ICE
Intercontinental Exchange Inc.
stock NYSE

we need ICE here

Most investors here have been saying it’s a lot more too us than Automotive, we were the first ones that called it when it came to BB in Gas Burners (ICE) and not just EV’s, we have speculated robotics and others for years, so we’ve been ahead of everything that you are bringing up.

For oil research, I try to separate the headline from the actual supply-demand data. Geopolitical events can move prices quickly, but the long-term direction usually comes down to barrels, inventories, demand, and spare capacity.
The sources I find most useful are:
- EIA (U.S. Energy Information Administration) – excellent for production, inventory, and U.S./global market data.
- IEA Oil Market Report – one of the best sources for global supply, demand, and trade flow analysis.
- OPEC Monthly Oil Market Report – useful for producer-side data and forecasts.
- CME/ICE futures data – helps understand what the market is pricing in.
For situations like the Strait of Hormuz, I would focus less on media headlines and more on:
1. Actual tanker flows and export volumes.
2. Global inventory changes.
3. Spare production capacity.
4. Refinery capacity and product markets.
5. Whether demand is strong enough to absorb higher prices.
The market can sometimes look irrational because prices are forward-looking. If traders believe a disruption will be temporary, prices may not react as much as the headline suggests. The key is identifying whether the disruption changes the long-term supply-demand balance or is only a short-term shock.
The IEA Oil Market Report is probably the best starting point because it combines supply, demand, inventories, and trade analysis in one place.

I hear what you're saying. And I don't believe that lab grown meat will replace slaughtered meat (it can't, in the same way that electric cars can't and won't totally replace ICE), but in the future when a customer needs to buy a few kilos of chicken breast or mince and the lab grown one is 30% cheaper than the slaughtered one, it's a no brainer.
Steak is never going to be replaced, but the more basic types of meat will and should be (I reckon).
And from an environmental standpoint, that will make all the difference

>Why do you think a manager is the answer to your question?
Because so far, every time I've gotten through to one, they've been brilliant. These are the people who used to be the sort of people you'd get right away when you called in, and they're why I used to recommend Schwab to people. They've had enough knowledge to understand the financial and organizational issues the questions are about without a tutorial, and they've had answers or at times gone and dug the answers out themselves and gotten back to me -- sharper people, quicker on their feet, and in general more enterprising. As Schwab's bigged up and changed their model, these people now have a layer of much less knowledgeable people being paid much less between them and clients.
>I'm not going to pretend that every person that answers the phone is equally good, but they can solve 90% of your issues.
If that were true, I wouldn't have written the post in the first place.
>Instead of being a Karen and asking for a manager, try explaining your issue better.
The fact that you're writing things like this says something about the change in who they're hiring for frontline. They used to be fin professionals who obviously intended CS to be a short stop in the career they were building in brokerages. As for the "Karen" bit: every time I hear someone throw "Karen" around to mean "shitty entitled person", I think of the actual women I've known named Karen:
\- one was an elementary-school guidance counselor who took care of struggling little kids and their parents
\- one helped poor women who were pregnant or had little kids get food through WIC
\- one raised two kids whose mom had bailed on them, did community organizing work even when she had breast cancer, and drove 200 mi to protest ICE in Minneapolis
\- one was a great mentor to the younger people who worked for her even when they fucked up bad (like me)
\- one was physically and cognitively disabled and showed the fuck up every day at work anyhow.
\- one got herself elected to office as a socialist and spent decades doing for those without privilege.
And no, they don't enjoy having their name used to mean "piece of shit". It makes their lives worse. So when I hear people using "Karen" to mean "shitty entitled person," I think, every Karen I've known has been a cheerful person trying to make the world better, and here's this local piece of fester who can't compare with actual Karens, shitting on real people and saying "it's just a word" when called out about it, because it's easier than being a good and kind person.

