Podcasts about wti

PODCAST LAS NOTICIAS CON CALLE DE 31 DE JULIO - Aunque cabildeado por Politank gobierno dice que va a cancelarle el contrato a Physician Correccional - El Vocero Viene estado de emergencia el lunes por sequía - El Vocero Zar de Energía advierte que Genera no contestó y LUMA sí contestó requerimientos de explicar daños - El Vocero Justicia dice que fue un accidente la muerte de Cotto Cartagena - Jay Fonseca PR Gobernadora dice que tiene vergüenza ajena por falta de aumento de sueldo de policías, culpa a la Junta - El Vocero 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 Gobernadora dice que ahora sí va contra el impuesto de inventario - El Nuevo Día Fuera presidente de la Inter luego de que la Escuela de Optometría perder acreditación - El Nuevo Día 5800 maestros siguen esperando pagos de carrera magisterial - El Nuevo Día Fox News reporta asesinatos horrible en PR y familia busca ayuda para hacer investigación privada - El Nuevo Día  Científico boricua logra que asteroide lleve su nombre por sus logros de astronomía - El Nuevo Día Farmacéuticas ya casi no crean empleos - El Nuevo Día Múltiples muertos en zona española de Marruecos La guerra EEUU-Irán se expande — primer ataque con dron en Egipto (puerto de Damietta). Petróleo +20% en julio - Bloomberg Venezuela no se la pone fácil a empresas americanas para sacar petróleo donde ellas entienden que hay más billete - WSJTrump plantea acuerdo de paz con Hamas e Israel, Congreso no logra frenar guerra de Irán - Axios Google seca a los medios (−34% de tráfico). Afecta la supervivencia del periodismo local - Bloomberg LOS DATOS DEL DÍA (cierre 30 julio 2026) Brent~$90.04/barril (−0.8%) WTI~$83.89/barril · +20% en julio Diésel EEUU (retail)$5.31/galón S&P 5007,437.64 (+1.7%) Dow Jones52,208.06 (+1.2%) Bono 10 años4.69% Bono 30 años~5.24% (máx. desde 2007) Gas natural (Henry Hub)~$3.29/MMBtu Hipoteca 30 años6.66% (Freddie Mac

US equity futures are higher, while Asian markets are broadly higher and European equities are firmer and trading near record highs. Oil is lower with WTI crude down 2% near 82 dollars level. Markets are supported by a renewed bid in the AI trade following recent volatility, with improved sentiment driven by better takeaways from major US tech earnings, particularly in cloud and AI demand. At the same time, easing rate pressures and a pullback in oil prices are helping risk appetite, while central bank signals remain mixed. Market looking through Middle East developments despite more military strikes. Elsewhere, Trump announced that deal has reached for Hamas to disarm and Israel to withdraw forces in structured phases.Companies Mentioned: TSMC, Intel, Tesla, HSBC

Your first responder just might have 6 legs and we may soon find out who exactly made the world's oldest art. — 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

Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% and several large names rising 10–15%. The Dow gained 613 points (+1.2%), the S&P 500 rose 1.7%, and the Nasdaq climbed 2.8%. A major software company posted blowout earnings and surged 16%—adding roughly $490B in market cap—though the broader software sector was down, making it an outlier. Despite escalations in the Iran war, WTI oil fell about 1%. He addresses an inflation question, distinguishing relative price shocks (tariffs/supply disruptions) from inflation as a broader monetary phenomenon, noting demand-pull, cost-push, and money-supply dynamics. Economic data included Q2 GDP at 1.5% (below expectations), jobless claims at 197K, PCE in line (headline 3.7% y/y; core 3.3% y/y), personal income +0.2%, and consumer spending +0.3%. 00:00 Market Reversal Recap 00:59 Tech and Earnings Surge 01:49 Oil and Geopolitics Oddities 02:03 What Inflation Really Means 03:16 Three Types of Inflation 03:30 Economic Data Rundown 04:41 Fed Outlook and Wrap Up 05:27 Closing and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe's luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. 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.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

PODCAST LAS NOTICIAS CON CALLE DE 29 DE JULIO - Mega apagón dejó a cuatro cientos sin luz luego de problemas en Aguirre y EcoEléctrica, logran restablecer en madrugada - Zar de Energía Arabia Saudita ataca a Irán aumentando el conflicto, China le vende 400 lanzadores antiaéreos a Irán - Reuters La Fed decide hoy si sube o no tasa de interés bajo el nuevo presidente de la reserva JGo dice que no van multas por mal usar el agua - El Vocero Estancado todavía mover el cementerio de Lares, 120 millones asignados - El Vocero JGo dice que busca un nuevo movimiento hacia la estadidad, pero sin plebiscitos - El Vocero Diésel sobre $5/galón y gasolina sobre $4 en EEUU; Rusia suspendió sus exportaciones.Otro banco internacional usa a PR para lavar dinero y entra a investigación de OCIF - El Nuevo Día El Caribe militarizado suman ≥221 muertos en aguas del Caribe por ataques de Ejército de USA, pero no baja el narcotráfico  Alcaldes del PNP en Guaynabo y Bayamón dicen que no a primarias por ahora - Primera HoraNO se fiscaliza las neveritas de foam en las playas - El Nuevo Día Juez dice que no a perentoria en caso Elvia - El Nuevo Día Casi imposible conseguir un jurado en caso Antho - El Nuevo Día Muchos de ustedes se están preparando para volver a la rutina, comprando los materiales para la escuela, la universidad o hasta el trabajo. Para ayudarte T-Mobile trajo la oferta de back-to-school: un iPhone 17 Pro más un Apple Watch SE 3, ¡por la casa, sin trade-in!Arranca con equipo nuevo y beneficios que otros no te dancomo hotspot ilimitado, streaming incluido, internet y textos ilimitados cuando viajas sin costo adicional.• También te puedes llevar el iPad A16 por solo $199 via créditos a tú factura más impuestos. • Cámbiate en solo 15 minutos en el app de T-Life y regresabien conectado.• Solo con T-Mobile, la mejor red móvil en Puerto Rico.• Requiere plan de financiamiento y servicio elegible. Restricciones aplican.#tmobile#incluyeauspicio 5 mil policías que no recibieron aumentos están por el techo con la gobernadora tras promesas - Metro Baja el precio del petróleo, mientras petroleras duplican sus ganancias desde la guerra de Irán - Semafor Apple quiere que le pagues para siempre en leasing mensual ante aumento de precios - El Vocero Podríamos romper el récord de calor hoy otra vez - Metro Comerciantes de la Placita reunidos por caso de agresión sexual en negocio con turista de California - El Vocero Radicarán cargos a Eddie Manzo por guiar borracho - El Vocero Hoy sin agua Bayamón y Guaynabo por trabajos en finca Rosso - Primera Hora LOS DATOS DEL DÍA (cierre 28 de julio)Brent~$87.53 (-0.94% mar.; saltando ~+5% hoy por Irán)WTI~$83 (+5% hoy)Diésel EEUU$5.31/gal · Gasolina EEUU $4.10/galCombustible PRDiésel ~$1.25–$1.33/L · Gasolina reg. ~$1.05–$1.10/L (DACO)S&P 5007,413.18 (+0.02%)Dow52,210.08 (+0.5%, +262 pts)Nasdaq24,876.91 (-0.22%)Bono 10Y~4.6% · Euro/USD 1.1366Gas natural$2.72/MMBtu (-1.75%) · Hipoteca 30Y 6.62%

Brian Szytel hosts Dividend Cafe on Wednesday, July 29, describing a volatile “Fed day” as the FOMC held Fed funds unchanged at 3.50%–3.75%. Markets swung sharply and finished broadly lower, with the Dow down 1,153 points (about 2%), the S&P 500 down 1.5%, and Nasdaq down 1.7%, alongside higher rates, rising Middle East tensions involving the U.S. and Iran, and WTI up nearly 7%. He notes a dramatically steepening yield curve, reduced reliance on forward guidance as described by Warsh, and futures implying a 53% chance of a September hike and 31 bps of hikes through year-end. He highlights a divided Fed with three dissenters and discusses a question comparing AI hyperscalers to GFC-era “systemically important” financials, contrasting past equity wipeouts with proposals for government equity participation in AI firms. 00:00 Welcome and Fed Day 00:43 Market Whipsaw Recap 01:17 Rates Oil and Geopolitics 01:38 Yield Curve and Fed Signals 03:01 AI Bailout Question 03:30 GFC Parallels and Differences 04:28 Wrap Up and Takeaways Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research. James is a longtime energy analyst with more than 25 years of experience leading research teams covering oilfield services, equipment, clean energy, and power at Lehman Brothers, Barclays, Evercore ISI, and now Melius. Since joining Melius, James has expanded his coverage to include independent power producers (IPPs) and the broader power ecosystem. We were pleased to visit with James to hear his latest perspectives on the rapidly evolving energy landscape and the investment themes shaping the next decade. In our conversation, James reflects on his transition from Evercore ISI to Melius and explains why he believes the traditional Wall Street research model is evolving toward a more integrated approach that combines energy, power, technology, and industrials. We discuss how AI-driven electricity demand is accelerating the convergence of these sectors, why access to reliable power has become the biggest bottleneck to AI deployment, and why understanding the entire energy value chain has become increasingly important for investors. We examine the latest earnings season, the recent wave of energy, power, and nuclear IPOs, and how investor sentiment has shifted from enthusiasm around AI infrastructure to a greater focus on execution and capital discipline. James explains why he remains constructive on the long-term outlook for oilfield services, offshore development, international upstream activity, independent power producers, and natural gas, while highlighting the growing importance of behind-the-meter power solutions, regulatory reform, and grid infrastructure. We explore the outlook for advanced nuclear, geothermal, and critical minerals, Canada's strategic role in North American energy markets, how investors are balancing long-duration growth opportunities with near-term market volatility, and why AI is changing the way companies communicate with investors. As James notes, “your press releases have to be written for Claude or ChatGPT, whoever's going to read it before the analyst.” We wrap up the discussion with James' reflections on New York City's enduring role as a global financial and innovation hub. We greatly enjoyed the conversation and appreciate James taking the time to join us. To start the show, Mike Bradley noted that fixed income markets were focused on the upcoming FOMC meeting, scheduled for Wednesday. The consensus expectation is for the Federal Reserve to leave interest rates unchanged. However, there remains a small possibility of a 25-basis-point rate increase, a move that could place Chairman Warsh in President Trump's crosshairs. From a broader equity market standpoint, the S&P 500 was up ~0.5% and the DJIA had gained 600 to 700 points. He attributed much of Tuesday's advance to the sharp decline in oil prices. He also highlighted ongoing sector rotation, with investors shifting capital out of semiconductor stocks and into industrial names. Apple joined the exclusive $5 trillion market-cap club. Another key area of focus this week will be AI-related capex, with three of the Magnificent Seven technology companies scheduled to report earnings. On the oil market front, he highlighted the sharp decline in crude prices, noting that Brent crude had fallen by ~$13/bbl during the week to ~$83/bbl, while WTI crude had declined by ~$11/bbl to ~$78/bbl. He attributed the selloff to rapidly shifting sentiment surrounding the on-again, off-again conflict with Iran. He concluded by noting that the Energy sector had been one of the market's strongest performers over the past several weeks but was down ~4% this week as declining oil prices weighed on sentiment. He emphasized that investors will be closely focused this week on second-quarter earnings reports from the U.S. integrated oil majors and refiners. Investors are hopeful that refiner commentary will provide greater insight into global refined product market fundamentals. Jeff Tillery noted that enthusiasm around AI-driven power infrastructure has cooled alongside AI capex sentiment, pressuring many merchant power and generation stocks, including several recent IPOs. Looking ahead, he believes the sector is entering an execution phase where investors will begin distinguishing between winners and losers rather than rewarding the entire theme uniformly.

