Cava's Lone Bear Analyst Flags Weak Foot Traffic After Stock's 123% Surge

Geopolitical Reality Has Ended The Rush To Renewables Authored by Rashid Hudain Syed via The Epoch Times, The world is quietly abandoning the fantasy that renewables alone can guarantee energy security. The U.S.–Israel war on Iran exposed how vulnerable the global economy remains to disruptions in fossil fuel supply chains. Any disruption in the Strait of Hormuz quickly affects global fuel prices, inflation, and energy costs worldwide. For years, Western governments pushed rapid decarbonization and a transition away from oil and gas. But war and supply disruptions have exposed how difficult that transition...

"Politically, There's No Viable Way Out Of This": Schiff Warns Of "Dangerous Feedback Loop" Authored by SchiffGold via SchiffGold, On Thursday, Peter joined host Danny on CapitalCosm to unpack the deepening cracks in the US debt market and what they mean for the dollar, oil, and the political landscape heading into 2026. He walks through weak Treasury demand, the fragile yen carry trade, and why "growing our way out of debt" remains a fantasy, before turning to how inflation is set to reshape the midterms and why the next Fed chair...

US Consumer Prices Are Rising At Their Fastest Pace In 3 Years Bearing in mind the one-off impact of BLS correcting for shutdown-related distortions (in rent/shelter) from last October., this morning's CPI was expected to come in hot as the impact of the Iran war starts to spread (energy, airfares, transport) and the melt-up in memory costs (unrelated to war) as the token wars continue. As a reminder, March saw headline CPI in line (energy) while Core CPI actually printed cooler than expected. and we suspect most attention will be on the...