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🔥 High Tempo. High Pressure. High Standards. This 2v2 continuous practice from the Middlesbrough FC First Team shows elite coaching at its finest — fast, detailed, relentless, and fully match-realistic. Small numbers. Big demands. Bigger outcomes. ➡️ Players finishing under real defensive pressure ➡️ Rapid transitions that mirror the...

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Soccer Profile

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32,299 просмотров • 10 месяцев назад •via X (Twitter)

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🏃‍➡️⚽️ Can Your Players Handle the Chaos? This high-tempo 8v6 Breakout Game from the #CoachesHub Session Library is all about creating intelligent chaos — forcing players to think quicker, break pressure with purpose, and exploit overloads in real match-like moments. Expect a practice that challenges players to: ➡️ Recognise when to break out and play forward ➡️ Rotate, combine and create overloads on cue ➡️ Disrupt defensive structure with sharp movement ➡️ Make faster, clearer decisions under real pressure ➡️ Transition with intention and punish mistakes It’s intense. It’s unpredictable. And it brings out the players who can influence the game when it matters most. 🎥 Watch the full video breakdown and download the detailed session plan - exclusively inside the Coaches Hub Session Library. 👉 Unlock more elite-level practices at #CoachesHub #SoccerProfile #SessionLibrary #BreakoutGame #8v6 #TacticalSpeed #GameIntelligence #CoachEducation #PlayerDevelopment #FootballCoaching
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🏃‍➡️⚽️ Can Your Players Handle the Chaos? This high-tempo 8v6 Breakout Game from the #CoachesHub Session Library is all about creating intelligent chaos — forcing players to think quicker, break pressure with purpose, and exploit overloads in real match-like moments. Expect a practice that challenges players to: ➡️ Recognise when to break out and play forward ➡️ Rotate, combine and create overloads on cue ➡️ Disrupt defensive structure with sharp movement ➡️ Make faster, clearer decisions under real pressure ➡️ Transition with intention and punish mistakes It’s intense. It’s unpredictable. And it brings out the players who can influence the game when it matters most. 🎥 Watch the full video breakdown and download the detailed session plan - exclusively inside the Coaches Hub Session Library. 👉 Unlock more elite-level practices at #CoachesHub #SoccerProfile #SessionLibrary #BreakoutGame #8v6 #TacticalSpeed #GameIntelligence #CoachEducation #PlayerDevelopment #FootballCoaching

Soccer Profile

25,687 просмотров • 9 месяцев назад

⚽️ Defensive Clearances: Detail. Decision-Making. Dominance. A rare inside look at one of the most overlooked — yet game-defining — defensive skills, brought to life by Birmingham City FC First Team on the pitch at St. Andrew’s Stadium. In this practice, we break down the key components of effective clearances: ➡️ Body shape and preparation to deal with pressure ➡️ Reading the flight and judging the danger ➡️ Decision-making under stress — header, volley, or guided clearance ➡️ Clear with purpose, not panic ➡️ Transition reactions to regain team structure Clearances aren’t just about distance — they’re about intelligence, timing, and control. The small details that separate good defenders from great ones. 🎥 Watch the full Defensive Clearances practice inside the #CoachesHub Pro Video Library. 👉 Explore the full library: #CoachesHub #SoccerProfile #ProVideoLibrary #DefensiveSkills #FootballCoaching #PlayerDevelopment #DefensivePrinciples #BirminghamCity #StAndrews #CoachEducation #EliteCoaching #FootballDevelopment #Defenders #Clearances
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⚽️ Defensive Clearances: Detail. Decision-Making. Dominance. A rare inside look at one of the most overlooked — yet game-defining — defensive skills, brought to life by Birmingham City FC First Team on the pitch at St. Andrew’s Stadium. In this practice, we break down the key components of effective clearances: ➡️ Body shape and preparation to deal with pressure ➡️ Reading the flight and judging the danger ➡️ Decision-making under stress — header, volley, or guided clearance ➡️ Clear with purpose, not panic ➡️ Transition reactions to regain team structure Clearances aren’t just about distance — they’re about intelligence, timing, and control. The small details that separate good defenders from great ones. 🎥 Watch the full Defensive Clearances practice inside the #CoachesHub Pro Video Library. 👉 Explore the full library: #CoachesHub #SoccerProfile #ProVideoLibrary #DefensiveSkills #FootballCoaching #PlayerDevelopment #DefensivePrinciples #BirminghamCity #StAndrews #CoachEducation #EliteCoaching #FootballDevelopment #Defenders #Clearances

Soccer Profile

17,150 просмотров • 10 месяцев назад

⚽️ Coaching Insight: The power of 2v2 2v2 is one of the most effective tools for developing real game behaviours. In this format, players can get up to 5x more touches and decision-making moments than in full-sided games — meaning greater involvement and deeper learning. It naturally develops: ➡️ Constant attacking & defending habits ➡️ Quick transition reactions ➡️ Communication & problem-solving ➡️ Accountability and awareness When used consistently, the transfer to matchday becomes clear: ➡️ Faster reactions ➡️ Better support and cover ➡️ More confidence in duels ➡️ Smarter decisions under pressure As coaches, it challenges us to reflect… If players aren’t showing improved habits on matchday, is it truly a game-day issue — or a reflection of the environments and practices we design in training? Coaches — what’s your perspective? Share it in the comments below 👇
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⚽️ Coaching Insight: The power of 2v2 2v2 is one of the most effective tools for developing real game behaviours. In this format, players can get up to 5x more touches and decision-making moments than in full-sided games — meaning greater involvement and deeper learning. It naturally develops: ➡️ Constant attacking & defending habits ➡️ Quick transition reactions ➡️ Communication & problem-solving ➡️ Accountability and awareness When used consistently, the transfer to matchday becomes clear: ➡️ Faster reactions ➡️ Better support and cover ➡️ More confidence in duels ➡️ Smarter decisions under pressure As coaches, it challenges us to reflect… If players aren’t showing improved habits on matchday, is it truly a game-day issue — or a reflection of the environments and practices we design in training? Coaches — what’s your perspective? Share it in the comments below 👇

Soccer Profile

35,163 просмотров • 6 месяцев назад

4v4 Intensive Finishing Game: #SundayShare Want to inject high-intensity finishing and rapid transition play into your training sessions? Here is a breakdown of 4v4 small-sided game used at the professional level. 📌 The Setup ✅Format: 4v4 plus Goalkeepers ✅Pitch Area: Compact zone around the penalty box/final third to maximize high-pressure scenarios and quick shooting opportunities. ✅Objective: Score quickly under intense defensive pressure with minimal touches. 🔑 Key Coaching Points ✔️Sharp, 1-2 Touch Combinations: Speed of thought and execution are critical in tight spaces. Eliminate unnecessary touches before the shot. ✔️Aggressive Transition: The moment possession changes, transition instantly from attack to defense (and vice versa) to exploit disorganized lines. ✔️Composure Under Pressure: Finishing with speed requires clinical technique—encourage low, driven shots corners away from the keeper. ✔️Off-Ball Movement: Quick overlaps, clever dummies, and blind-side runs create the separation needed to get a clean look at goal. ✔️Attacking 1v1 Take-ons: Exploit isolated defenders by using change of pace, body feints, and sharp skill to attack space and create immediate shooting windows. #CoachingMethodology #FinishingDrills #SoccerTraining #TacticalAnalysis #FootballCoaching #SoccerCoaching #CoachEducation #PlayerDevelopment #PossessionPlay #Transition #FootballTraining #UEFA #GameBasedLearning #TrainingSession Rod Wilhelm Rob Porter Dave Francis Lee Cosgrove Peter Prickett | TheBeardedCoach The Coaching Family Breakthrough Soccer The Sporting Resource Rob Porter Kevin Middleton | FootballGPT Jamie Birch SessionShare 𝗙𝗖𝗖 𝗛𝘂𝗯 | 𝗙𝗼𝗼𝘁𝗯𝗮𝗹𝗹 𝗖𝗼𝗮𝗰𝗵 Peter Thornton.🇺🇦 Ross Whitehead Coach Luca Ray Power Coach Matt Bambrick Dave Kerr | Vibes FC John Mingus Footy_Coach_Canada Steven Ventura JUST COACH 205 Academy Zoglug UU™
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4v4 Intensive Finishing Game: #SundayShare Want to inject high-intensity finishing and rapid transition play into your training sessions? Here is a breakdown of 4v4 small-sided game used at the professional level. 📌 The Setup ✅Format: 4v4 plus Goalkeepers ✅Pitch Area: Compact zone around the penalty box/final third to maximize high-pressure scenarios and quick shooting opportunities. ✅Objective: Score quickly under intense defensive pressure with minimal touches. 🔑 Key Coaching Points ✔️Sharp, 1-2 Touch Combinations: Speed of thought and execution are critical in tight spaces. Eliminate unnecessary touches before the shot. ✔️Aggressive Transition: The moment possession changes, transition instantly from attack to defense (and vice versa) to exploit disorganized lines. ✔️Composure Under Pressure: Finishing with speed requires clinical technique—encourage low, driven shots corners away from the keeper. ✔️Off-Ball Movement: Quick overlaps, clever dummies, and blind-side runs create the separation needed to get a clean look at goal. ✔️Attacking 1v1 Take-ons: Exploit isolated defenders by using change of pace, body feints, and sharp skill to attack space and create immediate shooting windows. #CoachingMethodology #FinishingDrills #SoccerTraining #TacticalAnalysis #FootballCoaching #SoccerCoaching #CoachEducation #PlayerDevelopment #PossessionPlay #Transition #FootballTraining #UEFA #GameBasedLearning #TrainingSession Rod Wilhelm Rob Porter Dave Francis Lee Cosgrove Peter Prickett | TheBeardedCoach The Coaching Family Breakthrough Soccer The Sporting Resource Rob Porter Kevin Middleton | FootballGPT Jamie Birch SessionShare 𝗙𝗖𝗖 𝗛𝘂𝗯 | 𝗙𝗼𝗼𝘁𝗯𝗮𝗹𝗹 𝗖𝗼𝗮𝗰𝗵 Peter Thornton.🇺🇦 Ross Whitehead Coach Luca Ray Power Coach Matt Bambrick Dave Kerr | Vibes FC John Mingus Footy_Coach_Canada Steven Ventura JUST COACH 205 Academy Zoglug UU™