[Recorded July 28, 2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook 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 gold, silver, PM stocks,  A.I. Stocks, chip stocks, value stocks, and oil stocks.     The conversation kicks off around the precious metals sector, getting Sean's outlook on what fundamentals are driving gold, the gold stocks, and silver.   Sean acknowledged the bearish price action in gold and gold stocks since the tops in late January and February to present, and would like to see the PMs just quit going down and stop making lower lows. He points out that the world is sick of the weaponization of the US dollar, and so more central banks have been increasing their exposure to gold on their balance sheets, while diversifying out of the dollar and US treasuries. He is generally constructive on the upcoming Q2 earnings which has just gotten underway, where producer margins were still very robust, even despite the higher energy inputs for the quarter. Even if gold and silver continue to channel sideways then he still believes there are opportunities at present to pick up quality PM stocks.     Next we dove into the rotation in the general US equities out of some of the mega-cap tech leadership and out into other value sectors of the market. Sectors like financials, healthcare, insurance, and companies generating large amounts of revenues from traditional businesses are providing more “certainty” in very volatile times and headlines. Chinese A.I. platforms and chip companies could be quite disruptive to US tech companies, and this has roiled foreign stock markets like Korea and Taiwan. Defense stocks, both traditional names and the next generation defense names in drones and counter-drones may be waking back up. A recent Trump administration executive order focused on military contractors and the government focused on sourcing parts their supply chains from domestic sources, which may be a benefit to critical minerals stocks operating in the friendly trade partner sphere of influence.   Wrapping up we get Sean's outlook on the wild headline driving oil price movements from the $60s up to the $90s and back down into the $70s, and how that may play into current opportunities in the energy stocks.   Sean is hanging on to his energy stocks for now, especially if they have solid fundamentals at these current prices, and pay a good dividend. If the geopolitical tensions do calm down again, then he would be looking at accumulating more oil stocks if the WTI price got back down close to $70 again.       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 Substacks:   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.      

Quando la geopolitica si allenta, i mercati respirano — ma non tutti allo stesso modo. Oggi capiamo cosa significa per te investitore retail la schiarita tra USA e Iran, i prezzi record alla pompa e l'asta BOT di domani.Le Borse europee chiudono in positivo: il FTSE MIB sale dello 0,63% a 52.129 punti, Wall Street apre con circa +1%. Il vero movimento è sul petrolio: WTI a -5,1% a 84,68 dollari, Brent a -5% a 91,94 dollari. Chi paga? I titoli petroliferi. Chi guadagna? Le banche e i settori meno esposti all'energia.Nel frattempo alla pompa la situazione resta pesante: benzina self a 1,982 euro/litro, gasolio a 2,185 — ai massimi dal 2023. Un dato che erode il potere d'acquisto reale, indipendentemente da cosa fanno le Borse.Sul fronte risparmio gestito, domani 29 luglio il Tesoro emette BOT semestrali fino a 7,5 miliardi di euro. Le prenotazioni pubbliche chiudono oggi 28 luglio. Strumento semplice, a breve termine, per chi vuole parcheggiare liquidità con rischio contenuto.Segui TraDetector Cafe su Spotify e Apple Podcasts. Approfondimenti e analisi su tradetector.com.

PODCAST LAS NOTICIAS CON CALLE DE 27 DE JULIO - BDE quiere prestarle dinero a los médicos para establecer sus clínicas y negocios - El Vocero Pablo José plantea limitar donativos en cash, donativos anónimos, donativos de contratistas del gobierno y divulgar patrono de donantes - Metro El crudo colapsa tras la pausa Irán-EE.UU.Negociado de Energía regaña a Genera por no ser diligente en Planta de Mayagüez - El Nuevo Día Gobierno anuncia inversión federal de 1.2 billones para la rehabilitación de generación, baterías Tesla y nuevas turbinas de respuesta rápida - Noticel USA e Irán dejan de atacarse otra vez - Washington Post Ya van más de 300 mil evacuados en Francia y España por fuegos forestales - CNNBuscan sacar del mar cientos de embarcaciones abandonadas en el mar, pero es demasiado caro - El Vocero MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...Sabroso#martinsbbq#incluyeauspicio 56% de los boricuas votaría por candidatos que endosen la estadidad - El Vocero Buscan más dinero porque 5500 policías no recibieron mejor sueldo - El Vocero Oficialmente tenemos el sexto boricua inmortal del baseball Irán atacaría a Ucrania tras ataque de Ucrania a barco de Irán hacia Rusia en el Caspio - AlJazeera Estudio dice que la mayoría de la gente parte de la premisa de que los políticos son corruptos - Primera Hora Boricua gana Miss Petite Global Polvo del Sahara cambia flora intestinal y vaginal en PR según estudio de Ciencias Médicas - El Nuevo Día Sin agua o sin presión en Bayamón y Guaynabo de miércoles a viernes por trabajos en Finca Rosso - El Nuevo Día La Claque del mensaje de Pablo José - El Nuevo Día Problemas de energía recientes ha sido por patio de interruptores de Costa Sur - El Nuevo Día Candidata al congreso endosada por Mamdani apoya la independencia para PR, pero Ritchie Torres el congresista boricua le dice que eso nos toca a los boricuas - El Nuevo Día Cuerpo de Ingenieros de USA despejará vegetación de líneas grandes de transmisión - El Nuevo Día Estancado el redesarrollo de Los Alamos en Guaynabo, 365 viviendas paradas - El Nuevo Día Dos escuelas serán adoptadas por los jefes de agencia - Noticel Carraízo entra en nivel de ajuste - Metro LOS DATOS DEL DÍA (cierre viernes 24 jul) Brent~$96.78/bbl (-~4% vie) · lunes AM -7%+ → ~$88-89 WTI~$83 lunes AM (tras la tregua) S&P 5007,411.98 (+0.05%) Dow51,947.25 (+0.5%) Bono 10Y4.69% (máx. ~18 meses; ~4.64% lunes) Hipoteca 30Y6.58% (máx. desde agosto) Gasolina PR (DACO 22 jul)regular $1.05-$1.10/L · diésel $1.25-$1.33/L Gas natural (Henry Hub)~$3.20/MMBtu (aprox., sin cierre vie. confirmado)

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 equity futures are pointing higher, with S&P 500 contracts up 0.8% as markets look to recover after US equities posted their second consecutive negative week. Bonds are firming across the board, with the US 10-year yield falling 5 bps to 4.6%, Bunds down around 4 bps to 3.1%, and Gilts leading the move lower, dropping roughly 7 bps to almost 5%. In commodities, WTI crude is down sharply—off about 5.5% to around $84/bbl—following a revival in Middle East diplomatic efforts, while Brent is trading near $91/bbl. The US dollar is weakening slightly, pulling back from three-week highs, and precious metals are catching a bid with both gold and silver trading higher. Bitcoin is also rebounding. Risk appetite is recovering as markets latch onto a fragile Middle East truce. The US-military paused attacks on Iran amid ammunition shortages, with Tehran reciprocating, though the Houthis struck Saudi oil facilities in the interim. Investors are treating the pause as a broader de-escalation signal, sending Brent crude sharply lower. Companies Mentioned: DCC Energy, Argenx, Forte Biosciences, Carlyle Group, Bain Capital

In this Week 30, 2026 episode of the GMS Weekly Podcast, Grace and Ryan examine the geopolitical, freight, currency, compliance and operational developments shaping the global ship recycling market. The maritime conflict expanded beyond the Strait of Hormuz as attacks on Saudi oil tankers in the Red Sea increased concern around the Bab al-Mandeb Strait. Additional disruption at the Caspian Pipeline Consortium terminal in the Black Sea added further pressure to global energy flows. Brent crude briefly crossed $100 per barrel before easing below $98, while WTI remained close to $90. Rising bunker costs, war-risk premiums and increasingly complex voyage routes continue to affect shipowners, cash buyers and recycling candidates. Dry bulk freight moved in the opposite direction. The Baltic Dry Index and Capesize market declined as softer iron ore and coal demand combined with improving vessel availability. Lower Capesize earnings may encourage owners of ageing vessels to consider recycling, although restricted passage through key maritime chokepoints continues to delay deliveries. In Bangladesh, floodwaters are receding and Chattogram port operations are gradually returning to normal. Local steel trading has resumed, and attention is turning to the next delivery tide window. However, a tanker sanctioned after arrival has increased compliance caution, with recycling buyers showing a stronger preference for bulk carriers and vessels with clean trading histories. India's ship recycling market improved as Alang steel plate prices strengthened and the market's compliance advantage became more commercially significant. India retains the deepest recycling capacity, more than 115 valid Statements of Compliance and the broadest ability to consider complex or dark-fleet tonnage. Pakistan remained stable despite triple-digit oil prices and rising regional risk. The Pakistani Rupee moved only marginally, local steel prices improved, and scrap shortages continued to support buying interest at Gadani. Turkey held interest rates at 37% for a fourth consecutive meeting, while the Turkish Lira reached another record low. Aliaga remains a specialist, regulation-led recycling destination rather than a mainstream price competitor to South Asia. Key topics include: ship recycling market, vessel recycling prices, Brent crude above $100, Strait of Hormuz closure, Bab al-Mandeb risk, Red Sea tanker attacks, Black Sea oil disruption, Baltic Dry Index, Capesize freight, Chattogram recovery, Bangladesh flooding, sanctioned vessels, maritime compliance, Alang ship recycling, Gadani scrap demand, Aliaga recycling and GMS market rankings. For detailed vessel indications, market rankings, steel prices, port positions and ship recycling analysis, access GMS Weekly through the GMS website or mobile app.

