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Cuba is said to face potential breakdown as U.S. squeezes Venezuelan oil:

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J.P. Morgan sees mostly positive outlook for aerospace, mixed signals for defense:

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James Grant says his best stock pick of 2025 may still be cheap Borr Drilling (BORR), the standout performer among James Grant’s recommendations this year, could still represent compelling value despite its remarkable run-up, according to the veteran financial commentator. The shallow-water drilling company has outpaced the S&P 500 (SPY) (IVV) (VOO) by an impressive 87.8 percentage points since Grant’s Interest Rate Observer made the bull case on August 1. Yet Grant believes the opportunity may not be exhausted. On Dec. 8, Borr announced plans to expand its fleet of 24 shallow-water drillships by acquiring five additional jack-ups from Noble (NE) for $360M, financing the deal through a combination of new shares and debt. The acquisition comes at a time when the market for these vessels is rapidly tightening. Marcelo Lopez, chief investment officer of L2 Capital Partners and Grant’s original source for the idea, points to several factors creating a potential supply squeeze. “The utilization rate is already above 90%,” Lopez writes on Substack, “with no new jack-up rigs currently under construction—while there have been some orders, no steel has been cut as of yet.” The supply picture is set to tighten further. Lopez notes that nine jack-ups are expected to be retired from the market this year, with even more retirements anticipated in 2026. “If 20 jack-ups are retired over the 2025–26 period, this will reduce the overall fleet by about 5%.” Should this anticipated supply crunch drive day rates from the current $145,000 to $200,000, Lopez concludes that “Borr may still be trading at less than 1x Ebitda” - a valuation that would suggest significant upside remains. Borr’s success has helped boost Grant’s overall track record for the year. The 39 ideas featured in Grant’s Interest Rate Observer outperformed the market by an average of 4 percentage points, with performance measured relative to the S&P 500 in dollar terms from each idea’s publication date. #BTCVSGOLD #NasdaqTokenizedTradingProposal #GoldPriceRecordHigh #CPIWatch

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