why he chose to resign from the company and what concerns he has for the industry as AI continues to advance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're back on ol' Medical Oddities Lane with cases that will get you moving.  — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

PODCAST LAS NOTICIAS CON CALLE 10 DE SEPTIEMBRE - Mató tres mujeres, estaba libre y ahora es acusado de otro asesinato, ¿cuántas más tienen que morir? Sembrar nubes no funcionó en 2015 según informe - El Nuevo Día No llenan vacante del pueblo en la Junta de la AEE - El Vocero Trump dice que dará 5 mil billetes a cada ciudadano si ganan las elecciones de medio término - Fox News Rivera Schatz anuncia investigación sobre Miss Universe, sobre Power Expectations no anuncia nada - Facebook Turismo condiciona si dar o no el resto del dinero para el Miss Universe tras mega escándalo interno - El Vocero Jurado de Lindsay Clancy que se trancó dijo que había duda razonable, pero no la iba a dejar libre por eso - AP JGo defiende al Zar de energía en caso Power Expectations en El Vocero, mientras El Nuevo Día sigue destruyendo el proceso - Jay Fonseca PR En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal #incluyeauspicio Por diesel carísimo camioneros consideran paro - El Vocero PR pagó en aranceles el equivalente a subir el IVU a 14% - El Vocero ¿Recuerdan la planta de energía de Energiza que era para el 2027, ahora es para el 2030, se trancan por 168 millones - El Nuevo Día Puertos saca 75 carros del muelle 15 mientras 400 se apilan a la entrada de Río Piedras, la gente abandona sus carros - El Nuevo Día/Vocero Salud sacó a empresa de CDT de Culebra en extraña transacción y ahora dicen que van a investigar - El Nuevo Día USA no consigue quién le preste dinero barato, sacan 6 billones para comprar su propia deuda - Bloomberg AEE y Energiza chocan por quién paga los $168M de mejoras de interconexión para la planta de gas de 528 MW frente a la bahía de San Juan LOS DATOS DEL DÍABrent$101.99 · +0.8% (sobre $100 por 1ª vez desde julio)WTI$95.09 · +2.2%Bono Tesoro 10 años4.85% (máximo en ~3 años)S&P 500-0.5% (cierre 9-sep); futuros +0.1%Oro~$4,394/ozDiésel PR$5.22–$5.52/gal (Asoc. Detallistas de Gasolina)Diésel EEUU (retail récord)$5.90/gal · gasolina reg. $4.15/gal (AAA)Hipoteca 30 años (EEUU)~6.7%

Brian Szytel reports another broad market decline (Dow -316, S&P 500 -0.5%, Nasdaq -0.7%) alongside a sharp oil rally (WTI ~+7% to $102; Brent $107), with oil up about 20% over the past week and a half amid Middle East tensions and threats to key Red Sea chokepoints including the Bab el-Mandeb Strait. Markets are focused on CPI ahead of next week's FOMC meeting, with discussion of a roughly 70% chance of a rate hike and political pressure from upcoming midterms; he frames possible policy levels using core PCE (3.3%) and current fed funds (3.50–3.75%). He cautions against trading headlines and says rate moves are being sensationalized versus 2000. He also discusses tariffs as generally inferior to free markets, often retaliatory and effectively a consumption tax, but sometimes justified for national security or to counter unfair foreign policies. PPI and jobless claims were benign and in line. 00:00 Market Wrap and Oil Spike 01:08 CPI Preview and Fed Bets 02:40 Core PCE and Terminal Rate Math 04:52 Why Not to Trade the Noise 05:23 2000 Bubble Comparisons 06:57 Bull Markets and Fed Risk 07:28 Tariffs Explained Pros and Cons 10:03 PPI Claims and Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

US equities were lower in Thursday trading, ending a bit off worst levels. The market was on the defensive against continued strength in crude and a notable jump in Treasury yields. WTI is crude now up for the eighth consecutive session (and up ~20% over that stretch) with a focus on Mideast headlines, particularly regarding Houthi influence over Bab el-Mandeb strait.

September 10, 2026 - Oil ripped nearly 7% today, WTI pressing $103 and Brent hitting $108, on news that Saudi output has fallen to a 36-year low and Houthi forces have seized a coastal city and multiple Red Sea islands near the Bab-el-Mandeb strait — putting them in position to threaten shipping through it more easily than at any point in this conflict. Zach and Chase break down why almost nobody has noticed that an oil-sector position has quietly outperformed semiconductors this year, even as AI dominates every headline — and why that stat stopped being a curiosity today: mortgages crossed 7%, diesel crossed $6 a gallon nationwide, and the 10-year Treasury just posted its highest weekly close since 2007. They also unpack why Trump's own jawboning about oil prices is losing its power to move markets, and make the case for why continuing the current course may now be more politically costly than cutting losses. Plus: the $5,000 stimulus-check promise, and why Chase thinks it costs more than it helps.Schedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com

