Michael Burry Sees Refining Upside

MRKT Matrix - Monday, January 5th

• Dow jumps nearly 600 points to close at a record as markets rally after U.S.-Venezuela action (CNBC)
• Venezuela’s regime change won’t lead to lower gas prices anytime soon, GasBuddy analyst says (CNBC)
• Michael Burry: Short Thoughts: January 5, 2026 (Substack)
• Michael Burry’s big play off the U.S.-Venezuela situation, which the investor has held for years (CNBC)
• A Mystery Trader Made $400,000 Betting on Maduro’s Downfall (WSJ)
• GM posts 5.5% U.S. sales gain in 2025, Stellantis’ Jeep marks first increase in seven years (CNBC)
• London emerges as frontline in US-China battle over robotaxis (FT)
• US Changes Child Vaccine Schedule to Call for Fewer Shots (Bloomberg)
• Flu Infections Reach Highest Level in US Since Covid Pandemic (Bloomberg)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs