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🤯 Look at these two identical apps making $150K+ MRR Same niche. Same mascot concept. and they were launched less than a month apart. They are running the exact same psychological playbook: ➡️open with an animated brain mascot ➡️remove user shame and position the app as the savior ➡️calculate... show more

Siro

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66,385 views • 22 days ago •via X (Twitter)

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This app’s onboarding is one of the best examples of using a mascot and animations to create a dynamic, engaging experience Onboarding - Animated mascot that actually talks to you - Fun visuals and smooth animations - Collects key user information - Builds a personalized plan - Matches you with a mascot Paywall - Monthly and annual subscriptions - Annual plan includes a 3 day free trial - Limited time 50% discount offer This is how you use a mascot and animations to make an app feel more personal, interactive and memorable. Build yours with Anything.

This app’s onboarding is one of the best examples of using a mascot and animations to create a dynamic, engaging experience Onboarding - Animated mascot that actually talks to you - Fun visuals and smooth animations - Collects key user information - Builds a personalized plan - Matches you with a mascot Paywall - Monthly and annual subscriptions - Annual plan includes a 3 day free trial - Limited time 50% discount offer This is how you use a mascot and animations to make an app feel more personal, interactive and memorable. Build yours with Anything.

César Álvarez

30,457 views • 1 month ago

this app makes $550k/month selling adults an AI imaginary friend. Tolan shows you "$0.00" pre paywall. then features comparison. then a reminder guarantee. then the paywall. $550k/month. Onboarding: ➡️ opens with a cinematic animation ➡️ ATT prompt fires ➡️ name + age captured early ➡️ push notification opt-in: “…an update from their world” ➡️ "do you have an invite code?," manufactured exclusivity ➡️ AI chat replaces multiple-choice questionnaire voice or text responses to psychological audit ➡️ iOS rating prompt drops mid-onboarding ➡️user names the alien, selects its voice ➡️ tap-and-hold "hatching" mechanic to meet their Tolan Pre-paywall (4 screens): ➡️ "Start for $0.00" as the dominant CTA ➡️ free vs premium visual comparison ➡️ "We'll remind you 1 day before trial ends" ➡️ emotional closer: "your adventure buddy for nature..." Paywall: ➡️ main CTA: "Start for $0.00" with native trial reminder toggle ➡️ monthly tier hidden behind "View more options" ➡️ $79.99/year with 3-day trial vs $19.99/month without trial ➡️ monthly plan is the decoy

this app makes $550k/month selling adults an AI imaginary friend. Tolan shows you "$0.00" pre paywall. then features comparison. then a reminder guarantee. then the paywall. $550k/month. Onboarding: ➡️ opens with a cinematic animation ➡️ ATT prompt fires ➡️ name + age captured early ➡️ push notification opt-in: “…an update from their world” ➡️ "do you have an invite code?," manufactured exclusivity ➡️ AI chat replaces multiple-choice questionnaire voice or text responses to psychological audit ➡️ iOS rating prompt drops mid-onboarding ➡️user names the alien, selects its voice ➡️ tap-and-hold "hatching" mechanic to meet their Tolan Pre-paywall (4 screens): ➡️ "Start for $0.00" as the dominant CTA ➡️ free vs premium visual comparison ➡️ "We'll remind you 1 day before trial ends" ➡️ emotional closer: "your adventure buddy for nature..." Paywall: ➡️ main CTA: "Start for $0.00" with native trial reminder toggle ➡️ monthly tier hidden behind "View more options" ➡️ $79.99/year with 3-day trial vs $19.99/month without trial ➡️ monthly plan is the decoy

Alex Vech

16,831 views • 1 month ago

Finch is one of the best mascot app examples out there and this is how they onboard their users. Onboarding - Builds instant attachment by creating your mascot - Personalized penguin experience - Collects key user data naturally - Generates a tailored plan Paywall - “Limited-time” 50% offer to drive urgency - 7 day free trial on the annual plan This onboarding makes you forget you’re even onboarding. Start building yours with Anything