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This is the Basketball Rondo passing drill. We have this in the activities library. (Download more games like this here➡️ This is a great game for passing under pressure. Four players are in a small space, like you see in the video, with three defenders. The defense has to get a steal in order to go on offense. The offense has to make 10 passes in a row to win the game. Coaches can change the space the players operate in, adjust the number of players in the game, and even combine their principles of play into it. For example, you could apply “zero-second decisions,” where players must pass immediately upon catching it, or it’s a turnover.
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This is the Basketball Rondo passing drill. We have this in the activities library. (Download more games like this here➡️ This is a great game for passing under pressure. Four players are in a small space, like you see in the video, with three defenders. The defense has to get a steal in order to go on offense. The offense has to make 10 passes in a row to win the game. Coaches can change the space the players operate in, adjust the number of players in the game, and even combine their principles of play into it. For example, you could apply “zero-second decisions,” where players must pass immediately upon catching it, or it’s a turnover.

Transforming Basketball

158,927 просмотров • 5 месяцев назад

St Joseph’s Coaching Clinic- Part 2 of Kieran McGeary’s series⬇️ “Transitioning with Pace and Purpose,” is out today—featuring drills and small-sided games to sharpen transitions with pace and precision! ⚡️🏐 This session kicks off with high-tempo drills designed to get players moving with speed and intent. 🏃‍♂️🔥 It then progresses into small-sided games that focus on quick transitions, smart decision-making, and creating space under pressure. ⚽️💥 There are 2 videos of the same session now available on the platform: •The close-up video includes audio from the coach, giving you insight into instructions, feedback, and coaching tips in real time. 🎤🔍 •The wide-angle video provides an overview perspective, showing positioning, spacing, and movement throughout the drills and games. 🎥🌍 Both are available to view now—perfect for adding high-quality, game-relevant scenarios to your training sessions! 🏐✨
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St Joseph’s Coaching Clinic- Part 2 of Kieran McGeary’s series⬇️ “Transitioning with Pace and Purpose,” is out today—featuring drills and small-sided games to sharpen transitions with pace and precision! ⚡️🏐 This session kicks off with high-tempo drills designed to get players moving with speed and intent. 🏃‍♂️🔥 It then progresses into small-sided games that focus on quick transitions, smart decision-making, and creating space under pressure. ⚽️💥 There are 2 videos of the same session now available on the platform: •The close-up video includes audio from the coach, giving you insight into instructions, feedback, and coaching tips in real time. 🎤🔍 •The wide-angle video provides an overview perspective, showing positioning, spacing, and movement throughout the drills and games. 🎥🌍 Both are available to view now—perfect for adding high-quality, game-relevant scenarios to your training sessions! 🏐✨

DSS Coaching

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IRANIAN PROF EXPOSES THE PLAN: DESTROY THE U.S. ECONOMY WHILE TRUMP IS PRESIDENT Iranian Professor Izadi just laid out the clearest statement yet of Tehran’s current thinking. After failed talks and repeated U.S. strikes, a growing number of voices inside Iran no longer believe diplomacy can work. Their answer is simple and brutal: raise the cost until the American economy itself is broken. THE CORE THESIS: CRUSH THE U.S. ECONOMY TO END TRUMP ➡️ “Make sure the U.S. economy is destroyed while Trump is the president.” ➡️ That is the explicit goal now being discussed among many Iranians. ➡️ Take 20 percent of the oil coming from the region and prices stay high for at least two years. ➡️ High oil prices for two years mean the end of Trump, the end of his presidency, and the end of the American economy — three goals at the same time. THE MILITARY SOLUTION ➡️ Negotiations have failed for more than 20 years. Every time Iran sat at the table, the United States bombed the table. ➡️ The problem with the United States therefore has no diplomatic solution. It has a military solution. ➡️ Continued attacks are needed to cause enough pain so this never happens again and military deterrence is restored. THE TARGET LIST ➡️ Oil facilities, hit hard enough that repairs take a long time. ➡️ Desalination plants that supply 98 percent of the water for Gulf countries. ➡️ With 50,000 U.S. troops in the region, if those countries lose water the troops have no choice but to leave and drink water back home in America. WHY THIS LEVEL OF FORCE ➡️ For 46 years after the 1979 revolution the United States never attacked Iran the way it is attacking now. ➡️ Only in the last year did the attacks intensify because Washington believed it could handle the cost. ➡️ Iranians are tired of being hit every few weeks, losing civilians and infrastructure. Enough is enough. ➡️ The cost so far has not been high enough. Trump keeps attacking. The equation must change. THE HISTORICAL PLAYBOOK ➡️ America ends wars when its politicians finally realize they made a mistake. ➡️ That is how Vietnam, Iraq, and Afghanistan stopped. Either the executive branch or Congress concludes the price is too high and the funding ends. ➡️ The same logic is now being applied: force the realization that the current policy is destroying the U.S. economy, and the policy will change. THE BOTTOM LINE Iran has decided that only the language of force works. Raise the economic cost high enough, for long enough, and the United States will be forced to stop. This is no longer about limited deterrence. This is about breaking the American economy while Trump is still in office. HT: YouTube Mario Nafwal #IranPlan #USEconomy #OilWeapon #TrumpEnd #DesalinationTarget #MilitarySolution #DeterrenceRestored
1:09

IRANIAN PROF EXPOSES THE PLAN: DESTROY THE U.S. ECONOMY WHILE TRUMP IS PRESIDENT Iranian Professor Izadi just laid out the clearest statement yet of Tehran’s current thinking. After failed talks and repeated U.S. strikes, a growing number of voices inside Iran no longer believe diplomacy can work. Their answer is simple and brutal: raise the cost until the American economy itself is broken. THE CORE THESIS: CRUSH THE U.S. ECONOMY TO END TRUMP ➡️ “Make sure the U.S. economy is destroyed while Trump is the president.” ➡️ That is the explicit goal now being discussed among many Iranians. ➡️ Take 20 percent of the oil coming from the region and prices stay high for at least two years. ➡️ High oil prices for two years mean the end of Trump, the end of his presidency, and the end of the American economy — three goals at the same time. THE MILITARY SOLUTION ➡️ Negotiations have failed for more than 20 years. Every time Iran sat at the table, the United States bombed the table. ➡️ The problem with the United States therefore has no diplomatic solution. It has a military solution. ➡️ Continued attacks are needed to cause enough pain so this never happens again and military deterrence is restored. THE TARGET LIST ➡️ Oil facilities, hit hard enough that repairs take a long time. ➡️ Desalination plants that supply 98 percent of the water for Gulf countries. ➡️ With 50,000 U.S. troops in the region, if those countries lose water the troops have no choice but to leave and drink water back home in America. WHY THIS LEVEL OF FORCE ➡️ For 46 years after the 1979 revolution the United States never attacked Iran the way it is attacking now. ➡️ Only in the last year did the attacks intensify because Washington believed it could handle the cost. ➡️ Iranians are tired of being hit every few weeks, losing civilians and infrastructure. Enough is enough. ➡️ The cost so far has not been high enough. Trump keeps attacking. The equation must change. THE HISTORICAL PLAYBOOK ➡️ America ends wars when its politicians finally realize they made a mistake. ➡️ That is how Vietnam, Iraq, and Afghanistan stopped. Either the executive branch or Congress concludes the price is too high and the funding ends. ➡️ The same logic is now being applied: force the realization that the current policy is destroying the U.S. economy, and the policy will change. THE BOTTOM LINE Iran has decided that only the language of force works. Raise the economic cost high enough, for long enough, and the United States will be forced to stop. This is no longer about limited deterrence. This is about breaking the American economy while Trump is still in office. HT: YouTube Mario Nafwal #IranPlan #USEconomy #OilWeapon #TrumpEnd #DesalinationTarget #MilitarySolution #DeterrenceRestored

