The Fed is under the microscope today as the market parses the FOMC minutes for clues on a "Kevin Warsh" policy pivot. Roman breaks down the $2 billion heavy-crude lifeline coming from Venezuela via General Licenses 49 and 50, and why the "Intervention Dividend" is acting as a massive disinflationary buffer. Plus, we analyze the $135 billion Meta-Nvidia partnership and the "Silver Squeeze" hitting the AI supply chain.