Finch is one of the best mascot app examples out there and this is how they onboard their users. Onboarding - Builds instant attachment by creating your mascot - Personalized penguin experience - Collects key user data naturally - Generates a tailored plan Paywall - “Limited-time” 50% offer to drive urgency - 7 day free trial on the annual plan This onboarding makes you forget you’re even onboarding. Start building yours with Anything

César Álvarez

36,569 views • 3 months ago

🤯 Unrot, a screen time blocker app making $250k/mo. I looked at two different versions of the onboarding flow, they completely gutted the first half of their funnel. Here is what changed: The Old Flow: - 10+ screens of passive text to tell a story about doomscrolling. - Play a 30-second breathing mini-game to demo the app. ✅ Paywall was a single screen: Monthly vs. Annual The New Flow: - Replaced the text story with a simulated chat. You tap pre-written options to talk to a "Brain" mascot. - Killed the 30-second breathing game. Replaced it with simple visual diagrams. ✅ Paywall is now a 2-screen sequence ending in a 93% off exit-intent pop-up.

🤯 Unrot, a screen time blocker app making $250k/mo. I looked at two different versions of the onboarding flow, they completely gutted the first half of their funnel. Here is what changed: The Old Flow: - 10+ screens of passive text to tell a story about doomscrolling. - Play a 30-second breathing mini-game to demo the app. ✅ Paywall was a single screen: Monthly vs. Annual The New Flow: - Replaced the text story with a simulated chat. You tap pre-written options to talk to a "Brain" mascot. - Killed the 30-second breathing game. Replaced it with simple visual diagrams. ✅ Paywall is now a 2-screen sequence ending in a 93% off exit-intent pop-up.

Siro

37,295 views • 1 month ago

I promise you, your paywall is leaving money on the table. Look at how hard Yazio fight for the conversion: 1. Hyper-specific goal date 2. Immediate social proof 3. Aggressive decoy pricing But the genius part happens if you try to exit: they intercept you with a game. ❌ You click close. 🎡 A roulette wheel appears. 📉 First spin: You win a boring 5% off. 🔥 Second spin: You hit the "75% OFF FOREVER" jackpot. By making the user "work" for the final One-Time Offer, they completely override logical price objections with a massive dopamine spike. Insane conversion mechanics.

I promise you, your paywall is leaving money on the table. Look at how hard Yazio fight for the conversion: 1. Hyper-specific goal date 2. Immediate social proof 3. Aggressive decoy pricing But the genius part happens if you try to exit: they intercept you with a game. ❌ You click close. 🎡 A roulette wheel appears. 📉 First spin: You win a boring 5% off. 🔥 Second spin: You hit the "75% OFF FOREVER" jackpot. By making the user "work" for the final One-Time Offer, they completely override logical price objections with a massive dopamine spike. Insane conversion mechanics.

Siro

13,718 views • 27 days ago

You go on vacation and rent an Airbnb, only to show up and find more rules than a jail. Here are just a few: ➡️The owner left their food in the refrigerator, so they left a "rule" not to touch their food. ➡️Remove shoes when you come into the house ➡️Squeege the shower after each use, even though you pay for cleaning. ➡️Do not move the showerhead. ➡️Do not wash the bedding. There are literally rules posted in every room of the house, some with multiple rules. Is this over-the-top or acceptable?

You go on vacation and rent an Airbnb, only to show up and find more rules than a jail. Here are just a few: ➡️The owner left their food in the refrigerator, so they left a "rule" not to touch their food. ➡️Remove shoes when you come into the house ➡️Squeege the shower after each use, even though you pay for cleaning. ➡️Do not move the showerhead. ➡️Do not wash the bedding. There are literally rules posted in every room of the house, some with multiple rules. Is this over-the-top or acceptable?

