into that. For more on the markets, let's bring in Strategus chief market strategist, Chris Verone, who joins us here at Post 9 on this Wednesday. Good to see you, Chris. Good to be here, Carl.Thank you. >> So, the indexes aren't moving a ton, but the dollar's creeping up and the VIX is creeping up and the tenure has been sticky. Is there an a rotation in defensiveness.>> Yeah, I think we're always on guard for any subtle shifts to the macro. And let's take those one by one. on the dollar.I just think peopl ...

Market Trends - Google is showing upward momentum, suggesting positive performance [1] - Netflix wave is performing well [2] - Traditional oil and gas investments are currently challenging [2] - Refiners are showing signs of recovery and potential upward movement [2] Investment Opportunities - Communication services outside of major players present potential opportunities [1] - Refiners are a potential investment opportunity [2] Company Specific - Lockheed Martin may have news related to the Golden Dome project [1]

Refiners Investment Strategy - The company is increasing exposure to refiners due to a seasonally strong period and the outperformance of reformulated gasoline and heating oil relative to crude oil [1][2] - Investment is spread across three refiner names: Phillips (PSX), Marathon Petroleum (MPC), and Valero (VLOO) to avoid isolating risk to a single company [3] Market Performance - Crude oil is down 5% year-to-date, while reformulated gasoline and heating oil prices are higher [2] - Baker Hughes' target price was raised by Morgan Stanley by $10, from $45 to $55 [3] - Baker Hughes is up 11% year-to-date [3] Baker Hughes' Strategy - Baker Hughes made an acquisition with Chart Industries to increase exposure to data centers and LNG [4] - Baker Hughes is diversifying away from oil and moving towards electricity [4]

What's your final trade while we're Taiwan semi when you're going to hear about the capex schedules. Taiwan semis when the plays the president of Taiwan had delay his trip. That won't matter.Okay, Farmer Jim Win resorts four successively higher highs this year. It's 1% away from the 52- week high and then it breaks out from there. All right, Joe T like buying the refiners here, especially as we come into hurricane season.You got the price of oil muted in the mid60s. Good stuff. Thanks everybody. ...