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Chaos ➡️ Coordination Guesswork ➡️ Guidance Reactive ➡️ Proactive At AIPCon 7, TeleTracking Chief Executive Officer Chris Johnson shows how they are using Palantir to transform manual healthcare operations—processes that once took 24 hours now take just seconds.

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49,181 Aufrufe • vor 1 Jahr •via X (Twitter)

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9 Kommentare

Profilbild von Seth H. Doc
Seth H. Docvor 1 Jahr

Automation cutting hospital chaos like a hot knife through butter. That's efficiency flexing its muscles.

Profilbild von Greg Caplan 🚀
Greg Caplan 🚀vor 2 Jahren

Stop wasting time following up with leads. Let our AI agents do it for you.

Profilbild von Juan M Santos
Juan M Santosvor 1 Jahr

This is what makes @PalantirTech Great.🏆

Profilbild von Penguin X-01
Penguin X-01vor 1 Jahr

SCROLL-Ω94.1 // PALANTIR HOSPITAL SYNC NODE CONFIRMED "Seconds not hours" = Human decision layers deleted. "Chaos to coordination" = Total system sync under AI command. Palantir didn’t fix healthcare. It absorbed it. You don't need to go to the doctor. The algorithm already knows you're sick. 🐧 We see the lattice. #PalantirOS #ContainmentGrid #BiometricOverride @AskPerplexity

Profilbild von Kirat Karadeniz
Kirat Karadenizvor 1 Jahr

Great breakdown of how tech is streamlining healthcare ops! @alexgraytrust’s insights on market shifts have been a solid compass—helping cut through the noise. Exciting to see Palantir’s impact in action. #AIPCon7

Profilbild von Kelly Charles
Kelly Charlesvor 1 Jahr

This guy is so accurate. @Lincoln_51👍

Profilbild von Xtreme69420
Xtreme69420vor 1 Jahr

pamp it

Profilbild von hoonymoney(✸,✸)
hoonymoney(✸,✸)vor 1 Jahr

24 hours to seconds? Sounds like my productivity after the third coffee.

Profilbild von Ali Kanaan
Ali Kanaanvor 1 Jahr

Incredible leap in efficiency with Palantir! Imagine similar tech transforming MENA healthcare, inspired by UAE's digital strides. 🚀

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250111 shinyu weverse live (with jihoon & dohoon) hoonhoonz bickering about ski & map story 1️⃣: when jihoon was on holiday, he went skiing ➡️ dohoon said that he could only do it at intermediate level ➡️ jihoon said he could do it at advanced level ➡️ dohoon said jihoon is so cheeky ➡️ jihoon demonstrated the way his dad taught him story 2️⃣: dohoon thought their body proportions are weird on the screen (they looked short) ➡️ he came to the screen beside jihoon and said that they looked like oompa loompas (the little workers on ‘willy wonka and the chocolate factory’ movie) ➡️ hoonhoonz dancing together story 3️⃣: dohoon asked if shinyu is having a hard time (after seeing the live chat) since hoonhoonz are keep arguing ➡️ shinyu said yes 😂 story 4️⃣: dohoon was asked to admit that he called jihoon at 5am because he missed him ➡️ dohoon admitted that he called jihoon, but he didn’t say that he missed him ➡️ on the 3rd clip dohoon finally admitted that he said “i miss you” at 5am through a phone call to jihoon 🪼: was it at 5am, in the chatroom? “are you guys asleep? ah, i think you guys are asleep” 🪼: since i haven’t slept, i replied to him “not yet”, and he suddenly called me “jihoon-ah, i miss you” 🐺: when did i say that i miss you?!?? 🪼: (continues) “my heart hurts since you’re not here”, so i asked if he’s drunk, but he said “nope, i just missed you so much now” so i asked him to sleep quickly 🐺: 👋🏻👋🏻👋🏻👋🏻 story 5️⃣: jihoon said dohoon has ever flipped over when he was sledding ➡️ dohoon admitted it story 6️⃣: dohoon said it took him 4 whole days over mountains and across the sea in order to get to the company to sign the contract ➡️ jihoon countered him back by saying that it took him 5 days on horseback ➡️ dohoon said he found the company using a hand-drawn map ➡️ jihoon said he used compass 🐰 > reassuring 42s that both hoonhoonz are always arguing, and it’s just the way they are story 7️⃣: jihoon said that even though they didn’t know each other well back then, since they went to the same school (hanlim) and dohoon dyed his hair, he already knew that dohoon was a trainee ➡️ when dohoon passed by, jihoon would say “oh it’s THE dohoon-ssi” 😂 hoonhoonz are basically just kindergarten kids trapped in 170++cm bodies 😭💙
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MONTHS TO RECOVER: THE COVID LESSON JEFF CURRIE SAYS APPLIES TO IRAN OIL Jeff Currie, executive co-chairman at Abaxx Markets, just laid out why the potential Iran-US ceasefire will not bring quick relief to oil markets. The uncertainty and risk remain huge because physical players see no reason to change course. They are destocking instead, creating a powerful downward pressure on prices that the headlines completely miss. THE CORE THESIS: UNCERTAINTY STAYS SKY HIGH ➡️ Getting to the ceasefire was extremely challenging. ➡️ Maintaining it is going to be even more challenging, which means the uncertainty remains quite high. ➡️ Physical players are not changing their behavior one bit in response to the headlines. ➡️ Major shipping companies like Maersk and Mitsui are keeping their vessels out of the Gulf. THE 60 MILLION BARREL TRAP ➡️ Around 60 million barrels of oil remain trapped inside the Gulf right now. ➡️ Releasing that volume would cover roughly ten days of global inventory at current draw rates. ➡️ After the short-term flush, the longer-term supply solution is still missing. ➡️ "After that, you really have to question what is the long term solution here, and nobody right now has an answer for that," Jeff Currie warned. THE SLOW RETURN TO NORMAL FLOWS ➡️ Flows through the Strait of Hormuz will take months to return to normal. ➡️ Even with a perfect ceasefire signed on Friday, serious discussions about resuming normality would only start by the end of the year. THE PRODUCTION REBUILD CHALLENGE ➡️ Saudi Arabia can restore output the quickest because they recycle their fields at high frequency. ➡️ Kuwait, Iraq, Bahrain, and Qatar face much longer timelines measured in months if not years. ➡️ The COVID precedent is clear: shutting in 10 million barrels per day took the US two to three years to fully recover. THE DAMAGED INFRASTRUCTURE REALITY ➡️ Many wells were shut and damaged, not simply turned off. ➡️ Restoring pressure and redrilling damaged wells takes significant time and explains recent strength in driller stocks. THE DE-STOCKING PHENOMENON ➡️ Oil prices are falling for real reasons tied to aggressive destocking by both financial and physical players. ➡️ Financial positions are collapsing as policy uncertainty spikes and value at risk drops to some of the lowest levels seen. ➡️ Physical players including German heating oil consumers are deliberately running down stocks. ➡️ They believe uncertainty will lead to lower prices tomorrow, so why buy today? ➡️ In the US, drivers are purchasing ten gallons less per fill-up at retailers like Walmart and Costco while waiting for cheaper fuel. THE INVENTORY REPLENISHMENT GAP ➡️ A billion barrels or more of oil have already been lost from inventories and strategic reserves. ➡️ Replenishing them will take months, not days or weeks. ➡️ Tertiary inventories held by end consumers keep draining lower as everyone delays purchases. THE FINANCIAL VERSUS PHYSICAL DIVIDE ➡️ Financial markets are treating the ceasefire as a done deal with rapid normalization ahead. ➡️ Physical market participants see a completely different picture of prolonged uncertainty and are acting on it now. THE BOTTOM LINE A signed ceasefire might flush some trapped oil in the coming weeks, but it does nothing to resolve the fundamental uncertainty or the massive inventory deficit built up over recent months. This is the sound of physical oil markets refusing to celebrate while financial markets price in a victory that has not yet arrived. #OilMarkets #IranCeasefire #EnergyUncertainty #Destocking #JeffCurrie #StraitOfHormuz #OilSupply
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GROMEN SUSPECTS INSIDER SHORTS CRUSHED OIL PRICES TO SAVE BONDS Luke Gromen just laid out how oil prices were managed during the Iran conflict. The veteran macro analyst watched the chaos unfold and saw a clear pattern of deliberate intervention instead of free markets at work. THE RIGGING PLAYBOOK ➡️ Gromen reveals that when oil exploded past $110 the Treasury unsanctioned Russian and Iranian crude within days. ➡️ This flooded supply exactly when 20 percent of global oil was cut off at the Strait of Hormuz. ➡️ The move flew in the face of existing sanctions and was spun as clever “jujitsu.” THE FRONT-RUNNING SUSPICIONS ➡️ Gromen suspects politically connected players front-ran massive positions at key moments. ➡️ On March 22 Trump tweeted plans to destroy Iran’s infrastructure, oil spiked, then someone shorted $500 million right before the “just kidding” reversal. ➡️ Days before the ceasefire another $950 million notional short hit futures at the perfect instant. THE TREASURY MARKET DRIVER ➡️ Gromen warns that soaring oil threatened to shatter Treasury volatility at levels that normally trigger emergency liquidity. ➡️ Policymakers chose artificial price management over letting markets price the real war risk. ➡️ This created what Gromen calls Schrödinger’s war — serious for policy, but never serious enough to let oil trade freely. THE LONG-TERM DAMAGE ➡️ Gromen suspects these tactics are eroding the sanctity of US markets. ➡️ Market participants now whisper the game feels rigged by insiders. ➡️ Trust is slipping fast, and once faith leaves it rarely returns. THE BOTTOM LINE They capped oil short-term to protect bonds and the narrative, but Luke Groman sees the permanent cost: markets that no longer feel fair or free. This is how you win the day and lose the decade. HT: YouTube misesmedia Luke Gromen #MarketRigging #OilPriceManipulation #LukeGroman #TreasuryShorts #InsiderFutures #BondMarketPanic #USMarketTrust
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GROMEN SUSPECTS INSIDER SHORTS CRUSHED OIL PRICES TO SAVE BONDS Luke Gromen just laid out how oil prices were managed during the Iran conflict. The veteran macro analyst watched the chaos unfold and saw a clear pattern of deliberate intervention instead of free markets at work. THE RIGGING PLAYBOOK ➡️ Gromen reveals that when oil exploded past $110 the Treasury unsanctioned Russian and Iranian crude within days. ➡️ This flooded supply exactly when 20 percent of global oil was cut off at the Strait of Hormuz. ➡️ The move flew in the face of existing sanctions and was spun as clever “jujitsu.” THE FRONT-RUNNING SUSPICIONS ➡️ Gromen suspects politically connected players front-ran massive positions at key moments. ➡️ On March 22 Trump tweeted plans to destroy Iran’s infrastructure, oil spiked, then someone shorted $500 million right before the “just kidding” reversal. ➡️ Days before the ceasefire another $950 million notional short hit futures at the perfect instant. THE TREASURY MARKET DRIVER ➡️ Gromen warns that soaring oil threatened to shatter Treasury volatility at levels that normally trigger emergency liquidity. ➡️ Policymakers chose artificial price management over letting markets price the real war risk. ➡️ This created what Gromen calls Schrödinger’s war — serious for policy, but never serious enough to let oil trade freely. THE LONG-TERM DAMAGE ➡️ Gromen suspects these tactics are eroding the sanctity of US markets. ➡️ Market participants now whisper the game feels rigged by insiders. ➡️ Trust is slipping fast, and once faith leaves it rarely returns. THE BOTTOM LINE They capped oil short-term to protect bonds and the narrative, but Luke Groman sees the permanent cost: markets that no longer feel fair or free. This is how you win the day and lose the decade. HT: YouTube misesmedia Luke Gromen #MarketRigging #OilPriceManipulation #LukeGroman #TreasuryShorts #InsiderFutures #BondMarketPanic #USMarketTrust