Sadie

33,240 views • 3 months ago

This study app is crazy 😭 The onboarding alone probably converts better than most apps. Onboarding - Animal Crossing inspired theme - Feels like a game, not an app - Collects all the important user data - Asks for a review during onboarding - Lets you personalize your character Paywall - Pushes the annual plan first - Limited time 50% off offer - 3 day free trial If you build an app with this level of detail, conversions will go crazy. Start building yours with Anything

This study app is crazy 😭 The onboarding alone probably converts better than most apps. Onboarding - Animal Crossing inspired theme - Feels like a game, not an app - Collects all the important user data - Asks for a review during onboarding - Lets you personalize your character Paywall - Pushes the annual plan first - Limited time 50% off offer - 3 day free trial If you build an app with this level of detail, conversions will go crazy. Start building yours with Anything

César Álvarez

84,356 views • 2 months ago

This app is doing $200k/month with half the downloads and its onboarding is one of the best I’ve ever seen. Onboarding - Super vivid animations - Clean video demos - A mascot led questionnaire - Highly relatable to the user - Signed “contract” Paywall - 3 tiers: monthly, quarterly, annual - 7 day free trial (annual) - 68% off if you wait - If you try to leave, you get a roulette with an extra 50% off This is a top-tier example of how to onboard users and nudge them to convert. Start building yours with Anything

This app is doing $200k/month with half the downloads and its onboarding is one of the best I’ve ever seen. Onboarding - Super vivid animations - Clean video demos - A mascot led questionnaire - Highly relatable to the user - Signed “contract” Paywall - 3 tiers: monthly, quarterly, annual - 7 day free trial (annual) - 68% off if you wait - If you try to leave, you get a roulette with an extra 50% off This is a top-tier example of how to onboard users and nudge them to convert. Start building yours with Anything

César Álvarez

72,869 views • 3 months ago

Special Economic Zones 🤯 EuropeanPowell talks to Carol Vorderman about something most of us aren't even aware of, SEZs ➡️ SEZs are small individual states within a state ➡️ 74 spread across England, Scotland and Wales ➡️ 12 freeports ➡️ Biggest one is 75 km in diameter ➡️ They create their own employment law ➡️ They have their own tax system ➡️ Each SEZ has private laws run by corporations ➡️ The EU has these but these are regulated to stop corporations from making profits and sending that money offshore, without contributing any of the profit to the running/infrastructure of the SEZ This is bonkers! I trust The Labour Party will reverse/cancel this madness?

Special Economic Zones 🤯 EuropeanPowell talks to Carol Vorderman about something most of us aren't even aware of, SEZs ➡️ SEZs are small individual states within a state ➡️ 74 spread across England, Scotland and Wales ➡️ 12 freeports ➡️ Biggest one is 75 km in diameter ➡️ They create their own employment law ➡️ They have their own tax system ➡️ Each SEZ has private laws run by corporations ➡️ The EU has these but these are regulated to stop corporations from making profits and sending that money offshore, without contributing any of the profit to the running/infrastructure of the SEZ This is bonkers! I trust The Labour Party will reverse/cancel this madness?

Farrukh

644,251 views • 2 years ago

🚨 #BREAKING: U.S. Sen. Andy Kim reports seeing MULTIPLE drones flying over New Jersey yesterday Here are his key findings (w/ videos): ➡️ Local police say they are seeing them every night. They’ve attempted to chase the drones with helicopters, but once they get too close, the drones turn off their lights and go dark ➡️ The drones always come out after dark and disappear before down ➡️ They move horizontally and instantly switch back in the opposite direction as planes can’t do ➡️ Travel in clusters of 2-4 ➡️ Some were illuminated in solid white lights—others had red and green directional lights ➡️ Police are receiving reports that these drones are flying very low and very close to homes, being described by witnesses as being the size of car hoods. ➡️ These drones do NOT show up on any flight tracking apps. Kim made these observations while out with police near the Round Valley Reservoir. What the hell is the government hiding?

