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The real number to watch this week is not on any earnings slide.

A great quarter gets punished, a record seller runs short on cash, and oil swings 15 dollars in five days

Do not confuse a correction in the most crowded trade with the end of the story.

A week later, the war came roaring back, and the market barely blinked. Here is how it played out.

The first half of 2026 is in the books, so let me give you the score.