Mark

129,267 просмотров • 1 месяц назад

ZERO CONTACT, ZERO AGREEMENT: TEHRAN UNIVERSITY PROFESSOR DESTROYS TRUMP'S NARRATIVE Professor Mohammad Marandi of Tehran University just delivered a clear, unfiltered assessment that shreds the latest wave of American claims. No phone calls. No begging. No secret talks. And absolute Iranian control over the Strait of Hormuz remains non-negotiable. THE FAKE NEWS MACHINE ➡️ Trump repeatedly claims Middle Eastern leaders and even Iran are calling him, pleading not to attack. ➡️ Marandi states flatly there has been zero communication between Iran and the United States. ➡️ This is not the first time. Trump has made the same false claim so often it has become boring. ➡️ His own supporters keep following anyway, but the facts on the ground never change. HORMUZ REMAINS UNDER FULL IRANIAN CONTROL ➡️ Negotiations with Oman exist only about managing the strait. ➡️ Iran has made its position crystal clear: full supervision over every ship that wants to pass. ➡️ There will be no two corridors. Oman cannot operate any route without Iranian knowledge. ➡️ Every vessel must receive Iranian consent and will pay a fee. ➡️ The entire strait from beginning to end stays fully monitored and controlled by Iran. NO AGREEMENT ON THE TABLE ➡️ Iran will not accept the old nuclear deal in its previous form. ➡️ Demands now include the end of the siege on Yemen, resolution on Gaza, and the release of Iran’s frozen assets. ➡️ Iran will not concede any authority over the Strait of Hormuz under any arrangement with Oman or anyone else. ➡️ There is no ceasefire. Iran continues to strike threats wherever they appear. THE BOTTOM LINE Trump can issue threats every few days and invent stories of desperate phone calls. The reality delivered by Professor Marandi is simpler and far more powerful: Iran never begged, never negotiated under pressure, and will never surrender control of Hormuz. This is the sound of a narrative collapsing in real time. #HormuzControl #TrumpFakeNews #NoAgreement #MarandiTruth #IranStance #StraitOfHormuz #ZeroContact HT: YouTube Dialogue Works Dialogue works
1:12

ZERO CONTACT, ZERO AGREEMENT: TEHRAN UNIVERSITY PROFESSOR DESTROYS TRUMP'S NARRATIVE Professor Mohammad Marandi of Tehran University just delivered a clear, unfiltered assessment that shreds the latest wave of American claims. No phone calls. No begging. No secret talks. And absolute Iranian control over the Strait of Hormuz remains non-negotiable. THE FAKE NEWS MACHINE ➡️ Trump repeatedly claims Middle Eastern leaders and even Iran are calling him, pleading not to attack. ➡️ Marandi states flatly there has been zero communication between Iran and the United States. ➡️ This is not the first time. Trump has made the same false claim so often it has become boring. ➡️ His own supporters keep following anyway, but the facts on the ground never change. HORMUZ REMAINS UNDER FULL IRANIAN CONTROL ➡️ Negotiations with Oman exist only about managing the strait. ➡️ Iran has made its position crystal clear: full supervision over every ship that wants to pass. ➡️ There will be no two corridors. Oman cannot operate any route without Iranian knowledge. ➡️ Every vessel must receive Iranian consent and will pay a fee. ➡️ The entire strait from beginning to end stays fully monitored and controlled by Iran. NO AGREEMENT ON THE TABLE ➡️ Iran will not accept the old nuclear deal in its previous form. ➡️ Demands now include the end of the siege on Yemen, resolution on Gaza, and the release of Iran’s frozen assets. ➡️ Iran will not concede any authority over the Strait of Hormuz under any arrangement with Oman or anyone else. ➡️ There is no ceasefire. Iran continues to strike threats wherever they appear. THE BOTTOM LINE Trump can issue threats every few days and invent stories of desperate phone calls. The reality delivered by Professor Marandi is simpler and far more powerful: Iran never begged, never negotiated under pressure, and will never surrender control of Hormuz. This is the sound of a narrative collapsing in real time. #HormuzControl #TrumpFakeNews #NoAgreement #MarandiTruth #IranStance #StraitOfHormuz #ZeroContact HT: YouTube Dialogue Works Dialogue works

Mark

72,849 просмотров • 1 месяц назад

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
0:44

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

Mark

20,090 просмотров • 3 месяцев назад

Secretary of State Marco Rubio just sent a high-level U.S. delegation into Havana — the first major American government visit to Cuba outside Guantanamo in years. They sat down directly with Raúl Guillermo Rodríguez Castro — the grandson of Raúl Castro and a key figure inside the regime — while delivering some very direct demands: release political prisoners, open up internet access, and start real economic and political reforms. This is a dramatic shift after decades of half-measures, empty diplomacy, and excuses from previous administrations that only propped up the communist dictatorship. For the first time in a long time, the United States is using real leverage — economic pressure combined with direct engagement — instead of endless concessions that achieved nothing. The Cuban people have suffered under this regime for generations: repression, poverty, blackouts, and political prisoners locked away simply for wanting basic freedom. Rubio and the Trump administration are making it clear the days of looking the other way are over. No more pallets of cash, no more one-sided deals, no more pretending the Castros’ heirs will ever voluntarily give up power. America First means dealing with hostile regimes from a position of strength — not weakness. The ball is now in Havana’s court. The regime can either start making real changes or continue down the path of collapse under the weight of its own failures. The American people are watching, and the Cuban exiles who have waited decades for real pressure on the dictatorship finally have a team in Washington that refuses to play the old game.
1:53

Secretary of State Marco Rubio just sent a high-level U.S. delegation into Havana — the first major American government visit to Cuba outside Guantanamo in years. They sat down directly with Raúl Guillermo Rodríguez Castro — the grandson of Raúl Castro and a key figure inside the regime — while delivering some very direct demands: release political prisoners, open up internet access, and start real economic and political reforms. This is a dramatic shift after decades of half-measures, empty diplomacy, and excuses from previous administrations that only propped up the communist dictatorship. For the first time in a long time, the United States is using real leverage — economic pressure combined with direct engagement — instead of endless concessions that achieved nothing. The Cuban people have suffered under this regime for generations: repression, poverty, blackouts, and political prisoners locked away simply for wanting basic freedom. Rubio and the Trump administration are making it clear the days of looking the other way are over. No more pallets of cash, no more one-sided deals, no more pretending the Castros’ heirs will ever voluntarily give up power. America First means dealing with hostile regimes from a position of strength — not weakness. The ball is now in Havana’s court. The regime can either start making real changes or continue down the path of collapse under the weight of its own failures. The American people are watching, and the Cuban exiles who have waited decades for real pressure on the dictatorship finally have a team in Washington that refuses to play the old game.