> Any reasonable common American will vehemently disagree, because "wealthy" as in sky high debts and market capitalizations does not translate to wealth as the commons understand it. Definitely not the most powerful either, we're the weakest because we quite literally haven't won a single war yet this century and lost most of our wars in the last one.
Other than a handful of tiny petro-states, which countries do you imagine Americans believe are wealthier than the US? The answer is none. A plumber in Missouri has a higher take-home pay than a doctor in Germany. The rest of the world is NOT pulling ahead of the US in terms of wealth. It is crazy when Trump goes on rants about how other countries are ripping us off while the typical American is financially so far ahead of the rest of the world.
Look at the data: https://en.wikipedia.org/wiki/Disposable_household_and_per_capita_income#Disposable_income_per_capita_of_households_and_NPISH_(OECD)
I have met exactly zero Americans who think any other country is more militarily powerful. I doubt even most Russians are that delusional. Militarily defeating our enemies has never been a problem. Politicians sometimes assign political objectives which cannot be achieved by military means. You ought to know the difference.
> In case you missed it, all our "high end" commodities are coming from Asia namely China and Taiwan with some Malaysia. We can't make anything anymore low or high, and that fact has been brutally denied as we continue to become increasingly incapable of seemingly the most simplest things. iPhones and Nvidia GPUs aren't American products, they're Chinese and Taiwanese products respectively.
That defeatist attitude of "we can't make anything anymore" is pure propaganda. Where do you think F35's are made? Or 3D printers? How about Tesla EVs and SpaceX rockets? IPhones and NVIDIA chips are designed in the US. And TSMC builds the chips with machines built in Europe - with components made in the US. Example: (American) Zygo corporation makes the high end optics and mirrors which go into (Netherlands) ASML's EUV Lithography machines which (Taiwan) TSMC uses to make the chips which are designed by (American) NVIDIA. Some - not a complete list - of other American companies which TSMC relies on are: Air Products, Applied Materials, Lam Research, KLA Corp, Cadence, Synopsis, Amkor Technology, and Teradyne.
And you completely ignored the fact that unemployment is very low while real wages have continued to rise.
> We will not return to a successful society if we cannot return to a productive economy.
We still are a successful society and we still have a productive economy. Stop navel gazing.
> Being a service economy means We service the productive economies. He who makes rules the world.
I've just listed a bunch of technologically advanced products that the US produces. Your claim that service economies are trash is without foundation.
> It is an inevitable solution to the constant problem that businesses simply take our taxes and waste them away. Rural broadband is by far the most infamous example, and others like CHIPS and Project Warpspeed. If businesses will not make our taxes spent worth our while, the only way to resolve that is by taking their equity at governmental gunpoint. Businesses poisoned the well, they can now drink from it while the taxpayers finally have something to show for their tax dollars.
Trump hasn't taken a government stake in businesses engaged in rolling out rural broadband or Warpspeed, and a good number of the ones he did take a stake in did not take CHIPS Act money. Here's a radical idea: if you think businesses are wasting tax payer dollars, how about you stop giving them taxpayer dollars? This "socialism is inevitable" stuff is far left drivel. It wasn't socialism that made America great and becoming socialist isn't going to do us any favors.
> The upside is the definitive end of Pax Americana which at this point causes more problems than it gives benefits.
Yes, problems like... no more world wars and having among the highest standards of living in the world.
> the world has faced constant wars and disturbances to the peace to this day. When you say "we" are in our most peaceful time you do not realize "we" only includes the West. The West is resented in regions like Africa, the Middle East, and Southeast Asia ...
Were you under the impression that Africa, the Middle East, and Asia did not have wars before the US came along? I assure you, they did. Look at actual data. The WORLD is at its most peaceful time in hundreds of years. Peaceful is relative, not absolute. It has ticked up in recent years, mostly because Putin invaded Ukraine, which had nothing to do with the US. But, the rate of deaths from wars started dropping when the US took over after WW2 and by world history standards was very low by 2000.
> The world will be better off nearly instantly with Pax Americana over, if not necessarily the US and probably the West at large.
Spoken like a true Russian.
> We as a society have set certain standards for human labor because anything less is inhumane, and despite that you are essentially saying that "Slavery is fine because the slaves are happy."
They were free to come and go, not slaves. The "legal" farm workers are more akin to slaves today than were the illegal farm workers. And those standards you are touting were sharply weakened by Trump. Look it up. H2-A guest worker program. The minimum wage was set by the federal government, Trump sharply reduced it, while also removing anti-retaliation protections, safety standards, and so forth.
> Criminal labor fueled by illegal aliens causes downward pressure on compensation for legal employment and hosts of other problems on housing and medical services that are stressing our society to its breaking point. They do not benefit our society in aggregate.
As it pertains to productive contributions to society, the only difference between "criminal" farm labor and "legal" farm labor is a piece of government paper. Whether they are legal or illegal, the pressure on wages is the same, housing is the same, medical services required is the same. Therefore, your position is that it is productive employment itself that is the detrimental problem for society. And, you failed basic economics.
> "Open borders" does not mean literally open borders free-for-all. While their literal physical forms have changed throughout human history, every country and more broadly every society in history has controlled who goes in and out of their borders in some form at all points in time.
You are wrong. The US literally had open borders prior to the 1875 Page Act, which was basically just on Chinese. There were no federal immigration laws prior to that. That was just as radical of an experiment in freedom then as it would be today. Some ports of entry run by states collected what amounted to a tax for entry, but there were plenty of places which did not even do that. There were citizenship restrictions right from the beginning, but not immigration restrictions.
> Immigration is a privilege, not a right. Noone has a right to enter another country willy nilly, every country reserves their sovereign right to accept or deny entrants at their own discretion and frankly for any reason whatsoever.
Collective rights which exceed individual rights are authoritarian nonsense. Individuals have rights. Groups of individuals cannot have rights which exceed that of the individuals which comprise the group. You, as an individual, do not have the right to restrict me from inviting whomever I want to live and work on my property. You cannot gain that right by joining with a group of your friends and declaring that you have such a right.
Governments have the *power* to restrict immigration. Governments do not have rights.
> If a guy from Mexico or the Philippines is told to wait 25 years to maybe enter the country and immigrate, that's the game. He can take it or leave it. "I don't like that, I'm just gonna enter illegally." is not acceptable.
Illegal entry is also part of the game. If you don't like it, you can work to change the rules so that they don't have to wait 25 years and then will find it easier to go through the legal process.
> The problem is deliberately refusing to cooperate with federal law enforcement, and in extreme cases like Minnesota where federal law enforcement is outright resisted, is not in any way acceptable.
It is, though. The president is not a king and the federal government cannot dictate to states what they must or must not do beyond as allowed for in the Constitution.
> States and municipalities don't want to enforce federal laws? Alright, fine. But don't get in the way of federal law enforcement, and don't be surprised if the federal government subsequently has second thoughts about federal aid you might be receiving.
Congress writes the laws describing what funding is allocated to the states and under what conditions. A president cannot just unilaterally change the law and withhold funding because he doesn't like something entirely unrelated that the states are doing. The president has to follow federal law.
> Refusing to enforce the law by definition denies the rule of law.
No one is talking about refusing to enforce the law. But, not all branches of government are tasked with enforcing every law. ICE is not going to investigate burglaries in Minnesota because doing so is out of their jurisdiction. Similarly, local police do not have an obligation to enforce federal law. A separation of powers prevents too much power from accumulating in one person.