Today we had the pleasure of hosting Dr. Judah Cohen for a discussion focused on weather. Judah is a Director of Seasonal Forecasting at JANUS Research Group and a Research Scientist at the Massachusetts Institute of Technology. His work focuses on sub-seasonal to seasonal weather forecasting, with particular expertise in the polar vortex, Arctic climate variability, and the factors that drive winter weather across North America and Europe. We were excited to hear Judah's perspective on the upcoming season, the evolution of weather forecasting, and how new technologies including AI could improve our ability to predict weather further into the future. In our conversation, we explore the evolution of weather forecasting and Dr. Cohen's career studying sub-seasonal to seasonal weather patterns, including the industry's progression from historical analogs and statistical methods to increasingly sophisticated physics-based models. We discuss how satellite observations and expanded global datasets have improved our understanding of the atmosphere, as well as the limitations of historical weather data and where today's models continue to struggle, particularly beyond the traditional one- to two-week forecasting window. Dr. Cohen shared his perspective on the growing role of AI in weather forecasting, the strengths and limitations of current dynamical models, and why better modeling of the interactions between the troposphere, polar vortex, and jet stream could meaningfully improve longer-range forecasts. We also discuss the respective roles of academia, government forecasting centers, and private-sector companies in advancing the next generation of weather modeling. We examine upcoming winter outlooks and the implications of a potentially historic “Super El Niño.” Dr. Cohen explains why El Niño's influence on winter weather is not necessarily linear and cautioned against assuming that an exceptionally strong El Niño guarantees an exceptionally warm winter. We explore his research linking Siberian snow cover to disruptions of the polar vortex and colder conditions in eastern North America as well as the potential for episodic cold and snow even during an otherwise mild winter. We cover the outlook for Europe, where natural gas storage levels make winter weather particularly consequential, and the difficulty of using El Niño alone to reliably forecast European conditions. We also touch on how an unexpected, multi-week cold snap could materially affect natural gas demand and prices, highlighting the significant implications of improving weather forecasting for energy markets and preparedness for extreme winter events. Mike Bradley opened the discussion by noting that the Dow Jones Industrial Average (DJIA) fell ~600 points this week as investors grappled with higher oil prices and rising U.S. bond yields. The 10-year Treasury yield climbed to ~4.8%, while the 30-year reached ~5.25%. With August CPI and PPI reports due later this week, Mike noted that inflation data could play an important role in shaping interest rate policy at the Sept. 16 FOMC meeting. Turning to energy markets, WTI crude oil increased ~$2/bbl to ~$94/bbl amid renewed U.S.-Iran tensions, with reports of potential explosions on Kharg Island, Iran's primary oil export terminal. European natural gas prices also continued higher, reaching ~$26–$27/MMBtu and bringing year-to-date gains to ~180%, as concerns grow over Europe's ability to replenish storage ahead of the winter heating season. Mike wrapped by highlighting the Barclays Energy-Power Conference in New York City, which he is attending this week. Based on his initial meetings, he noted a more constructive tone among companies and investors, with growing optimism around the energy and power outlook into 2027. Veriten Senior Advisor Deborah Byers also joined and added her perspectives and questions throughout the conversation.

In this Week 36, 2026 episode of the GMS Weekly Podcast, Ingrid and Henning discuss the latest developments shaping the global ship recycling market, including renewed conflict in the Gulf, surging oil and freight markets, limited recycling vessel supply, changing prices across Pakistan and Bangladesh, and improving fundamentals in India. The biggest challenge for ship recyclers and cash buyers remains the shortage of fresh recycling candidates. The Baltic Dry Index climbed to 3,488, its strongest level since October 2021, with Capesize and Panamax markets also performing strongly. As older vessels continue to generate attractive freight earnings, shipowners have less incentive to sell for recycling. The result is a market where yards still want tonnage, but owners remain patient. Renewed U.S. strikes and Iranian retaliation have also brought Strait of Hormuz risk back into focus. Brent crude moved to around USD 95.70 per barrel, while WTI reached approximately USD 91.60, increasing voyage and import costs while adding further complexity around Gulf-positioned recycling candidates. Pakistan remains the highest-priced ship recycling destination, although sentiment is now softening after the aggressive buying seen during August. Gadani indications stand around USD 500 per LDT for dry bulk, USD 525 for tankers and USD 535 for containers. Several previously secured vessels are now feeding the waterfront, reducing the urgency that drove recent price spikes. Bangladesh also softened this week, with Chattogram indications around USD 475 per LDT for dry bulk, USD 500 for tankers and USD 510 for containers. Previously purchased vessels continue to move through the yards, but no fresh market sales were reported. Local steel remained stable at around BDT 64,000 per ton, while the Taka strengthened modestly against the U.S. Dollar. The Bangladesh market also received the findings of the government inquiry into the fatal recycling incident in August. The inquiry identified shortcomings in safety supervision and gas-testing procedures, including hydrogen sulphide risk associated with ballast-tank work. The legal process now continues, while the wider industry is expected to pay closer attention to atmosphere testing, ballast-space procedures and high-risk work controls. India is moving in the opposite direction, with improving buying appetite, firmer steel prices and a stronger Rupee supporting Alang recyclers. Local plate reached around INR 42,100 per ton, while USD/INR strengthened to approximately 94.49, improving Dollar purchasing power. India also received significant international backing for the proposed inclusion of two Indian ship recycling facilities on the European List of ship recycling facilities. BIMCO, European Shipowners, ICS, INTERCARGO, INTERTANKO and the World Shipping Council jointly supported the European Commission proposal. Final approval has not yet been granted, but the development adds weight to India's growing position in compliant and green ship recycling. Turkey remains steady, with Aliaga indications around USD 262 to USD 284 per LDT depending on vessel type. Turkish annual inflation eased slightly to 31.51%, while the Lira weakened beyond 48.4 against the Dollar. Turkey continues to compete through EU regulatory access, Basel-compliant recycling and specialist tonnage rather than conventional South Asian pricing. This episode examines what these developments mean for shipowners, cash buyers, ship recyclers, shipbrokers, shipping companies and maritime investors, including why strong freight markets are restricting recycling supply, why Pakistan and Bangladesh are cooling after recent buying runs, and why India is becoming increasingly important to watch. Key topics covered: global ship recycling market 2026, ship recycling prices, cash buyer market, ship demolition market, Pakistan ship recycling, Gadani recycling market, Bangladesh ship recycling, Chattogram recycling market, India ship recycling, Alang recycling market, Turkey ship recycling, Aliaga recycling market, Baltic Dry Index, Capesize freight rates, tanker and dry bulk recycling, oil prices, Strait of Hormuz shipping, maritime sanctions, Hong Kong Convention, European List ship recycling, compliant ship recycling, green ship recycling, vessel supply, steel prices and recycling market analysis. For detailed vessel price indications, market rankings, steel prices, port positions and global ship recycling market analysis, access GMS Weekly through the GMS website or mobile app.