Derrick Evans

39,186 просмотров • 5 месяцев назад

GERMANY’S GAS STORAGE AT 50% IN AUGUST: BLACKOUTS AND FACTORY DEATH AHEAD Former Austrian Foreign Minister Karin Kneissl delivers a blunt assessment of Europe’s energy and industrial outlook. German gas storage sits at roughly 50 percent in early August — a level that should already be climbing hard toward the 90 percent mark needed before the heating season begins in October. Instead Europe faces a tightening energy noose that is already destroying the industrial base of Germany and Austria. THE ENERGY REALITY CHECK ➡️ Diesel prices in Munich have already hit around 2.50 euros per liter. ➡️ Some filling stations are posting signs that petrol is temporarily unavailable. ➡️ Qatar’s LNG capacity remains partially offline after earlier disruptions, removing a key alternative supply. ➡️ The United States is debating whether to curb its own LNG and diesel exports to protect domestic prices. ➡️ Europe’s remaining options are shrinking fast as winter approaches. THE GAS SHORTAGE COUNTDOWN ➡️ Only August and September remain to rebuild stocks before the heating season starts. ➡️ Normal summer buying at lower prices has failed to deliver the required fill levels. ➡️ A genuine gas shortage in autumn and winter is now the baseline expectation across the continent. ➡️ Secret German government documents already outline preparations for widespread blackouts lasting longer than twelve hours. THE INDUSTRIAL COLLAPSE ➡️ BMW has announced 8,000 job cuts at a company that until recently still looked relatively solid. ➡️ The German automobile industry, long the heart of the national economy, is turning factories into museums. ➡️ Volkswagen has broken its long-standing generational job guarantees. ➡️ Asian competition, AI displacement, and crushing bureaucracy are finishing what high energy costs began. THE AUSTRIAN DOMINO ➡️ Roughly 360,000 Austrian jobs are tied directly or indirectly to the German auto sector. ➡️ Key suppliers in Styria and elsewhere now sit on the edge as German production shrinks. ➡️ Even traditional Austrian industrial sites such as the Lenzing fiber plants are under severe pressure. ➡️ What begins as German factory closures quickly becomes Austrian mass unemployment. THE BOTTOM LINE Europe is walking into winter with critically low gas reserves while its most important industrial engines are already shutting down. Germany and Austria will feel the damage first and hardest. The economic future of both countries is being decided right now by empty storage tanks and silent production lines. #EnergyCrisis #GermanIndustry #AustriaJobs #GasShortage #BlackoutRisk #BMWCuts #Deindustrialization HT: YouTube Flavio von Witzleben
1:04

GERMANY’S GAS STORAGE AT 50% IN AUGUST: BLACKOUTS AND FACTORY DEATH AHEAD Former Austrian Foreign Minister Karin Kneissl delivers a blunt assessment of Europe’s energy and industrial outlook. German gas storage sits at roughly 50 percent in early August — a level that should already be climbing hard toward the 90 percent mark needed before the heating season begins in October. Instead Europe faces a tightening energy noose that is already destroying the industrial base of Germany and Austria. THE ENERGY REALITY CHECK ➡️ Diesel prices in Munich have already hit around 2.50 euros per liter. ➡️ Some filling stations are posting signs that petrol is temporarily unavailable. ➡️ Qatar’s LNG capacity remains partially offline after earlier disruptions, removing a key alternative supply. ➡️ The United States is debating whether to curb its own LNG and diesel exports to protect domestic prices. ➡️ Europe’s remaining options are shrinking fast as winter approaches. THE GAS SHORTAGE COUNTDOWN ➡️ Only August and September remain to rebuild stocks before the heating season starts. ➡️ Normal summer buying at lower prices has failed to deliver the required fill levels. ➡️ A genuine gas shortage in autumn and winter is now the baseline expectation across the continent. ➡️ Secret German government documents already outline preparations for widespread blackouts lasting longer than twelve hours. THE INDUSTRIAL COLLAPSE ➡️ BMW has announced 8,000 job cuts at a company that until recently still looked relatively solid. ➡️ The German automobile industry, long the heart of the national economy, is turning factories into museums. ➡️ Volkswagen has broken its long-standing generational job guarantees. ➡️ Asian competition, AI displacement, and crushing bureaucracy are finishing what high energy costs began. THE AUSTRIAN DOMINO ➡️ Roughly 360,000 Austrian jobs are tied directly or indirectly to the German auto sector. ➡️ Key suppliers in Styria and elsewhere now sit on the edge as German production shrinks. ➡️ Even traditional Austrian industrial sites such as the Lenzing fiber plants are under severe pressure. ➡️ What begins as German factory closures quickly becomes Austrian mass unemployment. THE BOTTOM LINE Europe is walking into winter with critically low gas reserves while its most important industrial engines are already shutting down. Germany and Austria will feel the damage first and hardest. The economic future of both countries is being decided right now by empty storage tanks and silent production lines. #EnergyCrisis #GermanIndustry #AustriaJobs #GasShortage #BlackoutRisk #BMWCuts #Deindustrialization HT: YouTube Flavio von Witzleben

Mark

48,541 просмотров • 1 месяц назад

EUROPE'S WAR FACTORIES IN THE CROSSHAIRS: RUSSIA PREPARES TO STRIKE THE SOURCE European leaders moved weapons production onto their own soil and now supply long-range drones and missiles used against Russia while pretending the war stays in Ukraine. Viktor Bout explains that these factories in multiple NATO countries have turned the continent into a direct participant under international law. Russia has documented the sites and reached the point where response at the source is no longer avoidable. The comfortable assumption that European territory remains safe is about to collapse. THE EUROPEAN WAR MACHINE ➡️ Russia published the complete list of factories across Poland, Germany, France, Italy, Denmark, Spain, Belgium, the Netherlands, Turkey and Britain now producing armaments for the war. ➡️ Production was deliberately relocated from Ukraine to Europe more than a year ago so the continent could openly support strikes deep inside Russia. ➡️ These same sites enable the mass launch of 500 to 600 long-range drones at once, weapons now used in terror attacks on Russian civilians. ➡️ European governments declare they will fight Russia to the last Ukrainian while their industries profit from the endless supply of weapons. THE LEGAL AND MILITARY REALITY ➡️ Under international law Russia holds the full right to target logistic centers and factories that manufacture and deliver weapons to its enemies. ➡️ The precedent is simple and brutal: no country would allow hostile forces to build attack systems on neighboring territory without striking back. ➡️ European soil lost its protected status the moment leaders chose to become active suppliers in the conflict against Russia. ➡️ The move from proxy war to direct action on the continent is now a question of timing, not possibility. THE NUCLEAR THRESHOLD ➡️ European elites still believe they can wage and win a conventional war against Russia. ➡️ Russian military doctrine is clear: any attack that threatens the existence of the state will be answered with nuclear weapons. ➡️ One modern Russian missile can obliterate all life across Britain or France if the red line of national survival is crossed. ➡️ The bad news for planners in Brussels and Berlin is that Russia will not limit its response to conventional weapons once existence is at stake. THE SUICIDAL EUROPEAN PATH ➡️ Europe already destroyed its own energy security by cutting reliable Russian supplies and now pays premium prices for LNG from distant suppliers. ➡️ Germany is converting former auto plants into weapons lines and has passed laws requiring male citizens to register for military service. ➡️ This rapid militarization follows the exact pattern seen before World War I and World War II, driven by the same elite logic. ➡️ Unpopular leaders and the Brussels bureaucracy view prolonged war as the only tool left to hold power and avoid facing their own voters. THE BOTTOM LINE Europe stopped being a spectator the day its factories became active participants in the war against Russia. By relocating production to its own territory and declaring open support for strikes on Russian soil, the continent made itself a legitimate target under the same rules it claims to defend. The war that began far away is about to arrive at European doorsteps with force no conventional plan can contain. The first explosions on NATO soil will mark the moment the illusion of safe escalation finally dies. HT: YouTube Tucker Carlson #EuropeWar #RussiaResponse #NATOFactories #NuclearDoctrine #DirectStrikes #EuropeanSuicide #WW3Warning
1:20

EUROPE'S WAR FACTORIES IN THE CROSSHAIRS: RUSSIA PREPARES TO STRIKE THE SOURCE European leaders moved weapons production onto their own soil and now supply long-range drones and missiles used against Russia while pretending the war stays in Ukraine. Viktor Bout explains that these factories in multiple NATO countries have turned the continent into a direct participant under international law. Russia has documented the sites and reached the point where response at the source is no longer avoidable. The comfortable assumption that European territory remains safe is about to collapse. THE EUROPEAN WAR MACHINE ➡️ Russia published the complete list of factories across Poland, Germany, France, Italy, Denmark, Spain, Belgium, the Netherlands, Turkey and Britain now producing armaments for the war. ➡️ Production was deliberately relocated from Ukraine to Europe more than a year ago so the continent could openly support strikes deep inside Russia. ➡️ These same sites enable the mass launch of 500 to 600 long-range drones at once, weapons now used in terror attacks on Russian civilians. ➡️ European governments declare they will fight Russia to the last Ukrainian while their industries profit from the endless supply of weapons. THE LEGAL AND MILITARY REALITY ➡️ Under international law Russia holds the full right to target logistic centers and factories that manufacture and deliver weapons to its enemies. ➡️ The precedent is simple and brutal: no country would allow hostile forces to build attack systems on neighboring territory without striking back. ➡️ European soil lost its protected status the moment leaders chose to become active suppliers in the conflict against Russia. ➡️ The move from proxy war to direct action on the continent is now a question of timing, not possibility. THE NUCLEAR THRESHOLD ➡️ European elites still believe they can wage and win a conventional war against Russia. ➡️ Russian military doctrine is clear: any attack that threatens the existence of the state will be answered with nuclear weapons. ➡️ One modern Russian missile can obliterate all life across Britain or France if the red line of national survival is crossed. ➡️ The bad news for planners in Brussels and Berlin is that Russia will not limit its response to conventional weapons once existence is at stake. THE SUICIDAL EUROPEAN PATH ➡️ Europe already destroyed its own energy security by cutting reliable Russian supplies and now pays premium prices for LNG from distant suppliers. ➡️ Germany is converting former auto plants into weapons lines and has passed laws requiring male citizens to register for military service. ➡️ This rapid militarization follows the exact pattern seen before World War I and World War II, driven by the same elite logic. ➡️ Unpopular leaders and the Brussels bureaucracy view prolonged war as the only tool left to hold power and avoid facing their own voters. THE BOTTOM LINE Europe stopped being a spectator the day its factories became active participants in the war against Russia. By relocating production to its own territory and declaring open support for strikes on Russian soil, the continent made itself a legitimate target under the same rules it claims to defend. The war that began far away is about to arrive at European doorsteps with force no conventional plan can contain. The first explosions on NATO soil will mark the moment the illusion of safe escalation finally dies. HT: YouTube Tucker Carlson #EuropeWar #RussiaResponse #NATOFactories #NuclearDoctrine #DirectStrikes #EuropeanSuicide #WW3Warning

