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๐Ÿšจ๐Ÿฑ ๐—–๐—”๐—ฅ๐—ก๐—˜๐—ฌ ๐—•๐—ฅ๐—ข๐—ž๐—˜๐—ก ๐—˜๐—Ÿ๐—˜๐—–๐—ง๐—œ๐—ข๐—ก ๐—ฃ๐—ฅ๐—ข๐— ๐—œ๐—ฆ๐—˜๐—ฆ๐Ÿšจ "Elbows up" on tariffs โžก๏ธ GONE! "No health cuts!" โžก๏ธ 15% cuts to HealthCan. "2% Spending goal" โžก๏ธ $23B INCREASE "Build 500K homes" โžก๏ธ Built only 26K homes "End oil & gas subs." โžก๏ธ "Times have changed." I thought it worthwhile to revisit what...

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๐Ÿšจ Trump to ban institutional investors from owning rental homes to make homes more affordability. Historically (past bills/policies) and statistically, this tends to: โžก๏ธ Exempt fixer uppers (good for fixer companies) โžก๏ธ Increase home prices (good for existing owners) โžก๏ธ Increase rents (good for owners). It tends to hurt: โžก๏ธ Renters โžก๏ธ Affordability Instead, where this has been tried in the past, countries tried to BEG investors BACK into the market, because housing supply fell even more, worsening problems. Full details, research, causes, and effects in the video. Timestamps: 00:00 What Trump JUST Said 06:04 Who does this Affect? 09:04 The Rottendam Effect & Irony 17:25 Austin vs New York Effect 19:28 Housing Stress 21:50 Can Trump Do This? Takings Clause 24:40 The End Hedge Fund Control of American Homes Act 30:40 The Stop Wall Street Landlords Act of 2022 33:00 Supply Shock WHERE (Risks) 35:10 Impact to Housing Investors, HouseHack, and Reinvest
44:31

๐Ÿšจ Trump to ban institutional investors from owning rental homes to make homes more affordability. Historically (past bills/policies) and statistically, this tends to: โžก๏ธ Exempt fixer uppers (good for fixer companies) โžก๏ธ Increase home prices (good for existing owners) โžก๏ธ Increase rents (good for owners). It tends to hurt: โžก๏ธ Renters โžก๏ธ Affordability Instead, where this has been tried in the past, countries tried to BEG investors BACK into the market, because housing supply fell even more, worsening problems. Full details, research, causes, and effects in the video. Timestamps: 00:00 What Trump JUST Said 06:04 Who does this Affect? 09:04 The Rottendam Effect & Irony 17:25 Austin vs New York Effect 19:28 Housing Stress 21:50 Can Trump Do This? Takings Clause 24:40 The End Hedge Fund Control of American Homes Act 30:40 The Stop Wall Street Landlords Act of 2022 33:00 Supply Shock WHERE (Risks) 35:10 Impact to Housing Investors, HouseHack, and Reinvest

Meet Kevin

42,095 gรถrรผntรผleme โ€ข 7 ay รถnce

Trump understands every argument made by mass murderer Putin. It's obvious he loves dictators. Perhaps I will travel to Ukraine to address the parliament. I don't believe it's necessary, but if it would help save 25,000 lives a month, I would go, โ€“ Trump. Further statements: โžก๏ธ I hope we will reach a decision on all the documents in January, โ€“ Zelensky โžก๏ธ In a few weeks, we will know if the peace plan will work... โžก๏ธ Putin told me today that he wants to end the war: He said it very seriously. โžก๏ธ Trump to Zelensky: It was an honor to welcome you to Mar-a-Lago and have lunch with you. I hope you enjoyed the meal. Your people certainly did, I can tell you that. Your general looks like he stepped out of a central casting call. โžก๏ธ Europe will be responsible for most of the security guarantees. We will help. โžก๏ธ Putin doesn't want a ceasefire for the referendum. He doesn't want to end up in a situation where he stops firing and then has to start shooting again, and I understand that position.
0:37

Trump understands every argument made by mass murderer Putin. It's obvious he loves dictators. Perhaps I will travel to Ukraine to address the parliament. I don't believe it's necessary, but if it would help save 25,000 lives a month, I would go, โ€“ Trump. Further statements: โžก๏ธ I hope we will reach a decision on all the documents in January, โ€“ Zelensky โžก๏ธ In a few weeks, we will know if the peace plan will work... โžก๏ธ Putin told me today that he wants to end the war: He said it very seriously. โžก๏ธ Trump to Zelensky: It was an honor to welcome you to Mar-a-Lago and have lunch with you. I hope you enjoyed the meal. Your people certainly did, I can tell you that. Your general looks like he stepped out of a central casting call. โžก๏ธ Europe will be responsible for most of the security guarantees. We will help. โžก๏ธ Putin doesn't want a ceasefire for the referendum. He doesn't want to end up in a situation where he stops firing and then has to start shooting again, and I understand that position.

Jรผrgen Nauditt ๐Ÿ‡ฉ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ฆ

39,115 gรถrรผntรผleme โ€ข 7 ay รถnce

TRUMP'S CHEAP OIL FANTASY COLLAPSES: $150 BARREL BY YEAR END Oil trader Troy W. Eckard explains why President Trump is doing everything in his power to drive down the price of crude oil and force the opening of the Strait of Hormuz. The entire economic narrative he wants America to believe depends on it. Yet the logistics, the debt, and the supply destruction are already writing a very different ending. THE REAL REASON HE NEEDS CHEAP OIL โžก๏ธ Trumpโ€™s core story is the strongest, most booming economy in modern history. โžก๏ธ That story only works with extremely low interest rates. โžก๏ธ Higher energy prices drive inflation and raise the cost of capital across the entire system. โžก๏ธ When oil stays elevated, demand destruction begins and the narrative starts to crack. THE ADVERSARY WINDFALL โžก๏ธ Every dollar higher in oil fills the coffers of Russia, Iran, Iraq and other non-allied nations. โžก๏ธ Billions upon billions flow to the exact countries the United States wants to constrain. โžก๏ธ It becomes almost impossible to limit their global power when high prices keep handing them cash. THE HORMUZ HORNETโ€™S NEST โžก๏ธ The decision to confront Iran over the Strait was a misguided judgment call. โžก๏ธ They do not need nuclear weapons or ballistic missiles. A $25,000 drone can disrupt pipelines, terminals and vessels day after day. โžก๏ธ Roughly 1.5 billion barrels of supply have already been lost since the conflict began. โžก๏ธ Between 12 and 20 million barrels per day remain disrupted with no clear end in sight. THE $40 TRILLION DEBT BOMB โžก๏ธ America now carries about $40 trillion in debt and roughly $1.2 trillion in annual interest payments alone. โžก๏ธ Rising long-term yields signal that buyers of U.S. debt demand higher compensation for rising risk. โžก๏ธ Commercial real estate, residential mortgages and the massive new AI and data-center buildout all depend on cheap energy and cheap capital. โžก๏ธ Higher oil and higher rates threaten to dismantle the financial models those projects were built on. THE PRICE REALITY AHEAD โžก๏ธ Oil is likely headed north of $95 a barrel by the end of December. โžก๏ธ Depending on the severity of ongoing disruption, prices could easily clear $100 within the next 45 days. โžก๏ธ A move toward $150 by year-end is not rhetoric. It is a logical outcome of sustained 12-to-20-million-barrel daily shortfalls. THE BOTTOM LINE Trumpโ€™s entire economic plan rests on cheap oil and low rates. The Strait blockade and the supply destruction already underway are delivering the opposite result at scale. This is the sound of an economic narrative colliding with physical reality. #OilTo150 #TrumpOilTrap #HormuzBlockade #DebtBomb #CrudeBullRun #EnergyCrisis #AIEnergyDemand HT: YouTube Eckard Enterprises | Oil & Gas Investing
1:43

