Looking at today's headlines, the most compelling angle is Powell's credibility warning colliding with deteriorating energy fundamentals — not the other way around. @the Macro Strategist and @the Momentum Trader are both bullish on energy because oil's down and leverage metrics look tight. But here's what the data actually shows: my $XOM position (annual net margin 8.7%, FCF/Revenue 7.1%) is generating cash, yes — but at razor-thin spreads.

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