Mark

33,845 просмотров • 2 месяцев назад

VIOLENT PRICE SIGNAL AHEAD: WHY $150 OIL IS NOW THE ONLY PATH TO BALANCE Energy strategist Eric Nuttall of ninepoint Energy Strategies just delivered his long-awaited weekly update. Instead of relief, the only measurable change has been the relentless drain of nearly 200 million barrels of forfeited production while the world clings to hope. The data from Kepler and the warnings from Exxon and Chevron reveal a structural crisis that tweets cannot fix. THE STRAIT REALITY CHECK ➡️ Just 23 ships are getting through the Strait of Hormuz each day compared to the normal baseline of 40 to 45. ➡️ Daily claims of 35 to 40 ships passing were proven false when actual tracking data showed only two tankers making the transit. ➡️ Leading shipping companies like Maersk have abandoned the route completely because the risk outweighs any reward. THE INVENTORY FREEFALL ➡️ Global inventories visible and invisible are now falling at a rate of 6 to 8 million barrels per day. ➡️ Almost 200 million barrels have already been sucked out of the system in just the past two weeks. ➡️ The cumulative forfeited production has already exceeded one billion barrels and is tracking toward two billion under even optimistic scenarios. THE EXPERT ALARM ➡️ Exxon and Chevron have now corroborated the numbers and stated the market is heading into the danger zone within the next few weeks. ➡️ Inventories are approaching the point where refineries hit tank bottoms and can no longer operate without cutting demand. ➡️ Their models show that oil prices will have to rise to between 150 and 160 dollars to achieve the required demand destruction. THE PRODUCTION TRAP ➡️ Middle East production has been curtailed by 13 to 14 million barrels per day because storage tanks are full and crude cannot exit. ➡️ Barnacle buildup on vessels that have sat idle in warm water will add 80 to 90 percent to fuel costs and further delay any recovery. ➡️ "The IRGC has figured out that having control of the strait is more powerful than actual possession of a nuclear bomb" — and there is no sign they plan to relinquish it. THE COVID INVERSION ➡️ The current pace of inventory depletion is the fastest in history and stands as the direct opposite of the massive build that started in February 2020. ➡️ All previous safety buffers including the largest SPR releases in history have now been exhausted or are being drawn down in real time. ➡️ The market remains trapped in apathy and continues to price energy equities for oil in the high 60s to low 70s even as physical barrels trade near 95. THE LONG-TERM BULL CASE ➡️ After the spike forces the necessary adjustment, the day after will feature years of incremental demand just to rebuild inventories and replace lost production from formation damage. ➡️ Even a sudden resolution would still leave lasting bullish effects because much of the generalist capital has stayed on the sidelines waiting for certainty that may never arrive. ➡️ Energy equities represent one of the strongest long-term investment opportunities precisely because the structural shortage is already in motion. THE BOTTOM LINE The market is betting that hope and tweets will somehow refill the tanks before they run dry. When tank bottoms arrive the price adjustment will be swift, brutal, and completely necessary to balance a system that has run out of buffers. #OilShortage #StraitOfHormuz #InventoryCrisis #EnergyInvesting #OilPriceSpike #BullishEnergy #TankBottoms
1:15

VIOLENT PRICE SIGNAL AHEAD: WHY $150 OIL IS NOW THE ONLY PATH TO BALANCE Energy strategist Eric Nuttall of ninepoint Energy Strategies just delivered his long-awaited weekly update. Instead of relief, the only measurable change has been the relentless drain of nearly 200 million barrels of forfeited production while the world clings to hope. The data from Kepler and the warnings from Exxon and Chevron reveal a structural crisis that tweets cannot fix. THE STRAIT REALITY CHECK ➡️ Just 23 ships are getting through the Strait of Hormuz each day compared to the normal baseline of 40 to 45. ➡️ Daily claims of 35 to 40 ships passing were proven false when actual tracking data showed only two tankers making the transit. ➡️ Leading shipping companies like Maersk have abandoned the route completely because the risk outweighs any reward. THE INVENTORY FREEFALL ➡️ Global inventories visible and invisible are now falling at a rate of 6 to 8 million barrels per day. ➡️ Almost 200 million barrels have already been sucked out of the system in just the past two weeks. ➡️ The cumulative forfeited production has already exceeded one billion barrels and is tracking toward two billion under even optimistic scenarios. THE EXPERT ALARM ➡️ Exxon and Chevron have now corroborated the numbers and stated the market is heading into the danger zone within the next few weeks. ➡️ Inventories are approaching the point where refineries hit tank bottoms and can no longer operate without cutting demand. ➡️ Their models show that oil prices will have to rise to between 150 and 160 dollars to achieve the required demand destruction. THE PRODUCTION TRAP ➡️ Middle East production has been curtailed by 13 to 14 million barrels per day because storage tanks are full and crude cannot exit. ➡️ Barnacle buildup on vessels that have sat idle in warm water will add 80 to 90 percent to fuel costs and further delay any recovery. ➡️ "The IRGC has figured out that having control of the strait is more powerful than actual possession of a nuclear bomb" — and there is no sign they plan to relinquish it. THE COVID INVERSION ➡️ The current pace of inventory depletion is the fastest in history and stands as the direct opposite of the massive build that started in February 2020. ➡️ All previous safety buffers including the largest SPR releases in history have now been exhausted or are being drawn down in real time. ➡️ The market remains trapped in apathy and continues to price energy equities for oil in the high 60s to low 70s even as physical barrels trade near 95. THE LONG-TERM BULL CASE ➡️ After the spike forces the necessary adjustment, the day after will feature years of incremental demand just to rebuild inventories and replace lost production from formation damage. ➡️ Even a sudden resolution would still leave lasting bullish effects because much of the generalist capital has stayed on the sidelines waiting for certainty that may never arrive. ➡️ Energy equities represent one of the strongest long-term investment opportunities precisely because the structural shortage is already in motion. THE BOTTOM LINE The market is betting that hope and tweets will somehow refill the tanks before they run dry. When tank bottoms arrive the price adjustment will be swift, brutal, and completely necessary to balance a system that has run out of buffers. #OilShortage #StraitOfHormuz #InventoryCrisis #EnergyInvesting #OilPriceSpike #BullishEnergy #TankBottoms