He has made almost no ROE at Tesla. Almost all profits come from government mandated tex credit programs. These were all 100% margin that ICE manufacturers would pay Tesla to offset excess emissions.
No more credits, no more profits. Just poorly built and obscenely priced vehicles that have a stigma attached to them now.
Somehow, he kept this going for a decade and during the years everyone was like "Musk is the Greatest! He is saving our planet and shooting to take it to Mars."
All while making grandiose claims that he founded Tesla, bought bankrupt Solar City from his brother, called a cave rescuer a pedo & numerous other lies

Call ICE on them

ICE gonna turn Texas blue. Such insanity

Anyone currently trading or experienced trading Z on ICE?

Nothing I’ve said is inconsistent. Your arguments, on the other hand, are in bad faith. You act like you care about laws, yet support the most lawless president we’ve ever had. A literal criminal, a convicted rapist who was spared prison by taking the Presidency.
Local police and ICE are different agencies. There is no impediment by disallowing local police to do ICE’s gestapo work for them.
People who deserve Visas are being denied constantly- you don’t know that because are not ingesting honest information.
You talk about our borders. The nation you hold so sacred. You know we stole it right?
What’s actually sacred, and what’s actually worth having pride in, is our democracy. But fascists like you are throwing it all away just to be racist. We don’t have an immigration problem, we have a christian nationalist, white supremacist problem. And people like you are pretending that’s not your goal, but we can see clearly now that it is. Just look at what ya’ll are doing- this is fascism.

ICE demanded $20 million for body cameras. None of the officers involved in the fatal Texas shooting wear wearing any.

The selloff has a specific trigger, and it isn't debt or obsolescence: Bloomberg reported Monday that O'Reilly made a \~$10B+ offer for Genuine Parts' NAPA unit. AZO fell \~5.5%, Advance \~6.5%, and O'Reilly itself \~6.7% — when the acquirer falls too, the market is repricing industry structure, not one company's balance sheet.
On the two fears: AZO's "high debt" is by design — equity is negative because they've retired \~89% of their shares since 1998; watch interest coverage, not debt/equity (last quarter: sales +8.4%, comps +4.1%). And "obsolete" runs into the fleet data: the average US car is a record 12.8 years old and only \~4.5% get scrapped a year. An aging ICE fleet is a parts tailwind for at least another decade.
The real thing to underwrite: AZO's growth engine is commercial (+10.4% last quarter vs +2.2% DIY), and O'Reilly + NAPA would be a much bigger commercial rival. That matters more than whether 21x is above the 10-year average — especially since a share cannibal's P/E vs its own history is less informative than it looks.
Do you think the NAPA deal actually clears antitrust? The whole sector repricing hinges on it.