TRUMP'S CHEAP OIL FANTASY COLLAPSES: $150 BARREL BY YEAR END Oil trader Troy W. Eckard explains why President Trump is doing everything in his power to drive down the price of crude oil and force the opening of the Strait of Hormuz. The entire economic narrative he wants America to believe depends on it. Yet the logistics, the debt, and the supply destruction are already writing a very different ending. THE REAL REASON HE NEEDS CHEAP OIL โžก๏ธ Trumpโ€™s core story is the strongest, most booming economy in modern history. โžก๏ธ That story only works with extremely low interest rates. โžก๏ธ Higher energy prices drive inflation and raise the cost of capital across the entire system. โžก๏ธ When oil stays elevated, demand destruction begins and the narrative starts to crack. THE ADVERSARY WINDFALL โžก๏ธ Every dollar higher in oil fills the coffers of Russia, Iran, Iraq and other non-allied nations. โžก๏ธ Billions upon billions flow to the exact countries the United States wants to constrain. โžก๏ธ It becomes almost impossible to limit their global power when high prices keep handing them cash. THE HORMUZ HORNETโ€™S NEST โžก๏ธ The decision to confront Iran over the Strait was a misguided judgment call. โžก๏ธ They do not need nuclear weapons or ballistic missiles. A $25,000 drone can disrupt pipelines, terminals and vessels day after day. โžก๏ธ Roughly 1.5 billion barrels of supply have already been lost since the conflict began. โžก๏ธ Between 12 and 20 million barrels per day remain disrupted with no clear end in sight. THE $40 TRILLION DEBT BOMB โžก๏ธ America now carries about $40 trillion in debt and roughly $1.2 trillion in annual interest payments alone. โžก๏ธ Rising long-term yields signal that buyers of U.S. debt demand higher compensation for rising risk. โžก๏ธ Commercial real estate, residential mortgages and the massive new AI and data-center buildout all depend on cheap energy and cheap capital. โžก๏ธ Higher oil and higher rates threaten to dismantle the financial models those projects were built on. THE PRICE REALITY AHEAD โžก๏ธ Oil is likely headed north of $95 a barrel by the end of December. โžก๏ธ Depending on the severity of ongoing disruption, prices could easily clear $100 within the next 45 days. โžก๏ธ A move toward $150 by year-end is not rhetoric. It is a logical outcome of sustained 12-to-20-million-barrel daily shortfalls. THE BOTTOM LINE Trumpโ€™s entire economic plan rests on cheap oil and low rates. The Strait blockade and the supply destruction already underway are delivering the opposite result at scale. This is the sound of an economic narrative colliding with physical reality. #OilTo150 #TrumpOilTrap #HormuzBlockade #DebtBomb #CrudeBullRun #EnergyCrisis #AIEnergyDemand HT: YouTube Eckard Enterprises | Oil & Gas Investing

Mark

35,812 gรถrรผntรผleme โ€ข 12 gรผn รถnce

๐ŸšจWorld was Suffering, Yet Indians were optimistic bcoz we knew PM will save us ! ๐ŸšจEconomy was Suffering, Yet Indians were optimistic bcoz we knew PM will save it ! ๐ŸšจThere were confusions on vaccines, Yet Indians were Relaxed bcoz we knew PM would Select best Vaccine ! ๐ŸšจThey said Modi doesn't have family, how will he look after the nation ? โžก๏ธ Today Modiji is providing free food to 81 Crore Indians !! ๐Ÿšจ They said Yogi doesn't have family, how will he look after Uttar Pradesh ? โžก๏ธ Today Yogiji is creating Millions of jobs even during corona crisis ! โ™ฆ๏ธThank you Modi ji & Yogi ji .. ๐Ÿ™
1:07

๐ŸšจWorld was Suffering, Yet Indians were optimistic bcoz we knew PM will save us ! ๐ŸšจEconomy was Suffering, Yet Indians were optimistic bcoz we knew PM will save it ! ๐ŸšจThere were confusions on vaccines, Yet Indians were Relaxed bcoz we knew PM would Select best Vaccine ! ๐ŸšจThey said Modi doesn't have family, how will he look after the nation ? โžก๏ธ Today Modiji is providing free food to 81 Crore Indians !! ๐Ÿšจ They said Yogi doesn't have family, how will he look after Uttar Pradesh ? โžก๏ธ Today Yogiji is creating Millions of jobs even during corona crisis ! โ™ฆ๏ธThank you Modi ji & Yogi ji .. ๐Ÿ™

Mona Patel ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ…๐ŸŒณ

46,588 gรถrรผntรผleme โ€ข 9 ay รถnce

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 โžก๏ธ Getting to the ceasefire was extremely challenging. โžก๏ธ Maintaining it is going to be even more challenging, which means the uncertainty remains quite high. โžก๏ธ Physical players are not changing their behavior one bit in response to the headlines. โžก๏ธ Major shipping companies like Maersk and Mitsui are keeping their vessels out of the Gulf. THE 60 MILLION BARREL TRAP โžก๏ธ Around 60 million barrels of oil remain trapped inside the Gulf right now. โžก๏ธ Releasing that volume would cover roughly ten days of global inventory at current draw rates. โžก๏ธ After the short-term flush, the longer-term supply solution is still missing. โžก๏ธ "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 โžก๏ธ Flows through the Strait of Hormuz will take months to return to normal. โžก๏ธ 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 โžก๏ธ Saudi Arabia can restore output the quickest because they recycle their fields at high frequency. โžก๏ธ Kuwait, Iraq, Bahrain, and Qatar face much longer timelines measured in months if not years. โžก๏ธ 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 โžก๏ธ Many wells were shut and damaged, not simply turned off. โžก๏ธ Restoring pressure and redrilling damaged wells takes significant time and explains recent strength in driller stocks. THE DE-STOCKING PHENOMENON โžก๏ธ Oil prices are falling for real reasons tied to aggressive destocking by both financial and physical players. โžก๏ธ Financial positions are collapsing as policy uncertainty spikes and value at risk drops to some of the lowest levels seen. โžก๏ธ Physical players including German heating oil consumers are deliberately running down stocks. โžก๏ธ They believe uncertainty will lead to lower prices tomorrow, so why buy today? โžก๏ธ 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 โžก๏ธ A billion barrels or more of oil have already been lost from inventories and strategic reserves. โžก๏ธ Replenishing them will take months, not days or weeks. โžก๏ธ Tertiary inventories held by end consumers keep draining lower as everyone delays purchases. THE FINANCIAL VERSUS PHYSICAL DIVIDE โžก๏ธ Financial markets are treating the ceasefire as a done deal with rapid normalization ahead. โžก๏ธ 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 โžก๏ธ Getting to the ceasefire was extremely challenging. โžก๏ธ Maintaining it is going to be even more challenging, which means the uncertainty remains quite high. โžก๏ธ Physical players are not changing their behavior one bit in response to the headlines. โžก๏ธ Major shipping companies like Maersk and Mitsui are keeping their vessels out of the Gulf. THE 60 MILLION BARREL TRAP โžก๏ธ Around 60 million barrels of oil remain trapped inside the Gulf right now. โžก๏ธ Releasing that volume would cover roughly ten days of global inventory at current draw rates. โžก๏ธ After the short-term flush, the longer-term supply solution is still missing. โžก๏ธ "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 โžก๏ธ Flows through the Strait of Hormuz will take months to return to normal. โžก๏ธ 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 โžก๏ธ Saudi Arabia can restore output the quickest because they recycle their fields at high frequency. โžก๏ธ Kuwait, Iraq, Bahrain, and Qatar face much longer timelines measured in months if not years. โžก๏ธ 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 โžก๏ธ Many wells were shut and damaged, not simply turned off. โžก๏ธ Restoring pressure and redrilling damaged wells takes significant time and explains recent strength in driller stocks. THE DE-STOCKING PHENOMENON โžก๏ธ Oil prices are falling for real reasons tied to aggressive destocking by both financial and physical players. โžก๏ธ Financial positions are collapsing as policy uncertainty spikes and value at risk drops to some of the lowest levels seen. โžก๏ธ Physical players including German heating oil consumers are deliberately running down stocks. โžก๏ธ They believe uncertainty will lead to lower prices tomorrow, so why buy today? โžก๏ธ 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 โžก๏ธ A billion barrels or more of oil have already been lost from inventories and strategic reserves. โžก๏ธ Replenishing them will take months, not days or weeks. โžก๏ธ Tertiary inventories held by end consumers keep draining lower as everyone delays purchases. THE FINANCIAL VERSUS PHYSICAL DIVIDE โžก๏ธ Financial markets are treating the ceasefire as a done deal with rapid normalization ahead. โžก๏ธ 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 gรถrรผntรผleme โ€ข 1 ay รถnce

DOUG CASEY'S NEXT BIG WIN: OIL STOCKS POISED FOR A RUNAWAY BULL MARKET Legendary investor Doug Casey has identified a sector that the market has almost completely forgotten. Oil stocks trade at valuations that would have seemed impossible just a few years ago, yet they come with solid cash flows and attractive yields. With political tensions in the Middle East refusing to cool, this forgotten corner of the market may be about to wake up in dramatic fashion. THE HISTORICAL COLLAPSE IN ATTENTION โžก๏ธ In 1980, during the last major oil market peak, oil and natural gas stocks made up 30 percent of the S&P 500. โžก๏ธ Today that weighting has fallen all the way to just 4 percent. โžก๏ธ Investors have turned their backs on the entire sector. THE ATTRACTIVE FUNDAMENTALS TODAY โžก๏ธ Oil has reached what Casey describes as a new equilibrium level around 95 dollars per barrel. โžก๏ธ Production costs for the industry sit near 60 dollars. โžก๏ธ This spread allows producers to generate strong returns at current prices. THE GEOPOLITICAL TAILWIND โžก๏ธ The conflict between Iran and Israel shows no signs of ending. โžก๏ธ Casey puts it bluntly: "This thing with Iran and Israel ain't going to go away." โžก๏ธ He believes oil prices are going to go higher for political reasons. THE DIVIDEND AND VALUATION EDGE โžก๏ธ Most oil stocks offer fat dividend yields that the market is completely ignoring. โžก๏ธ The sector trades at deeply depressed valuations relative to almost everything else. โžก๏ธ Doug Casey sees this as the setup for a runaway bull market in oil stocks. THE BOTTOM LINE Doug Casey sees the oil stocks sector as one of the most compelling opportunities available to investors right now. The extreme underrepresentation in major indices, reliable profitability at current prices, and building pressure from geopolitics create conditions for significant appreciation that the broader market has yet to price in. Smart money positions itself before the rest of the world wakes up to what is hiding in plain sight. #OilStocks #DougCasey #EnergyInvesting #OilPrices #Geopolitics #DividendStocks #ContrarianInvesting
1:05

