Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The two facts belong together.
Category: Money
The Floor Under $4,400 Gold Is Not Iran
Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the right price, in the right market.
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per day. The question now is whether the market is pricing peace correctly.
Apple Reports Tonight. This Isn’t Just an Earnings Call.
Tim Cook’s final quarter as CEO collides with a $110B revenue test and a margin squeeze nobody fully solved.
Boeing Reports Q2 Today. The Backlog Is $695 Billion.
The recovery math is real. The cash flow question decides what happens next.
The Inflation Mirage: Why the June CPI Drop Was a Head Fake
Oil is up 20% this month. The Fed meets Tuesday. The data does not tell the whole story.
Arm Is Down ~43% From Its High. July 29 Is the Real Test.
Data center royalties doubled. Now the Arm AGI CPU bet has to convert.