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Iran war

Doubled fuel prices add 25% to airline costs and fares must follow, says WestJet's CEO
6 takeaways: Canada ranks 105th of 119 on air travel costs, a $40 airport fee against $4.50 in the US, government loans that become subsidies, no fuel…
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Safe tanker passage is all that keeps Kuwait from 2.7M barrels a day, says KPC's CEO
6 takeaways: why diesel and jet fuel are scarcer than crude, a $16B pipeline deal signed under missile fire, and a 4M-barrel-a-day target for 2035
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$90 oil helps the US economy; $250-a-barrel diesel is the problem — Bison Interests CIO
12 predictions: Why reports of normal Hormuz traffic are overstated, why refiners are skipping maintenance, and why he expects crude prices to rise as…
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Wolfe Research economist: the Fed will hike at least once more, maybe twice
4 predictions: why core inflation is closer to 2.5% than 3%, why oil and not the economy pushed rates above 5%, and a 70,000 payrolls call for Friday
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A US diesel export ban could cause shortages at home, says BofA's commodities chief
4 calls: why a ban could also raise gasoline prices, why the Hormuz blockade is working but costs $20-plus a barrel, and why falling Chinese stocks may…
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Rate-hike liftoffs usually cost stocks 8% to 14%; not yet this time — RBC strategist
6 takeaways: her four tiers of fear, from a 5% dip to losing half, why the last two midterm years broke the pattern, and why RBC cuts earnings forecasts…
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Natural resources investor on oil: "I think that oil prices could go to $200 a barrel"
14 calls: why reopening the Strait of Hormuz could start the oil crisis, why US gas is 80% too cheap, and why he sold most of his gold and passes on…
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"The European banks are cheaper": Meredith Whitney Advisory Group CEO on US banks
6 insights: why banks lend to people who don't need the money, how gasoline above $4 is changing what even high earners buy, and why she still likes…
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Passive funds, not US deficits, are driving the bond sell-off — Tier1 Alpha CIO
8 calls: why bonds under 50 cents are underpriced, why he says Warsh's rate hikes make inflation's damage worse, and why swaps and the dollar contradict…
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Market breadth is as narrow as in March 2000 and 2007, says Great Hill Capital's chair
6 calls: why a Fed hike into an oil shock risks recession, core CPI at a 6-year low, why staples, healthcare and bonds look cheap, and the AI boom's…
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Hilco Global advisor on Iran: "20% of the world's oil comes from the Strait of Hormuz"
4 calls: why the former acting Army secretary expects no Iran deal before the midterms, why electricity costs are up 18%, and how private money is…
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The Wilshire 5000 is at 240% of GDP against Buffett's 80%, Smead Capital's CIO finds
15 calls: why 20 stocks making up 45% of the S&P 500 are what gets sold first, why he says oil will not return to $60, and the five energy stocks his…
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