Brian Szytel reviews a down day in markets after Labor Day, noting the Dow fell 628 points while the S&P 500 and Nasdaq also declined, though the Dow remains up over 10% year-to-date. Oil prices rose (WTI near $93.6, Brent near $98) amid heightened US-Iran/Middle East tensions, lifting inflation expectations and interest rates and raising concern about energy as a consumption “tax.” He highlights NFIB small business optimism at 98.7 and points to Friday's CPI as the key market-moving event. He discusses the strong nonfarm payrolls report (162,000 vs. ~58,000 expected) alongside discrepancies with private payroll measures, with unemployment around 4.1% and the Fed seen as having a ~60% chance of a September hike amid a split committee and upcoming midterms. He also addresses client concerns about the Hugging Face incident and argues AI will both strengthen and intensify cybersecurity threats, with costs ultimately passed to consumers. 00:00 Market Wrap Kickoff 00:38 Oil Spike And Inflation 01:13 Key Data And CPI Watch 01:38 Jobs Report Breakdown 02:51 Fed Rate Hike Odds 03:28 Cybersecurity And AI Risks 04:47 Closing Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Oil is surging again—and geopolitical risk is back in the driver's seat. Over the weekend, U.S. forces struck three Iranian oil tankers after Iran launched ballistic missiles toward two U.S. Navy warships. Now tensions are escalating around the Persian Gulf and the Strait of Hormuz, one of the most important energy chokepoints in the world. On today's TraderMerlin, we'll look at what this means for crude oil, inflation, interest rates—and ultimately your portfolio. Brent crude is now approaching $100 per barrel, while WTI has pushed above $93, as traders add another geopolitical risk premium to energy prices. But the bigger question isn't simply: How high can oil go? It's what happens NEXT if it stays there. We'll discuss: U.S.–Iran escalation – What happened and why the tanker strikes matter Strait of Hormuz – Why disruptions here can quickly impact global energy markets $100 Oil? – What's keeping crude below $100—and what could push it through Inflation – Higher oil doesn't stop at the gas pump; it flows into transportation, manufacturing, food and consumer prices The Federal Reserve – Could another energy shock complicate the Fed's fight against inflation? Stocks & Bonds – Which sectors benefit from higher crude, and which could feel the pain? Here's the problem for the Fed: Inflation is already running above its target. Now crude oil is climbing just days before another major round of U.S. inflation data. If oil keeps rising, the Fed may have an even harder time declaring victory over inflation. And with tensions in the Middle East showing little sign of disappearing, energy could become one of the biggest market stories heading into the end of 2026. Listen now:

Send us Fan MailIn this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026 and early 2027 budget outlooks for the U.S. energy sector. The conversation covers how producers are managing continued oil price volatility driven by the Iran conflict and Strait of Hormuz disruptions, with WTI averaging $81.25 in Q3 and futures pointing toward the low $70s through 2027.Robertson walks through WTR's oilfield services coverage, addressing Select Water Solutions' water infrastructure margin expansion story, DNOW's MRC integration progress and path to $350 million EBITDA, and international opportunities for National Energy Services Reunited and Forum Energy Technologies across the Middle East, Argentina, and Venezuela.The episode also covers WTR's U.S. producer universe, including Riley Exploration Permian, Ring Energy, HighPeak Energy, Evolution Petroleum, Prairie Operating, and W&T Offshore, as well as Africa-focused Meren Energy and VAALCO Energy, where development drilling campaigns in Nigeria, Gabon, and Cote d'Ivoire are positioned to drive production growth into 2027.Robertson closes with takeaways from the EnerCom Conference and a preview of the WTR Virtual Insights Conference on September 22 to 23. For additional content, visit www.watertowerresearch.com.

