BULLSnBEARS

[DeepValue Signals @DVSignals]

$USOIL $CL / $XOP

Oil has had a rough couple of weeks versus $XOP. For context: $XOP is the oil & gas producers ETF, so this ratio basically shows crude oil versus the producers...

After that sharp drop, the ratio is now starting to curl up right at the lower part of the structure. A breakout here would be notable. It would suggest oil is starting to outperform producers again after weeks of relative weakness.

Not confirmed yet, but this chart is getting VERY interesting...

[Mees Wynants @MeesWynants]

His name was Louis. He was 17. He never made it home.

Five attackers ambushed him, kicked him unconscious, and choked him into a coma. They laughed while he was dying. Louis joins Henry Nowak in the UK and Lisa in the Netherlands, and the list keeps growing.

How long does Europe want to keep doing this?

[Francesco 🇮🇹 @SaP011]

Netherlands 🇳🇱:
The African illegal immigrant known as the “bum killer”.

In this video you see him calmly looking for a large concrete block, then hurling it with full force onto the head of a sleeping homeless man.

The victim, 37-year-old Dutch homeless man named Benjamin, survived after being in a coma. Fundraising campaigns raised over €20,000 for him.

The illegal immigrant was arrested in France after attacking a woman on a train.

Dutch police confirmed he is the suspect in the Rotterdam attack.
He is also suspected of other violent attacks on homeless people across France including a murder in Lyon using similar methods with concrete blocks or stones.

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

Moroccans in the Netherlands "celebrating" their world cup win over the Netherlands by destroying the Netherlands.

Seriously, just drag them out of Europe.

Why put up with these stains on our society?

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

Moroccans attacking Dutch football supporters for wearing the Netherlands colours, in the Netherlands!

You ready for Remigration yet?

[Craig Kelly:🇦🇺Foundation for Economic Education @craigkellyAFEE]

The worst inflation rate of any developed economy - Albanese and Labor have failed Australia.

Albanese is without doubt the most incompetent Prime Minister in Australian history.

[Jet Ski Bandit @fulovitboss]

Very well said 🎯🔥

Wake up Australians, we need change.

Labor & the Greens must go. ASAP!!

[Pauline Hanson 🇦🇺 @PaulineHansonOz]

I think it's time for Albo to resign like the UK Prime Minister Keir Starmer did.

[BULLSnBEARS @SCOTTONESIE]

@PaulineHansonOz Or rise with the eastern empire, trade together in exchange for their technology. They can build energy dependency faster than any other country. Energy is the core of expanding GDP

[Vladimir Putin.🇷🇺🕊️🇧🇷🇻🇪🇨🇳🇮🇷🇵🇸🇾🇪🇮🇳 @RobertoRussia]

🇷🇺
CONFIRMADO PELOS ESTADOS UNIDOS👹 🇺🇸

O exército russo atacou uma casa ucraniana durante a noite, matando instantaneamente o Comandante Oleksandr Syrskyi, Chefe do Estado-Maior do Exército Ucraniano da OTAN. 🇺🇦

O exército russo está apenas começando a mostrar sua força.💪🇷🇺💪

[Craig Kelly:🇦🇺Foundation for Economic Education @craigkellyAFEE]

You poor simple brainwashed person.

If coal is an "old and ageing technology" - why does China have 501GW of the latest high efficiency coal-fired plants currently under construction ?

And by comparison our total national grid is just 21GW.

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

To prevent a civil war.

Millions must go.

[katy 🌸 @KatyKray73]

Plot twist: Energy prices will keep rising.
This PM and his Energy Jester Bowen will just keep doing what they do best:

Spend.
Lie.
Corrupt.
Gaslight.
Repeat.

Labor’s vicious cycle.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Everyone is watching the wrong bubble.

And missing the greatest opportunity in 40 years because of it.

While the crowd argues about AI and crypto, the real story is the asset sitting in every "safe" portfolio on earth.

Bonds.

The 1981 top printed 14% yields. The 2020 bottom printed 0%. That was 39 years of falling rates, and it ended in a single Covid panic.

Covid was the turn. Rates hit zero, the system flooded itself with liquidity, and the 40-year bull in bonds quietly ended in the very moment everyone felt rescued.

