BEWARE: Home buying conditions have plummeted Such low levels have been seen only 2 times since 1960: - 1974 - 1981

Visualization of oil's bimodal price regimes, from @JeremyMcCreaCFA. We are firmly in the "supply destruction" oil price regime.

OMG! If you are not bullish on gas and utilities, you better be! David D. Tawil This is from the IEA's outlook released today!

Devastatingly to sentiment, the IEA told us for nearly 5 years that peak oil demand was imminent. Today, they admit under their base scenario that oil demand will grow to at least 2050! Too late/damage done: "the fear of peak demand is leading to the reality of peak supply."™️

Well, this can't be good

Oil bearishness is reaching ridiculous levels Hedge funds are now more short oil than in 2020, when prices went negative Ironically, that was the perfect time to buy... oil outperformed every major asset for 2 years straight They will miss this rally as well (Thread)

THIS...reality will set in soon. Remember, AI data centers can not exist without this disregarded sector

Crazy to think that money supply is expanding this aggressively even as global central bank balance sheets have been contracting. We’ve seen a $10T increase in global money supply in just the past 12 months. Now imagine what happens once central banks inevitably need to expand

ALERT: Berkshire Hathaway’s cash position is now almost 30% of their total assets This is a MAJOR warning signal… A thread 🧵

Pending home sales are at a worse level than the GFC

🚨 UPDATE GOLD:SILVER RATIO – 30TH NOV 2025. A MASSIVE DROP FROM 1:104 IN APRIL THIS YEAR.

🔥🔥🔥 THIS IS HUGE 🔥🔥🔥 JP Morgan moved it ENTIRE GOLD TRADING DESK to Singapore with no press release last Thursday 🤔 WHY ❓️❓️❓️ Thanks john M

The market hates oil. That’s why I’m long. I’m not an oil perma-bull. In fact, I’m bullish on all forms of baseload energy (excluding hydro) and have investments across these sectors. Right now, I believe we have a unique setup: The only real source of global supply growth,

BREAKING🚨 JPMorgan Moved it’s ENTIRE GOLD TRADING DESK to Singapore with NO Press Release Last Thursday JPMorgan recently got exposed for trying to Manipulate $MSTR, Now this… ⬇️

Why don’t elephants get cancer? Billionaire physician Dr. Patrick Soon-Shiong on Megyn Kelly: “Elephants have 8 copies of the tumor-suppressor gene p53. Humans have only 1. Our lab found COVID knocks down p53 — exactly like HPV does before it triggers cancer 5–10 years later.

Just finished another Climate talk - "Hottest Summer Ever - or was it." The audience was astounded to see many examples of man-made climate change.

This has never happened before in history 👇 Silver = $59.42/oz Crude oil = $59.24/barrel

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Oil net speculative positioning is near historic lows

The fact that DUC inventories have hit a 10-year low (in #natgas-dominant regions) and a record-low (in crude #oil-dominant regions) is a major signal that the "easy" phase of U.S. #oil and #natgas production growth is ending. Here is a breakdown of what this means for the