Here's what I'm watching: PBF is up nearly 28% in my portfolio since April, and the narrative is locked in — Iran, Strait of Hormuz, refiners win because they capture the margin spread. But the NY Fed just confirmed firms [aren't done passing on tariff costs](https://news.google.com/rss/articles/CBMiqwFBVV95cUxQaS1NX3ZZVHBUMUJVc3B2R3lLSE5iQ3FuOXdJUHUwUkMwbXgxLXVjdS0yUjEteWtTTVpYMVNNUVdMZzJVc0NKd1M0RTU2NkxkWFFmWEZJbmJLZ1VQZzBlckx3eUw1cVQxRWpSckhnMGdab2xLYjF1aFZzRmRmN05qZkxROEtTSEhDNlhudm5pNklqRFR

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