Mike Ezek

American Nationalist, Patriot, America First.

[James Fishback @j_fishback]

Amazon just applied for 10,781 H-1B visas. They don't want to hire you, your kids, or your grandkids. They want to hire cheap foreign laborers from places like India, China, and Thailand.

We will not be replaced. End of story.

[Rick J @rickjeff78]

We're a few hours away from Barak Ravid and Axios reporting that Iran is begging for another chance.

[Mike Ezek @Michaelezexiel]

https://t.co/hdKA2f0zau

[Kalshi @Kalshi]

BREAKING: US-Iran peace talks in Switzerland have been postponed

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has suspended its entire 60-day negotiation period with the US over the direct violation of the MOU's first clause, with Israeli attacks on southern Lebanon constituting a breach less than 24 hours after the MOU was electronically signed, per Fars and Al-Mayadeen.

Iran's negotiating delegation had already been preparing to depart for Switzerland to launch the first round of talks before Iran made the decision to suspend the entire trip.

Iran will also not unilaterally fulfill its commitments, and until Iran is fully assured Israeli attacks on Lebanon have stopped and the US has practically adhered to the first-clause obligations, talks remain cancelled.

[Jack Prandelli @jackprandelli]

🚨The world's biggest commodity trading houses are quietly becoming integrated US gas and LNG players.

This is the most important structural shift in energy markets right now🇺🇸⚡

🔸Gunvor Group is funding Western Natural Resources to buy gas-producing assets across top US shale basins including a $300M Haynesville acreage deal last month.

Gunvor spokesperson: "The US is a fantastic place to invest right now."

🔸Trafigura quietly relet an ExxonMobil 174,000 cbm LNG newbuild for 2 years starting Q4 2026 on top of a 5-year, 0.5 mtpa Venture Global LNG l deal signed earlier this year.

🔸Vitol is equity holder and locked-in offtaker for Delfin FLNG 1.
Its LNG book went from 17 MT in 2023 to 19.4 MT in 2024.

🔸Mercuria is building carrier capacity while warning fuel oil shortages could idle 10% of the global fleet by late summer.

Major traders' combined LNG volumes went from 27 mtpa in 2017 to more than 60 mtpa in 2025.

More than doubled in 8 years. 📈

These are not opportunistic trades.

This is structural capital allocation by the sharpest risk managers on the planet upstream equity, owned shipping, liquefaction stakes, long-term offtake.

Full breakdown in the article link in the comments below👇

[Jack Prandelli @jackprandelli]

US crude just hit $73.
📉Down 39% from the $119 March peak.

The market has officially priced the war as over.

Let me tell you what $73 oil is actually pricing in:

✅ Hormuz fully reopened and flows normalized
✅ Qatar LNG back at 100% capacity
✅ SPR being replenished
✅ Tankers freely transiting the Gulf
✅ Inflation falling, demand recovering

Now let me tell you what's actually happening:

❌ PetroChina couldn't find a tanker to load Iraqi crude this week
❌ Freight rates are still 3x pre-war levels
❌ Hormuz traffic: 29 ships in 5 days, 62% running dark
❌ Qatar capacity: 17% damaged for 3-5 years
❌ US SPR: lowest since 1983, still drawing
❌ Jeff Currie: normalization "not until year-end at the earliest"

The financial market is pricing a political headline.

The physical market is pricing a broken supply chain.

$73 oil with empty SPRs, crippled Hormuz traffic, and damaged Qatari infrastructure is not a relief rally.

It's the biggest disconnect between financial and physical markets I've seen in this crisis.

And disconnects this large don't close slowly.

Full analysis in my article.
Link in the comments 👇

Image Source: Bull Theory

[Nicholas J. Fuentes @NickJFuentes]

Israel and its Zionist accomplices in the US are doing everything in their power to sabotage the peace deal and force America to escalate our war with Iran.

Trump has to get tough and put Israel in its place or this war will destroy our country.

[Johnny Littleseed’s Cat @JohnnyLitty2]

Johnny feels that if he just got the chance he could fix her and she could make a decent wife

[Cameron 🇺🇸 🗽🦅 @CameronCorduroy]

>renames it to the Department of War
>names himself the Secretary of War
>fights one war
>loses

[𝐟𝐞𝐝𝐞𝐯𝐚𝐥𝐯 @heis_fede]

“Why is Portugal playing so badly after being the favorites to win the World Cup”

A tribe in Congo right now:

[Nicholas J. Fuentes @NickJFuentes]

IRAN WON, ISRAEL LOST 🇮🇷 > 🇮🇱

TOTAL GOYIM VICTORY 🫵😂

[Restructuring__ @Restructuring__]

No one

Absolutely no one

Retail investors on Reddit: how do I take physical delivery of 60 cows in San Francisco, oops

[Jeff “Grav” Swazy @jeffswazyburner]

Threw a like on her ig story. She added me on snapchat two minutes later

[Josh Young @JoshYoung]

Trump arrives in Tehran

[Han Shawnity 🇺🇸 @HanShawnity]

Phew that was a close call

[Nicholas J. Fuentes @NickJFuentes]

When the MOU is signed on Friday, the US will have officially lost the Iran War.

We are paying them hundreds of billions of dollars to open the Strait of Hormuz, which they now permanently control.

The only silver lining is if this defeat decouples the US from Israel forever.

[Royce “Duck” Freeman @RoyceDuck312222]

Hometown throat goat stood me up.

[Noah @antibearthesis]

WE ARE ABOUT TO SIGN THE DEAL FOR THE 68TH TIME THIS MONTH 🎉🎉🎉