DOUG CASEY'S NEXT BIG WIN: OIL STOCKS POISED FOR A RUNAWAY BULL MARKET Legendary investor Doug Casey has identified a sector that the market has almost completely forgotten. Oil stocks trade at valuations that would have seemed impossible just a few years ago, yet they come with solid cash flows and attractive yields. With political tensions in the Middle East refusing to cool, this forgotten corner of the market may be about to wake up in dramatic fashion. THE HISTORICAL COLLAPSE IN ATTENTION โžก๏ธ In 1980, during the last major oil market peak, oil and natural gas stocks made up 30 percent of the S&P 500. โžก๏ธ Today that weighting has fallen all the way to just 4 percent. โžก๏ธ Investors have turned their backs on the entire sector. THE ATTRACTIVE FUNDAMENTALS TODAY โžก๏ธ Oil has reached what Casey describes as a new equilibrium level around 95 dollars per barrel. โžก๏ธ Production costs for the industry sit near 60 dollars. โžก๏ธ This spread allows producers to generate strong returns at current prices. THE GEOPOLITICAL TAILWIND โžก๏ธ The conflict between Iran and Israel shows no signs of ending. โžก๏ธ Casey puts it bluntly: "This thing with Iran and Israel ain't going to go away." โžก๏ธ He believes oil prices are going to go higher for political reasons. THE DIVIDEND AND VALUATION EDGE โžก๏ธ Most oil stocks offer fat dividend yields that the market is completely ignoring. โžก๏ธ The sector trades at deeply depressed valuations relative to almost everything else. โžก๏ธ Doug Casey sees this as the setup for a runaway bull market in oil stocks. THE BOTTOM LINE Doug Casey sees the oil stocks sector as one of the most compelling opportunities available to investors right now. The extreme underrepresentation in major indices, reliable profitability at current prices, and building pressure from geopolitics create conditions for significant appreciation that the broader market has yet to price in. Smart money positions itself before the rest of the world wakes up to what is hiding in plain sight. #OilStocks #DougCasey #EnergyInvesting #OilPrices #Geopolitics #DividendStocks #ContrarianInvesting

Mark

38,302 gรถrรผntรผleme โ€ข 2 ay รถnce

ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS โžก๏ธ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz โ€” exactly what the United States consumes daily. โžก๏ธ As of now pretty close to zero is getting through, with only Iranian oil moving at all. โžก๏ธ That leaves about 11 to 12 million barrels offline โ€” roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS โžก๏ธ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. โžก๏ธ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. โžก๏ธ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL โžก๏ธ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. โžก๏ธ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. โžก๏ธ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK โžก๏ธ Diesel powers ships, trains, trucks, farms, mining โ€” basically the entire global economy. โžก๏ธ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. โžก๏ธ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION โžก๏ธ America is a net energy exporter on paper but remains a significant net importer of crude oil. โžก๏ธ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. โžก๏ธ Our complex refineries are specifically designed around this mix โ€” there is no quick fix. THE REFINERY SQUEEZE โžก๏ธ Physical oil is trading at $140โ€“$160 per barrel while futures sit much lower. โžก๏ธ Refineries need strong margins to operate profitably at these prices. โžก๏ธ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY โžก๏ธ Steel, cement and fertilizer production have already been declining for years. โžก๏ธ Plastics are flattening. โžก๏ธ These four pillars support modern civilization โ€” their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT โžก๏ธ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. โžก๏ธ Critical minerals are overwhelmingly controlled by China. โžก๏ธ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history โ€” driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification
1:40

ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS โžก๏ธ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz โ€” exactly what the United States consumes daily. โžก๏ธ As of now pretty close to zero is getting through, with only Iranian oil moving at all. โžก๏ธ That leaves about 11 to 12 million barrels offline โ€” roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS โžก๏ธ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. โžก๏ธ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. โžก๏ธ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL โžก๏ธ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. โžก๏ธ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. โžก๏ธ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK โžก๏ธ Diesel powers ships, trains, trucks, farms, mining โ€” basically the entire global economy. โžก๏ธ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. โžก๏ธ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION โžก๏ธ America is a net energy exporter on paper but remains a significant net importer of crude oil. โžก๏ธ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. โžก๏ธ Our complex refineries are specifically designed around this mix โ€” there is no quick fix. THE REFINERY SQUEEZE โžก๏ธ Physical oil is trading at $140โ€“$160 per barrel while futures sit much lower. โžก๏ธ Refineries need strong margins to operate profitably at these prices. โžก๏ธ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY โžก๏ธ Steel, cement and fertilizer production have already been declining for years. โžก๏ธ Plastics are flattening. โžก๏ธ These four pillars support modern civilization โ€” their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT โžก๏ธ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. โžก๏ธ Critical minerals are overwhelmingly controlled by China. โžก๏ธ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history โ€” driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification

Mark

57,339 gรถrรผntรผleme โ€ข 2 ay รถnce

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 โžก๏ธ The United States will launch a ground attack this weekend. โžก๏ธ If bad weather hits, it may be pushed back until Monday or Tuesday. โžก๏ธ If the weather clears, expect it sometime Friday or Saturday. THE TARGETS SELECTED โžก๏ธ They will attack either Car Island or Keshum Island. โžก๏ธ Car Island is one of the most important gas production sites for the Iranians. THE DEPLOYMENT DETAILS โžก๏ธ Massive special operation assets have already been poured into the region. โžก๏ธ Right now they are deployed in Israel and Jordan. โžก๏ธ 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. โžก๏ธ Aluded would be the more likely location. THE STATED MISSION โžก๏ธ The attack is ostensibly to open the Strait of Hormuz. THE INEVITABLE FAILURE โžก๏ธ It will fail. โžก๏ธ They may actually take control of Keshum Island. โžก๏ธ But then what? โžก๏ธ Iran still has drones, submarines, underwater drones that are maneuverable, and missiles in the cliffs that line the strait. โžก๏ธ The United States is not sending enough military force to actually open the strait and keep it open. THE DEADLY CONSEQUENCE โžก๏ธ What they are creating is a big fat target that Iran is going to attack. โžก๏ธ This will inflict significant casualties on some of the United States most elite forces. THE BOTTOM LINE Larry Johnsonโ€™s assessment is blunt and final: this ground invasion is nothing more than a show of force that will turn Americaโ€™s best troops into sitting ducks with no path to lasting success or control of the strait. America is about to learn the hard way what happens when you underestimate Iran. #USGroundInvasion #StraitOfHormuz #LarryJohnson #HormuzTrap #EliteForcesAtRisk #IranWar #DoomedOperation
2:01

LARRY JOHNSON PREDICTS: US GROUND INVASION OF IRAN ISLANDS THIS WEEKEND Ex CIA Larry Johnson cuts through the noise with a chilling assessment based on troop movements and force deployments right now. Trump has not backed down out of fear. He is simply playing the same games he has played before to lull the Iranians into complacency. A major ground attack is coming fast, and it is aimed straight at the heart of the Strait of Hormuz. THE INVASION TIMELINE โžก๏ธ The United States will launch a ground attack this weekend. โžก๏ธ If bad weather hits, it may be pushed back until Monday or Tuesday. โžก๏ธ If the weather clears, expect it sometime Friday or Saturday. THE TARGETS SELECTED โžก๏ธ They will attack either Car Island or Keshum Island. โžก๏ธ Car Island is one of the most important gas production sites for the Iranians. THE DEPLOYMENT DETAILS โžก๏ธ Massive special operation assets have already been poured into the region. โžก๏ธ Right now they are deployed in Israel and Jordan. โžก๏ธ 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. โžก๏ธ Aluded would be the more likely location. THE STATED MISSION โžก๏ธ The attack is ostensibly to open the Strait of Hormuz. THE INEVITABLE FAILURE โžก๏ธ It will fail. โžก๏ธ They may actually take control of Keshum Island. โžก๏ธ But then what? โžก๏ธ Iran still has drones, submarines, underwater drones that are maneuverable, and missiles in the cliffs that line the strait. โžก๏ธ The United States is not sending enough military force to actually open the strait and keep it open. THE DEADLY CONSEQUENCE โžก๏ธ What they are creating is a big fat target that Iran is going to attack. โžก๏ธ This will inflict significant casualties on some of the United States most elite forces. THE BOTTOM LINE Larry Johnsonโ€™s assessment is blunt and final: this ground invasion is nothing more than a show of force that will turn Americaโ€™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