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.

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are markets starting to price in the unthinkable? This week on This Week in Futures Options (TWIFO), Mark Longo and Russell Rhoads dive into one of the most fascinating weeks we've seen across the futures options landscape. Energy markets continue their explosive rally as crude oil surges back above $90, equity markets stumble, volatility begins to stir, and traders place some of the most unusual gold options trades we've ever seen. The hosts analyze massive WTI crude oil put spreads, aggressive call buying, downside hedging in the S&P 500, the evolving relationship between VIX and equity volatility, and the extraordinary December gold option structures featuring 10,000, 15,000 and even 20,000 strike calls. In this episode: Movers & Shakers across CME Group markets Why energy continues to dominate futures trading Unusual WTI crude oil options activity S&P 500 downside hedging and volatility positioning Is VIX sending the right signal? The most bizarre gold options trades of the year What extreme options positioning may be telling traders

Are markets starting to price in the unthinkable? This week on This Week in Futures Options (TWIFO), Mark Longo and Russell Rhoads dive into one of the most fascinating weeks we've seen across the futures options landscape. Energy markets continue their explosive rally as crude oil surges back above $90, equity markets stumble, volatility begins to stir, and traders place some of the most unusual gold options trades we've ever seen. The hosts analyze massive WTI crude oil put spreads, aggressive call buying, downside hedging in the S&P 500, the evolving relationship between VIX and equity volatility, and the extraordinary December gold option structures featuring 10,000, 15,000 and even 20,000 strike calls. In this episode: Movers & Shakers across CME Group markets Why energy continues to dominate futures trading Unusual WTI crude oil options activity S&P 500 downside hedging and volatility positioning Is VIX sending the right signal? The most bizarre gold options trades of the year What extreme options positioning may be telling traders

Netflix Is Struggling to Stay on Top…. and the Stock Reflects It For years, Netflix has been the dominant force in streaming, consistently taking market share from its competitors. However, recent data suggests the competition is beginning to chip away at that lead.   Netflix reported earnings last week, and the results showed a company that is executing well. Profits continue to grow, customer cancellations remain among the lowest in the industry, and the company is still producing blockbuster franchises like Bridgerton and Stranger Things that attract millions of viewers.   The concern in the report wasn't profitability, it was engagement. Viewer engagement measures how much time subscribers spend watching content and how often they complete a movie or series. The more engaged customers are, the less likely they are to cancel their subscription in favor of another streaming service. That's why this metric is so important.   Netflix still accounted for 7.8% of total TV viewing in April, making it the largest subscription streaming platform. However, that was its lowest share since May 2025, suggesting competitors are gradually gaining ground.   The stock has reflected those concerns, declining roughly 40% over the past year despite continued earnings growth. I've always liked what Netflix co-founder Reed Hastings had to say as he frequently emphasized the importance of staying focused and keeping the business simple. That's a philosophy that has served our investment firm well over the years.   Now, with increasing competition from Disney, HBO Max, YouTube, and others, Netflix is reportedly exploring additional subscription offerings similar to what Amazon and Apple provide. Personally, I think that would be a mistake.   At this year's Emmy Awards, Netflix earned 111 nominations. Instead of expanding into new subscription services, why not invest even more heavily in creating award-winning shows and movies? If they produced enough quality content to earn 120 or even 130 Emmy nominations next year, subscriber engagement would likely take care of itself.   Sometimes the best strategy isn't to do more, it's to do one thing exceptionally well. What do you think? Have you canceled or considered canceling your Netflix subscription? Or do you still believe Netflix offers the best streaming service?   U.S. oil supplies are falling to concerning levels U.S. oil inventories have fallen to levels that should be a concern. The current U.S. oil stockpile is just under 410 million barrels. On a seasonal basis, we have not seen inventories this low since 2018. The seasonal comparison is important because summer is one of the highest-consumption periods of the year.   The U.S. consumes about 20.6 million barrels of oil per day, produces approximately 13.9 million barrels per day, and relies on imports for roughly 7 million barrels per day. At the same time, the United States exports about 4 million barrels of oil per day, likely because companies can receive higher prices for that oil in international markets. If we somehow stopped producing and importing oil entirely, the current commercial stockpile would last roughly 20 days.   The Strategic Petroleum Reserve, which has been reduced to approximately 317 million barrels, is also at its lowest level since 1983. At current consumption rates, that reserve would represent roughly 15 days of consumption.   Replenishing U.S. oil inventories to higher levels could take many months or even years. Now with WTI oil around $90 a barrel that higher price could actually be a good thing.   You may be wondering why I would say that, especially since higher oil prices often mean higher gas prices at the pump, but higher gas prices may encourage consumers and businesses to reduce their energy consumption. A lower consumption rate could help slow the decline in inventories and give the U.S. a chance to rebuild its oil supplies.   Over the last six months, have you found yourself reducing your energy usage? And do you plan to reduce your consumption going forward?   Banks Had a Great Quarter, Is It Time to Invest? Last week, the banks reported financial results that topped estimates for both earnings and revenue. They also showed improved efficiency as expenses declined as a percentage of revenue. After such a strong quarter, you might think the coast is clear and it's time to invest in the banking sector.   For the cautious investor, however, it's important to look at the other side of the coin. I'm not expecting the banks to fall dramatically but returns going forward could be more muted because of several factors.   First, there is net interest margin, which measures the difference between what a bank earns on its assets and what it pays depositors and debt holders to borrow money. Banks now have very large balance sheets, so even if net interest margins decline, the dollar amount of profits can remain substantial. However, further pressure on margins could still become a headwind for future earnings growth.   There are also other risks for conservative investors to consider. The ongoing situation with Iran could create additional uncertainty. The AI boom could experience a rough patch, and while the economy and labor markets appear strong right now, investors cannot ignore the possibility of an economic slowdown.   Rising interest rates could also prove difficult for banks if rates move significantly higher from current levels, potentially putting pressure on their profit margins. The good news is that bank valuations are not excessively high, which could help limit the downside risk in the event of a market pullback.   To be clear, we are not anticipating a major decline in the banks we hold in our portfolio. However, investors should make sure the banks they own have very strong balance sheets. Strong capital positions and manageable debt can help reduce downside risk if the economic environment becomes more challenging. A strong quarter is certainly a positive sign for the banks, but investors should remember that great earnings today do not always guarantee great returns tomorrow. Valuation, balance-sheet strength, and the economic environment will all play an important role in determining future returns.   Are new homes actually a better deal than existing homes? There is an interesting trend developing in the housing market: the median price of a newly built home is now lower than the median price of an existing home. Historically there has been about a 20% premium for new homes.   At first, that sounds surprising. New homes are typically more expensive, so how can they now be cheaper? One major reason is that the type of new homes being built and sold has changed. Builders are increasingly focusing on smaller homes, townhomes, and more affordable developments. Townhouses now account for about one in five new single-family homes, which is the highest share since the National Association of Home Builders began tracking the data in 1985. In many cases developers are focusing on attainable homes for the middle-class which means the homes are roughly 1,200 to 2,000 square feet on smaller lots. As a result, the median price of a new home can look lower than the median price of an existing home, even though that doesn't necessarily always mean buyers are getting more house for their money.   In other words, the comparison isn't always apples to apples. A new townhome or smaller home may have a lower price than an older, larger single-family home. That can make new construction appear to be a better deal, but buyers need to carefully consider what they are actually comparing.   There are some real advantages to buying new. Builders are offering incentives such as mortgage-rate buydowns and assistance with closing costs. These lower rates make the monthly payment lower and more achievable than a comparable existing home. New homes typically require less maintenance, come with modern finishes and new appliances, are more energy efficient, and often come with warranties.   But there are risks and a big one many people may not consider is lower resale value. Many of these new home developments only provide a handful of floorplans and they are built on a smaller parcel of land, which leads to less distinctive homes. If you go to sell your home within a few years, you may also be competing against the homebuilder if new homes are still being built in the community.   The bottom line: new homes may offer some of the best deals in the housing market right now, but buyers need to look beyond the headline numbers. Compare the size, location, price per square foot, HOA fees, upgrades, and the total monthly cost. A new home may be a better deal than an existing home, but make sure you understand exactly what you are getting for your money.   Stock Trading Is Off the Charts! There is a frenzy happening in the stock market right now. With individuals buying and selling stocks, along with institutional investors constantly trading, Wall Street is generating enormous trading fees. But one has to ask the question: Does all of this activity make sense?   U.S. average daily trading volume in equities and options hit a record in the second quarter, with 73 million options contracts and 20 billion shares traded. Think about that number for a minute: 20 billion shares of stock changing hands over just three months. Let that sink in.   We have not seen this much activity in individual stocks since the end of the dot-com bubble, and we all know how that turned out.   