In the midst of escalating tensions in the Middle East, hedge funds have ramped up their bullish positions on oil to levels not seen since early 2020, betting on sustained supply disruptions from the ongoing U.S.-Israel conflict with Iran. As of late February 2026, just before the strikes intensified, money managers boosted their net-long stance […]
Continue ReadingWeekly Daily Standup Top Stories America’s Grid is Nearing Its Breaking Point September 14, 2025 Clark Savage The United States’ power grid, once a marvel of 20th-century engineering, is now teetering on the edge of collapse. As demand surges from emerging technologies like artificial intelligence, data centers, and electric vehicles, an aging […] $14 Trillion Stock Rally […]
Continue ReadingDaily Standup Top Stories Fed cuts rates by 0.25% after flagging risks from softening labor market September 17, 2025 Clark Savage The Dow Jones Industrial Average eked out a modest 0.1% increase, while the Nasdaq Composite rose 0.5%, reflecting optimism about lower rates fueling innovation and spending. The U.S. dollar, which had been battered in recent […] […]
Continue ReadingIn a stark admission that underscores the fragility of global energy supply, the International Energy Agency (IEA) has revealed that decline rates in mature oil and gas fields are accelerating, putting unprecedented pressure on the industry to ramp up investments just to keep production steady. This report comes amid growing scrutiny of the IEA\’s forecasting […]
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