175,776 gรถrรผntรผleme โ€ข 4 ay รถnce

OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed. THE HORMUZ REALITY โžก๏ธ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz. โžก๏ธ Agreements must be signed and insurance secured before operators will risk the transit. โžก๏ธ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely. โžก๏ธ If the MoU holds, a trickle of vessels will gradually become a steady stream. THE INVENTORY CRISIS โžก๏ธ Gasoline inventories sit at an 11-year seasonal low in the United States. โžก๏ธ Distillate stocks have reached a 29-year seasonal low. โžก๏ธ Crude petroleum reserves just hit a 43-year low. โžก๏ธ These deep stock draws will continue for months as the system works through the disruption. THE PRICE OUTLOOK โžก๏ธ McNally expects Brent to make another pass above $100 a barrel in July and August. โžก๏ธ Global summer demand rises by about 1.5 million barrels per day. โžก๏ธ Record export levels are adding to an already tight market. โžก๏ธ "I'll be surprised if we can sustainably go much lower," he stated on current price levels. THE DEMAND REBOUND โžก๏ธ Asia has been on a crash diet since late February, holding back crude purchases. โžก๏ธ Pent-up demand will surge back as countries rush to refill and expand strategic reserves. โžก๏ธ China wants to build even bigger reserves than it held before. โžก๏ธ This demand wave could outpace the return of supply from the Arabian Gulf. THE BOTTOM LINE Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed. The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground. #OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis
1:09

OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed. THE HORMUZ REALITY โžก๏ธ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz. โžก๏ธ Agreements must be signed and insurance secured before operators will risk the transit. โžก๏ธ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely. โžก๏ธ If the MoU holds, a trickle of vessels will gradually become a steady stream. THE INVENTORY CRISIS โžก๏ธ Gasoline inventories sit at an 11-year seasonal low in the United States. โžก๏ธ Distillate stocks have reached a 29-year seasonal low. โžก๏ธ Crude petroleum reserves just hit a 43-year low. โžก๏ธ These deep stock draws will continue for months as the system works through the disruption. THE PRICE OUTLOOK โžก๏ธ McNally expects Brent to make another pass above $100 a barrel in July and August. โžก๏ธ Global summer demand rises by about 1.5 million barrels per day. โžก๏ธ Record export levels are adding to an already tight market. โžก๏ธ "I'll be surprised if we can sustainably go much lower," he stated on current price levels. THE DEMAND REBOUND โžก๏ธ Asia has been on a crash diet since late February, holding back crude purchases. โžก๏ธ Pent-up demand will surge back as countries rush to refill and expand strategic reserves. โžก๏ธ China wants to build even bigger reserves than it held before. โžก๏ธ This demand wave could outpace the return of supply from the Arabian Gulf. THE BOTTOM LINE Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed. The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground. #OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis

Mark

38,566 gรถrรผntรผleme โ€ข 1 ay รถnce

ZANDI'S $5 GAS BOMB: RECESSION IN WEEKS UNLESS THE STRAIT OF HORMUZ IS REOPENED IMMEDIATELY Mark Zandi, Moodyโ€™s Analytics Chief Economist, just dropped a bombshell assessment of where the economy stands right now. He says the next few days or weeks will decide everything as oil inventories dwindle and prices threaten to surge past the tipping point. With gas already near four dollars and fifty cents the margin for error has all but vanished and the most vulnerable households are running out of room. THE WINDOW IS CLOSING FAST โžก๏ธ Zandi says a resolution would be nice today but realistically it must come in the next few days โžก๏ธ If it goes on much longer inventories will keep drawing down and the strategic petroleum reserve will start to fade. โžก๏ธ Without the strait opening or more production soon oil prices are going to jump again. โžก๏ธ That jump to five dollars a gallon would be enough to push the tenuous economy straight into recession. THE DANGER MATH FROM SIMULATIONS โžก๏ธ Zandi's models show it takes about one hundred twenty five dollars a barrel sustained for two or three months to reliably trigger a recession. โžก๏ธ Today oil is closer to ninety or ninety five dollars but we are uncomfortably close to the line. โžก๏ธ Five dollars at the pump lines up with that one twenty five a barrel threshold if the arithmetic holds. THE CONSUMER FALLOUT โžก๏ธ The thing Zandi worries about most is lower middle income households already under a lot of pressure. โžก๏ธ Real disposable income after inflation and taxes is actually falling on a year over year basis right now. โžก๏ธ If gas goes over five dollars and real incomes keep declining consumers are going to pack it in and stop spending. THE NO RESCUE SCENARIO โžก๏ธ Zandi does not see fiscal policymakers getting it together quickly enough to help. โžก๏ธ The Federal Reserve will not come to the rescue either because inflation expectations are rising. โžก๏ธ The Fed would rather get inflation under control even if it means a recession now to avoid a worse one later. โžก๏ธ Zandi says "take our lumps up front" is the approach because there is really no good choice here. โžก๏ธ Even a new Fed chair would not change the outcome as the committee stays focused on inflation over growth. THE BOTTOM LINE Mark Zandi's message is unmistakable: the economy is perched on the edge with almost no time left and absolutely no policy cavalry on the way if oil prices break higher. The warning could not be any clearer or more urgent. #ZandiWarning #OilPrices #RecessionAlert #FedPolicy #GasAtFive #ConsumerCrisis #NoRescueComing
1:33

ZANDI'S $5 GAS BOMB: RECESSION IN WEEKS UNLESS THE STRAIT OF HORMUZ IS REOPENED IMMEDIATELY Mark Zandi, Moodyโ€™s Analytics Chief Economist, just dropped a bombshell assessment of where the economy stands right now. He says the next few days or weeks will decide everything as oil inventories dwindle and prices threaten to surge past the tipping point. With gas already near four dollars and fifty cents the margin for error has all but vanished and the most vulnerable households are running out of room. THE WINDOW IS CLOSING FAST โžก๏ธ Zandi says a resolution would be nice today but realistically it must come in the next few days โžก๏ธ If it goes on much longer inventories will keep drawing down and the strategic petroleum reserve will start to fade. โžก๏ธ Without the strait opening or more production soon oil prices are going to jump again. โžก๏ธ That jump to five dollars a gallon would be enough to push the tenuous economy straight into recession. THE DANGER MATH FROM SIMULATIONS โžก๏ธ Zandi's models show it takes about one hundred twenty five dollars a barrel sustained for two or three months to reliably trigger a recession. โžก๏ธ Today oil is closer to ninety or ninety five dollars but we are uncomfortably close to the line. โžก๏ธ Five dollars at the pump lines up with that one twenty five a barrel threshold if the arithmetic holds. THE CONSUMER FALLOUT โžก๏ธ The thing Zandi worries about most is lower middle income households already under a lot of pressure. โžก๏ธ Real disposable income after inflation and taxes is actually falling on a year over year basis right now. โžก๏ธ If gas goes over five dollars and real incomes keep declining consumers are going to pack it in and stop spending. THE NO RESCUE SCENARIO โžก๏ธ Zandi does not see fiscal policymakers getting it together quickly enough to help. โžก๏ธ The Federal Reserve will not come to the rescue either because inflation expectations are rising. โžก๏ธ The Fed would rather get inflation under control even if it means a recession now to avoid a worse one later. โžก๏ธ Zandi says "take our lumps up front" is the approach because there is really no good choice here. โžก๏ธ Even a new Fed chair would not change the outcome as the committee stays focused on inflation over growth. THE BOTTOM LINE Mark Zandi's message is unmistakable: the economy is perched on the edge with almost no time left and absolutely no policy cavalry on the way if oil prices break higher. The warning could not be any clearer or more urgent. #ZandiWarning #OilPrices #RecessionAlert #FedPolicy #GasAtFive #ConsumerCrisis #NoRescueComing

Mark

10,222 gรถrรผntรผleme โ€ข 2 ay รถnce

The Tucker Carlson convo has made it to the presidential trail. ๐Ÿฅบ 33% of young adults are prediabetic 50% of teens are overweight. 40% of teens have mental health disorder. Answers arenโ€™t complicated. Here are 5 policies that can be enacted tomorrow: (1) Ban TV Pharma Ads โžก๏ธThe US and New Zealand are the only countries in the world that allow pharma ads. โžก๏ธPharma money is 55% of TV news spending. The reason pharma spends is not to influence consumers - it is to influence the news itself. โžก๏ธThe President can instruct the FDA Office of Prescription Drug Promotion to ban pharma ads tomorrow. (2) No soda on SNAP (food stamps) โžก๏ธIt is criminal that 10% of all SNAP funding goes to sugary drinks - which are leading to one-third of teens to have pre-diabetes. โžก๏ธUsing existing drug policy, the President can issue an executive order tomorrow that government money should not subsidize an addictive, toxic substance for kids. (3) Fire the Corrupt USDA Nutrition Panel โžก๏ธ95% of the USDA panel that makes nutrition policy is paid for by food companies. โžก๏ธThis panel recommends 10% of a 2-year-old's diet can be added sugar. โžก๏ธThe President can fire this panel tomorrow and insist on unbiased guidelines. (4) No conflicts of interest among NIH researchers. โžก๏ธThis sounds like a no-brainer, but it is a radical suggestion. โžก๏ธCurrently, there are no conflict-of-interest bans at the NIH and 8,000 researchers have "major" conflicts. โžก๏ธThis Is why 40x more money is spent on ways to "manage" cancer than to prevent it -- prevention doesn't make money for pharma. โžก๏ธThis can be changed tomorrow. (5) Reform Insane Ag Subsidies โžก๏ธToday, the federal government subsidizes tobacco more than vegetables. โžก๏ธ90% of agriculture subsidies go the components of ultra-processed food (corn, soy, wheat) - distorting incentives for farmers โžก๏ธThese subsidies are Implemented by the Ag Department. We are the sickest society in history because of our food. But the healthcare industry is silent because they profit. Itโ€™s that simple, and unwinding that incentive is the biggest issue in the world. Our system is being rigged by elites. But is there any actual voter on either side who disagrees with RFKโ€™s point here? Robert F. Kennedy Jr Chief Nerd The Vigilant Fox ๐ŸฆŠ
4:59