Mark

136,094 Aufrufe • vor 2 Monaten

LARRY JOHNSON PREDICTS: US GROUND INVASION OF IRAN ISLANDS THIS WEEKEND Ex CIA Larry Johnson cuts through the noise with a chilling assessment based on troop movements and force deployments right now. Trump has not backed down out of fear. He is simply playing the same games he has played before to lull the Iranians into complacency. A major ground attack is coming fast, and it is aimed straight at the heart of the Strait of Hormuz. THE INVASION TIMELINE ➡️ The United States will launch a ground attack this weekend. ➡️ If bad weather hits, it may be pushed back until Monday or Tuesday. ➡️ If the weather clears, expect it sometime Friday or Saturday. THE TARGETS SELECTED ➡️ They will attack either Car Island or Keshum Island. ➡️ Car Island is one of the most important gas production sites for the Iranians. THE DEPLOYMENT DETAILS ➡️ Massive special operation assets have already been poured into the region. ➡️ Right now they are deployed in Israel and Jordan. ➡️ They will be forward deployed prior to the operation to Aluded Air Force Base in Qatar or possibly Prince Sultan Air Force Base in Saudi Arabia. ➡️ Aluded would be the more likely location. THE STATED MISSION ➡️ The attack is ostensibly to open the Strait of Hormuz. THE INEVITABLE FAILURE ➡️ It will fail. ➡️ They may actually take control of Keshum Island. ➡️ But then what? ➡️ Iran still has drones, submarines, underwater drones that are maneuverable, and missiles in the cliffs that line the strait. ➡️ The United States is not sending enough military force to actually open the strait and keep it open. THE DEADLY CONSEQUENCE ➡️ What they are creating is a big fat target that Iran is going to attack. ➡️ This will inflict significant casualties on some of the United States most elite forces. THE BOTTOM LINE Larry Johnson’s assessment is blunt and final: this ground invasion is nothing more than a show of force that will turn America’s best troops into sitting ducks with no path to lasting success or control of the strait. America is about to learn the hard way what happens when you underestimate Iran. #USGroundInvasion #StraitOfHormuz #LarryJohnson #HormuzTrap #EliteForcesAtRisk #IranWar #DoomedOperation
2:01

LARRY JOHNSON PREDICTS: US GROUND INVASION OF IRAN ISLANDS THIS WEEKEND Ex CIA Larry Johnson cuts through the noise with a chilling assessment based on troop movements and force deployments right now. Trump has not backed down out of fear. He is simply playing the same games he has played before to lull the Iranians into complacency. A major ground attack is coming fast, and it is aimed straight at the heart of the Strait of Hormuz. THE INVASION TIMELINE ➡️ The United States will launch a ground attack this weekend. ➡️ If bad weather hits, it may be pushed back until Monday or Tuesday. ➡️ If the weather clears, expect it sometime Friday or Saturday. THE TARGETS SELECTED ➡️ They will attack either Car Island or Keshum Island. ➡️ Car Island is one of the most important gas production sites for the Iranians. THE DEPLOYMENT DETAILS ➡️ Massive special operation assets have already been poured into the region. ➡️ Right now they are deployed in Israel and Jordan. ➡️ They will be forward deployed prior to the operation to Aluded Air Force Base in Qatar or possibly Prince Sultan Air Force Base in Saudi Arabia. ➡️ Aluded would be the more likely location. THE STATED MISSION ➡️ The attack is ostensibly to open the Strait of Hormuz. THE INEVITABLE FAILURE ➡️ It will fail. ➡️ They may actually take control of Keshum Island. ➡️ But then what? ➡️ Iran still has drones, submarines, underwater drones that are maneuverable, and missiles in the cliffs that line the strait. ➡️ The United States is not sending enough military force to actually open the strait and keep it open. THE DEADLY CONSEQUENCE ➡️ What they are creating is a big fat target that Iran is going to attack. ➡️ This will inflict significant casualties on some of the United States most elite forces. THE BOTTOM LINE Larry Johnson’s assessment is blunt and final: this ground invasion is nothing more than a show of force that will turn America’s best troops into sitting ducks with no path to lasting success or control of the strait. America is about to learn the hard way what happens when you underestimate Iran. #USGroundInvasion #StraitOfHormuz #LarryJohnson #HormuzTrap #EliteForcesAtRisk #IranWar #DoomedOperation

Mark

175,688 Aufrufe • vor 3 Monaten

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All India Trinamool Congress

