There are people who wait for or guess at the next pitch, and then there are people with experience who anticipate the pitch. Kevin is in the latter group, which is one reason his content is so good and helpful.

NATO is certainly not what it once was and needs to be revamped. With that being said: The level of stupidity it takes to insult and push away your friends right before starting a major fight, and then act surprised when they don’t want to help is off the charts.

Remember when we had it so good in markets that we were all complaining about how good it was? 😂

Inflation never left… it just paused. Yields rising. Energy ripping. Food is waking up. This is the next phase of the cycle — and most people aren’t ready for it. Going live at 10am with Kashyap Sriram on The Holy Macro Show 👇 youtube.com/watch?v=waBHUz…

🎯 If you weren’t prepared for this environment, stop listening to chumps who don’t know what they’re doing and start following those who actually do. Like these guys.

The explosion at Valero’s Port Arthur refinery has taken one of the largest U.S. refining facilities offline -Wood Mackenzie The shutdown removes almost 415,000 barrels of refining capacity from the US market.

🎯

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If you could use with a good laugh right now, here you go. 😂😂😂

$USO Don't worry. This is totally good for the economy now. I mean, high oil and gas prices were considered bad for the economy a few weeks ago, but now it's totally good. 🥴

He said this on The Apprentice too 20+ years ago, so it's not a joke. It also explains his current administration. "Water seeks it's own level."

THIS 👇 🇺🇸 LNG is the beneficiary, we’re fully torqued in the ETF.

This is what economic illiteracy looks and sounds like.

Drones looking good and may be bottoming. The entire world in conflict needs to replenish their supplies after the last month. Lol, but also 😢

The longer oil continues to press higher in price, the greater the odds that the dollar follows. A strong $DXY is a headwind to most trades. Nothing in the data yet suggests the dollar is going to roll over here at the 100.00 area. Plan accordingly.

Probably best to keep an eye on this one...

Business travel is about to get whacked.