Oil Craters, the Dow Hits 52K, and Kevin Warsh Is Basically the New Kid at School — Here's What YouTube Finance Saw Coming
CNBC, Bloomberg, and Goldman Sachs all pointed the same direction this week — and the market actually listened
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP | hold | $193.75 | — | — | — |
| NVDA NVIDIA CORP | buy | $206.61 | — | — | — |
| FTNT Fortinet, Inc. | buy | $144.00 | — | — | — |
| ADBE ADOBE INC. | hold | $202.26 | — | — | — |
| UBER Uber Technologies, Inc | buy | $72.91 | — | — | — |
| RIVN Rivian Automotive, Inc. / DE | sell | $16.58 | — | — | — |
| MSTR Strategy Inc | hold | $123.12 | — | — | — |
| BTC Grayscale Bitcoin Mini Trust ETF | hold | $65679.00 | — | — | — |
| LUMN Lumen Technologies, Inc. | hold | $8.40 | — | — | — |
| AMZN AMAZON COM INC | hold | $240.55 | — | — | — |
| MRNA Moderna, Inc. | buy | $58.22 | — | — | — |
The biggest YouTube finance consensus of the week wasn't about $SPCX briefly touching $3 trillion in market cap (though, yes, we'll get to the space cowboy). It was oil. Goldman Sachs forecasts WTI at $75 by year-end — and it's already there, down from ~$95 before the US-Iran MOU dropped. Goldman's Daan Struyven told CNBC Middle Eastern exports normalize by end of July, with production back to pre-war levels by October. Meanwhile, one Bloomberg analyst threw out a $50/barrel year-end target. That's not a typo.
On the Fed front, Kevin Warsh is doing his best 'new substitute teacher' impression — markets have no idea if he's cool or terrifying. Apollo's Torsten Slok warned a Greenspan-style brevity regime and dot plot elimination would be implicitly hawkish, and BofA's Mark Cabana called Warsh a "relative stranger" to bond markets. With inflation still running hot and the CNBC Fed survey revising CPI forecasts upward, rate cut dreams remain exactly that.
The YouTube creator divide? Mainstream finance (CNBC, Bloomberg) is cautiously optimistic on the Iran deal's macro relief. The independent crowd — looking at you, Jeremiah Babe — thinks the US emerged from this conflict holding an empty bag while Iran kept its uranium and its regime. Hard to argue with the vibes when central banks are literally moving gold out of New York.