PODCAST LAS NOTICIAS CON CALLE 7 DE SEPTIEMBRE -  Amas de llaves no regresaron el viernes, quizás regresan hoy tras tranque del Departamento de la Familia - El Vocero China hará sus propios microchips para competir con Nvidia en mega centros de data - Bloomberg AEE volverá a manos del gobierno como alternativa real tras demanda de LUMA - El Vocero Cinco muertos y cinco heridos tras avión de Amazon salirse de la pista de Miami, piloto de avión de American justo antes dijo que pensó que se iba a estrellar por condiciones del tiempo - CNNLUMA — el gobierno ya escribió cómo sería el divorcio y LUMA admite que los 9 pueblos que quedan a oscuras sin luminarías todavía - El Nuevo Día Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequía. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.com#windmarhome #incluyeauspicio AAA la gobernadora contradice a su propio presidente ejecutivo y dijo que jefe de la AAA se ha querido ir, pero ella no consigue otra persona para sustituirlo y le pide que se quede - El Nuevo Día Proponen multas de mil y hasta 2500 billetes por obstruir el tránsito por gusto en protesta - El Vocero Salen chichones a proyecto de libertad religiosa en PR - El Vocero Piden derecho al voto de los extranjeros en PR, pero eso es contra la constitución por no ser ciudadanos - El Vocero Gobierno vuelve con 80 millones para darle pronto a la gente - El Nuevo Día Ultra derecha barre en Alemania - Reuters USA e Irán se hunden petroleros, Irán atacó 6, USA 3 - Reuters Diesel vuelve a romper el récord de precio a casi 6 dólares el galón - AAANo se puede trabajar porque me quitan los cupones, necesitan cobrar 2480 mensuales para que valga la pena trabajar versus perder los cupones - El Vocero PFAS en Carraízo y La Plata bajo investigación - El Nuevo Día Investigan Células madre desde el RUM al espacio - El Nuevo DíaGobernadora plantea fomentar las Trump Accounts en PR - El Nuevo Día PR supuestamente es el más que creció en las pruebas Crecer de calidad educativa - El Nuevo Día Pablo José Fomenta estudiar energía biotérmica en PR - El Nuevo Día LOS DATOS DEL DÍA Brent$97.36/barril WTI$91.52/barril Gasolina EEUU (promedio)$4.15/galón · récord Diésel EEUU$5.85/galón · récord S&P 5007,718.60 · −0.38% Dow Jones53,414.25 · −0.51% Bono 10 años EEUU~4.8% Euro / USD~$1.16 Gas natural (Henry Hub)$2.98/MMBtu · +2.1% Hipoteca 30 años6.71% · máximo en 13 meses

Pete jumping on @LarryKudlowShow with @ntengler #.VIX sitting at 14.5 while we're kissing all-time highs. Those 500-point swings? Just the heartbeat. A 270-point drop is only half a percent.WTI at $91.50 looks way too high if oil keeps moving through the Strait.Earnings crushed it. Guidance is strong. Rotation is real not just AI. This market is on fire.Stay disciplined on the pullbacks. Direction is higher. #GiddyUp because #ITSNOTANOPTION

Join me as we uncover sensory organs and feet in unlikely places. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The yen makes a surprise return to the futures spotlight as intervention talk heats up and trading activity surges. On this episode of The Futures Rundown, host Mark Longo breaks down the latest action across the futures markets, including the unusual spike in yen futures volume amid renewed speculation about support from the Bank of Japan. We also examine the wild moves in energy, with WTI, Brent and heating oil charging higher, while gold, silver and platinum head in the opposite direction. Plus, we run through the most active futures contracts on the tape and check in on the biggest winners and losers of the year across energy, metals, rates, crypto, volatility and more.

Crude oil is skyrocketing, equities are ripping higher...and apparently the stock market just doesn't care. On this episode of This Week in Futures Options, host Mark Longo is joined by Dan Gramza of Gramza Capital Management to break down a wild week across the futures options markets. They discuss the surprising disconnect between surging WTI crude oil and bullish equity markets, what's really driving the move in energy, and whether anxiety surrounding the Middle East is more important than actual supply concerns. They also explore the latest options activity across the E-mini S&P 500, WTI crude oil, soybeans, silver and gold, including unusual upside call activity, changing volatility and skew, soybean strength, and some eye-opening trades in the precious metals markets. Plus, Dan shares his outlook for equities, crude oil, agriculture and metals as traders head into a critical stretch for the markets.

Crude oil is skyrocketing, equities are ripping higher...and apparently the stock market just doesn't care. On this episode of This Week in Futures Options, host Mark Longo is joined by Dan Gramza of Gramza Capital Management to break down a wild week across the futures options markets. They discuss the surprising disconnect between surging WTI crude oil and bullish equity markets, what's really driving the move in energy, and whether anxiety surrounding the Middle East is more important than actual supply concerns. They also explore the latest options activity across the E-mini S&P 500, WTI crude oil, soybeans, silver and gold, including unusual upside call activity, changing volatility and skew, soybean strength, and some eye-opening trades in the precious metals markets. Plus, Dan shares his outlook for equities, crude oil, agriculture and metals as traders head into a critical stretch for the markets.

