I gave my Muse AI authorization to my bank account and first thing it did was send money to Israel

Just short #VIX and buy #NASDAQ futures bro This way you can have stocks be at ATH’s and trade at fairyland prices despite consumers getting tapped out and truckers quitting their jobs from $250+/barrel diesel

Can someone start buying bonds? Not me, but someone needs to take one for the team

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Not a single girl here knows the 10 yr and 30yr yields are at 2008 highs... I reckon they don’t even care about the Japanese yen crisis or the crude oil manipulation.. unreal. How do people live like this?

The first rule of Fight Club is to manipulate futures markets and perform yield curve control through artificial centralized bank buying of domestic bonds @SecScottBessent

Glad to see Iran is celebrating the opening of the SOH. Oil satan candle (dropping 3% in 5 mins) was totally justified

Met up with a highly decorated foreign affairs official to discuss U.S. treasury yields and oil market manipulation. We came to the conclusion that no, there will not be a U.S. product export ban (at least for now) because it makes little sense to do so from a voting incentive (voting’s already begun), and 2. The U.S. will have a blow up in their bond mkt or currency or BOTH. Bessent has no idea what he’s doing. He blew up his own fund and now he will blow up the U.S. economy. $7-8 dollar national diesel average is coming. Purchasing power will be nonexistent. The U.S. admin/gov isn’t coming to save you lol

The war in the Middle East started 207 days ago and in this stretch of time over 2 billion barrels of crude oil supply have been lost. Most of those barrels are of the kind used to make Diesel. This is why Diesel prices have been going up globally and any sort of export ban won’t be effective in lowering prices sustainably. Because oil prices have been kept artificially suppressed and Data on oil inventories and Hormuz flows heavily tampered since the very beginning of the war, many people, including “experts”, have been misled - the reason why you keep seeing a continuous change of narratives and “analysis” while I have been warning about this outcome since the very beginning of the crisis. Surely Ukraine striking Russian refineries contributed to tighten the diesel supply in the market further, but another thing people and “experts” have been overlooking is that REFINERIES ARE NOT ALL THE SAME. US, EU or Asian refineries are set up to process specific types of crude and switching to other types more available in the market requires significant repurposing investments. Because everyone has been brainwashed to think the crisis can suddenly end anytime and all can quickly go back to normal, no refinery set up to process Middle Eastern crude oils in the world so far took the risk to go through repurposing - maintenance has been also broadly delayed to make the most out of higher prices till they lasted since nobody, except myself and few others, attached any meaningful chance of ending up in today’s scenario. Be ready for a fierce snap back to reality of crude oil prices to the level they should have been for long already because of the fundamental laws of demand and supply IN THE REAL WORLD.

$CLMT and u think Trump implements diesel export ban w/ 10 year @ 5.13%? policy that worsens the global shortage while also risking higher gasoline prices and inflation.... with the 10 year going vertical.... no chance. Imo, they leaked the ban to Politico today as a trial balloon to see the knee-jerk reaction... no chance.

Monte Carlo told me to put more capital in oil thanks

Soon people are gonna be getting in fights for diesel or motor oil and stuff while stocks are at all time highs 🤣🤣 #sovietmarket

THIS CHART GOES BACK 100 YEARS… AND WE’VE ONLY BEEN HERE THREE TIMES BEFORE. This is Oil vs the Dow Jones Industrial Average on yearly candles. Basically, when this chart is this low, oil is historically cheap relative to US equities. Now look at the previous major lows: 1929. 1966. 1999. And now… 2026. Those dates aren't exactly random. Each of the previous periods occurred around major turning points for US equities and was followed by a very difficult long-term period for stocks, alongside major rotations between asset classes. Equties had dead money for over a decade. Now look at the technicals. The yearly RSI is sitting around 40, an area that has historically acted as support for this ratio. Then look at Stochastic RSI. The previous major oversold extremes on this chart occurred around 1929, 1966 and 1999. And now we're back there again. But here's where things get really interesting. Look at the small chart I've added in the top right. That's the fundamental side of the equation. It combines a range of US equity valuation measures including trailing P/E, forward P/E, CAPE, price-to-book, EV/EBITDA, Tobin's Q and market cap-to-GDP. And what periods jump out as major valuation extremes? 1929. 1966. 1999. And the current period. So we've got two completely different ways of looking at the market telling a very similar story. The technical chart is telling us energy is historically cheap relative to equities. The fundamental data is telling us US equities are historically expensive. Coincidence? Maybe. But this is exactly why I love combining technicals, fundamentals and macro rather than looking at any one thing in isolation. Does this mean US equities crash tomorrow? No. Does it mean oil goes straight up from here? No. This is a big-picture macro chart. I'm not looking at what happens next week. I'm looking at where capital could rotate over the next 5 to 10 years. And when I keep seeing the same message across oil, commodities, bonds, valuations and relative-strength charts like this, I'm paying attention. It's also one of the major reasons I'm personally very cautious about US equities at these valuations and far more interested in the opportunities developing across energy and commodities. 1929. 1966. 1999. 2026. History doesn't have to repeat. But when everything aligns it's rarely coincidence!

I don’t care if the market rallies between here & the Midterms, the end result is an epic collapse… This is the most overpriced, over-levered, & over-concentrated market of all time. Meanwhile, Wall Street & Trump’s “trust the plan” pundits are begging you to go “all in”. 🤣

THANK YOU FOR PLAYING - DONALD CHILD RAPIST TRUMP

Vix at 14, SPY at ATH’s, diesel $250+ /barrel, gas stations running out of fuel, 5% yields, paper oil plummeting on zero news.. all of this gives proper credence and justification for professional fund managers to buy overpriced pedophile tech stocks.. Thank you for playing ✌️🔫

More than 200 days into the US-Iran war, there are still more oil shorts than there were just before the war started. I’ll say it again: As long as that remains the case, the top in oil is still ahead of us.

Josh has a point. Queues at the pump are the opposite of demand destruction. Diesel is backwardated, positioning heavily short, and French drivers still buying at €2.40/l. Demand needs to fall sharply from here for that trade to pay off.

Oil sentiment is so negative that people see gas stations running out and call it demand destruction!

"only 10% of gas stations are out" That's huge. Reminiscent of the 1970s energy crisis. What happened to oil prices in the 1970s?