The Tucker Carlson convo has made it to the presidential trail. ๐Ÿฅบ 33% of young adults are prediabetic 50% of teens are overweight. 40% of teens have mental health disorder. Answers arenโ€™t complicated. Here are 5 policies that can be enacted tomorrow: (1) Ban TV Pharma Ads โžก๏ธThe US and New Zealand are the only countries in the world that allow pharma ads. โžก๏ธPharma money is 55% of TV news spending. The reason pharma spends is not to influence consumers - it is to influence the news itself. โžก๏ธThe President can instruct the FDA Office of Prescription Drug Promotion to ban pharma ads tomorrow. (2) No soda on SNAP (food stamps) โžก๏ธIt is criminal that 10% of all SNAP funding goes to sugary drinks - which are leading to one-third of teens to have pre-diabetes. โžก๏ธUsing existing drug policy, the President can issue an executive order tomorrow that government money should not subsidize an addictive, toxic substance for kids. (3) Fire the Corrupt USDA Nutrition Panel โžก๏ธ95% of the USDA panel that makes nutrition policy is paid for by food companies. โžก๏ธThis panel recommends 10% of a 2-year-old's diet can be added sugar. โžก๏ธThe President can fire this panel tomorrow and insist on unbiased guidelines. (4) No conflicts of interest among NIH researchers. โžก๏ธThis sounds like a no-brainer, but it is a radical suggestion. โžก๏ธCurrently, there are no conflict-of-interest bans at the NIH and 8,000 researchers have "major" conflicts. โžก๏ธThis Is why 40x more money is spent on ways to "manage" cancer than to prevent it -- prevention doesn't make money for pharma. โžก๏ธThis can be changed tomorrow. (5) Reform Insane Ag Subsidies โžก๏ธToday, the federal government subsidizes tobacco more than vegetables. โžก๏ธ90% of agriculture subsidies go the components of ultra-processed food (corn, soy, wheat) - distorting incentives for farmers โžก๏ธThese subsidies are Implemented by the Ag Department. We are the sickest society in history because of our food. But the healthcare industry is silent because they profit. Itโ€™s that simple, and unwinding that incentive is the biggest issue in the world. Our system is being rigged by elites. But is there any actual voter on either side who disagrees with RFKโ€™s point here? Robert F. Kennedy Jr Chief Nerd The Vigilant Fox ๐ŸฆŠ

Calley Means

785,971 gรถrรผntรผleme โ€ข 2 yฤฑl รถnce

CRUDE SHORTAGE WHIPLASH: WHY OIL PRICES WILL SPIKE AFTER THE BACKLOG CLEARS IN DAYS Troy Eckard of Enterprises Oil & Gas Investing has just revealed why the headlines about record crude oil moving through the Strait of Hormuz are misleading at best. What looks like a sudden flood of supply is actually the release of oil that has been loaded and waiting for nearly four months. This temporary surge is masking a much deeper supply problem that the world has been papering over with strategic reserves. Once the backlog is gone, the real supply picture will come into focus fast. THE HORMUZ BACKLOG REALITY โžก๏ธ The recent movement of 19.1 million barrels per day is not new oil from opened wells or increased production. โžก๏ธ It is not coming from storage tanks sitting at the ports ready to go. โžก๏ธ Every single barrel was loaded onto tankers before the strait closed and has been stuck waiting for safe passage. โžก๏ธ The main body of the strait is still not open and remains full of mines. โžก๏ธ Only a narrow pathway is being used to let these long-delayed vessels through. THE SCALE OF WHAT JUST MOVED โžก๏ธ When the strait closed, estimates show 110 to 120 million barrels of oil were trapped on vessels behind the gate. โžก๏ธ That amount equals just one day of total global consumption at 104 million barrels per day. โžก๏ธ At the pace seen recently, that entire backlog will clear in roughly five to six days. โžก๏ธ After those days pass, there will be no equivalent volume of new oil taking its place. THE FOUR-MONTH SUPPLY HOLE โžก๏ธ The closure created a massive 1.2 to 1.5 billion barrel deficit over almost four months. โžก๏ธ The world responded by draining strategic reserves, pipelines, and every available storage to prevent prices from reaching 150 or 200 dollars. โžก๏ธ That emergency action suppressed prices and created the current calm at around 70 dollars and fifty cents. โžก๏ธ But those reserves cannot be drained indefinitely. THE PRICE ILLUSION โžก๏ธ Oil trading near 70 dollars today exists because traders are dumping positions on the back of this one-time inventory release. โžก๏ธ The media is calling it a solution and record progress through the strait. โžก๏ธ In truth, production has not ramped up and new infrastructure is still months away from delivering. โžก๏ธ This is a pretend moment of adequate supply that will not last. THE COMING WHIPLASH โžก๏ธ In five to eight days the extra 100 million barrels of backlog oil will be absorbed into the global supply chain. โžก๏ธ Physical buyers needing real barrels for customers will then enter the market in force. โžก๏ธ A daily shortfall of 8 to 12 million barrels could become clear within three to four weeks. โžก๏ธ The shift from trader covering losses to genuine physical demand will create a sharp reversal. THE BOTTOM LINE The recent drop in oil prices is riding on the final escape of oil that was already in the system long before the recent disruptions. That temporary relief is ending fast, and the underlying four-month supply hole remains unfilled. The market is about to discover that celebrating this surge was premature. This is the sound of the real supply picture reasserting itself. HT: YouTube Eckard Enterprises | Oil & Gas Investing #OilPrices #HormuzBacklog #CrudeOilReality #SupplyShortage #EnergyMarkets #OilWhiplash
0:49

CRUDE SHORTAGE WHIPLASH: WHY OIL PRICES WILL SPIKE AFTER THE BACKLOG CLEARS IN DAYS Troy Eckard of Enterprises Oil & Gas Investing has just revealed why the headlines about record crude oil moving through the Strait of Hormuz are misleading at best. What looks like a sudden flood of supply is actually the release of oil that has been loaded and waiting for nearly four months. This temporary surge is masking a much deeper supply problem that the world has been papering over with strategic reserves. Once the backlog is gone, the real supply picture will come into focus fast. THE HORMUZ BACKLOG REALITY โžก๏ธ The recent movement of 19.1 million barrels per day is not new oil from opened wells or increased production. โžก๏ธ It is not coming from storage tanks sitting at the ports ready to go. โžก๏ธ Every single barrel was loaded onto tankers before the strait closed and has been stuck waiting for safe passage. โžก๏ธ The main body of the strait is still not open and remains full of mines. โžก๏ธ Only a narrow pathway is being used to let these long-delayed vessels through. THE SCALE OF WHAT JUST MOVED โžก๏ธ When the strait closed, estimates show 110 to 120 million barrels of oil were trapped on vessels behind the gate. โžก๏ธ That amount equals just one day of total global consumption at 104 million barrels per day. โžก๏ธ At the pace seen recently, that entire backlog will clear in roughly five to six days. โžก๏ธ After those days pass, there will be no equivalent volume of new oil taking its place. THE FOUR-MONTH SUPPLY HOLE โžก๏ธ The closure created a massive 1.2 to 1.5 billion barrel deficit over almost four months. โžก๏ธ The world responded by draining strategic reserves, pipelines, and every available storage to prevent prices from reaching 150 or 200 dollars. โžก๏ธ That emergency action suppressed prices and created the current calm at around 70 dollars and fifty cents. โžก๏ธ But those reserves cannot be drained indefinitely. THE PRICE ILLUSION โžก๏ธ Oil trading near 70 dollars today exists because traders are dumping positions on the back of this one-time inventory release. โžก๏ธ The media is calling it a solution and record progress through the strait. โžก๏ธ In truth, production has not ramped up and new infrastructure is still months away from delivering. โžก๏ธ This is a pretend moment of adequate supply that will not last. THE COMING WHIPLASH โžก๏ธ In five to eight days the extra 100 million barrels of backlog oil will be absorbed into the global supply chain. โžก๏ธ Physical buyers needing real barrels for customers will then enter the market in force. โžก๏ธ A daily shortfall of 8 to 12 million barrels could become clear within three to four weeks. โžก๏ธ The shift from trader covering losses to genuine physical demand will create a sharp reversal. THE BOTTOM LINE The recent drop in oil prices is riding on the final escape of oil that was already in the system long before the recent disruptions. That temporary relief is ending fast, and the underlying four-month supply hole remains unfilled. The market is about to discover that celebrating this surge was premature. This is the sound of the real supply picture reasserting itself. HT: YouTube Eckard Enterprises | Oil & Gas Investing #OilPrices #HormuzBacklog #CrudeOilReality #SupplyShortage #EnergyMarkets #OilWhiplash