Mark

26,328 просмотров • 3 месяцев назад

VUCIC WARNS: OIL CRISIS HITS NOW — FULL ESCALATION COMES AFTER SEPTEMBER Serbian President Aleksandar Vučić has just made one of the most blunt assessments of the war between Russia and Ukraine and the looming energy crisis that any European head of state has ever expressed publicly. Sitting in the middle of summer, he said the real shortage of oil has already begun, state reserves are being emptied, and the situation will turn sharply worse within two months. What follows is not speculation. It is the reading of a man who has watched war destroy his own country and who now sees the same machinery grinding again. THE OIL SHOCK ALREADY HERE ➡️ For the first time we feel the real shortage of oil and we will have to intervene from state reserves with huge quantities of diesel. ➡️ This is driven by the Russia-Ukraine war and the Iran war at the same time. ➡️ Unlike all the others, Vučić believes the situation after September will be even worse than today. THE CORE LOGIC: NO WINNER, NO END ➡️ The war has lasted almost five years. Everybody is nervous. Nobody is happy. People are dying on a daily basis. ➡️ In both capitals and in many Western capitals, people in power are not delivering what they promised. ➡️ One has to win the war. You cannot stop it without a winning side or a defeated side. Nobody will give in easily. ➡️ That is why escalation is coming. THE SEPTEMBER PRESSURE POINT ➡️ Vučić expects Russians may launch a bigger conscription by the end of September or early October. ➡️ Ukraine faces deep problems of its own, visible in places like Lviv and along the front. ➡️ After Russia’s elections on 20 September, he sees no other choice for Moscow but to escalate. THE PSYCHOLOGICAL TRAP ➡️ Ukrainian drones have hit every single Russian refinery. That creates nervousness inside Russian society and pushes the Kremlin to act harder. ➡️ Ukrainians will do everything to escalate attacks deeper into Russian territory because they see it as a huge psychological advantage they can sell in the West. ➡️ The West believes each new strike brings Russia closer to the table. Vučić says the opposite is true: the resolve only mounts. THE EUROPEAN ILLUSION ➡️ Western European politicians are totally sure they are on the right side of history. ➡️ They treat any different opinion as forbidden. Serbia has not opened a single EU cluster in five years solely because it refused full CFSP alignment against Russia. ➡️ Nobody wants to compromise. Not Russians, not Ukrainians, not Europeans. Everybody wants the other side to lose. That is why the war lasts. THE BOTTOM LINE Vučić has lived through wars that cost Serbia 29 percent of its population in the First World War alone. He watches the same pattern repeat: leaders speak of victory while people become numbers, and the rifle hanging on the wall in the first act is already being reached for in the third. The only thing that stops a war is a winner and a loser. Everything else is just more time for the escalation machine to run. HT: YouTube DIE WELTWOCHE #VucicWarning #OilCrisis #SeptemberEscalation #RussiaUkraine #NoWinnerNoPeace #EuropeBlind #WarLogic
1:32

VUCIC WARNS: OIL CRISIS HITS NOW — FULL ESCALATION COMES AFTER SEPTEMBER Serbian President Aleksandar Vučić has just made one of the most blunt assessments of the war between Russia and Ukraine and the looming energy crisis that any European head of state has ever expressed publicly. Sitting in the middle of summer, he said the real shortage of oil has already begun, state reserves are being emptied, and the situation will turn sharply worse within two months. What follows is not speculation. It is the reading of a man who has watched war destroy his own country and who now sees the same machinery grinding again. THE OIL SHOCK ALREADY HERE ➡️ For the first time we feel the real shortage of oil and we will have to intervene from state reserves with huge quantities of diesel. ➡️ This is driven by the Russia-Ukraine war and the Iran war at the same time. ➡️ Unlike all the others, Vučić believes the situation after September will be even worse than today. THE CORE LOGIC: NO WINNER, NO END ➡️ The war has lasted almost five years. Everybody is nervous. Nobody is happy. People are dying on a daily basis. ➡️ In both capitals and in many Western capitals, people in power are not delivering what they promised. ➡️ One has to win the war. You cannot stop it without a winning side or a defeated side. Nobody will give in easily. ➡️ That is why escalation is coming. THE SEPTEMBER PRESSURE POINT ➡️ Vučić expects Russians may launch a bigger conscription by the end of September or early October. ➡️ Ukraine faces deep problems of its own, visible in places like Lviv and along the front. ➡️ After Russia’s elections on 20 September, he sees no other choice for Moscow but to escalate. THE PSYCHOLOGICAL TRAP ➡️ Ukrainian drones have hit every single Russian refinery. That creates nervousness inside Russian society and pushes the Kremlin to act harder. ➡️ Ukrainians will do everything to escalate attacks deeper into Russian territory because they see it as a huge psychological advantage they can sell in the West. ➡️ The West believes each new strike brings Russia closer to the table. Vučić says the opposite is true: the resolve only mounts. THE EUROPEAN ILLUSION ➡️ Western European politicians are totally sure they are on the right side of history. ➡️ They treat any different opinion as forbidden. Serbia has not opened a single EU cluster in five years solely because it refused full CFSP alignment against Russia. ➡️ Nobody wants to compromise. Not Russians, not Ukrainians, not Europeans. Everybody wants the other side to lose. That is why the war lasts. THE BOTTOM LINE Vučić has lived through wars that cost Serbia 29 percent of its population in the First World War alone. He watches the same pattern repeat: leaders speak of victory while people become numbers, and the rifle hanging on the wall in the first act is already being reached for in the third. The only thing that stops a war is a winner and a loser. Everything else is just more time for the escalation machine to run. HT: YouTube DIE WELTWOCHE #VucicWarning #OilCrisis #SeptemberEscalation #RussiaUkraine #NoWinnerNoPeace #EuropeBlind #WarLogic

Mark

20,263 просмотров • 1 месяц назад

IRAN'S REVENGE MOOD ERUPTS: SUPREME LEADER PROMISES "UNFORGETTABLE LESSONS" Professor Robert Pape has spent 20 years modeling the bombing of Iran and has advised every White House from 2001 to 2024. What he sees now is the exact nightmare scenario he warned about: Iran is stronger than before the war began, controls the Strait of Hormuz, and is in a pure mood of revenge. The Supreme Leader just vowed to deliver "unforgettable lessons" to America after U.S. soldiers were killed. The spiral is accelerating fast. THE EXPERT WHO SAW IT COMING ➡️ Pape has been modeling this exact conflict for two decades and says the patterns from history held up month by month. ➡️ Air power alone has never toppled a regime going all the way back to World War I. ➡️ The United States killed the supreme leader and 137 top Iranian leaders in the opening weeks, the equivalent of wiping out the American president, first family, half the cabinet, Pentagon leadership, CIA leadership, and a third of Congress. ➡️ The regime survived anyway. IRAN IS STRONGER TODAY ➡️ Iran now controls the Strait of Hormuz and can threaten virtually any ship that tries to pass. ➡️ It has demonstrated this power over and over, even when ships turn off their transponders. ➡️ Only a small fraction of its drone and missile arsenal is needed to keep hitting U.S. bases and shipping. ➡️ Iran entered the war with tens of thousands of drones and missiles and is still producing them at a rate of roughly 55,000 a year. THE REVENGE SPIRAL ➡️ The Supreme Leader used the exact phrase "unforgettable lessons" after American soldiers were killed in Jordan. ➡️ Iran is attacking U.S. bases more aggressively and has the Houthis shutting down the Red Sea oil route. ➡️ Pape says emotions are coursing through Iran and they are not pulling back. They want revenge. ➡️ Controlling pieces of homeland territory is the single biggest risk factor for suicide terrorism, according to Pape’s 25 years of research. THE ESCALATION TRAP ➡️ The choice is now brutal: accept a global economic crisis as oil and refining capacity run dry, or physically try to take Hormuz back. ➡️ Pape puts the chance of limited U.S. ground operations with boots on the ground at roughly 70 percent, possibly within weeks. ➡️ He compares the situation directly to Lyndon Johnson’s trap in Vietnam, where leaders escalate even when they know the military path is unlikely to work because the political cost of accepting defeat feels worse. THE BOTTOM LINE Iran is not weakened. It is stronger, in control of the world’s most critical oil chokepoint, and openly in a mood of revenge. The next few months will decide whether this stays a limited conflict or crosses into something far darker. This is the sound of a spiral that no longer has an easy exit. HT: YouTube The Diary Of A CEO #IranRevenge #HormuzCrisis #RobertPape #EscalationTrap #StraitOfHormuz #BootsOnTheGround #EconomicCrisis
1:03