🚨 #BREAKING: U.S. Sen. Andy Kim reports seeing MULTIPLE drones flying over New Jersey yesterday Here are his key findings (w/ videos): ➡️ Local police say they are seeing them every night. They’ve attempted to chase the drones with helicopters, but once they get too close, the drones turn off their lights and go dark ➡️ The drones always come out after dark and disappear before down ➡️ They move horizontally and instantly switch back in the opposite direction as planes can’t do ➡️ Travel in clusters of 2-4 ➡️ Some were illuminated in solid white lights—others had red and green directional lights ➡️ Police are receiving reports that these drones are flying very low and very close to homes, being described by witnesses as being the size of car hoods. ➡️ These drones do NOT show up on any flight tracking apps. Kim made these observations while out with police near the Round Valley Reservoir. What the hell is the government hiding?

Nick Sortor

365,172 views • 1 year ago

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

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 views • 1 month ago

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

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 views • 3 months ago

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

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

32,014 views • 27 days ago

7% CRASH FROM "95% DONE" DEAL THAT NEVER HAPPENED - MARKET MANIPULATION AT PEAK: WHY OIL SHOULD BE $130 Energy markets expert Ross Hendrix of Porter and Co. just laid bare the most blatant case of oil market manipulation in years. Over one weekend the administration blasted out headlines claiming a deal was "95% done" with Iran set to open the Strait of Hormuz. Oil prices immediately plunged 7% on Monday. Yet on that same Monday ships were being attacked in the Persian Gulf and Israel launched fresh strikes on Lebanon with zero increase in actual tanker traffic through the strait. THE WEEKEND HEADLINE SCAM ➡️ Administration officials told markets the deal was 95% complete and Iran would surrender its uranium and reopen the strait. ➡️ Oil crashed 7% the next trading day on nothing but those tweets and press releases. ➡️ The very same day ships were being blown up in the Persian Gulf and new attacks hit Lebanon. ➡️ There was still no measurable pickup in traffic through the strait that supposedly just reopened. THE REALITY THEY ARE HIDING ➡️ A minimum of 10 million barrels per day remain blocked from the Strait of Hormuz entering month four. ➡️ Global inventories have already lost over one billion barrels with no end in sight. ➡️ The market is trading off social media posts instead of physical barrels and actual tanker data. THE DEMAND DESTRUCTION THEY ARE BLOCKING ➡️ To balance this market oil needs to rise high enough to destroy 10 million barrels of daily demand. ➡️ Every jawboning headline keeps prices artificially low and prevents that destruction from happening. ➡️ The slack in the system is being chewed through day by day with nothing to replace it. THE VIOLENT RECKONING AHEAD ➡️ Ross Hendrix warns we should already be at $120 to $130 if the market were pricing reality. ➡️ Instead we are being set up for one of the most horrific price spikes in commodity history. ➡️ The longer they suppress the truth the more violent the snap higher will be when the final buffer disappears. THE BOTTOM LINE They are not managing a crisis. They are managing the narrative while the physical oil market burns. When the last barrel of slack is gone the price will not politely rise. It will explode. HT: YouTube Michael Farris (Coffee and a Mike) Ross Hendricks #OilManipulation #HormuzBlockade #FakePeaceDeals #EnergyCrisis #OilPrices #ViolentReckoning #MarketTruth