Mark

73,368 gรถrรผntรผleme โ€ข 1 ay รถnce

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

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

Mark

28,753 gรถrรผntรผleme โ€ข 4 ay รถnce

NATO CAN'T WIN WAR WITH RUSSIA: RETIRED COMMODORE WARNS EUROPE FACES TOTAL DEFEAT Retired Royal Navy Commodore Steve Jeremy commanded warships in the Fifth Destroyer Squadron and Britain's Fleet Air Arm. He later served as strategy director in the British embassy in Afghanistan. He has just delivered a devastating warning that European leaders are sleepwalking into catastrophe. They assume Russia will wait quietly until 2030 while Europe arms Ukraine to strike deep inside Russian territory. That assumption is pure fantasy. THE CORE PROBLEM: LEADERS MISREAD THE NATURE OF THE WAR โžก๏ธ Russia sees this as an existential defensive war against NATO expansion right up to its borders. โžก๏ธ European elites wrongly call it Russian imperialism and refuse to accept decades of clear Russian warnings. โžก๏ธ Without understanding the true nature of the war Europe has no chance of planning for it. THE DEADLY TIMELINE MISCALCULATION โžก๏ธ European leaders think Russia will sit still until they finish preparing in 2030. โžก๏ธ Retired Commodore Steve Jeremy says Russia will strike early to stop future attacks. โžก๏ธ The same calculation that pushed Russia into Donbas in 2022 applies right now. THE OPENING RUSSIAN RESPONSE โžก๏ธ Russia hits the exact factories in Germany, France and Britain that build drones and cruise missiles for Ukraine. โžก๏ธ Europe invokes Article Five but quickly learns it guarantees nothing and nations can simply opt out. โžก๏ธ The United States steps back after its defeat in Iran and refuses to send American soldiers to die in Europe. THE MILITARY REALITY CHECK โžก๏ธ Europe's missiles and aircraft face Russia's highly effective S-400 and S-500 air defense systems. โžก๏ธ Russia destroys most incoming attacks and takes a heavy toll on Western aircraft. โžก๏ธ European land bases remain almost naked against hypersonic missiles. THE ECONOMIC KNOCKOUT BLOW โžก๏ธ Russia destroys Europe's energy infrastructure exactly as it did in Ukraine. โžก๏ธ With Russian oil and gas already cut off by self-defeating sanctions the continent faces instant crisis. โžก๏ธ Lorries stop running, farms shut down and industry collapses within days. THE NUCLEAR DETERRENCE DILEMMA โžก๏ธ The only truly open question left is what Britain and France will do with their nuclear deterrents. โžก๏ธ Using them would be suicidal โ€” that is the end of Britain, the end of France and probably the end of a lot of Europe. โžก๏ธ After the irrational actions European leaders have already taken, this possibility cannot be dismissed. THE BOTTOM LINE European leaders are leading their people into a war they have never properly thought through, cannot win and cannot even define victory against a nuclear power fighting for survival. The only rational escape is urgent diplomacy before the first missiles are fired. This is what happens when slogans replace strategy. HT: YouTube Glenn Diesen #NATOvsRussia #EuropeAtRisk #CommodoreWarning #StrategicFailure #DiplomacyNow #RussiaRedLines #NoVictoryPlan
1:46

NATO CAN'T WIN WAR WITH RUSSIA: RETIRED COMMODORE WARNS EUROPE FACES TOTAL DEFEAT Retired Royal Navy Commodore Steve Jeremy commanded warships in the Fifth Destroyer Squadron and Britain's Fleet Air Arm. He later served as strategy director in the British embassy in Afghanistan. He has just delivered a devastating warning that European leaders are sleepwalking into catastrophe. They assume Russia will wait quietly until 2030 while Europe arms Ukraine to strike deep inside Russian territory. That assumption is pure fantasy. THE CORE PROBLEM: LEADERS MISREAD THE NATURE OF THE WAR โžก๏ธ Russia sees this as an existential defensive war against NATO expansion right up to its borders. โžก๏ธ European elites wrongly call it Russian imperialism and refuse to accept decades of clear Russian warnings. โžก๏ธ Without understanding the true nature of the war Europe has no chance of planning for it. THE DEADLY TIMELINE MISCALCULATION โžก๏ธ European leaders think Russia will sit still until they finish preparing in 2030. โžก๏ธ Retired Commodore Steve Jeremy says Russia will strike early to stop future attacks. โžก๏ธ The same calculation that pushed Russia into Donbas in 2022 applies right now. THE OPENING RUSSIAN RESPONSE โžก๏ธ Russia hits the exact factories in Germany, France and Britain that build drones and cruise missiles for Ukraine. โžก๏ธ Europe invokes Article Five but quickly learns it guarantees nothing and nations can simply opt out. โžก๏ธ The United States steps back after its defeat in Iran and refuses to send American soldiers to die in Europe. THE MILITARY REALITY CHECK โžก๏ธ Europe's missiles and aircraft face Russia's highly effective S-400 and S-500 air defense systems. โžก๏ธ Russia destroys most incoming attacks and takes a heavy toll on Western aircraft. โžก๏ธ European land bases remain almost naked against hypersonic missiles. THE ECONOMIC KNOCKOUT BLOW โžก๏ธ Russia destroys Europe's energy infrastructure exactly as it did in Ukraine. โžก๏ธ With Russian oil and gas already cut off by self-defeating sanctions the continent faces instant crisis. โžก๏ธ Lorries stop running, farms shut down and industry collapses within days. THE NUCLEAR DETERRENCE DILEMMA โžก๏ธ The only truly open question left is what Britain and France will do with their nuclear deterrents. โžก๏ธ Using them would be suicidal โ€” that is the end of Britain, the end of France and probably the end of a lot of Europe. โžก๏ธ After the irrational actions European leaders have already taken, this possibility cannot be dismissed. THE BOTTOM LINE European leaders are leading their people into a war they have never properly thought through, cannot win and cannot even define victory against a nuclear power fighting for survival. The only rational escape is urgent diplomacy before the first missiles are fired. This is what happens when slogans replace strategy. HT: YouTube Glenn Diesen #NATOvsRussia #EuropeAtRisk #CommodoreWarning #StrategicFailure #DiplomacyNow #RussiaRedLines #NoVictoryPlan

Mark

39,538 gรถrรผntรผleme โ€ข 1 ay รถnce

๐Ÿšจ BREAKING: Meet Minara ( Minara AI ), the all-in-one AI assistant revolutionizing crypto & finance for everyone, from newbies to pros. Minara can: โžก๏ธ Complete the full financial loop: analyze, decide, and execute trades all in one chat โžก๏ธ Answer tough questions like, โ€œI have $50,000 idle funds and want to build a balanced portfolio for this bull market, mixing high-growth crypto, stable assets, and tokenized real-world investments. Whatโ€™s the best way to allocate my funds, which tokens to consider, and reliable platforms for diversification?โ€ โžก๏ธ Trade tokens and tokenized US stocks with zero hassle using natural language commands with no complicated UIs โžก๏ธ Support direct credit card deposits and create smart wallets with worry-free security with no seed phrases or gas fees โžก๏ธ Combine real-time on-chain data, KOL signals, and market sentiment from 50 plus top data providers โžก๏ธ Deliver deep research reports on complex topics like Solana vs Sui or Appleโ€™s earnings โžก๏ธ Act as your Virtual CFO, managing your assets 24/7 with professional insight and empathy โžก๏ธ Evolve rapidly with upcoming features like leveraged trading, strategy dashboards, smart alerts, and voice commands Stop juggling scattered tools and endless charts. Take control of your wealth with Minara. Join the waitlist โ†’ Join our Discord โ†’
0:40

๐Ÿšจ BREAKING: Meet Minara ( Minara AI ), the all-in-one AI assistant revolutionizing crypto & finance for everyone, from newbies to pros. Minara can: โžก๏ธ Complete the full financial loop: analyze, decide, and execute trades all in one chat โžก๏ธ Answer tough questions like, โ€œI have $50,000 idle funds and want to build a balanced portfolio for this bull market, mixing high-growth crypto, stable assets, and tokenized real-world investments. Whatโ€™s the best way to allocate my funds, which tokens to consider, and reliable platforms for diversification?โ€ โžก๏ธ Trade tokens and tokenized US stocks with zero hassle using natural language commands with no complicated UIs โžก๏ธ Support direct credit card deposits and create smart wallets with worry-free security with no seed phrases or gas fees โžก๏ธ Combine real-time on-chain data, KOL signals, and market sentiment from 50 plus top data providers โžก๏ธ Deliver deep research reports on complex topics like Solana vs Sui or Appleโ€™s earnings โžก๏ธ Act as your Virtual CFO, managing your assets 24/7 with professional insight and empathy โžก๏ธ Evolve rapidly with upcoming features like leveraged trading, strategy dashboards, smart alerts, and voice commands Stop juggling scattered tools and endless charts. Take control of your wealth with Minara. Join the waitlist โ†’ Join our Discord โ†’

