Robert Rapier

A trader works on the floor of the New York Stock Exchange (NYSE) at the closing bell, in New York on July 24, 2026.

President Donald Trump made a potentially market-moving announcement Friday evening. He said the United States had reached what he called “

UPS shares look undervalued as restructuring, improving revenue quality, cost savings, and a 6% dividend yield strengthen the case for a recovery.

Trump's Venezuela oil deal broke right after Friday's market close, raising questions about who might have known first and traded on it.

Viral claims say the U.S. has only 14 days of oil left. Here’s what the Strategic Petroleum Reserve really means, why it matters, and what happens when draws stop.

Claims have been circulating on social media that the United States has only about two weeks of oil left. The calculation appears to compare the

CME Group benefits when market volatility drives heavier trading in interest rates, energy, metals, equities, and other futures and options markets.

The claim that the United States has only about two weeks of oil left mistakes the Strategic Petroleum Reserve for the country’s entire petroleum supply, although the shrinking reserve does leave Washington with a smaller emergency cushion.

BANDAR ABBAS, IRAN - SEPTEMBER 12: Daily life continues in the strategic port city of Bandar Abbas on the Strait of Hormuz amid ongoing tensions

Before today’s article: Robert identifies three fuel-heavy businesses he would avoid if oil holds above $100 — but his own portfolio points in the opposite direction. For more than 30 years he has covered the essential-service companies that supply energy rather than consume it, and says the current pricing environment is one of the more compelling setups he has seen for that group. See the companies Robert holds for this energy environment →