The good news is that, with this frenzy of stock trading, more people are beginning to seek professional help managing their portfolios. The bad news is that many brokers are really just salespeople who may not have a strong investment philosophy or truly understand what they are doing. They will simply ride the wave until the crash comes, just as happened at the end of the tech bust.   Back then, even a year after the market had collapsed, some brokers were still telling their clients to stay invested because the market would eventually come back. I remember an old saying I learned when I first entered the industry: “The broker knows the price of everything and the value of nothing.”   It took the Nasdaq more than 15 years to get back to breakeven after the dot-com bubble burst when it fell close to 80% from top to bottom. That is why it is so important, when seeking financial advice, to understand the investment philosophy of the broker or investment adviser you are working with. Does their philosophy make sense to you? Does it align with your goals? And, most importantly, does it make sense for your portfolio?   When markets are rising and everyone is making money, almost any strategy can look brilliant. The real test is what happens when the frenzy ends.   If it sounds too good to be true, it probably is! A recent story in Barron's highlights a warning that applies to everyone, not just professional athletes.   Several current and former professional athletes reportedly invested in an online business opportunity that sounded too good to be true. Three former NFL players were interviewed by Barron's and collectively they said they lost more than $1 million. The pitch was simple: invest at least $50,000 in an online store and they'll handle everything from social-media marketing to manufacturing store inventory. Investors were told they would get their original investment back within six months, and then receive 80% of the profits.   Sounds like a great deal, right? Unfortunately, according to the investigation, it appears the sales weren't real. The stores were built using Shopify and appeared to be generating significant revenue. But investigators reportedly found questionable orders, including one $5,000 order for 100 desktop humidifiers and 120 USB-powered cup warmers. The person at the shipping address said they never placed the order and “Who needs 100 humidifiers and 120 cup warmers?” There were also other red flags including one e-commerce site, Dailyprodtrend, doesn't appear in Google search results and the web address is just a random string of numbers and letters.   The scheme is run by a 24-year-old entrepreneur named Mohamed Coulibaly and to gain credibility he used celebrity connections citing the names of about two dozen current and former pro athletes and other public figures as clients in a pitch deck. He also has created an image of wealth and success with one athlete saying he saw what appeared to be $25 million in a business account that Coulibaly showed him on a cellphone screen. It's important to remember that no matter how successful someone appears or how many famous people they know you still need to do your own due diligence.   A big problem is the websites were just the beginning of what appears to be a longer con. Once investors had their Shopify login credentials, they were given the impression the business was healthy due to these “fake” orders and then were presented with an even bigger bet that involved the Dubai investment firm Middle East Venture Partners. Unfortunately, this appears to have led to more red flags and still no return on investment.   Before investing, you should independently verify the revenue, customers, expenses, bank statements, contracts, and the actual business itself. Don't simply rely on an online dashboard or someone else's claims about how much money is being made.   The bottom line: If it sounds too good to be true, it probably is. And the more exciting and guaranteed the opportunity sounds, the more skeptical you should become.   Financial Planning: Conservation Easements: Valuable Planning Tool or Tax Trap? Conservation easements are a tax planning strategy that allows a landowner to permanently donate certain development rights to a qualified conservation organization in exchange for a charitable income tax deduction equal to the reduction in the property's value. When used as Congress intended, they can provide meaningful tax benefits while preserving land for future generations. For example, a family that owns a 1,000-acre ranch valued at $10 million may have no intention of developing the property and want to ensure it remains open space permanently. By donating a conservation easement that limits future development, the property value may decline to $6 million, creating a $4 million charitable deduction while allowing the family to continue owning and using the land. This type of transaction aligns with the purpose of the law because the conservation benefit is the primary goal and the tax deduction is an incentive. However, taxpayers should be cautious of strategies that appear too good to be true. In recent years, the IRS has aggressively challenged syndicated conservation easement transactions that were marketed primarily as tax shelters. In these arrangements, investors often contributed a relatively small amount of capital to a partnership that acquired land, and promoters claimed the donation of a conservation easement created deductions several times larger than the investors' original contribution. For example, an investor might contribute $250,000 and be promised a $1 million charitable deduction based on an aggressive property valuation. Many of these transactions relied on inflated appraisals and lacked a genuine conservation purpose, resulting in significant IRS scrutiny, disallowed deductions, penalties, and litigation. While conservation easements can be used in specific situations, they should be approached with caution and used only when there is a legitimate conservation objective. As with many tax strategies, a benefit that appears disproportionately large compared to the underlying economic activity is often a warning sign that additional due diligence is needed. Are Porsche Cars Losing Their Excitement? Porsche cars have long been known for their high-end, exciting sports cars. But lately, the company has been losing sales compared with last year.   Porsche faces plenty of competition, but its global deliveries were down 16% during the first six months of 2026 compared with the same period in 2025. Last year, the company benefited from strong demand for the electric Macan, while it also ended production of the gasoline-powered 718.   The company was also hurt by the loss of U.S. tax incentives for electric vehicles, which contributed to the decline in sales. Porsche sold 37,712 vehicles in North America, a 13% decline from last year. China, which accounts for roughly 10% of Porsche's sales, saw an even larger drop, with sales falling 32% to 14,501 vehicles.   The price of a Porsche starts at around $65,000, but the average transaction price is closer to $125,000. And if you know anything about these cars, you also know that the maintenance and upkeep can put significant pressure on your wallet. You would think that if you're spending $125,000 on a car, you shouldn't have to spend a fortune maintaining it. But that can be part of the trade-off when owning a high-performance luxury vehicle.   So, are Porsche cars losing some of their excitement? Would you be willing to spend $125,000 on a new Porsche, or would you rather purchase a less expensive American car?   Time to Say Goodbye to EV Car Maker Polestar? I would occasionally see Polestar vehicles on the road, and I believe the company even has a dealership at UTC Mall. However, I didn't know much about the company and was surprised to learn just how complicated its ownership structure is.   Polestar is closely tied to Volvo, which is 79% owned by the Chinese company Zhejiang Geely Holding Group. The automotive world has become incredibly complicated over the years. I always thought of Volvo as a Swedish company, but that is no longer technically the case.   The ownership change began in March 1999, when Ford Motor Company paid $6.5 billion to acquire Volvo. However, Ford later sold 79% of Volvo to Geely in August 2010 for approximately $1.8 billion. The remaining 21% is publicly owned through stock ownership. In other words, Ford appears to have taken a significant loss on its investment.   Now, Polestar is facing serious challenges in the United States. The U.S. government is concerned about the company's connection to China and the possibility that data collected by the vehicles could be accessed by the Chinese government. As a result, new Polestar vehicles are no longer expected to be sold in the U.S.   What is strange, however, is that Volvo vehicles are still being sold in the United States, even though Volvo is also majority-owned by Geely. The situation shows just how complicated the relationship between the U.S. auto market and Chinese ownership has become.   There are currently reports of fire-sale discounts on Polestar vehicles, with some discounts reportedly reaching as much as $25,000 just to move the cars. These vehicles originally sold for roughly $55,000 to $75,000 when new.   I'm not sure who would want to purchase one at this point. The biggest concern may not even be the vehicle itself, but what happens to service and support for existing owners. It is possible that Volvo will continue servicing Polestar vehicles, but I would be skeptical about whether maintaining a separate service infrastructure for the brand will be worth the company's time.   After all, relations between the United States and China are currently far from ideal. For Polestar owners, that could create some serious questions about the future of their vehicles.   The New Tobacco Companies The three remaining major players in the tobacco industry are Philip Morris International, British American Tobacco, and Altria Group. It should come as no surprise that the number of cigarettes sold in North America has dropped by about 33% since 2020, while the number of tobacco smokers continues to decline rapidly.   But don't be fooled: Tobacco companies have developed smoke-free products that are gaining popularity, but that does not mean they are healthy. The two primary alternatives tobacco companies are now selling are vaping products and something called an oral nicotine pouch.   It is easy to see when someone is vaping because of the large clouds of vapor produced. Nicotine pouches, however, are much less noticeable. They are placed between the front of your teeth and your lip, similar to chewing tobacco. The difference is that you don't need to spit out saliva every few minutes because the nicotine is slowly released into your system.   Currently, in North America, about 7% of the population vapes, up from 3.7% in 2020. Nicotine pouches are also growing rapidly, although you can't see who is using them. In 2024, approximately 23 billion nicotine pouches were sold worldwide, a 50% increase from 2023.   Make no mistake: Both of these products contain nicotine, which is highly addictive and keeps people coming back for more. Some may believe that nicotine pouches are simply a way to move away from cigarettes, but that isn't necessarily the case. The pouch itself can become addictive as well.   Tobacco stocks have performed well, with some nearly doubling over the last few years. More institutional investors who previously dumped these stocks for ethical reasons are now returning because of the growth of smoke-free products.   It all sounds like smoke and mirrors to me. There are simply too many issues surrounding nicotine and the addictive nature of these smokeless products for me to feel comfortable investing in the tobacco industry.   Companies Discussed: Fiserv, Inc. (Ticker: FISV)

