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China's fossil fuel use cancels every emissions cut elsewhere — ex-Bridgewater CEO
16 lessons: the seven storms behind a new market era, the two likely endings to the Iran war, why one tanker strike freezes insurers, and how to lead a…
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CNBC's Fast Money traders: if the US won't deter Iran, crude oil needs a risk premium
5 arguments: why energy is an investment rather than a trade, China as the oil market's buyer of last resort, a 3-to-1 setup in bank stocks before…
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89% of S&P 500 stocks have had a 10% drop since June 1, CNBC's Investment Committee finds
8 arguments: why rate-sensitive stocks stay down through earnings, a stock market ignoring bond volatility, whether AI drives the energy rally, and…
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Rapidan Energy CEO: a diesel export ban would give only "temporary relief"
2 calls: the 35% odds his firm put on an export ban back in April, and why he sees no evidence sanctions are changing Iran's calculus
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Putin is a cornered rabid groundhog, not a lone wolf, says an NYU senior fellow
7 arguments: Why he says diesel is what finally reached Trump's voters, the case for making Mark Carney the EU's honorary president, and Germany's 2039…
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Bloomberg reporter: nobody since Kissinger has held both of Marco Rubio's jobs
5 moments: Why he stepped back from the public Iran negotiations, what the Venezuela raid did for him with the MAGA base, and which donors are already…
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Qatar's central bank governor: 17% of the country's revenue has been wiped out
6 numbers: What the attack on the LNG facility costs in repair time, why GDP fell 7% while the rest of the economy grew, and why the government has not…
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Qatar's foreign ministry spokesman: weaponizing Hormuz gets copied at other straits
9 takeaways: What Iran has asked for through Qatar's mediators, the industrial gases already missing from world supply chains, and why he says a toll…
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A Fed rise before an election would be inappropriate, says the former Treasury chief
8 arguments: Why he wants maximum sanctions on Iran even if Chinese banks lose the dollar, what Scott Bessent should change about issuance, and where he…
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"Inflation is here to stay": former US Congressman on why spending won't be cut
12 arguments: why he says a real spending cut would bring riots, what he expects gold and bond yields to do when the dollar is dumped, and why he would…
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Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead
4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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