PODCAST LAS NOTICIAS CON CALLE 2 DE SEPTIEMBRE - Rusia ayuda a Irán a hacer un misil supersónico en programa secreto - FT Hoy todas las noticias son de agua: Racionamiento en pausa, el acuífero fantasma de Esencia y renuncias de la AAA, los 5 pozos del norte en desusoGobierno adeuda $362 millones a suplidores por supuestamente no cuadrar bien el ERP, supuestamente no cuadra Integra PR - El Nuevo Día Café: DACO regula el precio, parece que quieren dárselo a Agricultura - El Nuevo Día 268 proyectos aprobados para alcaldes de fondos CDBG en peligro según alcaldes, piden ayuda a Vivienda- El Vocero Si estás esperando el momento perfecto para cambiar tu compañía celular o cambiar tu teléfono, ahora es que es. T-Mobile presenta NADA DE NADA. Eliminando los costos al momento de comprar un télefono nuevo. ¿Que significa eso? Que vas a pagar $0 hoy por tu celular. NADA. En serio. Sin impuestos, sin cargos y sin pronto para clientes elegibles. Ahora es más fácil que nunca, cámbiate en solo 15 minutos en el app de T-Life y recibe tu equipo el mismo día a través de Doordash.Escoge T-Mobile y disfruta de nada con la mejor red móvil en Puerto Rico, de nada.#tmobile#incluyeauspicio Le compramos a NFE 14 turbinas solo 6 están funcionando - El Nuevo Día DACO de vacaciones para hacer campaña mientras tiene dos decisiones regulatorias abiertas del promotor fee y el café - Jay Fonseca PR Apelativo paraliza subasta de la CEE porque Dominion no pudo participar, pero quieren volvernos a vender lo que antes no pudieron - El Nuevo Día Huelga en la UPR continúa - El Vocero 475 menos policías, pero tras graduaciones hay 250 menos que en 2024 - El Vocero Remodelan en Fortaleza ventanas podridas y otros equipos - El Vocero Disney tendrá puerto base en PR mientras esté temporada alta - El Nuevo Día Bjana 7% las ventas de casas y el precio promedio subió a 27 mil pesos más caro - El Vocero Aprueban eliminar el promotor fee y el venue fee en la Cámara, falta el Senado - El Vocero Ana G Méndez tendrá escuela de medicina - El Nuevo Día PR cundío de covid, influenza RSV y Dengue - El Vocero Aprueban evitar cierre del gobierno federal - USA Today Trump usa el ejército de USA como empresa nunca antes usada - WSJAlemania responsabiliza a Rusia por ataques en su aeropuerto - FT Siguen construyendo data centers a pesar de la oposición - Axios Vuelve a treparse el petróleo - Oil Price Renuncia el secretario del Ejército - Politico Irán usó decenas de misiles balísticos, USA dice que los interceptó, pero información parece contradecirlo - Bloomberg Dinamarca envía soldados a Groenlandia por primera vez en casi toda su historia - Reuters LOS DATOS DEL DÍABrent~$95/barril (+~5%)WTI~$90.4/barril (+~5.9%)Gasolina EEUUsobre $4/galón; diésel subiendoS&P 5007,659.79 (-0.35%)Dow Jones53,185.90 (-0.7%, -374 pts)Bono 10 años EEUU4.81% (máximo ~18 años)Gas natural$2.92/MMBtu (-0.55%)Euro/USD1.159Hipoteca 30 años6.74%

Brian Szytel recaps a modest market rebound after three down equity sessions, with weak internals and low volume as investors await Friday's non-farm payrolls and next week's CPI. The Dow rose 295 points, the S&P 500 gained 35 points (nearly 0.5%), and the Nasdaq added about 0.4%; rates were largely unchanged with the 10-year near 4.78, oil held around $90 WTI, and the yield curve remained steeper than recent periods. Economic data were mixed: ADP private payrolls missed slightly (38K vs. 47K expected) while July factory orders rose 0.9%. He then addresses whether buying back one's own debt is intrinsically wrong, arguing it's virtuous for individuals paying off loans, but for countries it often reflects refinancing via central bank actions (e.g., QE), which can support liquidity yet distort markets if done excessively. 00:00 Market Rebound Overview 00:24 Key Data Ahead 00:52 Rates Oil And Internals 01:16 Today Economic Prints 01:43 Debt Buyback Question 01:56 Personal Debt Payoff 02:21 Central Bank Mechanics 02:53 QE And Yield Curve Effects 04:05 When It Goes Too Far 04:43 Closing Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