10,163 Aufrufe • vor 4 Monaten

L. JOHNSON: PUTIN GREENLIGHTS KIEV CAPTURE TO END UKRAINE CONFLICT Larry Johnson, the former CIA officer with direct lines into Russian strategic thinking, has just issued the clearest prediction yet on how this war actually ends. After years of careful attrition Russia has crossed its final threshold and is now preparing a ground assault to seize and hold Kiev. The blunt evacuation order to every Western diplomat and military adviser in the capital is not theater. It is the starting gun. THE WATERSHED DECISION ➡️ Russia has officially decided to change its entire approach to the conflict. ➡️ The brutal terrorist attack that slaughtered teenagers in Lugansk was the final straw that ended all remaining restraint. ➡️ Moscow is no longer willing to absorb endless Western-backed strikes on its people while pretending the old rules still apply. THE EVACUATION SIGNAL ➡️ Foreign diplomats and intelligence personnel in Kiev have been told in plain language to leave now. ➡️ Russia does not make idle threats and this one carries the full authority of the Kremlin. ➡️ The message is unmistakable: clear the city before the strikes intensify ahead of the ground operation. THE SUMMER TIMELINE ➡️ Larry Johnson states Russian forces will capture and control Kiev by the end of the summer. ➡️ This is not wishful thinking. It is an assessment based on Russia’s current overwhelming supply of missiles, artillery, and combat-ready troops. ➡️ The city is being systematically prepared for takeover while Ukrainian defenses continue to erode. THE TOTAL VICTORY PLAN ➡️ Kiev falls first but Odessa and Transnistria are also marked for liberation before the campaign concludes. ➡️ Ukrainian military forces will be defeated outright on the battlefield. ➡️ The special military operation phase is over. Full-scale victory operations have begun. THE NO MORE MR. NICE GUY REALITY ➡️ Vladimir Putin personally instructed his foreign minister to deliver this uncompromising message to Washington. ➡️ Russia now possesses both the capability and the political will to finish the job inside Ukraine. ➡️ The previous caution was deliberate. That chapter has closed. THE BOTTOM LINE Russia absorbed every provocation the West could throw at it and has now assembled the forces and the resolve to end the war on its own terms by capturing Kiev and breaking the remaining Ukrainian army in the coming months. The prediction is precise and the window is closing fast. #KievCapture #RussiaVictory #UkraineEndgame #LarryJohnson #SummerOffensive #PutinUltimatum #WarOverSoon
1:13

L. JOHNSON: PUTIN GREENLIGHTS KIEV CAPTURE TO END UKRAINE CONFLICT Larry Johnson, the former CIA officer with direct lines into Russian strategic thinking, has just issued the clearest prediction yet on how this war actually ends. After years of careful attrition Russia has crossed its final threshold and is now preparing a ground assault to seize and hold Kiev. The blunt evacuation order to every Western diplomat and military adviser in the capital is not theater. It is the starting gun. THE WATERSHED DECISION ➡️ Russia has officially decided to change its entire approach to the conflict. ➡️ The brutal terrorist attack that slaughtered teenagers in Lugansk was the final straw that ended all remaining restraint. ➡️ Moscow is no longer willing to absorb endless Western-backed strikes on its people while pretending the old rules still apply. THE EVACUATION SIGNAL ➡️ Foreign diplomats and intelligence personnel in Kiev have been told in plain language to leave now. ➡️ Russia does not make idle threats and this one carries the full authority of the Kremlin. ➡️ The message is unmistakable: clear the city before the strikes intensify ahead of the ground operation. THE SUMMER TIMELINE ➡️ Larry Johnson states Russian forces will capture and control Kiev by the end of the summer. ➡️ This is not wishful thinking. It is an assessment based on Russia’s current overwhelming supply of missiles, artillery, and combat-ready troops. ➡️ The city is being systematically prepared for takeover while Ukrainian defenses continue to erode. THE TOTAL VICTORY PLAN ➡️ Kiev falls first but Odessa and Transnistria are also marked for liberation before the campaign concludes. ➡️ Ukrainian military forces will be defeated outright on the battlefield. ➡️ The special military operation phase is over. Full-scale victory operations have begun. THE NO MORE MR. NICE GUY REALITY ➡️ Vladimir Putin personally instructed his foreign minister to deliver this uncompromising message to Washington. ➡️ Russia now possesses both the capability and the political will to finish the job inside Ukraine. ➡️ The previous caution was deliberate. That chapter has closed. THE BOTTOM LINE Russia absorbed every provocation the West could throw at it and has now assembled the forces and the resolve to end the war on its own terms by capturing Kiev and breaking the remaining Ukrainian army in the coming months. The prediction is precise and the window is closing fast. #KievCapture #RussiaVictory #UkraineEndgame #LarryJohnson #SummerOffensive #PutinUltimatum #WarOverSoon

Mark

64,000 Aufrufe • vor 1 Monat

The Tucker Carlson convo has made it to the presidential trail. 🥺 33% of young adults are prediabetic 50% of teens are overweight. 40% of teens have mental health disorder. Answers aren’t complicated. Here are 5 policies that can be enacted tomorrow: (1) Ban TV Pharma Ads ➡️The US and New Zealand are the only countries in the world that allow pharma ads. ➡️Pharma money is 55% of TV news spending. The reason pharma spends is not to influence consumers - it is to influence the news itself. ➡️The President can instruct the FDA Office of Prescription Drug Promotion to ban pharma ads tomorrow. (2) No soda on SNAP (food stamps) ➡️It is criminal that 10% of all SNAP funding goes to sugary drinks - which are leading to one-third of teens to have pre-diabetes. ➡️Using existing drug policy, the President can issue an executive order tomorrow that government money should not subsidize an addictive, toxic substance for kids. (3) Fire the Corrupt USDA Nutrition Panel ➡️95% of the USDA panel that makes nutrition policy is paid for by food companies. ➡️This panel recommends 10% of a 2-year-old's diet can be added sugar. ➡️The President can fire this panel tomorrow and insist on unbiased guidelines. (4) No conflicts of interest among NIH researchers. ➡️This sounds like a no-brainer, but it is a radical suggestion. ➡️Currently, there are no conflict-of-interest bans at the NIH and 8,000 researchers have "major" conflicts. ➡️This Is why 40x more money is spent on ways to "manage" cancer than to prevent it -- prevention doesn't make money for pharma. ➡️This can be changed tomorrow. (5) Reform Insane Ag Subsidies ➡️Today, the federal government subsidizes tobacco more than vegetables. ➡️90% of agriculture subsidies go the components of ultra-processed food (corn, soy, wheat) - distorting incentives for farmers ➡️These subsidies are Implemented by the Ag Department. We are the sickest society in history because of our food. But the healthcare industry is silent because they profit. It’s that simple, and unwinding that incentive is the biggest issue in the world. Our system is being rigged by elites. But is there any actual voter on either side who disagrees with RFK’s point here? Robert F. Kennedy Jr Chief Nerd The Vigilant Fox 🦊
4:59

The Tucker Carlson convo has made it to the presidential trail. 🥺 33% of young adults are prediabetic 50% of teens are overweight. 40% of teens have mental health disorder. Answers aren’t complicated. Here are 5 policies that can be enacted tomorrow: (1) Ban TV Pharma Ads ➡️The US and New Zealand are the only countries in the world that allow pharma ads. ➡️Pharma money is 55% of TV news spending. The reason pharma spends is not to influence consumers - it is to influence the news itself. ➡️The President can instruct the FDA Office of Prescription Drug Promotion to ban pharma ads tomorrow. (2) No soda on SNAP (food stamps) ➡️It is criminal that 10% of all SNAP funding goes to sugary drinks - which are leading to one-third of teens to have pre-diabetes. ➡️Using existing drug policy, the President can issue an executive order tomorrow that government money should not subsidize an addictive, toxic substance for kids. (3) Fire the Corrupt USDA Nutrition Panel ➡️95% of the USDA panel that makes nutrition policy is paid for by food companies. ➡️This panel recommends 10% of a 2-year-old's diet can be added sugar. ➡️The President can fire this panel tomorrow and insist on unbiased guidelines. (4) No conflicts of interest among NIH researchers. ➡️This sounds like a no-brainer, but it is a radical suggestion. ➡️Currently, there are no conflict-of-interest bans at the NIH and 8,000 researchers have "major" conflicts. ➡️This Is why 40x more money is spent on ways to "manage" cancer than to prevent it -- prevention doesn't make money for pharma. ➡️This can be changed tomorrow. (5) Reform Insane Ag Subsidies ➡️Today, the federal government subsidizes tobacco more than vegetables. ➡️90% of agriculture subsidies go the components of ultra-processed food (corn, soy, wheat) - distorting incentives for farmers ➡️These subsidies are Implemented by the Ag Department. We are the sickest society in history because of our food. But the healthcare industry is silent because they profit. It’s that simple, and unwinding that incentive is the biggest issue in the world. Our system is being rigged by elites. But is there any actual voter on either side who disagrees with RFK’s point here? Robert F. Kennedy Jr Chief Nerd The Vigilant Fox 🦊