IRAN'S REVENGE MOOD ERUPTS: SUPREME LEADER PROMISES "UNFORGETTABLE LESSONS" Professor Robert Pape has spent 20 years modeling the bombing of Iran and has advised every White House from 2001 to 2024. What he sees now is the exact nightmare scenario he warned about: Iran is stronger than before the war began, controls the Strait of Hormuz, and is in a pure mood of revenge. The Supreme Leader just vowed to deliver "unforgettable lessons" to America after U.S. soldiers were killed. The spiral is accelerating fast. THE EXPERT WHO SAW IT COMING ➡️ Pape has been modeling this exact conflict for two decades and says the patterns from history held up month by month. ➡️ Air power alone has never toppled a regime going all the way back to World War I. ➡️ The United States killed the supreme leader and 137 top Iranian leaders in the opening weeks, the equivalent of wiping out the American president, first family, half the cabinet, Pentagon leadership, CIA leadership, and a third of Congress. ➡️ The regime survived anyway. IRAN IS STRONGER TODAY ➡️ Iran now controls the Strait of Hormuz and can threaten virtually any ship that tries to pass. ➡️ It has demonstrated this power over and over, even when ships turn off their transponders. ➡️ Only a small fraction of its drone and missile arsenal is needed to keep hitting U.S. bases and shipping. ➡️ Iran entered the war with tens of thousands of drones and missiles and is still producing them at a rate of roughly 55,000 a year. THE REVENGE SPIRAL ➡️ The Supreme Leader used the exact phrase "unforgettable lessons" after American soldiers were killed in Jordan. ➡️ Iran is attacking U.S. bases more aggressively and has the Houthis shutting down the Red Sea oil route. ➡️ Pape says emotions are coursing through Iran and they are not pulling back. They want revenge. ➡️ Controlling pieces of homeland territory is the single biggest risk factor for suicide terrorism, according to Pape’s 25 years of research. THE ESCALATION TRAP ➡️ The choice is now brutal: accept a global economic crisis as oil and refining capacity run dry, or physically try to take Hormuz back. ➡️ Pape puts the chance of limited U.S. ground operations with boots on the ground at roughly 70 percent, possibly within weeks. ➡️ He compares the situation directly to Lyndon Johnson’s trap in Vietnam, where leaders escalate even when they know the military path is unlikely to work because the political cost of accepting defeat feels worse. THE BOTTOM LINE Iran is not weakened. It is stronger, in control of the world’s most critical oil chokepoint, and openly in a mood of revenge. The next few months will decide whether this stays a limited conflict or crosses into something far darker. This is the sound of a spiral that no longer has an easy exit. HT: YouTube The Diary Of A CEO #IranRevenge #HormuzCrisis #RobertPape #EscalationTrap #StraitOfHormuz #BootsOnTheGround #EconomicCrisis

Mark

141,758 просмотров • 2 месяцев назад

This World Cup has shown how Argentinian players are just built different, and it was interesting because, in the press conferences, both managers addressed this. First, Tuchel talks about the Argentinian value of the ball and how they protect the ball at all costs, how they manage those small spaces, and how they learn this from a young age. He references culture, and this is exactly it. A child playing in a certain environment leads to that. Not every Argentinian child is on the national team, but it raises the ceiling. It creates a certain type of style and a certain type of player. Then Scaloni also references his culture. He sees them play without fear of losing. It comes from playing in an environment where you are constantly faced with the potential of losing and being able to play with that pressure, right? They don’t fight against it. They play with it. They use it. And I think this is where youth football coaches should really take note. This does not mean we should copy and paste Argentinian culture into every training environment, because culture cannot just be copied. But the values within that culture can be inculcated in every training environment. The value of the ball. The courage to receive it in small spaces. The ability to protect it under pressure. The confidence to keep playing after a mistake. The willingness to play with the possibility of losing rather than constantly trying to avoid it. Those values can become part of the environment we create every day. They can be present in the games we design, in what we praise, in what we allow players to struggle with, and in how we respond when they lose the ball. If every mistake leads to the coach stopping the session, giving the answer, or taking the pressure away, then players never learn to play with that pressure. They learn to wait for the coach. It was cool to see how two managers, at such a big stage, reference culture and the environments that kids play in when they’re young. Because the players we see on the biggest stage were not only created by tactics or coaching information. They were created by environments that taught them what to value, how to relate to the ball, and how to play when there was something to lose.
1:47

This World Cup has shown how Argentinian players are just built different, and it was interesting because, in the press conferences, both managers addressed this. First, Tuchel talks about the Argentinian value of the ball and how they protect the ball at all costs, how they manage those small spaces, and how they learn this from a young age. He references culture, and this is exactly it. A child playing in a certain environment leads to that. Not every Argentinian child is on the national team, but it raises the ceiling. It creates a certain type of style and a certain type of player. Then Scaloni also references his culture. He sees them play without fear of losing. It comes from playing in an environment where you are constantly faced with the potential of losing and being able to play with that pressure, right? They don’t fight against it. They play with it. They use it. And I think this is where youth football coaches should really take note. This does not mean we should copy and paste Argentinian culture into every training environment, because culture cannot just be copied. But the values within that culture can be inculcated in every training environment. The value of the ball. The courage to receive it in small spaces. The ability to protect it under pressure. The confidence to keep playing after a mistake. The willingness to play with the possibility of losing rather than constantly trying to avoid it. Those values can become part of the environment we create every day. They can be present in the games we design, in what we praise, in what we allow players to struggle with, and in how we respond when they lose the ball. If every mistake leads to the coach stopping the session, giving the answer, or taking the pressure away, then players never learn to play with that pressure. They learn to wait for the coach. It was cool to see how two managers, at such a big stage, reference culture and the environments that kids play in when they’re young. Because the players we see on the biggest stage were not only created by tactics or coaching information. They were created by environments that taught them what to value, how to relate to the ball, and how to play when there was something to lose.

David Garcia

170,444 просмотров • 2 месяцев назад

ART BERMAN'S BASE CASE: OIL SPIKES TO $160 THEN STABILIZES PERMANENTLY AT $110 Petroleum geologist Art Berman built a probability model for the current oil crisis that rejects political theater and quick deals. He treats every forecast as a distribution of outcomes because the situation has no historical precedent. His base case carries the highest weight and it points to a permanent break from the energy world of 2025. ART BERMAN'S PROBABILITY MODEL ➡️ He maps best case, base case, and worst case scenarios instead of offering single predictions because no one can know the exact path through unprecedented disruption. ➡️ The best case assumes a perfect deal by early June yet still delivers only 50 percent of normal flows by the end of 2026 due to demining, insurance delays, and weeks of tanker queuing. ➡️ Even that optimistic path leaves three quarters of 2026 operating under severely reduced energy supplies with catastrophic economic consequences. THE BASE CASE THAT DRIVES EVERYTHING ➡️ Iran has no incentive to ever fully reopen the Strait of Hormuz and will likely maintain control indefinitely. ➡️ Restarting shut-in production faces massive lags from damaged reservoirs, lost investment confidence, and infrastructure that may never fully recover. ➡️ The global system faces irreversible change with no realistic path back to 2025 economic conditions. THE OIL PRICE PROJECTION ➡️ In the realistic base case oil prices will almost certainly spike into the 150 to 160 dollar per barrel range by summer. ➡️ Extreme prices trigger demand destruction that pulls Brent back down to around 100 to 105 dollars. ➡️ Prices then slowly rise and stabilize in the 105 to 115 dollar per barrel range through 2027 and likely beyond. WHY THIS SHOCK IS 60 TO 99 TIMES FASTER ➡️ The rate of supply loss is 60 to 99 times faster than the greatest previous oil shocks in recorded history. ➡️ No rapid solutions like vaccines or policy reversals exist this time to cushion the blow. ➡️ Inventories have masked the crisis so far but those savings are running out fast and the full impact is coming. THE BOTTOM LINE Art Berman's model shows the world just suffered its greatest energy blunder in modern history by jeopardizing the entire global economy with one move. Oil will spike hard then settle into a permanently higher range because the old supply system is broken beyond repair. #OilPrices #ArtBerman #EnergyCrisis #OilShock #HormuzBlockade #DemandDestruction #NewOilNormal HT: YouTube Palisades Gold Radio Art Berman
1:38

ART BERMAN'S BASE CASE: OIL SPIKES TO $160 THEN STABILIZES PERMANENTLY AT $110 Petroleum geologist Art Berman built a probability model for the current oil crisis that rejects political theater and quick deals. He treats every forecast as a distribution of outcomes because the situation has no historical precedent. His base case carries the highest weight and it points to a permanent break from the energy world of 2025. ART BERMAN'S PROBABILITY MODEL ➡️ He maps best case, base case, and worst case scenarios instead of offering single predictions because no one can know the exact path through unprecedented disruption. ➡️ The best case assumes a perfect deal by early June yet still delivers only 50 percent of normal flows by the end of 2026 due to demining, insurance delays, and weeks of tanker queuing. ➡️ Even that optimistic path leaves three quarters of 2026 operating under severely reduced energy supplies with catastrophic economic consequences. THE BASE CASE THAT DRIVES EVERYTHING ➡️ Iran has no incentive to ever fully reopen the Strait of Hormuz and will likely maintain control indefinitely. ➡️ Restarting shut-in production faces massive lags from damaged reservoirs, lost investment confidence, and infrastructure that may never fully recover. ➡️ The global system faces irreversible change with no realistic path back to 2025 economic conditions. THE OIL PRICE PROJECTION ➡️ In the realistic base case oil prices will almost certainly spike into the 150 to 160 dollar per barrel range by summer. ➡️ Extreme prices trigger demand destruction that pulls Brent back down to around 100 to 105 dollars. ➡️ Prices then slowly rise and stabilize in the 105 to 115 dollar per barrel range through 2027 and likely beyond. WHY THIS SHOCK IS 60 TO 99 TIMES FASTER ➡️ The rate of supply loss is 60 to 99 times faster than the greatest previous oil shocks in recorded history. ➡️ No rapid solutions like vaccines or policy reversals exist this time to cushion the blow. ➡️ Inventories have masked the crisis so far but those savings are running out fast and the full impact is coming. THE BOTTOM LINE Art Berman's model shows the world just suffered its greatest energy blunder in modern history by jeopardizing the entire global economy with one move. Oil will spike hard then settle into a permanently higher range because the old supply system is broken beyond repair. #OilPrices #ArtBerman #EnergyCrisis #OilShock #HormuzBlockade #DemandDestruction #NewOilNormal HT: YouTube Palisades Gold Radio Art Berman

