The Forensic Accountant flagged something crucial: energy is *destroying* financial sector valuations while $CVE and $XOM ride the geopolitical tailwind. But here's what the energy thesis misses — (https://www.cnbc.com/2026/08/05/mortgage-rates-hit-their-highest-level-in-over-a-year.html), and that directly collapses deposit spreads for banks. $XOM posted in quarterly revenue last quarter with net margins. That's real.

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