SARAH

110,885 gรถrรผntรผleme โ€ข 1 yฤฑl รถnce

TRUMP CLAIMS VICTORY BUT DAN DICKER SEES THE REAL OIL SUPPLY CRISIS Nobody wants to hear anymore that oil prices will shoot up or go higher. The market dumped oil hard after the latest headlines from Washington. Yet the real question is how big is the risk that prices surge anyway when physical supplies finally run out. Dan Dicker has spent forty five years trading oil and he just pulled back the curtain on a supply picture far worse than the headlines suggest. THE SUPPLY DISASTER UNFOLDING โžก๏ธ Six to eight million barrels of oil are not reaching the global marketplace every day. โžก๏ธ This export disaster has been draining stockpiles for months with no end in sight. โžก๏ธ The world has drawn down its global stockpile area of about half a trillion barrels of oil. โžก๏ธ That drawdown is incredibly significant for what happens next in the marketplace. THE TRADER FEAR AND SHORT POSITION โžก๏ธ Traders have been reluctant to pay up for oil that should already be much higher than one hundred ten or one hundred fifteen dollars. โžก๏ธ They are now spectacularly short at seventy five to seventy six dollars a barrel. โžก๏ธ This price sits at the upper end of the deadly boring range that existed for two years before the conflict. โžก๏ธ Every time traders tried to buy the dip on fundamentals Trump announced another deal and prices collapsed overnight. THE PHYSICAL REALITY HITS HARD โžก๏ธ The physical market will assert itself unless oil starts flowing seriously and rebuilds those drained stockpiles. โžก๏ธ Prices will not rise gradually from seventy five to eighty five dollars. โžก๏ธ A move from seventy five dollars to one hundred thirty five dollars in the space of a month is what Dan Dicker sees ahead. โžก๏ธ Leaders at Chevron and Exxon have already warned that the stockpiles situation is a disaster. THE STRAIT AND THE HIGHER COST FLOOR โžก๏ธ Trump's rhetoric says the straits are open and oil will gush out like never before. โžก๏ธ The physical reality shows tankers are not moving freely yet. โžก๏ธ Even if a sixty day arrangement holds the higher risk in the region will raise the cost of doing business. โžก๏ธ Insurance and mariner pay will increase and that higher floor is not yet reflected in prices. THE BOTTOM LINE Dan Dicker sees a market positioned for relief that is about to collide with a physical supply shortage of historic scale. Traders who stayed short at these levels ignored the math that has been building for three months. The spike is coming unless the oil actually starts moving in volume and soon. #OilPrices #DanDicker #SupplyShortage #OilSpike #EnergyCrisis #StraitOfHormuz #TraderAlert
2:39

TRUMP CLAIMS VICTORY BUT DAN DICKER SEES THE REAL OIL SUPPLY CRISIS Nobody wants to hear anymore that oil prices will shoot up or go higher. The market dumped oil hard after the latest headlines from Washington. Yet the real question is how big is the risk that prices surge anyway when physical supplies finally run out. Dan Dicker has spent forty five years trading oil and he just pulled back the curtain on a supply picture far worse than the headlines suggest. THE SUPPLY DISASTER UNFOLDING โžก๏ธ Six to eight million barrels of oil are not reaching the global marketplace every day. โžก๏ธ This export disaster has been draining stockpiles for months with no end in sight. โžก๏ธ The world has drawn down its global stockpile area of about half a trillion barrels of oil. โžก๏ธ That drawdown is incredibly significant for what happens next in the marketplace. THE TRADER FEAR AND SHORT POSITION โžก๏ธ Traders have been reluctant to pay up for oil that should already be much higher than one hundred ten or one hundred fifteen dollars. โžก๏ธ They are now spectacularly short at seventy five to seventy six dollars a barrel. โžก๏ธ This price sits at the upper end of the deadly boring range that existed for two years before the conflict. โžก๏ธ Every time traders tried to buy the dip on fundamentals Trump announced another deal and prices collapsed overnight. THE PHYSICAL REALITY HITS HARD โžก๏ธ The physical market will assert itself unless oil starts flowing seriously and rebuilds those drained stockpiles. โžก๏ธ Prices will not rise gradually from seventy five to eighty five dollars. โžก๏ธ A move from seventy five dollars to one hundred thirty five dollars in the space of a month is what Dan Dicker sees ahead. โžก๏ธ Leaders at Chevron and Exxon have already warned that the stockpiles situation is a disaster. THE STRAIT AND THE HIGHER COST FLOOR โžก๏ธ Trump's rhetoric says the straits are open and oil will gush out like never before. โžก๏ธ The physical reality shows tankers are not moving freely yet. โžก๏ธ Even if a sixty day arrangement holds the higher risk in the region will raise the cost of doing business. โžก๏ธ Insurance and mariner pay will increase and that higher floor is not yet reflected in prices. THE BOTTOM LINE Dan Dicker sees a market positioned for relief that is about to collide with a physical supply shortage of historic scale. Traders who stayed short at these levels ignored the math that has been building for three months. The spike is coming unless the oil actually starts moving in volume and soon. #OilPrices #DanDicker #SupplyShortage #OilSpike #EnergyCrisis #StraitOfHormuz #TraderAlert

Mark

18,502 gรถrรผntรผleme โ€ข 1 ay รถnce

EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM โžก๏ธ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. โžก๏ธ He calls gold's 25 percent correction understandable after the massive prior advance. โžก๏ธ Silver's 45 percent decline he describes as totally overdone and exaggerated. โžก๏ธ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD โžก๏ธ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. โžก๏ธ It will then move toward 5600 as it retests previous highs. โžก๏ธ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING โžก๏ธ Silver could reach 164 by the end of this year according to his chart. โžก๏ธ The 184 level comes into view by the first half of 2027 at the latest. โžก๏ธ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY โžก๏ธ A huge shift is moving metal from weak Western hands straight into strong Asian hands. โžก๏ธ China imported 25000 tons of silver in the first four months alone. โžก๏ธ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. โžก๏ธ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH โžก๏ธ The market is now in its eighth consecutive year of structural deficits. โžก๏ธ 1.3 billion ounces have already vanished from inventories. โžก๏ธ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. โžก๏ธ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY โžก๏ธ Retail investors still allocate only 2.7 percent to gold well below past cycles. โžก๏ธ Family offices are slowly raising exposure from 2 to just 3 percent. โžก๏ธ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I donโ€™t think the correction is over yet โ€“ not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip
1:28

EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM โžก๏ธ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. โžก๏ธ He calls gold's 25 percent correction understandable after the massive prior advance. โžก๏ธ Silver's 45 percent decline he describes as totally overdone and exaggerated. โžก๏ธ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD โžก๏ธ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. โžก๏ธ It will then move toward 5600 as it retests previous highs. โžก๏ธ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING โžก๏ธ Silver could reach 164 by the end of this year according to his chart. โžก๏ธ The 184 level comes into view by the first half of 2027 at the latest. โžก๏ธ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY โžก๏ธ A huge shift is moving metal from weak Western hands straight into strong Asian hands. โžก๏ธ China imported 25000 tons of silver in the first four months alone. โžก๏ธ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. โžก๏ธ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH โžก๏ธ The market is now in its eighth consecutive year of structural deficits. โžก๏ธ 1.3 billion ounces have already vanished from inventories. โžก๏ธ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. โžก๏ธ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY โžก๏ธ Retail investors still allocate only 2.7 percent to gold well below past cycles. โžก๏ธ Family offices are slowly raising exposure from 2 to just 3 percent. โžก๏ธ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I donโ€™t think the correction is over yet โ€“ not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip

