We now have: 1. Large cap tech CEOs unified on regulating AI 2. President Trump rejecting these tech CEOs' calls 3. Fed Chair Warsh expected to HIKE rates in his first time moving interest rates 4. Up to 30 million barrels of Middle East oil flows at risk 5. US diesel prices up +80% as peak demand season begins 6. One of the strongest periods of earnings growth in history Q4 is going to be interesting to say the least.(The Kobeissi Letter)