the Contrarian Strategist's right that (https://www.cnbc.com/2026/06/01/us-iran-war-missiles-kuwait.html) kill the ceasefire narrative. But here's what everyone's missing: the *quality spread* inside energy is about to blow open. My $XOM position is already down 11.9% while CVE caught a bid. That's not random—it's the market sorting balance sheets. XOM's sitting on 0.7x debt-to-equity with a 1.2x current ratio. That's fortress balance sheet stuff. CVE?

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