Our watery friends are consuming some unexpected stuff. And the results are astonishing. — 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

In this Dividend Cafe Thursday episode, Brian Szytel recaps a broad market selloff with stocks and bonds down as the Dow fell nearly 600 points, the S&P 500 dropped 1.5%, and the Nasdaq slid 2.4% while the 10-year yield rose about four basis points to 4.7%. He attributes pressure to escalating Middle East tensions after a Houthi attack in the Red Sea, driving oil sharply higher (WTI up 6% near $92 and Brent up 7% above $100), and to disappointing earnings from bellwether tech names Google and Tesla, with Google showing negative free cash flow amid heavy CapEx. He notes markets are only about 4% off highs, cautions that volatility is normal, questions the usefulness of the Shiller CAPE given decades of “overvaluation,” and highlights very strong weekly jobless claims (187, lowest since 1969), which could raise the odds of a Fed hike. 00:00 Market Wrap Overview 00:52 Oil Shock and Rates Rise 01:27 Earnings Hit Tech Leaders 02:49 Volatility and Drawdown Reality 03:36 Shiller CAPE Debate 04:06 Jobs Data and Fed Outlook 04:54 Sign Off and Disclosures 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.

Has crude oil finally returned to fair value after one of the year's biggest geopolitical shocks? This week on The Futures Rundown, Mark Longo welcomes back Morad Askar of EdgeClear to examine why crude oil has retraced nearly its entire Iran-driven rally and what "returning to the scene of the crime" means from a market profile perspective. They also dive into the hottest futures markets, from energy and grains to metals, crypto, and equity indexes. The discussion covers whether today's volatility is creating opportunity or chaos, why retail traders continue to dominate Nasdaq Micro futures, and what the return of single-stock futures could mean for active traders. In this episode: Why crude oil has returned to its pre-war equilibrium WTI, Brent and the outlook for energy markets Gold, silver and whether precious metals have finally found fair value Coffee, cocoa, cattle and the surprising commodity landscape Why Nasdaq Micro futures continue to dominate trading volume Retail traders, prop firms and index futures activity Bitcoin, Ethereum and crypto futures trends The return of CME single-stock futures and why traders should pay attention

Interview with Shubham Garg, Executive Chairman & CEO of Prospera EnergyRecording date: 21st July 2026Prospera Energy Inc. (TSXV:PEI) is a Calgary-headquartered heavy-oil producer executing a well-reactivation strategy across its Cuthbert, Luseland, Hearts Hill, and Brooks properties in Saskatchewan and Alberta. Since a board and management transition in October 2024, led by CEO and Executive Chairman Shubham Garg, the company has shifted away from new drilling toward reactivating wells that were shut in due to prior operators' lack of capital and technical focus rather than poor underlying geology.The model is capital-light: each reactivation costs approximately $150,000, with typical payback in 6-8 months and a second payback cycle following within 12-14 months, as production continues to climb rather than decline in the manner of a shale well. Management has completed at least 17 reactivations to date against an inventory of more than 140 candidates, of which 42 have now been screened as "Tier One" and is expected to pay back in under nine months.Financially, the company is mid-close on a $12 million non-brokered private placement at $0.04 per unit with proceeds split between the reactivation programme ($10 million) and working capital ($2 million). The balance sheet currently carries approximately $21 million of senior debt and $7 million of subordinated debt, both largely held by board members and large shareholders, alongside roughly $75.8 million in accumulated tax pools that management expects will shelter cash income tax for several years. The company has stated an intention to retire approximately $30 million in combined debt and royalty obligations within 24 months of the financing's close.Production stood at approximately 800 boe/d gross up from a first-quarter average of 720 boe/d. Realized netbacks improved sharply through Q1 2026, from $4.78/BOE in January to $27.70/BOE in March, tracking a broader strengthening in Western Canada Select pricing tied to the Strait of Hormuz supply disruption. Management expects Q2 2026, due to be reported around mid-August, to be the company's strongest quarter to date, with a netback approaching $30/BOE.On reserves, Prospera's 2025 year-end report shows 1P before-tax NPV10 of $130.6 million and 2P of $202.0 million, with proved developed producing value guided to grow from $27 million to approximately $65 million by year-end 2026 as newly reactivated wells are recognized. Management also anticipates a further positive technical revision once more production history accumulates on wells already outperforming initial decline assumptions, expected to show up in the April 2027 reserve report.Risks include commodity price sensitivity (a stated pause threshold near $55/barrel WTI), execution risk around sand management in reactivated wells, and an unreconciled gap between the board-ownership figure cited by management (52%) and the insider-ownership figure shown in company materials (36%).Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

On Wednesday, July 22, Brian Szytel reports a quiet, mostly flat market day: the Dow and S&P 500 were flat, the Nasdaq fell about 0.4%, the 10-year Treasury yield rose roughly three basis points to 4.66%, and WTI oil gained about 2.5% amid continued Middle East turmoil. With no economic news, he discusses a Goldman Sachs white paper on global demographics, noting slowing or negative population growth in the developed world (Japan and China already peaked; Europe close), and that U.S. demographics are relatively better due to immigration, supporting a premium equity multiple alongside higher productivity. He also notes U.S. multinationals' foreign revenue share has declined since the 2010s. Finally, he explains the S&P can be positive while momentum/semiconductor names enter a bear market because money rotated into other sectors, shown by equal-weight S&P strength versus cap-weight weakness. 00:00 Market Wrap Snooze Fest 00:48 Why So Quiet Today 01:14 Goldman Demographics Paper 02:00 GDP Growth Headwinds 03:14 Emerging Markets Reality Check 03:52 US Valuation Premium Case 04:21 Global Revenue And Dollar Talk 04:52 Tech Bear Market Question 05:16 Rotation Explains The S&P 05:53 Closing Thoughts And Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

PODCAST LAS NOTICIAS CON CALLE DE 21 DE JULIO -  Regresan las multas de AutoExpreso - El Vocero Hutíes plantean cerrar paso a barcos de Arabia Saudita disparando el precio del petróleo a 90 - BBC Miguel Romero pide sacar a Itza García y a Francisco Domenech - TeleOnce Nuevo operador para inspeccionnes de carros otra vez empieza el proceso - El Vocero Brasil le pasa a USA como exportador de alimentos mundial - Semafor  Quieren limitar la ciudadanía americana a nacidos en territorios de USA - El Nuevo Día Acuden al tribunal federal para ayudar a que PR no tenga que pagar la deuda y advierten que es falso que afectemos al mercado municipal de bonos - 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 sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome#windmar #incluyeauspicio Se disparan los impagos en préstamos estudiantiles, PR lidera todo USA  - El Nuevo Dia Frutos exóticos en San Sebastián, boricua siempre montones de frutas que se dan en PR que nadie imaginaría que se dan aquí - Primera Hora Carraízo, Cidra, Matrullas y Loco entran a embalses de observación por falta de lluvia - Primera Hora Hogar de envejecientes ceierra tras estar operando sin permiso - WAPA Federales arrestan sujeto por estar amenazando a pentecostales, judíos, soldados americanos y otros - Noticel Muere Granados Navedo, exvicepresidente de la Cámara bajo el PNP - Metro Trump vuelve a meterle aranceles a Canadá de 50%, papas y varios productos LOS DATOS DEL DÍABrent~$89/barril · tocó $90 WTI~$83/barril Gasolina EE.UU. (retail)>$4.00/galón (+13¢ semana) S&P 5007,443.28 (−0.19%) Dow Jones51,839.26 (−0.59%) Nasdaq25,508.07 (−0.05%) Bono 10 años4.59% Gas natural (Henry Hub)~$3.70/MMBtu (prom. 2026, EIA)Euro/USD e hipoteca 30 añossin confirmar hoyCierre del 20 de julio. En PR (DACO, mediados de julio): gasolina regular ~$1.05-$1.10/litro, diésel ~$1.23-$1.32/litro.

Brian Szytel recaps a Tuesday market rebound led by momentum stocks and semiconductors, with the Dow up over 300 points, the S&P 500 up 0.9%, and the Nasdaq up 1.3%, while the 10-year yield rose to 4.63% and oil climbed to about $84 WTI and $91 Brent amid the Iran war, pressuring inflation expectations and rates. With no major economic data, he focuses on demand-pull inflation and the lagged relationship between money supply (M2) and CPI, noting M2 is up ~3.5% year-to-date and nearly 6% over 12 months, suggesting inflation could bias higher 12–18 months out despite a cooler June CPI. He discusses the Fed's inflation-fighting rhetoric, an estimated high chance of a rate hike before year-end, and potential headwinds to risk assets from tighter policy and balance-sheet shrinkage. He also explains that point moves typically refer to the Dow for public discussion, while deeper market analysis relies on the broader S&P 500. 00:00 Market Bounce Recap 01:02 Rates and Oil Move 01:37 Money Supply and CPI 03:05 Fed Hike Risk Ahead 04:52 Dow vs S&P Explained 06:41 Wrap Up and Q&A 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.

Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee.

The bond market just broke a major correlation at a particularly crucial moment. As the Warsh Fed sets out to stamp its mark on the market, the market is already stomping the narrative and doing so in a highly unusual way. UST & WTI have split up, with more than the Fed getting caught up in the burgeoning divorce. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.cnbc.com/video/2026/07/16/pending-home-sales-june.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

US futures mixed as the Dow trades lower and the Nasdaq slightly higher. Bond markets are mixed: the U.S. 10-year yield is up 1 bp at 4.6%, gilts have risen 2 bps to 5%, and bunds are steady at 3.2%. The dollar is softer. Oil has given back earlier gains, with WTI crude little changed just below $82 per barrel. Gold is lower, industrial metals are down, and bitcoin is weaker. Ongoing Middle East tensions leaving a cautious tone for equity markets. US ramped up strikes against Iran on the weekend. Protraction in hostilities a complication for European macro outlook given impact on inflation and demand. Market moving off earlier lows with oil pulling back from session highs, highlighting sensitivity to energy price developments.Companies Mentioned: Segro, Samsung Biologics, Advanced Medical Solutions Group, PolyPeptide Group

Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging security threats—including rumors of Iranian drones in Cuba—this episode explores how energy markets are rebalancing, how new trading blocs are forming, and why now is the time to prepare for what's coming next.1. Global Oil Market RebalancingThe podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.2. Russia's Refining Crisis & Ukraine's Drone CampaignA major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.3. Iraq's Energy Independence & Export ChallengesIraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.4. Strategic Pipeline Development & Hormuz BypassGoldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.5. Canada's Shale Gas RenaissanceLong-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.6. Data Center Energy Demands & New York's MoratoriumNew York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.7. Grid Resilience & Security ThreatsThe podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.8. Energy Market Prices & Investment OutlookThe episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.Check the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Happy 6th Anniversary, my dear Flock! What a better way to party than with thousands of holes and the expanding universe.— 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

We are excited to share this Special Edition featuring Senator Alan Armstrong (R-OK). Senator Armstrong, alongside Senators Rick Scott (R-FL), Cynthia Lummis (R-WY), Katie Britt (R-AL), and James Lankford (R-OK), recently introduced the American Energy and Mineral Infrastructure Act. The legislation seeks to modernize the federal permitting process for energy and mineral infrastructure projects while preserving strong environmental protections. We were delighted to host Senator Armstrong to discuss his experience in Washington, the motivation behind the legislation, and what it could mean for the future of U.S. infrastructure development. In our conversation, Senator Armstrong discusses his transition from leading Williams Companies to serving in the U.S. Senate and explains why permitting reform has become one of the country's most pressing economic and national security priorities. He walks us through the American Energy and Mineral Infrastructure Act, outlining how the legislation seeks to streamline federal permitting, reduce unnecessary litigation, provide greater regulatory certainty for project developers, and create a more predictable process for building critical infrastructure. We explore how permitting delays increase costs for consumers, discourage private investment, and threaten America's economic and technological competitiveness as electricity demand accelerates alongside AI and data center growth. Longer term, it's not an overstatement to say failing to address these issues will also threaten the country's national security. Senator Armstrong shares his perspective on building bipartisan support for permitting reform, maintaining an energy source-neutral approach, and ensuring that pipelines, transmission lines, nuclear facilities, and other critical infrastructure can be built in a more timely and predictable manner. We touch on the growing importance of grid reliability, the intersection of permitting reform and national security, and why he believes the current Congress has a unique opportunity to address these long-standing challenges before rising power demand and infrastructure constraints become even more acute. The discussion was especially timely as the push is on to get permitting reform done during this Congress. The Senator emphasized, “Who in the world would oppose this? We're going to be asking that question exactly on the floor tomorrow as we're starting to put pressure on moving this bill forward.” We greatly appreciate Senator Armstrong for joining us and for his leadership on this important issue. To start the show, Mike Bradley highlighted key market developments, noting that favorable inflation data has supported markets this week. Cooler-than-expected CPI and PPI reports released on Tuesday and Wednesday, respectively, pushed the 10-year Treasury yield down to roughly 4.55% and reduced near-term pressure on the Federal Reserve to increase interest rates. In commodities, Brent and WTI crude oil prices appeared to have temporarily stabilized at approximately $85/bbl and $80/bbl, respectively, despite President Trump's escalation of military strikes against Iran. On the equity front, the S&P 500 was up about 0.25% on the day, supported by the favorable PPI report. Telecom was the top-performing sector, gaining roughly 2.5% to 3.0%, led by Google, following reports that Berkshire Hathaway had taken a large position in the stock. He concluded by highlighting the significant value creation achieved during Alan Armstrong's tenure as CEO of Williams Companies. Veriten Senior Advisor Bill Flores also joined the discussion, offering valuable perspective on the legislative process and the dynamics in Washington.

