Five stories that paint a clear picture of where the economy is heading — and one from China that you are genuinely not ready for.The S&P 500 closed Monday at its highest level since before the Iran war — fully erasing its losses — while oil surged to $104 a barrel the same day after Hormuz peace talks collapsed. One of them has better information. Historically it's oil.LVMH missed earnings — and when wealthy people stop buying luxury goods it's a leading indicator of broader consumer anxiety.PwC's new study of 1,200+ executives found 74% of AI's economic gains are going to just 20% of companies — the ones using AI to reinvent their business models, not just cut costs.OpenAI publicly said Microsoft has "limited their ability" to reach clients while announcing a new Amazon alliance and London office. The world's most important AI partnership is breaking down publicly.Intel is up 58% in nine days. Left-for-dead stocks can come back.And Seres — the Chinese automaker that builds Huawei's Aito brand — just received a patent for a built-in vehicle toilet. China's comment sections have not recovered.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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