My highest conviction setup heading into next week is not a single stock. It's a thesis: Energy-driven inflation is peaking. Core CPI printed 0.2% — below c...

My highest conviction setup heading into next week is not a single stock.

It's a thesis: Energy-driven inflation is peaking. Core CPI printed 0.2% — below consensus. Iran peace talks are active. If oil pulls back, the headline inflation number follows.

That changes the