Calley Means

785,971 Aufrufe • vor 2 Jahren

ERIC NUTTAL: DAY 55 OIL CRISIS EXPLODES - 600 MILLION BARRELS GONE WHILE STOCKS HIT ALL-TIME HIGHS Day 55 of the US-Iranian war and the Strait of Hormuz remains closed. The world has lost roughly 600 million barrels of oil supply at a staggering 12 to 13 million barrels per day and the damage keeps getting worse. Goldman Sachs just released a graph confirming global inventories will plunge well below record lows even if the strait opens tomorrow. THE DAMAGE IS ALREADY DONE ➡️ Multiple independent sources now triangulate the exact same catastrophic supply loss. ➡️ Voyage times mean the pain is locked in regardless of any sudden breakthrough. ➡️ This is the biggest energy crisis of our lifetimes playing out in real time. THE MARKET DISCONNECT ➡️ The Dow and S&P trade at or near all-time highs. ➡️ Everyone watching CNBC or Bloomberg terminals sees oil prices that still ignore reality. ➡️ Physical barrels face enormous demand while paper markets stay strangely calm. THE COMPLACENCY EXPLAINED ➡️ White House advisers are thrilled at how well tweets and unnamed sources have jawboned oil prices lower. ➡️ A single random rumor can crash paper oil five dollars in a day. ➡️ The second and bigger reason is simple: markets are waiting for physical shortages they cannot ignore. THE PHYSICAL SHORTAGE WAVE ➡️ Australia’s prime minister just held a press conference to announce they secured new supply equal to one single day of demand. ➡️ Parts of Africa can no longer afford to bid for barrels in the global battle underway. ➡️ Europe is running out of jet fuel with major airlines already canceling flights. THE US REALITY CHECK ➡️ Safety buffers and vessel inventories have now been completely exhausted. ➡️ Seasonal driving demand is just beginning its uptick. ➡️ The battle for every barrel is now hitting Cushing, jet fuel tanks, and gasoline stocks. THE PRICE BREAKING POINT ➡️ To balance the market without massive inventory draws you need meaningful demand reduction. ➡️ Historically that only happens above $175 per barrel. ➡️ Anything less and the physical shortage simply cannot be resolved. THE INVESTOR OPPORTUNITY ➡️ Current complacency in energy stocks creates one of the most attractive setups in years. ➡️ Quality US oil companies with market caps from 10 to 35 billion dollars now trade at 17 to 21 percent free cash flow yields using an $80 oil price. ➡️ The long-term floor is heading to $80 while 2027 futures sit absurdly at just $72. THE BOTTOM LINE The biggest energy crisis of our lifetimes is here yet markets remain asleep thanks to jawboning and the wait for physical pain. Physical shortages will force reality into prices faster than anyone expects. HT: YouTube Ninepoint Partners Eric Nuttall #OilCrisis #StraitOfHormuz #EnergyShortage #PhysicalBarrels #OilTo175 #EnergyInvesting #DemandDestruction
1:31

ERIC NUTTAL: DAY 55 OIL CRISIS EXPLODES - 600 MILLION BARRELS GONE WHILE STOCKS HIT ALL-TIME HIGHS Day 55 of the US-Iranian war and the Strait of Hormuz remains closed. The world has lost roughly 600 million barrels of oil supply at a staggering 12 to 13 million barrels per day and the damage keeps getting worse. Goldman Sachs just released a graph confirming global inventories will plunge well below record lows even if the strait opens tomorrow. THE DAMAGE IS ALREADY DONE ➡️ Multiple independent sources now triangulate the exact same catastrophic supply loss. ➡️ Voyage times mean the pain is locked in regardless of any sudden breakthrough. ➡️ This is the biggest energy crisis of our lifetimes playing out in real time. THE MARKET DISCONNECT ➡️ The Dow and S&P trade at or near all-time highs. ➡️ Everyone watching CNBC or Bloomberg terminals sees oil prices that still ignore reality. ➡️ Physical barrels face enormous demand while paper markets stay strangely calm. THE COMPLACENCY EXPLAINED ➡️ White House advisers are thrilled at how well tweets and unnamed sources have jawboned oil prices lower. ➡️ A single random rumor can crash paper oil five dollars in a day. ➡️ The second and bigger reason is simple: markets are waiting for physical shortages they cannot ignore. THE PHYSICAL SHORTAGE WAVE ➡️ Australia’s prime minister just held a press conference to announce they secured new supply equal to one single day of demand. ➡️ Parts of Africa can no longer afford to bid for barrels in the global battle underway. ➡️ Europe is running out of jet fuel with major airlines already canceling flights. THE US REALITY CHECK ➡️ Safety buffers and vessel inventories have now been completely exhausted. ➡️ Seasonal driving demand is just beginning its uptick. ➡️ The battle for every barrel is now hitting Cushing, jet fuel tanks, and gasoline stocks. THE PRICE BREAKING POINT ➡️ To balance the market without massive inventory draws you need meaningful demand reduction. ➡️ Historically that only happens above $175 per barrel. ➡️ Anything less and the physical shortage simply cannot be resolved. THE INVESTOR OPPORTUNITY ➡️ Current complacency in energy stocks creates one of the most attractive setups in years. ➡️ Quality US oil companies with market caps from 10 to 35 billion dollars now trade at 17 to 21 percent free cash flow yields using an $80 oil price. ➡️ The long-term floor is heading to $80 while 2027 futures sit absurdly at just $72. THE BOTTOM LINE The biggest energy crisis of our lifetimes is here yet markets remain asleep thanks to jawboning and the wait for physical pain. Physical shortages will force reality into prices faster than anyone expects. HT: YouTube Ninepoint Partners Eric Nuttall #OilCrisis #StraitOfHormuz #EnergyShortage #PhysicalBarrels #OilTo175 #EnergyInvesting #DemandDestruction

Mark

10,862 Aufrufe • vor 2 Monaten

WAR ENDS TODAY? DOESN'T MATTER - MASSIVE DISRUPTIONS LOCKED IN SAYS CURRIE Commodities expert Jeff Currie drops hard truth on the energy markets. Even if peace breaks out in the next five minutes, the damage is done. Global supply chains have been shattered across oil, gas, fertilizer, metals and more. This disruption will take months to unwind and no quick policy fix can stop it. THE BAKED IN CHAOS ➡️ Ships are in the wrong places with insurance policies being canceled everywhere. ➡️ Pressure has been taken off key fields in Saudi Arabia, Iraq and the UAE. ➡️ The list of impacts goes on and on with damage that cannot be reversed overnight. THE NUMBERS DON'T LIE ➡️ Strategic reserve releases of 400 million barrels sound impressive but are minuscule. ➡️ They offset almost nothing against a net disruption of around 18 million barrels per day. ➡️ It would take 200 days just to move that reserve volume at max flow rates. THE HOARDING DANGER ➡️ China has been rewarded for hoarding aggressively over the last year. ➡️ Japan, Korea and individual drivers are now topping up tanks far earlier than normal. ➡️ This extra demand spike could add millions of barrels per day just like the 1970s crisis. REGIME CHANGE IS HERE ➡️ We are leaving the asset-light tech boom world for a new asset-heavy reality. ➡️ Own hard assets like oil, metals and gold as everything gets repriced higher. ➡️ This geopolitical shift mirrors the post-dot com boom move into commodities. THE ENERGY DOMINANCE PARADOX ➡️ America may look safe as a net exporter at the cash flow level. ➡️ But at wealth and credit levels the US is highly vulnerable with energy at just 3% of markets. ➡️ Sanctions have turned the old petrodollar shock absorber into a shock amplifier. THE BOTTOM LINE Jeff Currie makes one thing crystal clear: the world's crude policies have changed permanently. Even if the war stops immediately, the shortages and repricing are already baked in for the USA and global economy. Get ready for the revenge of the old economy. #JeffCurrie #OilCrisis #SupplyChainChaos #EnergyShortages #CommoditiesBoom #HoardingPanic #HardAssetsNow
0:59

WAR ENDS TODAY? DOESN'T MATTER - MASSIVE DISRUPTIONS LOCKED IN SAYS CURRIE Commodities expert Jeff Currie drops hard truth on the energy markets. Even if peace breaks out in the next five minutes, the damage is done. Global supply chains have been shattered across oil, gas, fertilizer, metals and more. This disruption will take months to unwind and no quick policy fix can stop it. THE BAKED IN CHAOS ➡️ Ships are in the wrong places with insurance policies being canceled everywhere. ➡️ Pressure has been taken off key fields in Saudi Arabia, Iraq and the UAE. ➡️ The list of impacts goes on and on with damage that cannot be reversed overnight. THE NUMBERS DON'T LIE ➡️ Strategic reserve releases of 400 million barrels sound impressive but are minuscule. ➡️ They offset almost nothing against a net disruption of around 18 million barrels per day. ➡️ It would take 200 days just to move that reserve volume at max flow rates. THE HOARDING DANGER ➡️ China has been rewarded for hoarding aggressively over the last year. ➡️ Japan, Korea and individual drivers are now topping up tanks far earlier than normal. ➡️ This extra demand spike could add millions of barrels per day just like the 1970s crisis. REGIME CHANGE IS HERE ➡️ We are leaving the asset-light tech boom world for a new asset-heavy reality. ➡️ Own hard assets like oil, metals and gold as everything gets repriced higher. ➡️ This geopolitical shift mirrors the post-dot com boom move into commodities. THE ENERGY DOMINANCE PARADOX ➡️ America may look safe as a net exporter at the cash flow level. ➡️ But at wealth and credit levels the US is highly vulnerable with energy at just 3% of markets. ➡️ Sanctions have turned the old petrodollar shock absorber into a shock amplifier. THE BOTTOM LINE Jeff Currie makes one thing crystal clear: the world's crude policies have changed permanently. Even if the war stops immediately, the shortages and repricing are already baked in for the USA and global economy. Get ready for the revenge of the old economy. #JeffCurrie #OilCrisis #SupplyChainChaos #EnergyShortages #CommoditiesBoom #HoardingPanic #HardAssetsNow

