And welcome back to Street Tweets from The Street Sheet!

The government is giving people plenty of reasons to drink. It’s also, ironically, the reason they've stopped.

US alcohol consumption fell 5% in 2025, driven by affordability pressures, immigration enforcement chilling Hispanic consumer spending, and aluminum tariffs squeezing beer can costs by up to 30%.

Canadians pulled US whiskey off shelves. Angry Germans stopped buying bourbon. Tourists stopped showing up to Vermont breweries. (Take it from a Vermonter: they don’t know what they’re missing.)

IWSR calls it death by a thousand cuts. We call it death by a thousand (fewer) cups.

— Brooks & Cas

Markets just staged a stunning rebound to record highs, on signs (and then, seemingly, confirmation) that the Strait of Hormuz is reopening. But the damage could linger longer than the gains suggest. Disrupted oil flows and reduced production could keep energy markets tight for weeks, even if peace holds. That keeps inflation risks alive, but falling oil prices could quickly flip the narrative.

Next week, earnings season meets an energy shock. Airline results will offer one of the first real looks at how surging fuel costs are hitting corporate margins, while Tesla’s report could set the tone for Big Tech after a volatile stretch. Meanwhile, retail sales and jobless claims will help answer a pressing question: is the consumer finally pulling back?

A 7-day win streak for the S&P 500 has historically meant good things for the rest of the year.

Sure, it's just one data point. But when your other data points are "vibes" and "CNBC pundits," you take what you can get.

Sports are bigger than ever in prediction markets. But it’s still losing share to financials and politics.

Forget Fantasy Football. Soon we’ll all be playing Fantasy Inflation Prints.

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Apple's (AAPL) version remains somewhere in the pipeline between "announced" and "definitely coming at WWDC... probably."

Not every Strong Buy means something.

This one comes from an analyst ranked #35 of more than 5,250.

Their latest call implies some +60% upside.

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…right?!? 😅

Weird flex, but okay.