Cheryll Forero

Market analyst / connoisseur of excellence.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US equity funds posted a record +$119 billion in inflows in the week ending June 17th.

This was driven by tech, which saw +$19.2 billion in inflows, the largest weekly intake on record.

Year-to-date, US equity funds have attracted +$330 billion in inflows, the most of any region.

By comparison, international equities have seen +$290 billion in inflows while China has recorded -$220 billion in outflows.

As a result, US equity funds are on track to pull in a record +$739 billion in 2026.

At the same time, tech funds are on pace to attract a record +$154 billion, more than double the prior annual record set in 2025.

Investors are piling into US equities at a pace never seen before.

[Crypto Rover @cryptorover]

🚨 THE WORLD HAS LOST 10% OF ITS OIL INVENTORIES IN JUST 3 MONTHS.

And the market still does not fully understand how serious this supply shock is becoming.

Before the war, the Strait of Hormuz moved roughly 20-21 million barrels of oil per day, nearly 20% of global oil consumption.

Now flows are collapsing.

According to EIA data:

• Total oil and liquid flows through Hormuz fell from 20.7 mbpd in Q4 2025 to 14.6 mbpd in Q1 2026.
• Crude and condensate flows alone dropped from 15.2 mbpd to 10.7 mbpd.

At the same time, Saudi Arabia, Iraq, UAE, and Kuwait together reportedly cut around 6.7 mbpd of production tied to Hormuz disruptions.

The inventory draw is becoming massive.

Energy Intelligence estimates:

• Inventories fell roughly 230 million barrels in March
• Another 553 million barrels in April
• And at least 200 million more in May

That is close to 1 BILLION barrels removed from inventories in just 3 months.

The IEA says inventory draws recently reached around 4 mbpd and warns the market could remain “severely undersupplied” until at least October even if the conflict stabilizes sooner.

The bigger problem starts after the war.

Even if flows normalize, the world still has to rebuild those lost inventories.

And rebuilding them may take years.

If the current crisis eventually creates a 1-2 billion barrel inventory hole by the time the system fully stabilizes, the market would need roughly 1.8 mbpd of EXTRA surplus supply for 3 straight years just to refill inventories.

That is where the real issue appears.

This is why the current oil situation matters so much.

The market is not only dealing with a war-driven supply shock.

It is dealing with a global oil system that already had very little spare capacity left before the crisis even started.

[The Wall Street Journal @WSJ]

Exclusive: Boeing and Toyota donated $1 million each to help fund a new reality-television inspired show starring Transportation Secretary Sean Duffy with his family on a road trip https://t.co/CGyKTVhGcn

[unusual_whales @unusual_whales]

Iran Foreign Minister: all vessels can pass through strait of hormuz except those at war with us

[Dr J Rould @jrouldz]

@Kaizen_Investor Have also consistent outperformed with diversified port

We see survivorship bias on X
- the guys who concentrated into 3 winning stocks are hero’s
- the ones who concentrated into 3 losers, we do not hear from 😂😂😂

[Crypto Rover @cryptorover]

The Music is about to stop for US stocks.

Imagine what happens to $BTC.

[Cheryll Forero @1stchefor]

Crypto is volatile, DYOR!

[Cheryll Forero @1stchefor]

The McRib is back at select McDonald’s locations and history shows Bitcoin often hits cycle lows or sparks major rallies around its returns.

Not causation, just a wild correlation with market sentiment & risk appetite.

Disclaimer: Historical pattern only. Not financial advice.

[Evan @StockMKTNewz]

🇺🇸 PRESIDENT TRUMP JUST SIGNED A EXECUTIVE ORDER FOR SINGLE NATIONAL AI REGULATION FRAMEWORK, LIMITING POWER OF STATES - CNBC

[Evan @StockMKTNewz]

Cathie Wood and Ark Invest bought 124,427 shares of Robinhood $HOOD today

[Cheryll Forero @1stchefor]

It’s clearly designed for the die-hard holders who wear market volatility like a badge of honor.

The launch has already stirred up a lot of buzz online, showcasing Coinbase’s ability to think outside the box when it comes to community engagement and product innovation.

[Cheryll Forero @1stchefor]

Coinbase just dropped one of the most unexpected products of the year, a $30 “Diamond Hands” moisturizer.

What started as a classic crypto meme has now been turned into an actual skincare item, mixing humor with smart branding.

[Cheryll Forero @1stchefor]

Ethereum is becoming the most important fuel of Web3. Bitcoin stores value, but ETH powers everything, smart contracts, DeFi, dApps. As usage grows and supply keeps burning, Ethereum is turning into the core engine of the future crypto economy.

Do you agree with me? 🤔

[Cheryll Forero @1stchefor]

@cryptorover 👀

[Cheryll Forero @1stchefor]

From our little crew to yours… Happy Thanksgiving, y’all. Love, The Forero’s! 🤎 #thanksgiving #happythanksgiving #blessed

[unusual_whales @unusual_whales]

US has canceled India trade talks scheduled for August, per Re
uters.

[Alex Finn @AlexFinn]

If I created a Discord for vibe coders to:

• Cowork
• Share what they're building
• Talk about the tools they're using
• Ask eachother questions
• Get their first testers/customers
• Have like minded people to vibe with

Would you join? Feel like the world needs this

[Cheryll Forero @1stchefor]

God is moving so clearly in our lives right now, not just mine, but in my husband and our son too. 🥹 What He's doing is more than we could've prayed for or imagined. We're soaking up this chapter as a family before stepping into the next... And whew, I feel the shift. 🙌🏽

[Cheryll Forero @1stchefor]

Life lately… the simple moments, the sacred ones, the ones that remind me God’s hand is in it all. 🤍

Tell me something sweet God’s been doing in your life lately. 🫶🏻 Mine is in the comments! 🩷

[unusual_whales @unusual_whales]

BREAKING: UnitedHealth is under criminal investigation by the Justice Department for possible Medicare fraud