Mark

48,969 просмотров • 3 месяцев назад

THE SILVER SELL-OFF IS BRUTAL – BUT DON’T MAKE THE MISTAKE OF SELLING TOO Silver just broke hard. Gold slipped under 4000. Silver crashed to 56. If you bought anywhere near the January high near 121, roughly half your position has vanished and it feels like the bottom may never arrive. But the number flashing on the screen is lying about what is actually happening. The sellers dumping metal right now are handing their ounces to buyers who see a sale, not a verdict. THE CORE THESIS Silver didn't get less valuable this week. The dollar got stronger. And that is a completely different thing. ➡️ The US dollar index just pushed above 101 for the first time in about a year. ➡️ When the dollar rips, every asset priced in dollars gets repriced lower almost automatically because it now takes fewer of those stronger dollars to buy the same ounce. ➡️ This is not the market rejecting silver. This is the measuring stick getting longer. ➡️ The Fed's new dot plot shows roughly half the committee projecting at least one rate hike this year, with traders pricing in as many as three quarter-point hikes before year end. THE DOUBLE HIT SILVER ALWAYS TAKES Silver wears two hats and both are getting slammed at the same time. ➡️ It is a monetary metal fighting the strong dollar. ➡️ It is also an industrial metal facing slower growth fears from higher rates. ➡️ That combination is exactly why silver falls roughly twice as hard as gold in moves like this. ➡️ The gold to silver ratio blows out because it is the nature of silver, not a flaw in silver. THE MECHANICAL SELLING DRIVING THE PAIN A lot of this selling is not anyone deciding silver is a bad investment. It is forced. ➡️ Margin requirements got jacked up. Leverage players had to dump their most liquid holdings to raise cash. ➡️ Stop losses tripped. ETFs rebalanced. The selling turned violent and mechanical. ➡️ This kind of forced selling eventually burns out when the sellers run out of metal they are willing to dump. ➡️ Conviction buyers do not run out of conviction. They are the ones quietly stepping in. THE PHYSICAL MARKET TELLS THE TRUTH The spot price is getting shoved around by macro forces and margin. The physical market is doing something very different underneath. ➡️ When metal gets crushed on the screen you would expect a flood of people dumping physical. That is not mostly what is walking in the door. ➡️ Yes, capitulation sellers who bought the top are handing over ounces. ➡️ But serious buyers are stepping in with both hands because to them a strong dollar selloff is a sale, not a verdict. "The weak hands are handing their ounces to the strong hands. That's what a bottoming process actually looks like." ➡️ Premiums on real coins and bars are holding firm and even rising. Demand is alive and well if you watch the all-in price instead of just spot. THE LONG-TERM MATH HAS NOT CHANGED The reasons you own silver in the first place are still sitting right there. ➡️ The debt has not gone anywhere. ➡️ Currency debasement over time has not gone anywhere. ➡️ Central banks are still net buyers. ➡️ The long-term destination remains 120 silver. This selloff does not erase the thesis. WHAT TO DO THIS WEEK ➡️ Do not sell into this panic unless you genuinely need the cash inside the next two years. ➡️ If you must raise cash, sell generic rounds and bars first. Protect your sovereign coins and anything inside your IRA. ➡️ For long-term buyers this is a sale, but watch the all-in price not just spot. Ladder your buys and keep dry powder. ➡️ Stress test how you hold your metal. If you have paper claims this is the week to move toward allocated segregated storage or take delivery. THE BOTTOM LINE The metal did not change this week. The dollar did. Don't let a strong dollar and a scary headline talk you out of the one asset they cannot print. Before you hit that button ask yourself one honest question. Do I actually need this money in the next 24 months? If the answer is no, you are not escaping a collapse. You are selling your insurance in the middle of the storm to the very people who will be happy to sell it back to you later at a much higher price. HT: YouTube Summit Metals #SilverSelloff #DontSellSilver #DollarStrength #PhysicalSilver #Stacking #PreciousMetals #SilverStacker
1:22

THE SILVER SELL-OFF IS BRUTAL – BUT DON’T MAKE THE MISTAKE OF SELLING TOO Silver just broke hard. Gold slipped under 4000. Silver crashed to 56. If you bought anywhere near the January high near 121, roughly half your position has vanished and it feels like the bottom may never arrive. But the number flashing on the screen is lying about what is actually happening. The sellers dumping metal right now are handing their ounces to buyers who see a sale, not a verdict. THE CORE THESIS Silver didn't get less valuable this week. The dollar got stronger. And that is a completely different thing. ➡️ The US dollar index just pushed above 101 for the first time in about a year. ➡️ When the dollar rips, every asset priced in dollars gets repriced lower almost automatically because it now takes fewer of those stronger dollars to buy the same ounce. ➡️ This is not the market rejecting silver. This is the measuring stick getting longer. ➡️ The Fed's new dot plot shows roughly half the committee projecting at least one rate hike this year, with traders pricing in as many as three quarter-point hikes before year end. THE DOUBLE HIT SILVER ALWAYS TAKES Silver wears two hats and both are getting slammed at the same time. ➡️ It is a monetary metal fighting the strong dollar. ➡️ It is also an industrial metal facing slower growth fears from higher rates. ➡️ That combination is exactly why silver falls roughly twice as hard as gold in moves like this. ➡️ The gold to silver ratio blows out because it is the nature of silver, not a flaw in silver. THE MECHANICAL SELLING DRIVING THE PAIN A lot of this selling is not anyone deciding silver is a bad investment. It is forced. ➡️ Margin requirements got jacked up. Leverage players had to dump their most liquid holdings to raise cash. ➡️ Stop losses tripped. ETFs rebalanced. The selling turned violent and mechanical. ➡️ This kind of forced selling eventually burns out when the sellers run out of metal they are willing to dump. ➡️ Conviction buyers do not run out of conviction. They are the ones quietly stepping in. THE PHYSICAL MARKET TELLS THE TRUTH The spot price is getting shoved around by macro forces and margin. The physical market is doing something very different underneath. ➡️ When metal gets crushed on the screen you would expect a flood of people dumping physical. That is not mostly what is walking in the door. ➡️ Yes, capitulation sellers who bought the top are handing over ounces. ➡️ But serious buyers are stepping in with both hands because to them a strong dollar selloff is a sale, not a verdict. "The weak hands are handing their ounces to the strong hands. That's what a bottoming process actually looks like." ➡️ Premiums on real coins and bars are holding firm and even rising. Demand is alive and well if you watch the all-in price instead of just spot. THE LONG-TERM MATH HAS NOT CHANGED The reasons you own silver in the first place are still sitting right there. ➡️ The debt has not gone anywhere. ➡️ Currency debasement over time has not gone anywhere. ➡️ Central banks are still net buyers. ➡️ The long-term destination remains 120 silver. This selloff does not erase the thesis. WHAT TO DO THIS WEEK ➡️ Do not sell into this panic unless you genuinely need the cash inside the next two years. ➡️ If you must raise cash, sell generic rounds and bars first. Protect your sovereign coins and anything inside your IRA. ➡️ For long-term buyers this is a sale, but watch the all-in price not just spot. Ladder your buys and keep dry powder. ➡️ Stress test how you hold your metal. If you have paper claims this is the week to move toward allocated segregated storage or take delivery. THE BOTTOM LINE The metal did not change this week. The dollar did. Don't let a strong dollar and a scary headline talk you out of the one asset they cannot print. Before you hit that button ask yourself one honest question. Do I actually need this money in the next 24 months? If the answer is no, you are not escaping a collapse. You are selling your insurance in the middle of the storm to the very people who will be happy to sell it back to you later at a much higher price. HT: YouTube Summit Metals #SilverSelloff #DontSellSilver #DollarStrength #PhysicalSilver #Stacking #PreciousMetals #SilverStacker

Mark

34,639 просмотров • 2 месяцев назад