President Trump just attacked Anthropic CEO Dario Amodei. But Elon Musk and Sam
Altman supported the AI-safety proposal that triggered the fight. When fierce
rivals suddenly land on the same side, I want to know what they see. That is
why I recorded this free briefing you can watch now — no email or credit card
required. I've spent 40 years on Wall Street. I recommended Nvidia in 2004 and
bought Apple, Amazon and Netflix before they became household names.


 
<[link removed]>

Сⅼіϲkhеrе and I'll reveal the shocking details.
<[link removed]>





President Trump just attacked Anthropic CEO Dario Amodei.

But Elon Musk and Sam Altman supported the AI-safety proposal that triggered
the fight.

When fierce rivals suddenly land on the same side, I want to know what they
see.

That is why I recorded this free briefing you can watch now — no email or
credit card required.
<[link removed]>

I've spent 40 years on Wall Street. I recommended Nvidia in 2004 and bought
Apple, Amazon and Netflix before they became household names.

I have seen how quickly a controversial technology story can become the only
story investors want to discuss.

CNBC reports that Anthropic confidentially filed for an IPO, selected Nasdaq
and is meeting prospective investors.

It reached a reported $65 billion annualized revenue figure in July — roughly
seven times its year-earlier pace.

And CNBC says the company could seek a valuation as high as $2 trillion in a
potential IPO.

Now political controversy is pulling even more eyes toward the same company.

That is how a quiet research window disappears: first the filing, then the
headlines, then millions of investors trying to understand the story at once.

I found a publicly accessible fund that lists Anthropic as its largest
holding and is available through a regular brokerage without
accredited-investor status.

In my free briefing, I show you why this indirect access route is on my radar
before a potential IPO could draw a larger crowd.
<[link removed]>

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

P.S. The same fund also holds Databricks and Anduril. So the thesis is not
tied to Anthropic alone.

Watch the free briefing now to learn more while this story is still moving.
<[link removed]>

This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore,
Maryland 21201. If you would like to optout from receiving offers from The
Oxford Club pleaseclick here
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.
 



  



Today's Market Update For You




Iran Set Seven Conditions to Reopen Hormuz. Saudi Arabia Called the Houthi
Strike Claims "Misleading."




Written by Harlan Talcott



 




The Oil Picture

* Iran's parliament speaker Ghalibaf said Hormuz stays closed until
Washington meetsseven conditions, per Modern Diplomacy.
* The Saudi-led coalition called Houthi claims of strikes on Aramco sites in
Riyadh and Khurais"misleading."
* Murban crude traded near $110, about $8 over Brent, Monday morning. Brent
held near$102.
The weekend produced two competing stories for oil. One said Saudi supply was
under attack; the Saudi-led coalition now calls those claims misleading. The
other said Iran is digging in; its parliament speaker set seven conditions for
reopening Hormuz. Brent barely moved on either. But look past the headline
benchmark and the market is still paying a steep premium for the barrels
closest to the war.
Where the Premium Really Sits
Modern Diplomacy pointed to Murban, the Abu Dhabi grade prized by Asian
refiners, trading near $110 on Monday morning — roughly $8 above Brent. The gap
between Brent and U.S. WTI was above $11, against a more normal $3 to $5. Those
spreads tell you where supply is tight: Gulf crude that must still move near
the conflict costs far more than oil from the Atlantic side.
Aramco itself confirmed the pressure in its pricing. Modern Diplomacy
reported Saudi Arabia cut its Arab Light price for Asian buyers by $3 — a
discount that keeps customers buying Saudi barrels when they are already paying
higher freight and war-risk insurance.


📊 Monday's Oil Signals

Brent Near $102 · not back below $100 since the G-7 release
Murban Near $110 · ~$8 over Brent
Brent–WTI spread Above $11 · normal is $3–$5
Aramco Cut Arab Light to Asia by $3
G-7 release 100M barrels · about one day of world consumption




 

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Seven Conditions, No Movement
Ghalibaf's statement hardens a position Iran has held since Trump rejected
its seven-day plan. Iran has said it won't soften, and it is still waiting for
a formal U.S. reply through Qatar and Pakistan. Trump has said Iran faces "the
easy way or the hard way" and that the war ends right after the November 3
midterms. Neither side is moving before the election.
That keeps the G-7's 100-million-barrel release in perspective. Modern
Diplomacy noted it covers roughly one day of world consumption. It is a
cushion, not a fix.
What Matters for Prices Now
Oil is caught between disputed attacks, a closed strait and a calendar that
points past November 3. The coalition's "misleading" label lowers the immediate
supply scare from the weekend strikes. Iran's seven conditions keep the
longer-term risk in place. The EIA's monthly Short-Term Energy Outlook, due
today, will show how official forecasters now see the balance.
For investors and the Fed, the key fact is that Brent has held above $100
despite a reserve release and disputed attacks. With service-sector prices at a
four-year high, energy costs remain a live part of the inflation story the
committee will weigh on October 27.

Sources: Modern Diplomacy · Reuters · EIA




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