September – here we are and the volatility starts. Bear Invasions – is this something we should pay attention to? Target is in the hotseat, Good-Good too. Bombing Iran again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - September - here we are and the volatility starts - Bear Invasions - is this something we should pay attention to? - Target is in the hotseat, Good-Good too - Bombing Iran again - and again. Markets - Bonds - moving higher - Warsh and Bessent challenged - NVDA earnings - price hikes - Employment Report coming this Friday - Dell earnings - WOWWWW! DHU MAILING LIST! - Go to DHUnplugged.com LAKE AMERICA - Google Maps now shows "Lake America" to U.S. users after the federal naming change. - Canadian users still see "Lake Ontario"; users elsewhere see both names. - Canada did not adopt the change, setting up an easy cross-border naming fight. OIL / IRAN - Last week - Oil dropped more than 3% as traders viewed tougher Iran sanctions as less disruptive than renewed military escalation. - Brent fell to roughly $88.58 and WTI to about $82.36. - Washington stopped short of immediately targeting major Chinese banks buying Iranian oil. - Markets also reacted to hopes for improved navigation through the Strait of Hormuz. ----  OH WAIT>>>> IRAN - FIGHT IS ON - We are back bombing and they are retaliating - We retaliate, they bomb - Threat: President Trump in phone interview with Fox News reporter repeats that if Iran retaliates, they will be hit harder, but he adds that if Iran retaliates for a third time "they will be totally wiped out as a country"; says any deal with Iran will not be "worth the paper it is printed on" - Oil Up ... DICK'S / FOOT LOCKER - Dick's shares plunged about 30% after earnings and guidance disappointed. - Core Dick's comps rose 4.9%, but Foot Locker comps fell 3.6%. - Management blamed weak sneaker launches, stale inventory and a highly promotional footwear market. - Dick's has already taken more than $500 million in charges tied to the Foot Locker turnaround. BASEBALL CARDS GO CASINO - Online "repack" platforms let customers buy randomized graded cards and immediately sell them back. - Prices can range from roughly $25 to thousands of dollars per pack. - The model increasingly resembles gambling: randomized payoff, instant resale value and repeat play. - Arena Club, Fanatics and others are pushing deeper into a market already generating billions in transactions. GOVERNMENT-OWNED STOCKS - Stocks with U.S. government backing face new legal and political risk around Washington taking equity stakes. - Intel surged after government investment plans surfaced; MP Materials also jumped after a Pentagon stake. - Trilogy Metals soared after a government deal, then gave back much of the move. - A lawsuit challenging the Intel arrangement could have implications for similar federal equity deals. CHINA INDUSTRIAL PROFITS - China's industrial profits rose 11.2% year over year in July. - Profit growth slowed from 15.1% in June but remained strong. - Manufacturing profits rose nearly 19%, while mining profits jumped roughly 35%. - Strong factory profits continue to contrast with weak property and domestic-demand signals. DELL EARNINGS GUIDANCE - Earnings we great - Guidance out of control - Dell sees Q3 mid-point EPS of $6.50 vs $4.46 FactSet Consensus; sees mid-point of revs at $49.00 bln vs $41.36 bln FactSet Consensus - Dell sees FY27 mid-point EPS of $25.50 vs $18.99 FactSet Consensus; sees revs mid-point of $192 bln vs $174.05 bln FactSet Consensus TARGET HALLOWEEN BACKLASH - Target pulled a children's clown costume after complaints that it resembled blackface imagery. - The company apologized and said it was reviewing how the product cleared internal approval. - The controversy adds another brand-management problem after several politically charged merchandise fights. LEGO BOOM - Lego first-half revenue jumped 21% to about $6.5 billion. - Net profit rose 32%, while consumer sales increased 22%. - More than 330 new products helped drive demand across Star Wars, Formula 1, Botanicals and other franchises. - Lego continues gaining share while expanding stores and manufacturing capacity. WAIT - WE'RE BOMBING IRAN AGAIN - U.S. forces struck Iranian rocket launchers on Larak Island near the Strait of Hormuz, the first U.S. attack on Iran in several weeks. - Iran retaliated with missile attacks targeting U.S. bases in Jordan, restarting direct military exchanges. - Oil jumped more than 2%; Brent moved back above $90 and WTI above $85. - The Strait remains the key issue: roughly 20% of global oil shipments pass through it, so actual disruption to tanker traffic matters more than the headlines. IRAN SANCTIONS - Treasury warned countries doing business with Iran could face secondary sanctions and loss of access to the dollar system. - Scott Bessent described the campaign as an "economic D-Day." - Treasury sanctioned dozens of people, companies and vessels but initially avoided major Chinese financial institutions. - The expanded sanctions reach oil, shipping, gold, aviation, technology and digital assets. JOBS REPORT / FED TEST - August payrolls hit Friday after July shocked with a 23,000 job decline. - Expectations are for only modest job growth, making revisions and the unemployment rate especially important. - Fed rate-hike odds jumped after Kevin Warsh's hawkish Jackson Hole comments; a strong jobs number could push them higher. - JOLTS, ADP and ISM data provide several previews before Friday.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Today we had the pleasure of hosting Todd Abbott, Chief Executive Officer of Tamboran Resources, and Dick Stoneburner, Chairman of Tamboran's Board, for a conversation recorded on location in Daly Waters, Northern Territory, Australia, a town of roughly 55 people. Tamboran holds approximately 2.8 million net acres across the Beetaloo Basin, and Todd estimates the basin contains roughly 200 Tcf of recoverable gas, enough to support 5 to 6 Bcf per day for a century. The company is dual-listed on the Australian Securities Exchange and the New York Stock Exchange. We recorded on Tuesday morning Australia time this week as part of the company's first gas celebration at the Shenandoah 2 pad. In our conversation, Todd explains why a resource of this scale and duration is unique globally, in a region with rising demand and declining domestic supply, and in a country that has supplied LNG to Asia since 1989. He describes the Northern Territory as the most supportive regulatory regime he has worked with, including Texas, with a high bar on standards paired with real support in clearing them. We explore Tamboran's various strategic partnerships, including Liberty Energy, Helmerich & Payne, and Baker Hughes, all of which are investors in the company. We also discuss INPEX's recent farm-in to the Daly Waters joint venture. Todd covers the company's cost structure in the field and also discusses gas prices which are roughly three times U.S. levels. As we wrapped up with Todd, we touch on the growing inbound interest from multinationals to Asian gas utilities, and his view that timing, not geology, is the biggest uncertainty he cannot control. A theme throughout the discussion with Todd was his comparison of this new shale development to others he has seen in his 25-year career. Dick then takes us under the hood on the subsurface. At roughly 1.4 billion years old, the Beetaloo is the oldest petroleum system in the world, deposited when only a single life form existed, leaving 150 meters of continuous thermogenic shale from that one organism type. He describes petrophysical characteristics most comparable to the Marcellus and superior to it in many areas, and early well behavior that appears genuinely different, including one well on incline at the tail end of a 90-day test with no surface changes. He also walks us through how Tamboran found the over pressured areas, moving 60 miles south into the deepest part of the basin. We close with well spacing at Shenandoah 2, the beneficial use of gas allowance that lets Tamboran produce ahead of a formal production license, and the milestones Dick is watching, principally the first real decline curves and the testing of additional landing zones. Dick has been involved with the company since 2014 and, as a result, offers a phenomenal historical perspective. Mike Bradley opened the discussion by noting that Treasury yields moved higher across the curve this week, with the 10-year Treasury yield rising to 4.8% and the 30-year Treasury yield exceeding 5.25%. The increase in yields was driven primarily by Federal Reserve Chairman Kevin Warsh's more hawkish tone at last week's Jackson Hole Economic Symposium, which prompted investors to scale back expectations for future interest rate cuts. Turning to the broader equity market, he highlighted that the S&P 500 declined ~1% this week, pressured by higher oil prices and rising bond yields. With second-quarter earnings season largely in the rearview mirror, investor attention is increasingly shifting toward the September 16 FOMC meeting and the upcoming U.S. midterm elections. Turning to oil markets, WTI crude oil prices increased ~$6/bbl (to ~$90/bbl) this week amid renewed conflict between the U.S. and Iran. Mike noted that the biggest development in the oil market this week was the announcement of a 65-billion-barrel oil agreement between the U.S. and Venezuela. Turning to natural gas, European prices continued to move higher this week, reaching ~$25/MMBtu (up over 165% year-to-date). The primary driver remains concern over whether European storage inventories can be replenished to "minimum" required levels before the start of the winter heating season in November. The energy sector advanced ~3% this week, supported primarily by stronger crude oil prices. Mike noted that M&A and strategic deals were a major theme across the energy and electricity complex, with four significant deals/transactions announced this week: SLB's acquisition of Kelvion for ~$4.0 billion; ONEOK's acquisition of Brazos Midstream for ~$4.4 billion; Comstock Resources' $1.65 billion cash transaction with SOCAR; and Fervo Energy's 396-megawatt power purchase agreement (PPA) with Google. Mark Castiglione also joined the conversation, and with the help of Albert De La Portilla, he will be spending roughly a week in the Beetaloo basin understanding all the aspects of the play. The Tamboran team could not have been better hosts, and we sincerely appreciate this opportunity.