7% CRASH FROM "95% DONE" DEAL THAT NEVER HAPPENED - MARKET MANIPULATION AT PEAK: WHY OIL SHOULD BE $130 Energy markets expert Ross Hendrix of Porter and Co. just laid bare the most blatant case of oil market manipulation in years. Over one weekend the administration blasted out headlines claiming a deal was "95% done" with Iran set to open the Strait of Hormuz. Oil prices immediately plunged 7% on Monday. Yet on that same Monday ships were being attacked in the Persian Gulf and Israel launched fresh strikes on Lebanon with zero increase in actual tanker traffic through the strait. THE WEEKEND HEADLINE SCAM ➡️ Administration officials told markets the deal was 95% complete and Iran would surrender its uranium and reopen the strait. ➡️ Oil crashed 7% the next trading day on nothing but those tweets and press releases. ➡️ The very same day ships were being blown up in the Persian Gulf and new attacks hit Lebanon. ➡️ There was still no measurable pickup in traffic through the strait that supposedly just reopened. THE REALITY THEY ARE HIDING ➡️ A minimum of 10 million barrels per day remain blocked from the Strait of Hormuz entering month four. ➡️ Global inventories have already lost over one billion barrels with no end in sight. ➡️ The market is trading off social media posts instead of physical barrels and actual tanker data. THE DEMAND DESTRUCTION THEY ARE BLOCKING ➡️ To balance this market oil needs to rise high enough to destroy 10 million barrels of daily demand. ➡️ Every jawboning headline keeps prices artificially low and prevents that destruction from happening. ➡️ The slack in the system is being chewed through day by day with nothing to replace it. THE VIOLENT RECKONING AHEAD ➡️ Ross Hendrix warns we should already be at $120 to $130 if the market were pricing reality. ➡️ Instead we are being set up for one of the most horrific price spikes in commodity history. ➡️ The longer they suppress the truth the more violent the snap higher will be when the final buffer disappears. THE BOTTOM LINE They are not managing a crisis. They are managing the narrative while the physical oil market burns. When the last barrel of slack is gone the price will not politely rise. It will explode. HT: YouTube Michael Farris (Coffee and a Mike) Ross Hendricks #OilManipulation #HormuzBlockade #FakePeaceDeals #EnergyCrisis #OilPrices #ViolentReckoning #MarketTruth

Mark

86,023 views • 1 month ago

Most apps fight to get you on a free trial. This $150k/mo calorie app fights to get you OFF it. 🔥Look at this insane paywall sequence from Calz: • "Try for $0" anchor. • The Shield. "We'll remind you before your trial ends." • The Decoy. $15.99/mo vs. $39.99/year. The free trial is ONLY on the annual plan. 🤯But it gets crazier. The moment you subscribe, an immediate post-purchase pop-up offering 50% off if you forfeit the trial and pay right now.

Most apps fight to get you on a free trial. This $150k/mo calorie app fights to get you OFF it. 🔥Look at this insane paywall sequence from Calz: • "Try for $0" anchor. • The Shield. "We'll remind you before your trial ends." • The Decoy. $15.99/mo vs. $39.99/year. The free trial is ONLY on the annual plan. 🤯But it gets crazier. The moment you subscribe, an immediate post-purchase pop-up offering 50% off if you forfeit the trial and pay right now.

Alex Vech

17,547 views • 17 days ago

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance

Mark

148,732 views • 6 months ago

$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$

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

88,209 views • 13 hours ago

A Canadian tourist visiting India has following observations about India, There are many things we have which are not anymore in West We Indians should value things which the west is desperate to have, here are his observations ➡️ India feels unsafe when focusing on roads and footpaths, generally speaking. ➡He feels safer India than his home country, Canada. ➡️Indian society seems unpredictable and chaotic, but is actually quite orderly. ➡️There's a social rhythm that allows for understanding people's intentions beforehand. Because of this, India rarely "feels like a gamble." ➡️ The speaker doesn't have the same feeling back home; everything feels random (attacks, violence, confrontations). ➡️ Examples of Western unpredictable danger include: a wild person attacking out of nowhere, a drug dealer trying something, or a mentally ill person with a knife. ➡️Western society is individualistic and people are "untethered" (not connected to community or family), which is dangerous as they are more likely to "snap." ➡️ In the West, you are "one wrong small event away from violence. ➡️ In India, most people have an unspoken understanding or "social bond. ➡️ Society in India is interconnected, which provides a baseline for safety. ➡️ People in India care about their neighbors and are aware of what's happening. ➡️ In the West, there's less petty stuff, but the dangers are more unpredictable, like going from learning the alphabet one day to running from an AR-15 the next.

