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April CPI Runs a Little Hotter As Expected – and Wall Street Reaches for the Tums -( $DIA $SPY $QQQ $XLE $XOM )

by John F. Heerdink, Jr. May 12, 2026 266Views 0Likes

April’s consumer price index didn’t exactly crash the party, but it did show up with an extra guest: a touch more inflation than markets ordered. Year‑over‑year CPI rose about 3.8% in April, marginally topping economists’ expectations of roughly 3.7% and marking a…

UAE’s Big OPEC Breakup: Why Abu Dhabi Picked Now To Go Solo -( $CVX $OILK $XLE $XOM )

by John F. Heerdink, Jr. April 29, 2026 243Views 0Likes

After six decades in the world’s most exclusive oil cartel, the United Arab Emirates has decided it would rather travel business class alone than economy in a crowd, announcing it will leave OPEC on May 1 in a move that strikes at…

Another Two Weeks to Breathe: How a Fragile Iran Cease‑Fire Is Repricing Risk -( $DIA $QQQ $SPY $VIX )

by John F. Heerdink, Jr. April 7, 2026 318Views 0Likes

Markets spent Tuesday squinting at the Middle East and their terminals in equal measure, trying to decide whether to price Armageddon, an off‑ramp, or just another news‑cycle scare. For now, oil is bid, stocks are jumpy, and the world’s benchmark for risk…

War, Oil, Repeat: Why Markets Treat The Iran Crisis Like A Sequel With The Same Ending -( $DIA $QQQ $SPY $VIX )

by John F. Heerdink, Jr. April 2, 2026 480Views 0Likes

Wall Street ended yet another session staring at the same old geopolitical headline—“war with Iran not yet over”—and responded with a shrug, a sigh, and a modest slide that felt more like déjà vu than doomsday. The tone across trading desks was…

War, Oil and Interest Rates: Central Banking’s Least Favorite Love Triangle -( $DIA $QQQ $SPY $VIX )

by John F. Heerdink, Jr. March 17, 2026 260Views 0Likes

Central banks just stumbled into a new plot twist: an oil‑driven inflation shock from the Iran war just as the global economy was finally catching its breath, but the story is more policy tightrope than doom spiral. The good news—for now—is that…

Oil’s 4‑Year High Hangover: How Crude Went From Panic to Pullback Overnight -( $BNO $USO $VDE $XLE )

by John F. Heerdink, Jr. March 9, 2026 442Views 0Likes

Oil’s latest whiplash session today delivered a rare gift to anxious markets: a reminder that even in wartime, panic pricing has a half‑life. Oil Soars, Then Sinks: A War Premium With Stage Fright Brent and West Texas Intermediate futures briefly sprinted above…

From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO )

by John F. Heerdink, Jr. February 16, 2026 458Views 0Likes

California drivers are discovering that “California premium” at the pump comes with a 40‑cent surprise this February, as refinery shutdowns tighten supply and push the statewide average to roughly the mid‑4‑dollar range per gallon. In true Golden State fashion, the market is…

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

by John F. Heerdink, Jr. February 2, 2026 560Views 0Likes

Leidos (LDOS) is betting that the future of power isn’t just about electrons—it’s about engineering, data and a lot of capital expenditure, and it’s writing a $2.4 billion all‑cash check for ENTRUST Solutions Group to prove it. The deal doesn’t just bulk…

Michael Burry Bets on GME While U.S. Natural Gas Goes Parabolic Above 6 -( $BOIL $FCG $GME $KOLD $UNG $UNGG $UNL )

by John F. Heerdink, Jr. January 27, 2026 540Views 0Likes

U.S. natural gas just reminded Wall Street that it, too, can cosplay as a meme stock—think GameStop Corp. (GME) on a snow day—jumping above 6 per million British thermal units (MMBtu) for the first time since late 2022 as an Arctic blast…

Palantir and Holtec: A Data-Driven Power Couple Eyeing the Nuclear Renaissance – ( $PLTR $XLE )

by John F. Heerdink, Jr. June 26, 2025 370Views 0Likes

In a move that might make even Silicon Valley’s most seasoned disruptors do a double take, Palantir Technologies (PLTR) and Holtec International have announced a partnership that could reimagine the nuclear energy landscape. Their joint venture, called SMR-300, aims to supercharge the…

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