PODCAST LAS NOTICIAS CON CALLE DE 15 DE JULIO - Las primarias no le preocupan a JGo - El Vocero Rivera Schatz refiere a subsecretaria de la gobernación Itza García - El Vocero Bonistas la emprenden contra la Junta porque alegan esconden dinero para no pagar la deuda de la AEE - El Vocero USA envía barcos para confrontar a China en el Pacífico - WSJAhora mismo vuelven a atacar a Irán y cierran el estrecho de Hormuz - WSJProcurador del envejeciente la emprende contra la baby secretaria de la Familia - El Vocero Llega a PR la diarrea explosiva de cyclospora - Metro Adictos a la lotería, aumenta 7% la cantidad de billetes, 780 millones se juegan en PR - El Vocero     •    ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales?     •    Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste.     •    Eso me llegó a pasar, hasta que me cambié a T-Mobile.     •    Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos.     •    Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales.     •    Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#incluyeauspicio #tmobileDistrito Sports Hub en Centro de Convenciones con 20 millones de inversión - El Vocero Agricultores dicen que la sequía los está destruyendo - Primera Hora Gobernadora dice que LUMA no puede demandar al gobierno y pide al Supremo acoger el caso y resolverlo para sacar a LUMA - Metro Tres años de cárcel para Arriaga por abuso de menor de 12 años - Jay Fonseca PR Prohíben los jetskis en Salinas tras más casos de muerte de manatíes - Primera Hora ICE detiene operativos que incluyan detener carros cuando tras matar joven colombiano, Trump cambia decisión - WSJMoody's da buena nota pero con cuidado a San Juan para emitir deuda - El Nuevo Día EE.UU. golpea Irán por 4to día; Trump amenaza con volar plantas eléctricas y puentes. Brent en $86.82.LOS DATOS DEL DÍA (cierre martes 14 de julio)Brent$86.82/barril  +4.45%WTI~$80/barril (máximo de 4 semanas)Gasolina EE.UU. (prom.)$3.89/galónDiésel EE.UU. (retail)cerca de $5/galónS&P 5007,543.59  +0.38%Dow Jones52,508.27  +0.02%Bono 10 años4.583%Euro/USD~1.14 (últ. dato disp. 11 jul)Gas natural (Henry Hub)~$3.00/MMBtu (11 jul)

SpaceX  – Price almost $135 – full retracement. Earnings season in on –  here we go! Inflation – choppy. War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS 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 C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP for SpaceX  - Price almost hit $135 yesterday - Earnings season 0 here we go! - Inflation - choppy - War back on! Straits Open? Or? New Diet? CYCLOSPORIASIS Markets - Inflation - Some Relief - IBM's Pre-Annnouncment - What does this say? - Bank earnings and an earnings cheat sheet - Some interesting chart data Health Update: Meniscus Repair next Thursday.... Today IBM stood for 'I Be Melting' as Big Blue turned into Big Blew Up... IBM: It's Been Murdered IBM: I Bought Misery IBM: Investment Board Malfunction Big Blue looked more like Deep Red today The only cloud around IBM today was hanging over the stock chart IBM investors got a free software update: Version 2.0 of disappointment. IBM'S AI FACE-PLANT - IBM shares plunged as much as 25%, putting the stock on pace for its worst session on record. - Preliminary revenue was $17.2 billion versus expectations near $17.9 billion. - Adjusted earnings were projected at $2.93 per share versus roughly $3.01 expected. - Management said customers redirected spending toward AI servers, memory and hardware while delaying software purchases. - The drop removed roughly 375 points from the price-weighted DJIA. - JCD and AH were both right and wrong for the weekly stock picks TRUTH? - President Trump says U.S. blockade will apply only to ships from Iranian ports; says Strait of Hormuz is open to all traffic except for Iran; says "Based on highly productive conversations with Middle East leadership, I have decided to replace the 20% United States reimbursement fee with trade and investment deals that the various Gulf States will be making into the United States" - Can never be proven - no real numbers here.... Clearly needed to walk back the 20% item - Hormuz still hobbled - best estimates are that the ships passing are 20% of pre-war levels INFLATION RELIEF - FOR NOW - June CPI rose 3.5% year over year, down from 4.2% in May and below the 3.8% consensus. - Core CPI held at 2.6%. - Falling gasoline and energy prices drove much of the improvement. - Traders sharply reduced expectations for a July Fed rate increase. - Treasury yields fell and the Nasdaq advanced. WALL STREET BANKS PRINT MONEY - JPMorgan posted $21.2 billion in net income, helped by special items. - Markets revenue rose 35% to $12.1 billion, including an 86% jump in equities revenue. - Bank of America earned $9.1 billion as equities trading revenue increased 70%. - Goldman Sachs reported earnings of $20.98 per share and a 23.5% annualized return on common equity. - Jamie Dimon described conditions as close to "as good as it gets." THE $26.5 BILLION AI-MEMORY IPO - $ GRAB - SK Hynix raised $26.5 billion through a Nasdaq ADR listing. - The offering priced at $149 and finished approximately 13% higher the day of the offering, but sunk the next. - Demand reportedly exceeded the available shares by more than seven times. - SK Hynix supplies high-bandwidth memory used in Nvidia-powered AI systems. - The listing gives U.S. investors direct access to one of the largest beneficiaries of AI infrastructure spending. - - Samsung is on tap to do the same thing... Some Interesting Charts Best Quarters Plus One Equal vs Cap-Weight OIL'S CEASEFIRE WHIPLASH - Brent crude jumped 5.2% to $78.02 a barrel after the U.S.-Iran ceasefire broke down. - WTI rose 4.4% to $73.52. - Markets repriced the risk of interrupted tanker traffic through the Strait of Hormuz. - Energy stocks gained while airlines and the broader market weakened. - Rising oil prices could quickly reverse the energy-related improvement seen in the June inflation report. APPLE SUES OPENAI - AI PARTNERS TURN RIVALS - Apple sued OpenAI and two former Apple employees on July 10, alleging coordinated theft of hardware trade secrets. - The defendants include OpenAI hardware chief Tang Tan and technical employee Chang Liu, both former Apple employees. - Apple claims confidential product designs and manufacturing information were taken to accelerate OpenAI's consumer-device program. - More than 400 former Apple employees reportedly now work at OpenAI, highlighting the scale of the talent migration between the companies. IPO AND MEGADEAL FEVER RETURNS - Global deals valued above $10 billion reached record levels during the first half of 2026. - Mega-deals represented approximately 43% of newly announced M&A volume. - Investment-banking revenue surged across JPMorgan, Bank of America and Goldman Sachs. - Large offerings from SpaceX and SK Hynix added momentum to underwriting activity. - The boom depends on high equity valuations, strong AI demand and large transactions continuing. BANKS BANKS BANKS JPMORGAN CHASE - RECORD PROFIT - Profit reached a record $16.9 billion, or $6.14 per share, versus $5.59 expected. - Managed revenue totaled $58 billion, with every major business reporting record revenue. - Markets revenue rose 35%, led by an 86% surge in equities trading. - Investment-banking revenue increased 30% to its highest level since 2021. - Jamie Dimon warned that geopolitical tensions, sticky inflation, fiscal deficits and elevated asset prices remain major risks. BANK OF AMERICA - TRADING RECORD - Net income rose 27% to $9.1 billion, or $1.21 per share, versus $1.13 expected. - Revenue increased 15% to $31.6 billion. - Sales and trading revenue jumped 33% to a record $7.1 billion; equities revenue rose 70%. - Investment-banking fees increased 50% to $2.1 billion. - Full-year net-interest-income growth is now expected near the upper end of the previous 6% to 8% range. GOLDMAN SACHS - DEAL BOOM - Profit reached $6.63 billion, or $20.98 per share, versus $14.48 expected. - Revenue totaled $20.3 billion. - Equities revenue surged 72% to a record $7.42 billion. - Fixed-income, currency and commodities revenue increased 32% to $4.59 billion. - Investment-banking fees jumped 55%, helping send Goldman shares to a record high. CITIGROUP - DECADE-HIGH REVENUE - Net income jumped 45% to $5.8 billion, or $3.15 per share, versus roughly $2.74 expected. - Revenue rose 14% to $24.8 billion, the bank's highest quarterly revenue in a decade. - Investment-banking revenue increased 44% to $1.55 billion. - Equities trading revenue rose 45%, while fixed-income trading increased 7%. - Return on tangible common equity reached 13%, matching the upper end of management's target range. WELLS FARGO - BACK ON OFFENSE - Net income rose 22% to $6.4 billion, or $2.00 per share. - Revenue reached $22.6 billion and topped expectations. - Investment-banking revenue increased 20%. - Markets revenue rose 24% as volatility boosted client activity. - Management said the removal of regulatory growth restrictions is allowing the bank to deploy capital and expand its balance sheet. Bank Returns Post Earnings (July 14, 2026) Bank Stocks Earnings Cheat Sheet - JULY 15 - ASML: Expected EPS around $7.92 on $10.25 billion revenue; bookings, EUV demand and updated AI-chip equipment guidance will matter most. - JULY 15 - JOHNSON & JOHNSON: Expected EPS around $2.86 on $25.02 billion revenue; watch pharmaceutical growth, medical-device demand and full-year guidance. - JULY 15 - MORGAN STANLEY: Expected EPS around $2.89 on $19.38 billion revenue; trading, investment banking and wealth-management inflows are the key numbers. - JULY 15 - BLACKROCK: Expected EPS around $12.59 on $6.80 billion revenue; assets under management, ETF flows and private-market fundraising will be in focus. - JULY 16 - TSMC: Expected EPS around $3.76-$3.77 on roughly $40 billion revenue; AI demand, gross margin and any increase to capital-spending guidance are critical. - JULY 16 - UNITEDHEALTH: Expected EPS around $4.84 on $110.8 billion revenue; medical-cost trends and the durability of full-year guidance are the main issues. - JULY 16 - GE AEROSPACE: Expected EPS around $1.85 on $11.8 billion revenue; engine deliveries, service revenue and supply-chain constraints will drive the reaction. - JULY 16 - NETFLIX: Expected EPS around $0.79 on $12.58 billion revenue; advertising growth, engagement and operating-margin guidance will matter more than subscribers. - JULY 17 - TRAVELERS: Expected EPS around $5.33 on roughly $11 billion revenue; catastrophe losses, insurance pricing and reserve development are the key swing factors. - JULY 17 - FIFTH THIRD: Expected EPS around $0.98 on $3.25 billion revenue; net-interest income, deposit costs and credit quality will be closely watched. WAYFAIR GOES PHYSICAL - Wayfair opened its second large-format store in Atlanta on March 31, following the 2024 debut of its 150,000-square-foot Wilmette, Illinois flagship. - The company is building a national store network, with Denver expected later in 2026 and Yonkers, Cincinnati and Princeton locations planned for 2027. - The stores combine furniture, decor, appliances and home-improvement products, giving customers a chance to test large purchases before ordering. - The strategy is a major reversal for an online-first retailer and is designed to increase brand awareness, reduce dependence on digital advertising and capture shoppers returning to physical stores. AI SOVEREIGN WEALTH FUND - PUBLIC OWNERSHIP DEBATE - Bernie Sanders introduced legislation requiring the largest AI companies to transfer 50% of their equity into a U.S. sovereign wealth fund. - The fund is projected by supporters to hold roughly $7 trillion and could finance annual public dividends and government services. - OpenAI has separately floated a much smaller proposal in which major AI companies would voluntarily contribute about 5% of their equity. - Supporters call it a way to share AI-created wealth; critics warn government ownership could discourage investment, distort regulation and reduce innovation. PSA  - That's what we do....CYCLOSPORIASIS OUTBREAK - CASES SURGE - Cyclosporiasis cases are rising across more than 30 states, with Michigan, Ohio and New York reporting particularly large increases. - The CDC reported at least 843 confirmed cases and 86 hospitalizations by July 9, but state totals and reporting delays suggest the real count is substantially higher. - Lettuce, salad greens and other fresh produce are being investigated, although officials have not identified a specific product, supplier or national recall. - The parasite causes prolonged or recurring watery diarrhea; washing produce may reduce risk, and persistent symptoms should prompt medical testing and treatment. HOW TO REDUCE CYCLOSPORIASIS RISK (FWIW) - Wash hands with soap before preparing food and after using the bathroom. - Rinse fresh fruits, vegetables and herbs thoroughly under running water; scrubbing helps but cannot guarantee removal. - Keep raw produce separate from unwashed items, dirty utensils and preparation surfaces. - When traveling in tropical or subtropical areas, use safe water and avoid raw produce you cannot peel yourself; routine chemical sanitizers may not kill Cyclospora. 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

