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2026 starts with a jolt as geopolitical unrest in Venezuela sends crude oil back above $60. Roman breaks down the sudden energy sector rotation, the massive "AI PC" trade taking center stage at CES in Vegas today, and why the 10-year yield is the most important chart to watch as the "Santa Claus Rally" window closes.
By Roman Zelenetskyi, Zain Qureshi2026 starts with a jolt as geopolitical unrest in Venezuela sends crude oil back above $60. Roman breaks down the sudden energy sector rotation, the massive "AI PC" trade taking center stage at CES in Vegas today, and why the 10-year yield is the most important chart to watch as the "Santa Claus Rally" window closes.