That's reflexivity in the Soros sense. For four decades, falling yields lifted every asset, which convinced everyone yields would keep falling, which lifted assets again. Belief and reality reinforced each other all the way down to zero. Then the loop turned. And here's the part almost no one has grasped: a turn this big isn't the end of the game. It's the start of a far better one.

Here's why I'm genuinely excited.

For 40 years, falling rates lifted everything together. Correlations converged. The tide carried every boat, so owning the whole ocean beat knowing which boat was seaworthy. Index beat judgment. Skill was a rounding error.

That era is over, and what replaces it is the best environment for active investing in two generations.

When the secular tide reverses, dispersion comes roaring back. Winners and losers split apart violently. Suddenly the things that were invisible for 40 years, valuation, balance-sheet quality, real cash flow, pricing power, decide everything. The gap between the great business and the mediocre one stops being a footnote and becomes the whole return.

This is the world that made Buffett, Lynch, and Templeton. It's the world before 1981, where picking actually paid. It's coming back.

And it arrives at the most lopsided starting line imaginable, which is exactly what makes the opportunity so rich.

Concentration at a record. A handful of names carrying the entire index. Record IPOs listing at peak valuations and getting forced straight into peak index weights through mechanical, price-insensitive buying. The passive bid that everyone treats as ballast has become the marginal price-setter at the worst possible altitude.

JPMorgan's own Guide to the Markets makes the setup clear. Map starting valuation against subsequent ten-year returns, and today's level points to roughly zero percent per year from the S&P over the coming decade.

Sit with that. Zero from the broad index for ten years.

Now flip it over. If the average is zero, the spread around that average is enormous. Some things compound beautifully. Others go nowhere or worse. A flat index for a decade isn't a dead market. It's the richest hunting ground for active investors in living memory, because the distance between right and wrong has never paid more.

The whole architecture of modern investing was engineered for the era that just ended.

- Buy stocks and chill. Built on a discount rate going one direction. Down.
- The 60/40. Built on bonds rallying whenever equities fell.
- Just buy the ETF. Built on a 40-year tailwind no one managing money today has ever seen reverse.

That's the trap. And the mirror image of every trap is an opening for the people who see it first.

Strauss and Howe gave this moment a name. The Fourth Turning. The last of the four cycles, the Crisis, when the institutions built for the old era meet the conditions of the new one. These turns feel like danger to everyone clinging to the last playbook. They are the launchpad for everyone holding the next one.

The tide is turning. The old map is worthless.

And the greatest opportunity of our generation is hiding in plain sight, inside the thing everyone still calls safe.

[SHINNy @SHINNySHOwLIVe]

WOW THEY DEFINITELY REGRETTED GIVING THE MIC TO THIS GUY

[Sou Palestina🇵🇸🇪🇭 @soupalestina]

🇮🇱💥🇵🇸 Se você é um padeiro palestino trabalhando em paz, pode ser agredido por terroristas, humilhado ou até assassinado por colonos judeus sionistas armados.

Depois, parte da mídia inverte os fatos: o padeiro vira o “terrorista”, e os agressores passam a ser apresentados como as eternas vítimas.

[Lukas Ekwueme @ekwufinance]

This gold bull market is unprecedented

In the last gold bull cycles, central banks were net sellers

- 1970s: Central banks net sold ~1000t
- 2000s: They net sold ~3500t

Now they are net buying 800-1000t annually... a key headwind has flipped into a massive tailwind

[Fine @Finefinchen123]

In Großbritannien🇬🇧 hat ein Immigrant einen vorbeifahrenden Mann von seinem Fahrrad getreten, doch die Polizei hat dem Täter zur Flucht verholfen, was im Ausland für Aufregung sorgt.

Das Video ist als Beweis sehr klar...

[katy 🌸 @KatyKray73]

You’ve been lied to.

“Net Zero” was supposed to make energy cheaper.

Instead, the median energy bill is now $1,233 HIGHER since 2022.

They’re forcing you to buy expensive panels and batteries to “fix” the crisis they created… then you’ll replace them again and again.

Stop listening to the charlatans. This is a scam.

[Matt Barrie @matt_barrie]

RBA staff want a payrise because they failed to manage inflation properly