US Tesla owner caught playing Fortnite and taking swigs of Jack Daniel’s while his car drove itself on Full Self-Driving (FSD). https://t.co/lRS33HLKuv
Hey guys, due to US daylight savings, my show is moving 1 hour earlier starting TODAY for everyone outside the US.
New time:
3:15 PM SAST
1:15 PM GMT (UK)
2:15 PM CET (Europe)
9:15 AM EST (US)
9:15 PM SGT (Asia)
Don’t miss it.
Wars look terrifying in the headlines.
But when you actually go back through the data, something very strange shows up.
I studied how markets reacted to every major conflict over the last 50 years.
Gulf War, Iraq 2003, Ukraine, and even COVID panic.
And the same pattern keeps repeating.
The actual attack is often when markets finally bottom.
unless the war turns into an energy crisis.
Because markets don’t price missiles.
They price what the war does to the economy.
And the chart that usually tells you the answer is the Oil chart.
https://t.co/pJnyU862MI
Right now, the oil chart has already broken its 3-year trendline, which means the market is starting to price a longer conflict.
I break down the framework and what happens next for crypto and stocks in today’s video.
[link in comments]
I just had a full consultation with an AI nurse before being referred to a real doctor.
I was blown away by how real she was. I constantly thought “there is no way this is AI”!
This Oil price is stranger
On the one hand, flight are resuming and the Iranian strikes are decreasing.
On the other side oil is going up.
Feels like it could be a short squeeze but at the same time the US keeps pushing out the timeline for the end of the war….
The war in the Middle East just turned into an oil war.
For almost 3 years, crude was in a downtrend.
The day the war started… that trend broke.
Now the 1-hour oil chart is accelerating higher, which usually means the market is pricing a longer conflict timeline.
https://t.co/ofFyCKVxKu
And that matters because historically, there has never been a period where oil spikes and risk markets stay strong.
In 1990 Oil doubled, and the S&P crashed 20%
In 2022 Oil went to $130, and the S&P fell 25%
With U.S. midterms coming, a major oil spike would be one of the biggest macro shocks possible.
I break down what the chart is telling us in today’s 5-minute video.
[link in comments]