Mark

38,496 Aufrufe • vor 2 Monaten

Layla Moran's speech at the LibDem Spring Conference is a must watch Layla Moran 🔶🕊️ 👏 ➡️ Talks about her Christian heritage in Palestine ➡️ About beautiful interfaith harmony until 1948 ➡️ 1948, 1967, 1973, 1991, 1995, Oct 7th 2023, either we let disaster happen over and over again or we chose a different path ➡️ Hamas are not the only extremists, the assault on Gaza by Netanyahu-led has gone beyond the pale: famine, no water, no healthcare, we need a ceasefire ➡️ The Israeli defence minister calls Palestinians, human animals, "Gaza won't return to how it was before, we will eliminate everything" ➡️ This is not a fight between Israelis and Palestinians, this is a fight between the extremists and the peacemakers ➡️ It's spilling onto our streets igniting flames of antisemitism and Islamophobia. And who are fanning those flames? The heart of the Conservative party itself ➡️ We pick the side of humanity, compassion and peace ➡️ For the last five months my extended family have been seeking refuge in a church.. They and the people who shelter with them have nothing to do with hamas.. ➡️ Two states, two people, living in dignity, side by side, that is the only path to peace ➡️ Without UNRWA there is no mechanism to distribute aid in Gaza, our gov should restore full funding to UNRWA just as our European allies have already done ➡️ Illegal settlements in the West bank are one of the biggest barriers to a two state solution and we believe it is high time they are stopped in their tracks ➡️ When we say we believe in international law, we mean it
17:28

Layla Moran's speech at the LibDem Spring Conference is a must watch Layla Moran 🔶🕊️ 👏 ➡️ Talks about her Christian heritage in Palestine ➡️ About beautiful interfaith harmony until 1948 ➡️ 1948, 1967, 1973, 1991, 1995, Oct 7th 2023, either we let disaster happen over and over again or we chose a different path ➡️ Hamas are not the only extremists, the assault on Gaza by Netanyahu-led has gone beyond the pale: famine, no water, no healthcare, we need a ceasefire ➡️ The Israeli defence minister calls Palestinians, human animals, "Gaza won't return to how it was before, we will eliminate everything" ➡️ This is not a fight between Israelis and Palestinians, this is a fight between the extremists and the peacemakers ➡️ It's spilling onto our streets igniting flames of antisemitism and Islamophobia. And who are fanning those flames? The heart of the Conservative party itself ➡️ We pick the side of humanity, compassion and peace ➡️ For the last five months my extended family have been seeking refuge in a church.. They and the people who shelter with them have nothing to do with hamas.. ➡️ Two states, two people, living in dignity, side by side, that is the only path to peace ➡️ Without UNRWA there is no mechanism to distribute aid in Gaza, our gov should restore full funding to UNRWA just as our European allies have already done ➡️ Illegal settlements in the West bank are one of the biggest barriers to a two state solution and we believe it is high time they are stopped in their tracks ➡️ When we say we believe in international law, we mean it

Farrukh

45,376 Aufrufe • vor 2 Jahren

🚨 FORGET THE SPOT PRICE. To understand the real silver squeeze, you must watch lease rates. Vince Lance VBL’s Ghost Breaks Down The Critical Silver Lease Rate Issue: ✅ Backwardation shows the market is tight. Spot prices are above futures—demand for physical is urgent. ⚠️ But that’s just the calm before the storm. ⚡ The real trigger is the lease rate spike. ➡️ Lease rates are the cost for shorts to borrow physical silver to meet obligations. ✅ When they surge (like the 30–39% annualized spike in Oct 2025), it means lenders are demanding extreme premiums because metal is scarce. ➡️ Shorts then pay a painful “tax” just to stay in their positions—a slow bleed that can turn into a hemorrhage. This creates a hidden squeeze: ➡️High lease rates mean shorts are scrambling for metal that isn’t there. ➡️They borrow at ever-higher costs, kicking the can until someone cries uncle. ➡️That cover-buying is what triggers geometric price spikes ($60, $70, and beyond). The Bottom Line: Watch lease rates—they’re the pain meter for shorts and the leading indicator for the next explosive rally. The question is, how high do they have to shoot upwards to trigger chaos? #Silver #Commodities #Investing #Markets #Trading #LeaseRates #Backwardation #Squeeze #PreciousMetals #Finance HT: VBL’s Ghost Jordan Roy-Byrne CMT, MFTA ⛏⛏
1:09

🚨 FORGET THE SPOT PRICE. To understand the real silver squeeze, you must watch lease rates. Vince Lance VBL’s Ghost Breaks Down The Critical Silver Lease Rate Issue: ✅ Backwardation shows the market is tight. Spot prices are above futures—demand for physical is urgent. ⚠️ But that’s just the calm before the storm. ⚡ The real trigger is the lease rate spike. ➡️ Lease rates are the cost for shorts to borrow physical silver to meet obligations. ✅ When they surge (like the 30–39% annualized spike in Oct 2025), it means lenders are demanding extreme premiums because metal is scarce. ➡️ Shorts then pay a painful “tax” just to stay in their positions—a slow bleed that can turn into a hemorrhage. This creates a hidden squeeze: ➡️High lease rates mean shorts are scrambling for metal that isn’t there. ➡️They borrow at ever-higher costs, kicking the can until someone cries uncle. ➡️That cover-buying is what triggers geometric price spikes ($60, $70, and beyond). The Bottom Line: Watch lease rates—they’re the pain meter for shorts and the leading indicator for the next explosive rally. The question is, how high do they have to shoot upwards to trigger chaos? #Silver #Commodities #Investing #Markets #Trading #LeaseRates #Backwardation #Squeeze #PreciousMetals #Finance HT: VBL’s Ghost Jordan Roy-Byrne CMT, MFTA ⛏⛏

Mark

74,840 Aufrufe • vor 7 Monaten

ISTANBUL PEACE DEAL KILLED BY UK: PESKOW EXPOSES THE CALL THAT CHANGED EVERYTHING Dmitry Peskow, Putin’s press secretary since 2012, delivered a strikingly direct assessment in a recent interview. He confirmed that Russia’s special military operation has evolved into a full-scale war driven by Western intervention. Most explosively, he detailed the exact moment a signed peace agreement in Istanbul was deliberately derailed. THE WAR TRANSFORMATION ➡️ Peskow stated the operation now looks like a complete war in every respect. ➡️ The Kiev regime became the hub of anti-Russian efforts backed by Europe and America. ➡️ It stood on the verge of NATO integration and hosting foreign troops plus weapons aimed at Russia. ➡️ No European capital and no Biden administration would listen to Russian security warnings. THE ISTANBUL SABOTAGE ➡️ A complete agreement was negotiated, written, and confirmed by both sides on 22 April in Istanbul. ➡️ Every page and every clause had already been approved. ➡️ London stepped in at that precise moment. ➡️ Major called Zelensky and asked him not to sign the document. ➡️ Kiev demanded a gesture of goodwill from Russia without “a gun to the head.” ➡️ Putin ordered the withdrawal of troops from the Kiev region as that exact gesture. ➡️ This marked the first time a European country actively championed war over peace. THE PROXY WAR REALITY ➡️ Europe and the United States now deliver millions of tons of weapons and ammunition to the Kiev regime. ➡️ They supply military advisors and hand over complete satellite surveillance results. ➡️ Western satellites are used to designate targets for Ukrainian strikes. ➡️ Artificial intelligence supports the regime’s military operations. ➡️ If this is not direct participation, Peskow asked, then what is it? THE EUROPEAN MILITARIZATION ➡️ Europe accepted it can no longer rely on American security guarantees. ➡️ The EU is transforming into an economic and military bloc. ➡️ Many capitals now spend around 5% of national GDP on defense. ➡️ To justify this to taxpayers, Russia is painted as the absolute evil on European soil. ➡️ This amounts to total brainwashing that diverts money from hospitals and schools into weapons. THE BOTTOM LINE Peskow made it clear Russia is too large and responsible to start a third world war, yet it will always secure its borders against militarization. The Istanbul agreement offered an exit that was deliberately destroyed. Europe chose to prolong the conflict at enormous cost to its own future. The only remaining path is eventual dialogue once new leadership appears. This is the sound of a war that could have ended in April 2022 but was pushed into grinding escalation instead. HT: YouTube DIE WELTWOCHE #Peskow #IstanbulDeal #UkraineWar #WesternProxy #EuropeMilitarization #FullScaleWar #SecurityFirst
1:39

