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"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg
"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg
The breadth of the commodity advance is becoming increasingly difficult to ignore.
Quantix Commodity Index
Diesel crack spreads have surged above $100, copper is trading above $14,000 a ton in London, gold and silver are accelerating amid US Treasury market intervention, and the Bloomberg Agriculture Spot Index is surging higher. At the same time, the dollar weakened sharply following Treasury Secretary Scott Bessent's intervention this week, providing an additional tailwind to the commodity complex.
According to veteran commodities strategist...
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May 1, 2026 / Tyler Durden
New California DMV Rules Allow Autonomous Vehicles To Be Cited
New California DMV Rules Allow Autonomous Vehicles To Be Cited
Authored by Lear Zhou via The Epoch Times (emphasis ours),
SAN FRANCISCO—Driverless vehicles such as Waymo robotaxis could be ticketed for moving violations, according to updated autonomous vehicle (AV) regulations approved by the California Department of Motor Vehicles (DMV) on April 28, to enhance safety, oversight, and enforcement requirements.
Waymo driverless vehicles charge at a Waymo charging station in Santa Monica, Calif., on May 30, 2025. Daniel Cole/Reuters
The new rules allow law enforcement agencies to cite the companies that own the AVs...
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Jul 29, 2026 / Tyler Durden
MSFT Spikes After Leaving CapEx Outlook Unchanged
MSFT Spikes After Leaving CapEx Outlook Unchanged
Update (1800ET): As this evening's conference call went on, we finally got to the meat of the matter as Microsoft kept its CapEx forecast unchanged on Wednesday, ...becoming one of the first hyperscalers to hold the line on the market's insatiable AI spending spree.
Against expectations to spend $190 billion on capital expenditures this calendar year, Microsoft tonight maintained this spending outlook (due to an accounting change, this CapEx guidance is now $175 billion, but, in reality, Microsoft is keeping its AI capex plan the same...
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Jul 25, 2026 / Tyler Durden
US Pauses Iran Bombing Campaign As Saudi-Houthi Red Sea Front Erupts
US Pauses Iran Bombing Campaign As Saudi-Houthi Red Sea Front Erupts
Brent crude surged 27% over two weeks to settle at $96.78 a barrel on Friday, briefly breaching $100 this past week as traders priced in a higher war-risk premium into energy markets amid simultaneous chokepoint threats to the Strait of Hormuz and the southern Red Sea.
Meanwhile, the US appeared to pause its 13-day campaign of daily overnight strikes against Iran. While there was no indication that the operational halt would extend into next week, the pause certainly reinforces...
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