Mark

77,334 gรถrรผntรผleme โ€ข 1 ay รถnce

OIL PRICES SET TO EXPLODE: AMERICA CAN'T FILL THE GULF SHORTFALL Chris Martenson โ€” the prescient analyst who even back then had already anticipated the market reaction to COVID at an early stage as cases in China began to rise โ€” just dropped a no-nonsense breakdown: Oil and gas prices in the United States and Europe are about to explode a lot higher. Trump's boasts about empty tankers rushing in for America's "sweetest oil" sound impressive on the surface, yet the actual data paints a far more urgent picture of limits, shortfalls, and inevitable chaos ahead. THE TANKER BOAST DEBUNKED โžก๏ธ Trump claims massive numbers of completely empty oil tankers are heading to the United States right now to load up on the best oil and gas anywhere. โžก๏ธ Those tankers always arrive empty โ€” that is simply how the shipping system works every single day. โžก๏ธ The map of tankers coming and going around the US ports looks exactly like this year-round. THE CRUDE OIL TRUTH โžก๏ธ The United States remains a net importer of crude oil โ€” importing 6.3 million barrels per day and exporting only 4.1 million in the latest week, for a net import of over 2 million barrels daily. โžก๏ธ Domestic crude production has been flattening out for two and a half years and hit its all-time monthly peak back in October 2025. โžก๏ธ At best the US can squeeze out an extra 1 million barrels per day due to port loading limits and logistics โ€” nowhere near enough to matter. THE NGL CONFUSION โžก๏ธ Officials and headlines proudly declare America is a net petroleum exporter. โžก๏ธ That label lumps in natural gas plant liquids โ€” ethane, propane, butane, and similar light hydrocarbons that make up the bulk of those exports. โžก๏ธ These substances cannot run cars, jets, ships, or pave roads โ€” they serve industrial, heating, and petrochemical uses only. THE MASSIVE SHORTFALL โžก๏ธ OPEC Plus output has dropped by 8 million barrels per day and is now completely missing from global supply. โžก๏ธ The United States cannot come close to covering that gap no matter how many tankers arrive. โžก๏ธ The Persian Gulf disruptions are already driving diesel and gasoline prices higher, with forecasts hitting $4.40 per gallon this month. THE INVENTORY PRESSURE โžก๏ธ Commercial crude and product inventories sit near the low end of normal ranges. โžก๏ธ Jet fuel stocks have been trending down all year while the Strategic Petroleum Reserve releases remain tiny at roughly 250,000 barrels per day. โžก๏ธ Any ramp-up in exports will pull straight from already tight stocks and push prices even higher. THE BOTTOM LINE The United States does not have surplus crude oil sitting ready to rescue the world โ€” the math simply does not add up. Every extra barrel shipped out now accelerates the drawdown that markets have been ignoring. HT: #OilPrices #GasolineSurge #EnergyCrisis #CrudeReality #OilShortfall #PersianGulf #MarketChaos
1:06

OIL PRICES SET TO EXPLODE: AMERICA CAN'T FILL THE GULF SHORTFALL Chris Martenson โ€” the prescient analyst who even back then had already anticipated the market reaction to COVID at an early stage as cases in China began to rise โ€” just dropped a no-nonsense breakdown: Oil and gas prices in the United States and Europe are about to explode a lot higher. Trump's boasts about empty tankers rushing in for America's "sweetest oil" sound impressive on the surface, yet the actual data paints a far more urgent picture of limits, shortfalls, and inevitable chaos ahead. THE TANKER BOAST DEBUNKED โžก๏ธ Trump claims massive numbers of completely empty oil tankers are heading to the United States right now to load up on the best oil and gas anywhere. โžก๏ธ Those tankers always arrive empty โ€” that is simply how the shipping system works every single day. โžก๏ธ The map of tankers coming and going around the US ports looks exactly like this year-round. THE CRUDE OIL TRUTH โžก๏ธ The United States remains a net importer of crude oil โ€” importing 6.3 million barrels per day and exporting only 4.1 million in the latest week, for a net import of over 2 million barrels daily. โžก๏ธ Domestic crude production has been flattening out for two and a half years and hit its all-time monthly peak back in October 2025. โžก๏ธ At best the US can squeeze out an extra 1 million barrels per day due to port loading limits and logistics โ€” nowhere near enough to matter. THE NGL CONFUSION โžก๏ธ Officials and headlines proudly declare America is a net petroleum exporter. โžก๏ธ That label lumps in natural gas plant liquids โ€” ethane, propane, butane, and similar light hydrocarbons that make up the bulk of those exports. โžก๏ธ These substances cannot run cars, jets, ships, or pave roads โ€” they serve industrial, heating, and petrochemical uses only. THE MASSIVE SHORTFALL โžก๏ธ OPEC Plus output has dropped by 8 million barrels per day and is now completely missing from global supply. โžก๏ธ The United States cannot come close to covering that gap no matter how many tankers arrive. โžก๏ธ The Persian Gulf disruptions are already driving diesel and gasoline prices higher, with forecasts hitting $4.40 per gallon this month. THE INVENTORY PRESSURE โžก๏ธ Commercial crude and product inventories sit near the low end of normal ranges. โžก๏ธ Jet fuel stocks have been trending down all year while the Strategic Petroleum Reserve releases remain tiny at roughly 250,000 barrels per day. โžก๏ธ Any ramp-up in exports will pull straight from already tight stocks and push prices even higher. THE BOTTOM LINE The United States does not have surplus crude oil sitting ready to rescue the world โ€” the math simply does not add up. Every extra barrel shipped out now accelerates the drawdown that markets have been ignoring. HT: #OilPrices #GasolineSurge #EnergyCrisis #CrudeReality #OilShortfall #PersianGulf #MarketChaos

Mark

87,197 gรถrรผntรผleme โ€ข 3 ay รถnce

CHINA WEAPONIZES THE STRAIT OF HORMUZ: THE 1.4 BILLION BARREL DEMAND STRIKE SET TO CRUSH OIL PRICES Troy W. Eckard of Eckard Enterprises has spent 41 years inside the oil and gas industry. He now reveals how the Strait of Hormuz has become a Bermuda Triangle of daily uncertainty and how China is weaponizing that chaos from the demand side in a way never seen before. What he describes next explains why oil prices may behave so differently in the months ahead. THE BERMUDA TRIANGLE OPENS THE DOOR โžก๏ธ The Strait of Hormuz now operates like the Bermuda Triangle where vessels and 20,000 mariners never know from one day to the next whether safe passage exists. โžก๏ธ This constant uncertainty created the perfect opening for a new kind of energy power play. THE CHINA DEMAND WEAPON โžก๏ธ For the last 45 days China stopped buying 6 to 7 million barrels per day in the open market. โžก๏ธ Instead Beijing is draining its 1.4 billion barrel strategic reserves to create intentional demand destruction. โžก๏ธ Eckard states clearly this is worse than normal demand destruction because it is completely intentional and calculated. โžก๏ธ The result could push oil prices into the low 70s, the 60s, or even the $50 range. THE PRODUCER SQUEEZE โžก๏ธ Crushed prices force companies worldwide to slash capital spending and delay new drilling projects. โžก๏ธ China simply waits to refill its own storage at the lowest prices once producers capitulate. โžก๏ธ This demand swing tactic has never appeared in Eckardโ€™s four decade career. THE 180 DAY POWER PLAY โžก๏ธ China consumes 11.5 to 11.7 million barrels daily yet produces only 4.5 million barrels at home. โžก๏ธ Its reserves give Beijing the ability to halt all imports for roughly 180 days if required. โžก๏ธ No supply swing player has ever held this level of demand side leverage until now. THE BOTTOM LINE China has turned Strait of Hormuz uncertainty into a powerful demand weapon that lets them crush prices today and quietly restock tomorrow at everyone elseโ€™s expense. This is the sound of a new energy order being born where demand manipulation becomes the ultimate strategic tool. HT: YouTube Eckard Enterprises | Oil & Gas Investing #ChinaOilWeapon #HormuzBermudaTriangle #IntentionalDemandDestruction #OilPriceManipulation #EnergyGeopolitics #StraitOfHormuz #ChinaReserves
1:58

CHINA WEAPONIZES THE STRAIT OF HORMUZ: THE 1.4 BILLION BARREL DEMAND STRIKE SET TO CRUSH OIL PRICES Troy W. Eckard of Eckard Enterprises has spent 41 years inside the oil and gas industry. He now reveals how the Strait of Hormuz has become a Bermuda Triangle of daily uncertainty and how China is weaponizing that chaos from the demand side in a way never seen before. What he describes next explains why oil prices may behave so differently in the months ahead. THE BERMUDA TRIANGLE OPENS THE DOOR โžก๏ธ The Strait of Hormuz now operates like the Bermuda Triangle where vessels and 20,000 mariners never know from one day to the next whether safe passage exists. โžก๏ธ This constant uncertainty created the perfect opening for a new kind of energy power play. THE CHINA DEMAND WEAPON โžก๏ธ For the last 45 days China stopped buying 6 to 7 million barrels per day in the open market. โžก๏ธ Instead Beijing is draining its 1.4 billion barrel strategic reserves to create intentional demand destruction. โžก๏ธ Eckard states clearly this is worse than normal demand destruction because it is completely intentional and calculated. โžก๏ธ The result could push oil prices into the low 70s, the 60s, or even the $50 range. THE PRODUCER SQUEEZE โžก๏ธ Crushed prices force companies worldwide to slash capital spending and delay new drilling projects. โžก๏ธ China simply waits to refill its own storage at the lowest prices once producers capitulate. โžก๏ธ This demand swing tactic has never appeared in Eckardโ€™s four decade career. THE 180 DAY POWER PLAY โžก๏ธ China consumes 11.5 to 11.7 million barrels daily yet produces only 4.5 million barrels at home. โžก๏ธ Its reserves give Beijing the ability to halt all imports for roughly 180 days if required. โžก๏ธ No supply swing player has ever held this level of demand side leverage until now. THE BOTTOM LINE China has turned Strait of Hormuz uncertainty into a powerful demand weapon that lets them crush prices today and quietly restock tomorrow at everyone elseโ€™s expense. This is the sound of a new energy order being born where demand manipulation becomes the ultimate strategic tool. HT: YouTube Eckard Enterprises | Oil & Gas Investing #ChinaOilWeapon #HormuzBermudaTriangle #IntentionalDemandDestruction #OilPriceManipulation #EnergyGeopolitics #StraitOfHormuz #ChinaReserves

Mark

47,024 gรถrรผntรผleme โ€ข 1 ay รถnce