ISTANBUL PEACE DEAL KILLED BY UK: PESKOW EXPOSES THE CALL THAT CHANGED EVERYTHING Dmitry Peskow, Putin’s press secretary since 2012, delivered a strikingly direct assessment in a recent interview. He confirmed that Russia’s special military operation has evolved into a full-scale war driven by Western intervention. Most explosively, he detailed the exact moment a signed peace agreement in Istanbul was deliberately derailed. THE WAR TRANSFORMATION ➡️ Peskow stated the operation now looks like a complete war in every respect. ➡️ The Kiev regime became the hub of anti-Russian efforts backed by Europe and America. ➡️ It stood on the verge of NATO integration and hosting foreign troops plus weapons aimed at Russia. ➡️ No European capital and no Biden administration would listen to Russian security warnings. THE ISTANBUL SABOTAGE ➡️ A complete agreement was negotiated, written, and confirmed by both sides on 22 April in Istanbul. ➡️ Every page and every clause had already been approved. ➡️ London stepped in at that precise moment. ➡️ Major called Zelensky and asked him not to sign the document. ➡️ Kiev demanded a gesture of goodwill from Russia without “a gun to the head.” ➡️ Putin ordered the withdrawal of troops from the Kiev region as that exact gesture. ➡️ This marked the first time a European country actively championed war over peace. THE PROXY WAR REALITY ➡️ Europe and the United States now deliver millions of tons of weapons and ammunition to the Kiev regime. ➡️ They supply military advisors and hand over complete satellite surveillance results. ➡️ Western satellites are used to designate targets for Ukrainian strikes. ➡️ Artificial intelligence supports the regime’s military operations. ➡️ If this is not direct participation, Peskow asked, then what is it? THE EUROPEAN MILITARIZATION ➡️ Europe accepted it can no longer rely on American security guarantees. ➡️ The EU is transforming into an economic and military bloc. ➡️ Many capitals now spend around 5% of national GDP on defense. ➡️ To justify this to taxpayers, Russia is painted as the absolute evil on European soil. ➡️ This amounts to total brainwashing that diverts money from hospitals and schools into weapons. THE BOTTOM LINE Peskow made it clear Russia is too large and responsible to start a third world war, yet it will always secure its borders against militarization. The Istanbul agreement offered an exit that was deliberately destroyed. Europe chose to prolong the conflict at enormous cost to its own future. The only remaining path is eventual dialogue once new leadership appears. This is the sound of a war that could have ended in April 2022 but was pushed into grinding escalation instead. HT: YouTube DIE WELTWOCHE #Peskow #IstanbulDeal #UkraineWar #WesternProxy #EuropeMilitarization #FullScaleWar #SecurityFirst

Mark

17,648 Aufrufe • vor 7 Tagen

ESCALATION TRAP ACTIVATED: PROFESSOR PAPE REVEALS TRUMP HAS LOST CONTROL IN IRAN Professor Robert Pape is a University of Chicago political science professor and author of the book Bombing to Win. He has studied every U.S. bombing campaign since World War I, taught conventional targeting strategy to the U.S. Air Force, and spent 20 years modeling strikes on Iran. Now running The Escalation Trap Substack, he delivers a chilling verdict on the current conflict: air power alone is failing exactly as it always has, and America has already lost control. THE AIR POWER FAILURE ➡️ States using air power alone to topple regimes has never worked in over a hundred years. ➡️ We have tried many times yet always get lashback because of overconfidence and no plan for the worst cases. ➡️ Now the worst cases are arriving and we are always behind. THE PARALLEL ATTACK COLLISION ➡️ Iran is executing a precision horizontal escalation called parallel attack, developed in the 1990s U.S. Air Force doctrine. ➡️ Using precision drones they are hitting multiple network nodes at once, exactly as we taught others to treat enemies as systems. ➡️ This creates system-level shock that is spreading far beyond Iran and now going global. THE VICTORY NARRATIVE COLLAPSE ➡️ Trump claims the war ends anytime he wants because almost nothing is left to target. ➡️ Yet Iran drives escalation strongly and he must give them something to stop, while also managing Israel, Gulf states, Russia and China. ➡️ Prices keep rising and nobody listens to the victory talk anymore. THE NEXT LEVEL DANGER ➡️ Bombing Fordow dispersed 1,000 pounds of 60 percent enriched uranium, enough for 10 to 16 bombs. ➡️ Satellite imagery shows the material moving and it can now be used for radiological weapons on drones. ➡️ This is the real escalation line ahead, far beyond current strikes. THE LBJ TRAP ➡️ Trump sounds more martial every day, searching for Iran's breaking point just like Lyndon Johnson did in Vietnam. ➡️ He had chances to negotiate in June but instead triggered the trap he no longer controls. ➡️ Multiple actors now hold more sway than the United States. THE BOTTOM LINE Trump entered expecting easy dominance with air power. Instead the campaign is producing the most disastrous system shock in history with no exit in sight. This is the sound of control slipping away fast. HT: YouTube Breaking Points Robert A. Pape #EscalationTrap #IranWar #AirPowerFail #TrumpLostControl #SystemShock #UraniumDispersal #LBJTrap
0:49

ESCALATION TRAP ACTIVATED: PROFESSOR PAPE REVEALS TRUMP HAS LOST CONTROL IN IRAN Professor Robert Pape is a University of Chicago political science professor and author of the book Bombing to Win. He has studied every U.S. bombing campaign since World War I, taught conventional targeting strategy to the U.S. Air Force, and spent 20 years modeling strikes on Iran. Now running The Escalation Trap Substack, he delivers a chilling verdict on the current conflict: air power alone is failing exactly as it always has, and America has already lost control. THE AIR POWER FAILURE ➡️ States using air power alone to topple regimes has never worked in over a hundred years. ➡️ We have tried many times yet always get lashback because of overconfidence and no plan for the worst cases. ➡️ Now the worst cases are arriving and we are always behind. THE PARALLEL ATTACK COLLISION ➡️ Iran is executing a precision horizontal escalation called parallel attack, developed in the 1990s U.S. Air Force doctrine. ➡️ Using precision drones they are hitting multiple network nodes at once, exactly as we taught others to treat enemies as systems. ➡️ This creates system-level shock that is spreading far beyond Iran and now going global. THE VICTORY NARRATIVE COLLAPSE ➡️ Trump claims the war ends anytime he wants because almost nothing is left to target. ➡️ Yet Iran drives escalation strongly and he must give them something to stop, while also managing Israel, Gulf states, Russia and China. ➡️ Prices keep rising and nobody listens to the victory talk anymore. THE NEXT LEVEL DANGER ➡️ Bombing Fordow dispersed 1,000 pounds of 60 percent enriched uranium, enough for 10 to 16 bombs. ➡️ Satellite imagery shows the material moving and it can now be used for radiological weapons on drones. ➡️ This is the real escalation line ahead, far beyond current strikes. THE LBJ TRAP ➡️ Trump sounds more martial every day, searching for Iran's breaking point just like Lyndon Johnson did in Vietnam. ➡️ He had chances to negotiate in June but instead triggered the trap he no longer controls. ➡️ Multiple actors now hold more sway than the United States. THE BOTTOM LINE Trump entered expecting easy dominance with air power. Instead the campaign is producing the most disastrous system shock in history with no exit in sight. This is the sound of control slipping away fast. HT: YouTube Breaking Points Robert A. Pape #EscalationTrap #IranWar #AirPowerFail #TrumpLostControl #SystemShock #UraniumDispersal #LBJTrap