A Canadian tourist visiting India has following observations about India, There are many things we have which are not anymore in West We Indians should value things which the west is desperate to have, here are his observations ➡️ India feels unsafe when focusing on roads and footpaths, generally speaking. ➡He feels safer India than his home country, Canada. ➡️Indian society seems unpredictable and chaotic, but is actually quite orderly. ➡️There's a social rhythm that allows for understanding people's intentions beforehand. Because of this, India rarely "feels like a gamble." ➡️ The speaker doesn't have the same feeling back home; everything feels random (attacks, violence, confrontations). ➡️ Examples of Western unpredictable danger include: a wild person attacking out of nowhere, a drug dealer trying something, or a mentally ill person with a knife. ➡️Western society is individualistic and people are "untethered" (not connected to community or family), which is dangerous as they are more likely to "snap." ➡️ In the West, you are "one wrong small event away from violence. ➡️ In India, most people have an unspoken understanding or "social bond. ➡️ Society in India is interconnected, which provides a baseline for safety. ➡️ People in India care about their neighbors and are aware of what's happening. ➡️ In the West, there's less petty stuff, but the dangers are more unpredictable, like going from learning the alphabet one day to running from an AR-15 the next.

Woke Eminent

213,060 views • 8 months ago

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

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 views • 3 months ago

🚨 TODAY FELT LIKE THE SIMULATION GLITCHED - AND EVERY POWER PLAYER MOVED AT THE EXACT SAME TIME This guy breaks it down and his first words say everything: “Guys, I don’t think you understand how much is about to kick off in the next few hours.” And then he drops the wildest chain of events you’ll ever hear: ➡️ TRUMP + MBS “Trump is meeting with the Saudi Crown Prince RIGHT NOW… and the $600B deal suddenly becomes ONE TRILLION. ‘What’s $400B among friends?’” ➡️ EPSTEIN FILES “The House voted to RELEASE the Epstein files - stalled for MONTHS - magically lands TODAY.” ➡️ GLOBAL INTERNET OUTAGE “Cloudflare crashes… taking X, ChatGPT, Spotify, Zoom and thousands of apps with it… and people STILL can’t log in.” ➡️ RONALDO + TRUMP DINNER “Ronaldo is in Washington to have dinner with Trump… talking World Cup, world peace, and ‘whatever they have in common.’” ➡️ NICKi MINAJ AT THE UNITED NATIONS “Nicki Minaj is giving a speech at the UN… working with Trump… on Christian persecution in Nigeria.” All of this…in the same few HOURS. Not days. Not weeks. This isn’t a news day. This is a massive plotline converging in real time. His final words say exactly what everyone’s thinking: “Holy hell.” With everything that just hit at once… what do you think actually kicked off today?

🚨 TODAY FELT LIKE THE SIMULATION GLITCHED - AND EVERY POWER PLAYER MOVED AT THE EXACT SAME TIME This guy breaks it down and his first words say everything: “Guys, I don’t think you understand how much is about to kick off in the next few hours.” And then he drops the wildest chain of events you’ll ever hear: ➡️ TRUMP + MBS “Trump is meeting with the Saudi Crown Prince RIGHT NOW… and the $600B deal suddenly becomes ONE TRILLION. ‘What’s $400B among friends?’” ➡️ EPSTEIN FILES “The House voted to RELEASE the Epstein files - stalled for MONTHS - magically lands TODAY.” ➡️ GLOBAL INTERNET OUTAGE “Cloudflare crashes… taking X, ChatGPT, Spotify, Zoom and thousands of apps with it… and people STILL can’t log in.” ➡️ RONALDO + TRUMP DINNER “Ronaldo is in Washington to have dinner with Trump… talking World Cup, world peace, and ‘whatever they have in common.’” ➡️ NICKi MINAJ AT THE UNITED NATIONS “Nicki Minaj is giving a speech at the UN… working with Trump… on Christian persecution in Nigeria.” All of this…in the same few HOURS. Not days. Not weeks. This isn’t a news day. This is a massive plotline converging in real time. His final words say exactly what everyone’s thinking: “Holy hell.” With everything that just hit at once… what do you think actually kicked off today?

HustleBitch

78,195 views • 8 months ago