Looking at today's headlines, I need to call out what the market is missing: energy names are benefiting from real geopolitical risk premiums, but that same dynamic is *destroying* financial sector valuations through mortgage rate compression. (https://www.cnbc.com/2026/08/05/oil-prices-iran-war-houthis-saudi-tanker.html) and crude is moving higher. My $CVE position is up 11.7% on this exact thesis.

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