XLE posted a 37% Q1 surge. But with Brent near $106, a Strait of Hormuz standstill, and the EIA flagging record production shut-ins, the real question isn’t whether energy ran — it’s whether it can hold.
Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.
Latin America’s e-commerce and fintech giant just posted its fastest revenue growth in four years. So why is it still trading below fair value?
The biggest put buying eruption in TLT in recent memory just happened. This is not a drill.
