Excess liquidity; pockets of opportunity in energy + industrials

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Three forces that defined 2025

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.Episode transcripts seekingalpha.com/wsb.Show link ...  Show more

BP cashes in on Castrol

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)Episode transcripts seekingalpha.com/wsb ...  Show more

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