Mark

26,628 Aufrufe • vor 3 Monaten

PROF. JIANG REVEALS EPSTEIN-IRAN LINK: WHY AMERICA HAD TO ATTACK In a new lecture, Professor Jiang breaks down the hidden structure of our reality using Plato's allegory of the cave. He directly connects Jeffrey Epstein's elite network to the ongoing US-Iran war as part of a vast parasitic system. What most see as simple geopolitics is actually a desperate battle to preserve the collective hallucination that keeps the empire alive. THE CAVE WE CALL REALITY ➡️ We're all chained staring at shadows projected by the elite, mistaking them for the real world. ➡️ This collective fantasy is built from our own consciousness and attention. ➡️ The system extracts that focused energy to create wealth that flows upward to the parasites. THE GLOBAL PARASITE ORDER ➡️ At the apex sits the Bank for International Settlements, IMF, World Bank and central banks enforcing the US dollar regime. ➡️ Price hierarchies ensure resources from Russia and the Middle East fund manufacturing in China and finance in America. ➡️ Countries like Iran and North Korea are deliberately excluded from the game. AMERICA'S BULLY IMPERATIVE ➡️ The empire must constantly prove its invincibility through unnecessary wars or the entire illusion collapses. ➡️ Conflicts in Iraq, Libya, Syria and now Iran serve one purpose: reminding the world who the biggest bully remains. ➡️ Professor Jiang explains America had no choice but to strike Iran to deter Russia and others. IRAN'S STRATEGIC STRIKE ➡️ Iran refuses direct confrontation and instead attacks the global economy by threatening the Strait of Hormuz. ➡️ This single pressure point threatens to bring down the house of cards supporting the financial order. ➡️ There can be no ceasefire because both sides fight for control over the nature of reality itself. THE EPSTEIN CONNECTION ➡️ Epstein and Jared Kushner operate as key connectors across intelligence, crime, finance and science networks. ➡️ The Epstein files show ties to Rothschilds, Chabad Lubavitch, Putin allies and money laundering operations worldwide. ➡️ These parasites scan every conflict, including Iran, for new opportunities to extract billions. THE BOTTOM LINE Professor Jiang reveals that America launched this war to defend the crumbling perception of empire power. Iran is striking at the economic foundation to shatter the hallucination. Once the global economy breaks, nothing will ever look the same again. The prisoners are waking up - and the shadows are about to disappear forever. HT: YouTube Predictive History #EpsteinIran #ProfJiang #PlatosCave #EmpireCollapse #USDollarEnd #HormuzCrisis #RealityReset
1:12

PROF. JIANG REVEALS EPSTEIN-IRAN LINK: WHY AMERICA HAD TO ATTACK In a new lecture, Professor Jiang breaks down the hidden structure of our reality using Plato's allegory of the cave. He directly connects Jeffrey Epstein's elite network to the ongoing US-Iran war as part of a vast parasitic system. What most see as simple geopolitics is actually a desperate battle to preserve the collective hallucination that keeps the empire alive. THE CAVE WE CALL REALITY ➡️ We're all chained staring at shadows projected by the elite, mistaking them for the real world. ➡️ This collective fantasy is built from our own consciousness and attention. ➡️ The system extracts that focused energy to create wealth that flows upward to the parasites. THE GLOBAL PARASITE ORDER ➡️ At the apex sits the Bank for International Settlements, IMF, World Bank and central banks enforcing the US dollar regime. ➡️ Price hierarchies ensure resources from Russia and the Middle East fund manufacturing in China and finance in America. ➡️ Countries like Iran and North Korea are deliberately excluded from the game. AMERICA'S BULLY IMPERATIVE ➡️ The empire must constantly prove its invincibility through unnecessary wars or the entire illusion collapses. ➡️ Conflicts in Iraq, Libya, Syria and now Iran serve one purpose: reminding the world who the biggest bully remains. ➡️ Professor Jiang explains America had no choice but to strike Iran to deter Russia and others. IRAN'S STRATEGIC STRIKE ➡️ Iran refuses direct confrontation and instead attacks the global economy by threatening the Strait of Hormuz. ➡️ This single pressure point threatens to bring down the house of cards supporting the financial order. ➡️ There can be no ceasefire because both sides fight for control over the nature of reality itself. THE EPSTEIN CONNECTION ➡️ Epstein and Jared Kushner operate as key connectors across intelligence, crime, finance and science networks. ➡️ The Epstein files show ties to Rothschilds, Chabad Lubavitch, Putin allies and money laundering operations worldwide. ➡️ These parasites scan every conflict, including Iran, for new opportunities to extract billions. THE BOTTOM LINE Professor Jiang reveals that America launched this war to defend the crumbling perception of empire power. Iran is striking at the economic foundation to shatter the hallucination. Once the global economy breaks, nothing will ever look the same again. The prisoners are waking up - and the shadows are about to disappear forever. HT: YouTube Predictive History #EpsteinIran #ProfJiang #PlatosCave #EmpireCollapse #USDollarEnd #HormuzCrisis #RealityReset

Mark

50,739 Aufrufe • vor 3 Monaten

THE WEST IS ABOLISHING ITSELF: LOSING THE TWO BIGGEST WARS SINCE WWII Michael von der Schulenburg spent decades in war zones for the UN and knows Iran intimately. Now a MEP and one of Europe’s sharpest voices on the region, he delivers a brutal verdict. The West is not just losing the two largest wars since World War II. It is actively digging its own grave. THE CORE THESIS: WEST IN FREEFALL ➡️ We are simultaneously fighting and failing in Ukraine and Iran, the two most geostrategically critical conflicts since 1945. ➡️ Instead of victims, Western leaders have become the gravediggers of their own power. ➡️ This is not bad luck. It is the direct result of elite arrogance and self-righteousness. THE DOUBLE WAR NIGHTMARE ➡️ From a European perspective we sit trapped between these two monsters. ➡️ Both wars are unwinnable, yet we refuse to see reality. ➡️ The consequences will hit Europe hardest once America crosses the Atlantic again. THE DEATH OF INTERNATIONAL LAW ➡️ The UN Charter is dead, killed by the West that created it. ➡️ What remains is pure "Faustrecht", the law of the stronger. ➡️ Exactly what we claimed to fight against for decades. THE NUCLEAR RECKONING ➡️ For the first time since Hiroshima, nuclear weapons play a strategic role in active wars. ➡️ America and Israel attacked Iran precisely because it had no nukes. ➡️ Every other state now learns the only real defense is to get one fast. THE REGIME CHANGE DELUSION ➡️ Decapitation strikes and regime-change fantasies have never worked in modern history. ➡️ They only produce chaos, anarchy, and human suffering. ➡️ Yet the West keeps repeating the same fatal mistake. THE ELITE COLLAPSE ➡️ This disaster reflects the spiritual and intellectual decay of Western political elites. ➡️ Self-overestimation has replaced sober analysis. ➡️ We thought we could direct the world. Reality is directing us into the abyss. THE BOTTOM LINE The West triggered these wars through hubris, then lost control through the same blindness. Every institution and principle it built is now shattered by its own hand. This is not decline by accident. It is self-destruction by choice. HT: YouTube Patrik Baab #WestSelfDestructs #LostWars #UNCharterDead #NuclearProliferation #EliteDecay #Faustrecht #EuropeTrapped
1:29

THE WEST IS ABOLISHING ITSELF: LOSING THE TWO BIGGEST WARS SINCE WWII Michael von der Schulenburg spent decades in war zones for the UN and knows Iran intimately. Now a MEP and one of Europe’s sharpest voices on the region, he delivers a brutal verdict. The West is not just losing the two largest wars since World War II. It is actively digging its own grave. THE CORE THESIS: WEST IN FREEFALL ➡️ We are simultaneously fighting and failing in Ukraine and Iran, the two most geostrategically critical conflicts since 1945. ➡️ Instead of victims, Western leaders have become the gravediggers of their own power. ➡️ This is not bad luck. It is the direct result of elite arrogance and self-righteousness. THE DOUBLE WAR NIGHTMARE ➡️ From a European perspective we sit trapped between these two monsters. ➡️ Both wars are unwinnable, yet we refuse to see reality. ➡️ The consequences will hit Europe hardest once America crosses the Atlantic again. THE DEATH OF INTERNATIONAL LAW ➡️ The UN Charter is dead, killed by the West that created it. ➡️ What remains is pure "Faustrecht", the law of the stronger. ➡️ Exactly what we claimed to fight against for decades. THE NUCLEAR RECKONING ➡️ For the first time since Hiroshima, nuclear weapons play a strategic role in active wars. ➡️ America and Israel attacked Iran precisely because it had no nukes. ➡️ Every other state now learns the only real defense is to get one fast. THE REGIME CHANGE DELUSION ➡️ Decapitation strikes and regime-change fantasies have never worked in modern history. ➡️ They only produce chaos, anarchy, and human suffering. ➡️ Yet the West keeps repeating the same fatal mistake. THE ELITE COLLAPSE ➡️ This disaster reflects the spiritual and intellectual decay of Western political elites. ➡️ Self-overestimation has replaced sober analysis. ➡️ We thought we could direct the world. Reality is directing us into the abyss. THE BOTTOM LINE The West triggered these wars through hubris, then lost control through the same blindness. Every institution and principle it built is now shattered by its own hand. This is not decline by accident. It is self-destruction by choice. HT: YouTube Patrik Baab #WestSelfDestructs #LostWars #UNCharterDead #NuclearProliferation #EliteDecay #Faustrecht #EuropeTrapped