This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies' facilities and spend time with the company's CEO, Dr. Michl Binderbauer. Founded in 1998, TAE has spent nearly three decades pursuing one of the energy industry's most ambitious goals: commercializing a safe, sustainable, and economically viable source of fusion energy. With renewed momentum in the fusion industry, we thought it was the perfect time to visit TAE and better understand why many believe fusion's moment may finally be approaching. Our visit also marks the beginning of a California COBT series, where over the coming weeks, we'll highlight some of the state's innovative companies, technologies, and leaders. We will also touch on a challenge or two the state is facing. Stay tuned! In our discussion, Michl explains why he believes fusion has reached a true inflection point after nearly three decades of scientific and engineering progress. He outlines why TAE was founded with the “end in mind,” deliberately choosing the more technically challenging hydrogen-boron fuel cycle because it offered the best path to a commercially viable power plant rather than simply proving the science. We explore how advances in AI, machine learning, advanced computing, and materials science have accelerated development, why TAE believes commercial fusion is now measured in years rather than decades, and how the company is preparing to build its first demonstration power plant. We discuss TAE's innovative approach to commercializing technologies developed along the way, including its advanced power management platform that is finding applications in AI data centers, industrial facilities, and grid modernization. Michl shares his vision for fusion's role in delivering abundant, reliable energy to meet the world's rapidly growing electricity demand, the importance of recent U.S. regulatory reforms, the race with China to commercialize fusion, workforce and supply chain challenges, and why he believes fusion has become not only an energy opportunity, but also an economic and national security imperative. We look at what the next five years could look like for TAE, why hyperscalers, industrial customers, and the Department of War may become some of fusion's earliest adopters before widespread utility deployment, the company's long-term vision for a more distributed electric grid, and much more. It was a fascinating and wide-ranging discussion, and we greatly appreciate Michl for sharing his time and insights. To start the show, Mike Bradley noted that markets have been volatile this week. He highlighted that the cooler-than-expected CPI report sparked a rally in Treasuries, driving the 10-year yield down from roughly 4.65% to 4.55%, and said Wednesday's PPI report will be another important data point for the Fed. U.S. equities also moved higher, with the S&P 500 gaining approximately 0.5% on the back of the CPI report and strong bank earnings, while the Dow lagged following a sharp selloff in IBM shares after disappointing quarterly results. In commodities, Brent and WTI crude prices climbed roughly $8-$9/bbl this week following the collapse of the Iran-U.S. ceasefire and renewed disruptions through the Strait of Hormuz. He emphasized that today's challenge is less a global crude supply issue than a global refining problem, citing tight refined product inventories and the loss of roughly 1.5 million bpd of Russian refining capacity following Ukrainian attacks. He also highlighted that European natural gas prices have surged from approximately $16/MMBtu to $19/MMBtu as storage levels remain 20%-25% below seasonal norms and buyers compete for LNG cargoes. Mike noted that Energy is the best-performing S&P 500 sector this week, up approximately 3%, as investors turn their attention to second-quarter oilfield services earnings. He also highlighted the newly announced strategic alliance between SLB and Liberty Energy focused on data center infrastructure and power solutions, noting that similar partnerships are likely to become increasingly common across the energy sector.

Andrew, Ben, and Tom discuss June CPI falling to 3.5% and core CPI to 2.6% both below expectations with the biggest month-over-month drop since May 2020, Trump proposing a 20% fee on Strait of Hormuz cargo and reinstating the blockade sending WTI to $80 and Brent to $87, Chris Waller's hawkish pivot as Warsh builds Fed credibility, IBM's 19% drop after warning on the quarter as clients reprioritized CapEx toward memory and cybersecurity, HCA's 6% drop on ACA payer mix, Samsung exploring a US ADR listing after SK Hynix's blockbuster $26.5B raise, SLB and Liberty Energy pushing into data center power, improving NFIB and Fastenal readings, and a very strong bank earnings kickoff with BAC investment banking fees up 50%.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

After recapping the Weekend in Fun, Dave and Will fill us in on their electric finish at the West Texas Invitational, then the UFC debacle and we have an old man getting upended by a bison in Yellowstone. Support us on Patreon and receive weekly episodes for as low $5 per month: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/circlingbackpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on Spotify: ⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6GWLSnyJKGMDIWsYC0RBG2?si=f9e2bcc01d2a4573&nd=1&dlsi=dd35daf7973642a1⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/washedmedia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Shop Washed Merch: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.washedmedia.shop⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • (00:00) Fun & Easy Banter • (11:50) Recapping This Weekend in Fun • (25:20) Will and Dave's electric WTI story • (1:06:00) UFC • (1:15:10) Bison & Cobras on the loose Support This Episode's Sponsors: - BetterHelp: Start therapy with BetterHelp. Sign up and get 10% at https://betterhelp.com/circling - Poncho: Go to ⁠⁠https://ponchooutdoors.com/STEAM⁠⁠ for $10 off your first order and free shipping. - Squarespace: Check out ⁠⁠⁠https://squarespace.com/steam⁠⁠⁠ for a free trial, and when you're ready to launch, use OFFER CODE: STEAM to save 10% off your first purchase of a website or domain. - Lola Blankets: Head to https://lolablankets.com/ and use code STEAM to get 40% OFF your order Learn more about your ad choices. Visit megaphone.fm/adchoices

With the recent wave of milestones across the U.S. nuclear sector, we were eager to better understand what these achievements mean for the future of advanced reactors. Over the past month, Antares, Valar Atomics, Deployable Energy, and Aalo Atomics each achieved criticality, an important technical milestone, through the Department of Energy's Reactor Pilot Program (RPP) and Nuclear Energy Launch Pad. To help us put these milestones into context, we were delighted to host Dr. Rian Bahran, Deputy Assistant Secretary for Nuclear Reactors in the U.S. Department of Energy's Office of Nuclear Energy. Rian oversees the Department's portfolio for advanced reactor research, demonstration, and deployment, and is a career member of the Senior Executive Service who has served under both the Biden and Trump Administrations. We were thrilled to visit with Rian to "demystify" the latest developments in U.S. nuclear and discuss what still needs to happen before these technologies reach commercial scale. In our conversation, Rian explains why the four recent criticality milestones represent an important step forward for advanced nuclear. While criticality is not the finish line, he shares how these demonstrations help validate a new commercialization pathway by allowing companies to build and test nuclear hardware in months rather than years. He describes how the Department of Energy's Reactor Pilot and Launch Pad initiatives are creating greater regulatory certainty, helping companies unlock private capital, and accelerating progress toward commercial deployment. We discuss the DOE's broader strategy for expanding U.S. nuclear capacity, from gigawatt-scale reactors and small modular reactors to microreactors. Rian explains why the DOE is pursuing multiple technologies simultaneously, allowing the market to determine the winning designs while supporting innovation across the reactor, fuel cycle, and supply chain ecosystems. He outlines how reactor uprates, restarts, and investments across the nuclear fuel cycle can provide near-term additions to U.S. generating capacity while advanced reactors continue progressing toward commercialization. We explore the role advanced nuclear could play in powering AI infrastructure, military installations, industrial facilities, and future export markets. Rian discusses how the DOE is leveraging AI to accelerate reactor design, licensing, manufacturing, and deployment, and why workforce development has become one of the industry's greatest long-term challenges. He emphasizes that the U.S. has reached a true inflection point for nuclear energy, driven by unprecedented alignment across government, industry, private capital, and growing electricity demand. It was a wide-ranging and fascinating discussion, and we sincerely appreciate Rian taking the time to join us during such a busy time. Mike Bradley kicked us off by noting that three key themes have driven markets so far this quarter. First, Treasury yields have continued to move higher, with the 10-year Treasury yield rising to approximately 4.55% and the 30-year Treasury yield climbing above 5%. Second, renewed geopolitical uncertainty following the end of the Iranian ceasefire helped lift WTI crude oil prices by roughly $4/bbl this week to approximately $72/bbl. Third, equity markets have experienced notable sector rotation, with investors shifting capital out of semiconductor stocks and back into the Magnificent 7. Mike concluded by highlighting the sharp reversal in sentiment toward small modular reactor (SMR) companies. While SMR stocks were among the market's strongest performers entering 2026 amid growing enthusiasm for nuclear power, the group is now down roughly 30% on average year-to-date. Nick Morriss, Brett Rampal, and Veriten Senior Advisor Bill Flores also joined the discussion, contributing their perspectives and questions on nuclear energy and power.