PODCAST LAS NOTICIAS CON CALLE 1 DE SEPTIEMBRE - Estudio RUM/UPR/UT  advierte de que nuestros embalses han perdido hasta un tercio de su capacidad por sedimentaciónLa sombra de Josué Colón, el notorio abogado siempre acompañante del Zar de Energía y sus 12 millones en contratos - CPI AAA pide no dar crédito por falta de agua porque no tiene dinero y va contra el plan fiscal - El Vocero Carísimo el canal de Panamá, así que las leyes de cabotaje esta vez nos ayudaron - El Vocero Thommy dispara contra JGo y pide que esto tiene que cambiar - Facebook En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal#incluyeauspicio Servicio Postal podría no enviar montones de votos por correo en diferentes estados por llegar muy tarde tras instrucciones de Trump - Washington Post Desempleo inaugura plataforma digital Duane Davis culpable del asesinato de Tupac, su defensa era que es un embustero - Washington Post La Junta es culpable de todo hoy, retiró el aval a Power Expectations, extendió el fondo de sequía, aprueba el plan fiscal que la AAA usa pa no hacer su trabajo, bloquea de facto los bonos para dragados según el DRNA, y preside el escenario del caso LUMA ante Swain. La culpa es de El Niño, culpa del flete y la falta de agua El día nacional del "yo no fui”, Josué Colón "evita adjudicar contra 3PPO, LUMA "desconoce" lo que causó avería en Costo Sur, Presidente AAA no se va, pero no ho hay agua y secretario de DACO culpa a otros de "tiroteo políticoCiary Marbetes Pérez: tercera extensión del FEI - Jay Fonseca PR Huelga UPR hoy por plan médico en todo UPR menos UPRM - Primera Hora Llueven proyectos para usar dinero dados por lío de META y adicción a jóvenes - El Vocero Convención de Cruceros en PR - El Nuevo Día DACO ahora dicen que cogerá licencia sin sueldo para poder correr para alcalde - WSKNSecretario de Energía viaja hoy a Venezuela a firmar acuerdo por petróleo, unidos venezolanos contra el acuerdo Renuncia el Secretario del Ejército, Dan Driscoll, tras choque con Pete HegsethLOS DATOS DEL DÍA Brent$91.28 (+0.9%) WTI$86.57 (+0.9%) Gasolina EEUU (AAA)$4.08/galón S&P 5007,686.14 (−0.33%) Dow Jones53,185.90 (−0.70%) Bono 10 años4.76% (subiendo a ~4.78% hoy AM) Euro/USD1.1617 (+0.27%) Gas natural (Henry Hub)$2.91/MMBtu Hipoteca 30 años6.66%

