If Charles Kennedy Posts It, You Know It's Going To Be Actionable And Important -- But Sometimes One Needs To Read Between The Lines -- April 5, 2024

Locator: 46926WTI.

First thing I noticed when I opened the laptop after going out to the Bat Cave: WTI trending towards $87.

OMG.

What's going on?

Link here.

But also, the jobs report today. The US economy. All pushing oil higher. And this is despite a much stronger dollar. And the EV implosion. It's all "back to the future" with regard to oil.

My favorite quote from former President Trump:

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Today's Lunch

The Scarabus collection, link here. Wiki. For me, the real Scotch aficionado prefers a peaty Scotch, which means Islay.

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Today's Video

Link here.