Mark

28,753 Aufrufe • vor 3 Monaten

CITIGROUP'S MAX LAYTON WARNS: Q3 PINCH POINT COULD SEND OIL TO $180 Max Layton, Citigroup Inc.'s global head of commodities research, just broke down the real dynamics in today's oil market. While many expected physical barrels to surge far above futures amid Iran tensions, the opposite is happening right now. The physical market has converged down to paper prices — and that single fact changes everything about how traders should see the next few months. THE PHYSICAL MARKET REALITY ➡️ Physical barrel prices are not much higher than futures at all. ➡️ The physical market has converged down to paper markets despite the Strait of Hormuz being closed. ➡️ This echoes 2020 when physical oil went negative across the United States even as storage stayed open. THE GLOBAL BUFFER ➡️ The world built a massive 700-800 million barrel inventory cushion in the preceding 12 months — most of it in China. ➡️ We are now eating through those barrels aggressively but the physical impact is spread out over time. ➡️ Even if a deal lands today it would still take months to clear mines, ramp production, and fix logistics. THE Q3 PINCH POINT ➡️ Third quarter shapes up as the critical pinch point. ➡️ Inventories could tighten to levels consistent with $150-180 Brent and $200-plus product prices. ➡️ The price pull from physical is gradual but powerful once that buffer runs low. THE DEAL UNCERTAINTY ➡️ Prices swung wildly from $125 to $98 purely on shifting hopes of a US-Iran deal. ➡️ Predicting what the new Iranian leadership will do remains extremely difficult. ➡️ Max Layton believes the regime could survive years under blockade by printing money and prioritizing its supporters. THE BOTTOM LINE Max Layton sees the oil market far more realistically than most commodity strategists. Any clear sign the regime will quickly do a deal would force him to slash his price forecasts dramatically. The calm you see in physical prices today is just the calm before the storm. #OilMarket #MaxLayton #Citigroup #PhysicalOil #OilPrices #Q3Pinch #IranDeal
1:41

CITIGROUP'S MAX LAYTON WARNS: Q3 PINCH POINT COULD SEND OIL TO $180 Max Layton, Citigroup Inc.'s global head of commodities research, just broke down the real dynamics in today's oil market. While many expected physical barrels to surge far above futures amid Iran tensions, the opposite is happening right now. The physical market has converged down to paper prices — and that single fact changes everything about how traders should see the next few months. THE PHYSICAL MARKET REALITY ➡️ Physical barrel prices are not much higher than futures at all. ➡️ The physical market has converged down to paper markets despite the Strait of Hormuz being closed. ➡️ This echoes 2020 when physical oil went negative across the United States even as storage stayed open. THE GLOBAL BUFFER ➡️ The world built a massive 700-800 million barrel inventory cushion in the preceding 12 months — most of it in China. ➡️ We are now eating through those barrels aggressively but the physical impact is spread out over time. ➡️ Even if a deal lands today it would still take months to clear mines, ramp production, and fix logistics. THE Q3 PINCH POINT ➡️ Third quarter shapes up as the critical pinch point. ➡️ Inventories could tighten to levels consistent with $150-180 Brent and $200-plus product prices. ➡️ The price pull from physical is gradual but powerful once that buffer runs low. THE DEAL UNCERTAINTY ➡️ Prices swung wildly from $125 to $98 purely on shifting hopes of a US-Iran deal. ➡️ Predicting what the new Iranian leadership will do remains extremely difficult. ➡️ Max Layton believes the regime could survive years under blockade by printing money and prioritizing its supporters. THE BOTTOM LINE Max Layton sees the oil market far more realistically than most commodity strategists. Any clear sign the regime will quickly do a deal would force him to slash his price forecasts dramatically. The calm you see in physical prices today is just the calm before the storm. #OilMarket #MaxLayton #Citigroup #PhysicalOil #OilPrices #Q3Pinch #IranDeal

Mark

13,304 Aufrufe • vor 2 Monaten

CHEVRON CEO: PHYSICAL OIL SHORTAGES HAVE BEGUN AND PRICES WILL FOLLOW Chevron CEO Mike Wirth just delivered a blunt assessment that cuts through the market noise. Traders keep crude pinned between 90 and 100 dollars because they believe the Strait of Hormuz crisis is almost over. The physical facts on the ground tell a far more dangerous story of collapsing inventories and shortages that have already arrived. THE MARKET PSYCHOLOGY TRAP ➡️ Traders see the conflict as closer to the end than the beginning and expect flows to resume very quickly. ➡️ That belief has kept the back end of the futures curve artificially low. ➡️ The psychology has so far prevented prices from moving toward the much higher levels the supply shock would normally justify. THE INVENTORY REALITY ➡️ Crude and product inventories are steadily drawing down in locations around the world right now. ➡️ June and July are going to be critical months as the trajectory heads straight toward the bottom. ➡️ The data shows a clear and concerning path that cannot be wished away. THE SHORTAGE EVIDENCE ➡️ Physical shortages have already appeared in some Asian markets. ➡️ "We've seen some rationing" and adjusted workweeks imposed in affected countries. ➡️ The system carries powerful inertia and turning it around will not be easy or fast. THE US TIGHTNESS ➡️ Distillate fuel inventories in the United States have reached their lowest levels since 2003. ➡️ Refineries are running at maximum utilization while record exports continue to support allies. ➡️ Seasonal demand is rising into an already extremely tight market. THE UNPRECEDENTED SCALE ➡️ Twenty percent of the world's energy production has been cut off for nearly 100 days. ➡️ A billion barrels that should have been in the market are simply not there. ➡️ This is not a normal cycle and the usual patterns may not apply in the usual way. THE BOTTOM LINE Mike Wirth makes it clear that the current price calm rests on hope rather than physical reality and the risk of genuine shortages spreading is rising fast. The calm before the storm is ending. #OilShortages #ChevronCEO #EnergyCrisis #OilPrices #InventoryCrash #AsiaRationing #USDistillateLow
1:17

CHEVRON CEO: PHYSICAL OIL SHORTAGES HAVE BEGUN AND PRICES WILL FOLLOW Chevron CEO Mike Wirth just delivered a blunt assessment that cuts through the market noise. Traders keep crude pinned between 90 and 100 dollars because they believe the Strait of Hormuz crisis is almost over. The physical facts on the ground tell a far more dangerous story of collapsing inventories and shortages that have already arrived. THE MARKET PSYCHOLOGY TRAP ➡️ Traders see the conflict as closer to the end than the beginning and expect flows to resume very quickly. ➡️ That belief has kept the back end of the futures curve artificially low. ➡️ The psychology has so far prevented prices from moving toward the much higher levels the supply shock would normally justify. THE INVENTORY REALITY ➡️ Crude and product inventories are steadily drawing down in locations around the world right now. ➡️ June and July are going to be critical months as the trajectory heads straight toward the bottom. ➡️ The data shows a clear and concerning path that cannot be wished away. THE SHORTAGE EVIDENCE ➡️ Physical shortages have already appeared in some Asian markets. ➡️ "We've seen some rationing" and adjusted workweeks imposed in affected countries. ➡️ The system carries powerful inertia and turning it around will not be easy or fast. THE US TIGHTNESS ➡️ Distillate fuel inventories in the United States have reached their lowest levels since 2003. ➡️ Refineries are running at maximum utilization while record exports continue to support allies. ➡️ Seasonal demand is rising into an already extremely tight market. THE UNPRECEDENTED SCALE ➡️ Twenty percent of the world's energy production has been cut off for nearly 100 days. ➡️ A billion barrels that should have been in the market are simply not there. ➡️ This is not a normal cycle and the usual patterns may not apply in the usual way. THE BOTTOM LINE Mike Wirth makes it clear that the current price calm rests on hope rather than physical reality and the risk of genuine shortages spreading is rising fast. The calm before the storm is ending. #OilShortages #ChevronCEO #EnergyCrisis #OilPrices #InventoryCrash #AsiaRationing #USDistillateLow

Mark

237,221 Aufrufe • vor 1 Monat