Against All Odds Research

Hates to win and loves to lose.

[Against All Odds Research @JasonP138]

Gold moves first.

Copper follows.

Oil moves last.

That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged.

You know what comes next. 👀⛽️

[Against All Odds Research @JasonP138]

🙌🏽

[Hamilton @capitalflows]

Would you prefer to be rich or right? Because they are not the same.

Everyone that said we were in a bubble at the start of 1995 was right.

The problem is that the NASDAQ ran another 1,000% before popping.

Imagine being bearish for 5 straight years and 1,000%.

You cannot afford it. The last 12 months saw a 140% move alone before the bubble burst.

The $QQQ today is up 80% from its 2024 breakout. EIGHTY FUCKING PERCENT.

You can be absolutely right that we're in a bubble and be dead wrong on timing and lose everything.

You are not smarter than anyone else because you can point out the 'obvious.'

As a matter of fact, you'd likely make more money being 'stupid' and remaining long.

Would you prefer to be rich or right? Because they are not the same.

[The Chart Report @TheChartReport]

Today's Chart of the Day was shared by @FrankCappelleri

After significantly lagging its peers, the Dow Jones Industrial Average was the best-performing index today as it climbed to new all-time highs.

Get the full breakdown in today's report plus more great charts. ⬇️

https://t.co/yw6GN37RMa

[Against All Odds Research @JasonP138]

🙌🏽

[TalesfromtheF @Thegaucher1]

The guys look like they're having too much fun !

Great listen

[Against All Odds Research @JasonP138]

Thanks for joining us!

[Against All Odds Research @JasonP138]

Live with @nullcharts https://t.co/cyWtkN9Ixk

[Against All Odds Research @JasonP138]

@ntomas67 HAHAHA! The distorted boob trend

[Against All Odds Research @JasonP138]

The Buzz Around Commodities https://t.co/wJkVo3HBnq

[Against All Odds Research @JasonP138]

The Buzz Around Commodities https://t.co/CSz4f0lDJn via @YouTube

[Sean McLaughlin, NLD 📈 @SeanHasOptions]

https://t.co/3wZwMLI4JR

[Against All Odds Research @JasonP138]

Live with @nullcharts https://t.co/cyWtkN9Ixk

[Keith D @inneroperator]

Is this even a good thing for Bitcoin?

[NickTomasAZ @ntomas67]

You can't see it. You gotta feel it. Oooh, it's shocking.

[Against All Odds Research @JasonP138]

Global copper miners. $COPX

[Against All Odds Research @JasonP138]

@3crowns21 8====D

[Against All Odds Research @JasonP138]

It looks like we're entering the next stage of the Commodity Supercycle.

The precious metals trade led the charge. Gold, silver, miners, and juniors had their run.

Now we're starting to see capital rotate into base metals and energy.

[Against All Odds Research @JasonP138]

@EvanChalme66129 Not a commodity and I don’t have decades of data to work with.

[Against All Odds Research @JasonP138]

@capitalflows @ntomas67 Exactly!

[Mark @Mark4XX]

EXXON CEO WARNS $150 OIL WITHIN WEEKS: THE SHORTAGE THE MARKET IGNORED

Josh Young of Bison Interests and Bison just laid out the numbers that flip the entire oil narrative on its head. The numbers coming out of the energy markets have flipped from bearish complacency to outright crisis faster than almost anyone modeled. A balanced global oil system has lost up to 14 million barrels of daily supply in a matter of weeks. Inventories are draining at hundreds of millions of barrels per month with virtually no demand destruction to offset the loss.

THE SUPPLY SHOCK AND CYCLE REALITY
➡️ Global supply has dropped by 10 to 14 million barrels per day to around 90 to 92 million barrels daily.
➡️ The market was already 15 years into a down cycle of underinvestment before the conflict hit.
➡️ Traders had positioned for a glut that the fundamentals never supported.

THE INVENTORY CRISIS ACCELERATES
➡️ Storage has plunged from 8.3 billion to nearly 7 billion barrels in just months.
➡️ Monthly depletion of 300 to 500 million barrels continues without relief.
➡️ Tank bottoms are approaching fast, threatening the basic functioning of global oil logistics.

THE DEMAND AND RECOVERY DYNAMICS
➡️ Demand destruction remains minimal and largely availability driven rather than economic.
➡️ Even immediate reopening of key chokepoints would require two to three months for normalization.
➡️ Additional inventory losses of 500 million to 1 billion barrels are already locked in.

THE $150 OIL WARNING FROM THE TOP
➡️ Exxon and Chevron CEOs stated within weeks they expect $150 plus physical oil.
➡️ Their conservative stance makes this warning all the more significant for the market.
➡️ The data on collapsing supply and vanishing storage fully supports their assessment.

THE BOTTOM LINE
The war has accelerated an already tightening oil cycle into a full-blown supply crisis. With inventories crashing and almost no demand response to cushion the blow, the market is now set for materially higher prices over an extended period. The old glut fears have been exposed as fundamentally misplaced.

This is the supply crisis that forces the re-rating of oil higher.
#OilSupplyCrisis #HigherOilPrices #InventoryDrawdown #EnergyBull #WTI #TankBottoms #SupplyShock
HT: YouTube Natural Resource Stocks @JoshYoung

[Stock Market TV @StockMktTV]

Drone Stocks Take Flight! https://t.co/7cPZXstQSL

[The Chart Report @TheChartReport]

Retail investors bought a record $80 billion of stocks in the past two months.

@bravosresearch

[Against All Odds Research @JasonP138]

@capitalflows Sleeps at night lol!

[Against All Odds Research @JasonP138]

You learn to love volatility.

It's hard on your psyche. It's hard on your portfolio.

But you eventually learn an important truth:

Just like in life, without pain and sacrifice you get nothing.

And without volatility, you don't get trends.

[Kashyap Sriram @kashyap286]

Lube up, folks. You're going to need it.