Be in the know. 14 key reads for Saturday…

  1. US Crude Oil Production Hit Six-Month Low in December, EIA Says (bloomberg)
  2. Hedge Funds Hike Bullish Oil Bets to 22-Month High on Iran Risks (bloomberg)
  3. U.S. and Israel Attack Iran. What It Means for Oil Prices. (barrons)
  4. Buried in Stargate’s Permits: A Generator Engine Almost No One Sells. Except Generac. (hunterbrook)
  5. Soaring Electricity Demand Meets Gas Turbine Shortage (zerohedge)
  6. Can New Disney CEO Josh D’Amaro Weather AI, Revitalize ‘Star Wars’ and Marvel and Save the Magic Kingdom? (variety)
  7. US construction spending increases in line with expectations in December (reuters)
  8. Trump Tells Buyers Priced Out of Housing: ‘Wait a Little Longer’ (bloomberg)
  9. Yields Dive Below 4%, Bond Spreads Hit Yearly Highs as Traders Get Spooked (barrons)
  10. Average IRS tax refund is up 10.2%, based on early filing data (cnbc)
  11. UBS downgrades U.S. tech to neutral, prefers China and Europe (streetinsider)
  12. MWC 2026: Alibaba to launch new smart glasses powered by Qwen AI assistant (scmp)
  13. Tech Has Never Caused a Job Apocalypse. Don’t Bet on It Now. (wsj)
  14. AI Hurtles Ahead (oaktree)