"We've never seen a 50% rally in the semiconductors in 15 sessions. 50%!" "We've only seen something like that before, and it was literally in March of 2000. Right before the top." Fresh 🥐 crumbs from Cem Karsan 🥐

The Fujairah Oil Terminal is under a simultaneous kinetic and electronic attack. A drone strike on the VTTI terminal has caused a fire persisting for over 48 hours, while the ADNOC VLCC MV Barakah was struck by two drones during the same operational window. Windward MIOC and

Based on the last week and parabolic moves of the past 48 hours ill say it now  We are now in a bubble specifically a bubble in picks and shovels akin to the bubble in fiber and chips in 2000 or residential real estate in 2007. Like those periods the bubble in the specifics

WALL STREET OIL MANIPULATION EXPOSED: $110 PAPER PRICE IS A TOTAL LIE Top oil market veteran Hochstein and former Iran sanctions insider just dropped the truth bomb everyone needs to hear. The $110 Brent price flashing on your screen is nothing but paper fantasy that you

Federal Reserve Bank of New York: Supply chain ​pressures in April hit their highest level since July 2022, as the Middle East war heavily ‌impacted firms' ability to move goods around the world freely

This is such an important chart. Where the cost of labor is cheaper, it doesn't make much sense yet to use AI. AI can probably augment some of the work, but replacing the human is just not cost effective. But this will probably not be the case forever. The simpler tasks will

Special Report | Applying US Air Warfare Theory and Doctrine to Evaluate the Campaign Against Iran, Part II The US-Israel combined force achieved meaningful operational and strategic successes vis-à-vis the Iranian ballistic missile program before the ceasefire. The combined

How do you explain this? In the early morning hours, I sent a Note to clients talking about such events that are intended to derail negotiations! Here: anasalhajjieoa.substack.com/p/be-careful-d…

"If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an average of 622%. The top 10 NDX names over the last year are up an average of 784%, beating both the dot-com periods" - BTIG Jonathan

BREAKING: The S&P 500 officially rises above 7,350 for the first time in history, now up +16% since the March 30th low. That's +$9.4 TRILLION in market cap since March 30th.

The US increased its import of Russian fertilizers to a record $243.9 million in March, and for the first quarter, the value of supplies from Russia rose by 37% year-on-year to $564.4 million, — RIA Novosti reports citing data from the US statistical service

$100-$115 is yearly, semestrial, quarterly and monthly resistance. Yeah, it's kinda of a big deal once we get those confirmed breakouts.

USN TRACKING: Traversing the Epic Fury Blockade Line Imagery from today (May 6) gives us an excellent look at the USN deployment along the blockade line in the Northern Arabian Sea / Gulf of Oman. 🔸Southern Edge: At the edge of the pass is a Nimitz Class carrier with 1x Arleigh

Higher. Much higher. Sustainability doesn't matter. Only gains.

I made this article public. Now is not the time to hide behind paywalls. Now is the time to bring some fucking clarity to the market amidst all the bullshit. It is what it is. hfir.com/p/public-my-la…

A new supergiant oilfield has been discovered in Iraq’s southern Najaf province near the border with Saudi Arabia, Baghdad’s oil ministry reported, noting that one of its blocks is estimated to contain more than 8.8 billion barrels of reserves. - Rudaw English

It turns out that the most bullish event in the market history of the world was the Strait of Hormuz, the most important waterway, being clogged up worse than an American toilet on Thanksgiving

Korea EPS growth, weekly revisions. It appears all the hyperscalar capex growth is going to Korea

Something is off in the labor market: In February, US employers cut -448,000 jobs, the largest monthly decline since July 2020. Then, in March, US employers increased hiring by +655,000 MoM, the largest monthly increase on record, excluding the 2020 pandemic period. As a

Imagine you are the Iranian leadership reading this. First, they’ll think Trump is being consistent. Iran has constantly emphasized its sincerity regarding negotiations while criticizing Trump’s rhetoric. Now he is trying to force them back to the table again, threatening to