Brian Szytel recaps a down market day driven by heightened Iran-U.S. tensions, higher oil prices (WTI up 5.9% near $90; Brent near $95), and rising interest rates (10-year around 4.79%), with the Dow down 419 points, S&P 500 down 0.7%, and Nasdaq down 1% as long-duration assets weakened. Economic data was slightly below forecasts but still constructive, including 7.2 million job openings and an ISM manufacturing PMI of 54.6 (eighth month above 50). He notes a gap between Fed dot-plot projections and futures-implied rate paths and emphasizes how unreliable rate forecasts can be given policy lags. Addressing questions about foreign Treasury selling (China and Japan), he explains foreign ownership has fluctuated historically and argues the core issue is U.S. deficit spending and rising debt costs, while the dollar's basket weight recently increased to 43%. 00:00 September Market Recap 00:24 Oil Spike and Rates Jump 01:13 Stocks Slide and Rotation 01:45 Economic Data Check 02:23 Fed Dots Versus Futures 03:07 Why Rate Forecasts Miss 04:11 Foreign Treasury Holders 06:06 Dollar Basket and Deficits 06:38 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Crude oil is surging again... And suddenly $100 oil doesn't seem so far away. Renewed fighting between the United States and Iran has sent another shock through the energy markets. U.S. forces launched fresh strikes against Iranian targets, two oil tankers were reportedly attacked while leaving the Strait of Hormuz, and concerns are once again growing about the security of one of the world's most important energy chokepoints. The result? Brent crude jumped 4.6% to $94.65 per barrel, while WTI surged 5.2% to $90.22. So on today's TraderMerlin show, we're asking the obvious question: Are we heading back to $100 oil? We've already been there this year—and with tensions escalating again, it wouldn't take much to get there. But this story is much bigger than the price of crude. The Strait of Hormuz normally handles roughly 20% of the world's oil supply, making developments in Iran critical not just for energy traders, but for virtually every financial market. We'll discuss: The latest U.S.-Iran escalation – What happened and why the oil market reacted so aggressively The Strait of Hormuz – Why this narrow stretch of water remains one of the most important pieces of real estate in the global economy $100 crude oil – What would have to happen for WTI and Brent to break through triple digits again? Supply disruption – How much oil is actually at risk if tensions continue escalating? Gasoline & diesel – Why crude isn't the only energy market traders should be watching Inflation – How sustained higher energy prices could work their way through transportation, manufacturing and ultimately consumer prices The stock market – Which sectors potentially win—and which ones get hurt—if oil continues higher? And then we're going to connect oil to another huge issue facing the markets right now: The Federal Reserve's rate-hike dilemma. Fed Chairman Kevin Warsh made it clear at Jackson Hole that inflation remains too high. The Fed's preferred PCE measure is running well above its 2% target, while the economy and labor market remain relatively resilient. Today, Fed Governor Michael Barr added another warning, saying the central bank should "act decisively to raise rates" if inflation doesn't moderate sufficiently. Now throw $90+ crude oil into the equation. That's where things get complicated. Higher oil prices can push inflation higher... But they can also hurt consumers, squeeze corporate margins and eventually slow economic growth. So the Fed potentially faces an uncomfortable choice: Raise rates to fight inflation and risk slowing the economy—or hold rates steady and risk allowing inflation to become even more entrenched? That's the dilemma. And Wall Street is already responding. Treasury yields are moving higher, stocks are under pressure, and expectations for a September rate hike have jumped significantly following Warsh's Jackson Hole speech and the renewed surge in energy prices. This is the chain every trader should understand: Iran → Oil → Inflation → Federal Reserve → Interest Rates → Bonds → Stocks That's why what's happening in the Strait of Hormuz could ultimately impact your portfolio even if you've never traded a barrel of crude oil in your life. For additional research, check out the Federal Reserve's official Jackson Hole remarks from Kevin Warsh, U.S. Energy Information Administration and CME Group Energy Markets. Listen now:

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PODCAST LAS NOTICIAS CON CALLE 27 de agosto de 2026 - Fortuño no tiene vergüenza alguna, defiende que PR pague más de la deuda de la AEE aunque él mismo la emitió ilegalmente y es el que más endeudó a PR aunque fuera para disque refinanciar - Quién tiene la razón entre JGo y Pablo sobre la declaración de emergencia de FEMA  Federales declara desastre agrícola en 26 municipios - Irán y Omán pactan repartirse ingresos del Estrecho de Ormuz; el crudo bajaJunta autoriza $18.73 millones del Fondo de Emergencia para camiones cisterna, purificación de agua Remueven camión volcado de San Juan a Caguas - WUNO Piden demoler hotel Hilton Garden la gente de Dorado Beach, el pleito de los millonarios - El Nuevo Día FirstBank no sabía escándalo y pide desestimar demanda por relación con Epstein - El Nuevo Día  #lilly#incluyeauspicio ¿Cuánto es sequía y cuánto es incapacidad de la AAA? Se supone que lo sepamos en los documentos que entregue la AAA mañana al Senado - El Vocero La GNPR opera desalinización en Canóvanas (río Grande de Loíza, cerca de la desembocadura, agua salobre) y en Parque Central, San Juan. Evalúa pozos en Caguas (Moisty Skate Park), Levittown y Carolina. La propia gobernadora "no pudo precisar" el retorno de la ley 60, pero se va a promocionarla La máquina puede producir 45,000 galones pero solo se mueven 24–27 mil por falta de camiones - El Nuevo Día JGo v. Rivera Schatz por ir a la bolsa de valores, ahora hay duelo - El Vocero Rivera Schatz dice no a comisión total sobre contrato de Power Expectations - El Vocero Tribunal dice que no a ver los casos que archivó Justicia, son 229 casos que no sabemos nada de nada - El Vocero Josué Colón, convocado al Capitolio el lunes (3:00 PM) para vista Asesora de bonistas es mediadora en la deuda de PR - El Vocero Arrestan a chamaquitos de Fajardo, sospechosos de al menos 5-8 asesinatos Controversia por hospital de Vieques que no abre y Culebra que cambia de administrador Vivienda pide cautela con casas prefabricadas de Temu/Alibaba, pero el desespero es mucho - El Vocero A deponer secretario de Hacienda por contrato de Digimedia y el alegado traqueteo de anuncios - CPI Bill Gates alerta sobre la inteligencia artificial - NYTMeta y PR: paga hasta $17-18B por adicción de menores; PR recibe $124.7M en 10 plazosLOS DATOS DEL DÍA Brent$87.38 (−0.5%) WTI$81.64 (−0.7%) S&P 500~7,666 (−0.1%) Dow Jones~53,420 (−0.1%) Bono 10 años4.66% Euro / USD$1.1655 Gas natural$2.88/MMBtu (+1.2%) Hipoteca 30 años6.65%