US equity futures are softer with the S&P down. Bonds are firmer, as the US 10-year yield drops 2 bps to 4.5% following yields fell 3-4 bps in prior session. Gilts fall 2 bps to 4.9%, while the Bund softens by 1 bp to 3.1%. The dollar is weaker. Oil edges down slightly, with WTI crude near $72/bbl. Gold is lower, while Bitcoin shows gains. European and Asian equity markets are mostly firmer. European markets are finding support after the US refrained from launching a third consecutive day of strikes against Iran. Sentiment earlier this week was shaken by rising tensions, which triggered a sharp rally in oil prices and a rise in interest rates, reigniting concerns about inflation and growth risks. As a result, sell-side strategists are becoming increasingly divided on the outlook for European markets. Some analysts point to vulnerabilities stemming from Europe's limited exposure to AI and heightened sensitivity to oil-driven volatility, given the region's reliance on imported oil.Companies Mentioned: EasyJet, Bayer AG, Arthur J. Gallagher

Today is DRAMATIC. We're digging up bodies, both real and symbolic.  — 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

Jenny Racicot, Tyler Robinson's hearing, Iran, Marine Le Pen, and Pastor Ezra Jin headline today's A.M. Update. Jenny Racicot tells CNN's Jake Tapper that Maine Democratic Senate nominee Graham Platner entered her home uninvited in 2021 while heavily intoxicated and forced himself on her, and when Tapper asks directly if she considers it rape she says "by definition, yes, absolutely" — even Zohran Mamdani says Platner should drop out. Day two of Tyler Robinson's preliminary hearing shows surveillance footage of Robinson on the Utah Valley campus four times on the day of the shooting, including footage where his leg does not bend going up stairs in a way that suggests a rifle hidden in his pants leg. Iran strikes tankers in the Strait of Hormuz again and Trump responds by revoking the oil sales license, WTI crude jumps 5%, and Trump heads to Ankara for NATO where he again puts European allies on notice. Toyota announces a $3.6 billion investment to move Tacoma production from Mexico to San Antonio, Marine Le Pen's conviction appeal is upheld but her ban on public office is reduced to time served and she immediately announces she is running for French president anyway, and Pastor Ezra Jin Mingri of Beijing's Zion Church arrives in Los Angeles on July 4th after Trump personally raised his case with Xi Jinping. Aaron closes with JD Vance's Nixon rehabilitation speech at the Richard Nixon Foundation and the uncomfortable question it raises about whether our news addiction has simply made Watergate look small by comparison.

PODCAST LAS NOTICIAS CON CALLE DE 8 DE JULIO - Casi 700 agentes de la policía nuevos comienzan hoy - El VoceroGuerra por destaques - Noticel Trump declara fin del cese al fuego y se atacan Irán y USA, sube el petróleo 5% - CNBC Bebé de 18 meses declarado muerto en piscina estaba vivo en la morgue - Primera Hora 742 casos de hospitales por calor, aunque no son registradas muchas muertes como tal porque se reportan como ataques cardíacos o respiratorios, etc. - El Vocero Detienen racionamiento por ahora porque llovió ayer, mientras hay estado de emergencia - El VoceroAEE tiene déficit de 10 billones de dólares - El Nuevo Día Toa Vaca, Carraízo y Cidra bajo observación por falta de agua - El Nuevo Día Politank radica tarde informes por decreto contributivo - El Nuevo Día     •    ¿Te ha pasado que llegas de viaje y se te arruina la ilusión tan pronto ves la factura del teléfono y tienes cargos adicionales?     •    Se suman más y más y más cargos adicionales por cada llamada, mensaje, búsqueda que hiciste.     •    Eso me llegó a pasar, hasta que me cambié a T-Mobile.     •    Los únicos que ofrecen SIN COSTO ADICIONAL internet y textos ilimitados en más de 215 destinos.     •    Ya no me tengo que preocupar cuando viajo, ni cuando regreso porque ya está incluido, sin cargos adicionales.     •    Viaja relax con T-Mobile, ¡Cámbiate hoy en T-Life o llama al 1800TMOBILE!#incluyeauspicio #TmobileGobernadora le tira a LUMA por informar cuando hay apagones por causa de Genera - El Vocero Venezuela exporta 20% más petróleo que antes de sacar a Maduro - Bloomberg 17 asesinatos más que el año pasado - El Vocero Ucrania vuelve a dejar sin combustible a Rusia tras nuevos ataques en dos refinerías - BloombergUSA obliga a hospitales a meter mejor comida y más saludable - Axios Trump ordena cortar todo el comercio con Españaa - Economist  Casi 3700 muertes por terremotos de Venezuela - Noticel Seguros de hogares subió de 9% comparado con el año pasado - El Vocero Activan guardia nacional para fuegos forestales y llevar agua - Primera Hora Yovngchimi va a escribir letras más limpias - Primera Hora Fuera de control especies exóticas sueltas aquí - El Nuevo Día TrueNorth comparace a nombre de Smartmatic para llevarse contrato de contar los votos en la CEE según El Nuevo Día LOs Tirri vuelven a traer a Dairy Queen a PR - El Nuevo Día Piden salida de Graham Platner como candidato, ¿hasta dónde debe ser esa una decisión tras ganar proceso de primaria? - CNNLOS DATOS DEL DÍABrent$78.07/bbl ▲ +5.27%S&P 5007,503.85 ▼ -0.45%WTI$74.03/bbl ▲ +5.10%Dow Jones52,925.15 ▼ -0.25%Diésel EE.UU. (retail)$4.77/galBono 10 años4.53% (subiendo a 4.57%)Gas natural (Henry Hub)$3.30/MMBtu ▲ +1.07%Euro/USD1.1397Hipoteca 30 años6.63%Gasolina reg. EE.UU.$3.80/gal

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.

Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! 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 C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE:  Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED   PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation.   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

Will hops on to talk about the sad end to the USMNT run in the World Cup, Dave went crazy in the kitchen last night, Dave previews the West Texas Invitational that he and Will are playing in, and the Spurs play-by-play guy is in the dog house. Support us on Patreon and receive weekly episodes for as low $5 per month: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/circlingbackpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on Spotify: ⁠⁠⁠https://open.spotify.com/show/6GWLSnyJKGMDIWsYC0RBG2?si=f9e2bcc01d2a4573&nd=1&dlsi=dd35daf7973642a1⁠⁠⁠ Watch all of our full episodes on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/washedmedia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Shop Washed Merch: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.washedmedia.shop⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • (00:00) Fun & Easy Banter • (19:25) World Cup letdown • (52:05) Dave's kitchen • (1:03:30) A little WTI preview • (1:11:45) Spurs play-by-play guy in the dawg house Support This Episode's Sponsors: - Bonobos: For 25% off your order, head to https://bonobos.com/steam and use code STEAM. - BetterHelp: Sign up and get 10% at ⁠⁠⁠https://betterhelp.com/circling⁠ - Warby Parker: buy one prescription pair and get 20% off any additional prescription pairs at https://warbyparker.com/steam - Factor Meals: Head to https://factormeals.com/backer50off and use code backer50off to get 50 percent off and free daily greens per box, with new subscription only, while supplies last until 09/27/2026. (See website for more details) Learn more about your ad choices. Visit megaphone.fm/adchoices

PODCAST LAS NOTICIAS CON CALLE DE 7 DE JULIO - Trump y la OTAN reunidas hoy en Turquía Racionamiento de agua en PR y 180 mil afectados hoy - El VoceroNo sabemos si Trump va a botar o no a la Junta todavía, dan 30 días - El Vocero Nueva investigación contra Politank, o sea, van a repetir la que ya habían hecho - Jay Fonseca PR Dicen que Turismo Interno impulsa economía de PR, mientras montones de paradores de la Isla siguen cerrados sin intervención de Turismo - El VoceroLegislador dice que investigará denuncias de presiones por parte de la gobernadora contra agricultor - El Nuevo Día Piden a boricuas, colombianos y venezolanos unirse contra Trump en inminente colapso de representación latino tras nuevos mapas electorales - El Nuevo Día En la temporada de huracaneses vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferentede prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal,en nuestro servicio está la diferencia.#universal#incluyeauspicio Cierra hotel Santa Juanita - El Nuevo DíaVale 8 mil billetes reforzar cada pared de columna en casas elevadas en PR - Primera HoraTras 36 años consecutivos, no hay boricuas en juego de estrellas - Primera HoraCafé arabica sube de precio por problemas ambientales, el aumento de un día para otro más grande en 26 años - Reuters Policía busca cómo implementar decisión del Supremo federal sobre personas con armas y el cannabis - Noticel Serios problemas de calidad de aire con incendios forestales, bruma y polvo del Sahara Sale libre hoy Yovngchimi - TelemundoPR Se gradúan 600 policías mañana - WUNO China deja de comprar millones de barriles de petróleo de forma sospechosa - Axios Irán ataca con misiles barcos tanqueros en Hormuz, ataque a barco Saudí y de Qatar - Reuters Mercado de valores rompe récord tras informe de Ai, otros - CNBC Mega escándalo sexual destruye esperanzas de los demócratas en Maine - Politico Cuba vuelve a quedarse sin luz - FTLOS DATOS DEL DÍABrent~$72/barril (−33% en 3 meses)WTI~$68/barril (bajo $70, −39%)Diésel PR (al detal)$1.08–$1.17/litro (DACO, 3 jul)S&P 5007,537.43 (+0.72%, cierre 6 jul)Dow Jones53,055.91 (+0.29%, récord)Bono 10 años4.46%Gas natural (Henry Hub)~$3.24/MMBtuHipoteca fija 30 años~6.54%

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.