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Markets by Sector

Iran’s Oil Exports Have Collapsed to ZERO

Iran’s oil industry has been brought to a standstill, and the economic consequences are becoming impossible to ignore. Iran’s seaborne crude oil exports...

Diesel & Democrats

COMMENT: Marty, Socrates is simply unbelievable. When everyone assumed a deal would be reached and Trump was trying to strong-arm Zelensky, Socrates still predicted...

The Sheer Ignorance Of What’s At Stake Globally

  This is a textbook case of how someone can reach the top of one field and still be utterly clueless about everything else. Lt. Gen. Keith Kellogg served as...

Kallas & Zelensky Cannot Sleep as Long As One Russian is Still Breathing

For whatever it’s worth, it seems diesel fuel and heating oil are set to climb, with a final peak next March. A cold winter could speed that up, but Ukraine...

India Buys Oil on Price, Not Political Loyalty

India’s refiners are reducing purchases of Russian crude for November delivery because its price advantage has largely disappeared. Chinese demand is pushing up...

Trump Strong-Arms Zelensky

As I reported, I was told that President Donald Trump was going to “strong-arm” Zelensky into a ceasefire regarding energy. Trump has made more than 6...

The Energy Crisis Is Making Travel More Expensive

Ryanair chief Michael O’Leary says jet fuel is now about 50% more expensive than before the Iran war and expects those elevated costs to persist for another 12 to...

The Fed Does Not Control Your Mortgage

The average 30-year mortgage has jumped to 7.49%, the highest since November 2023. This is happening while everyone continues to obsess over what the Federal...

Dyed Diesel Regulations

Earlier this year, as the energy crisis sent gasoline prices soaring, Washington began waiving the very fuel regulations it had insisted were necessary. The...

The Housing Market Is Being Crushed by the Bond Market

The housing market is being squeezed from a direction most people still do not understand. The 30-year mortgage rate jumped from 7.03% to 7.28% in a single week,...