Follower of Christ

Dominus vobiscum, hospes

[Follower of Christ @TheRed_Kraken]

!

[ᐅIΟϺΕᐅΕϟ @DaemonDiomedes]

And Icarus laughed as he fell
for he knew to fall means to once have soared

[Follower of Christ @TheRed_Kraken]

@rickjeff78 @calvinfroedge They wont let him even surrender, bro.

[🏴‍☠️ @calvinfroedge]

I'm just going to say that the corruption at all levels of society right now is incredible and historic

[Follower of Christ @TheRed_Kraken]

@OnodaCapital lmao. I did that on sillicon valley bank. It did not end well for me.

[Paulo Macro @PauloMacro]

Not the chest thump we deserve, but the chest thump we need right now.

[Erik Townsend 🛢️ @ErikSTownsend]

39 fake peace deals (and counting) from President Trump, 39 refutations from Iran issued within hours of each false claim. When is the market going to wake up to the obvious trend here?

cc @Rory_Johnston @CommodMkt

[Erik Townsend 🛢️ @ErikSTownsend]

This was the 39th time since March 23 that @POTUS announced a peace deal with Iran had been reached or was imminent. And the 39th time Iran refuted Trump's claims as false within hours.

Don't believe me? The data are below. No deal has been reached. Iran made than clear. Again.

[Jeffrey Currie 🆔++ @CommodMkt]

The real reason oil is below $100/bbl. It isn’t fundamentals. It’s capital aversion. Policy uncertainty has made oil too volatile to hold. Investor VaR has collapsed by c.$5B. Open interest is at the lowest level in years. Global oil stocks are still drawing 5-6mb/d; however, investors say they don't care.

Start with investor VaR - the best measure of how much capital is willing to engage with oil. It has collapsed to $1.4B (see chart). Not forced out by rising rates, sanctions or external margin calls. Investors are simply choosing not to hold. The policy noise - deal on/off, attack, not attack - has made the carry uncompensable.

VaR compression has one direct consequence: it drains open interest. Contracts are closed. Market depth disappears. 2026 YTD open interest decline is the worst on record. Unlike 2022, there’s no rates shock or sanctions forcing the exit. This is capital aversion.

Managed Money VaR and YTD OI Change

[blue @bluewmist]

You need to be attention-span-maxing.

Watch 3 hour talks. Read books for hours at a time. Watch the entire movie, without taking a break. Stare into space losing yourself in thought and imagination. Do not check your phone. The opposite of brain-rot is the will to focus in a culture which wants to pull you every other way.

[Antidepressant Content @depressionlesss]

A photographer's chances ended up creating the most memorable image of his career ❤️

[Tut C🅰️pital @kingtutcap]

$VELO: Hundreds of hours of non-stop DD and deep dives since October.

Highlighted the defense pivot and additive manufacturing secular trend in before any of it was consensus.

$3 -> $30. Officially a 10-bagger.

[Follower of Christ @TheRed_Kraken]

@McLaineCapital @GavMcCracken Pre-facebook internet, 95-2010, was literally one of the last bastions of mankind's freespeech. Since social media took over, killed independent sites and forced everyone into the same handful of names, with tracking, true free speech is dead.

Which stunts the mind.

[Follower of Christ @TheRed_Kraken]

maybe we dont need a SPR

[Canadian @genocidalgirl]

Dog fight leads to the most absurd outcome you could imagine

[Pope Leo XIV @Pontifex]

Every human being is worthy by the mere fact of having been willed, created, and loved by God. There is no situation that causes the Lord to turn His gaze away from us. It is a consoling truth that accompanies us at all times and reminds us that His merciful love always outweighs whatever good or evil we may have done. #ApostolicJourney
https://t.co/W0PUAtuB92

[Follower of Christ @TheRed_Kraken]

@OnodaCapital Market wizards has a way of making me feel like a loser sometimes lol

[Vonbury Research @VonburyResearch]

This means Hormuz reopening begins the second crisis.

Every state, refiner, and importer will rush to refill the same missing barrels at the same time.

The next phase is political rationing through price. Diesel, shipping, trucking, food logistics, military movement, farming, and emergency services get protected first. Jet fuel, leisure travel, marginal routes, poor-country imports, and low-margin industries get punished first. This opens up a suite of trading ideas short-mid term.

Btw, governments cant admit scarcity because the admission creates hoarding. So the official job now is to lie calmly while the market rations brutally.

#oott #geopolitics #brent #wti #hormuz

[Pope Leo XIV @Pontifex]

The World Cup begins tomorrow, and many will watch the matches. Soccer reminds us of something we must not forget: life is not a race to show off on our own, but a path we learn to walk together. Anyone who does not know how to pass the ball, even if they have talent, has not yet understood the game. Anyone who does not know how to live with and for others has not yet understood life. #ApostolicJourney

[Paulo Macro @PauloMacro]

Just remember next week when commercial stocks ex-SPR drop below 2022 seasonal levels, the Brent price in June 2022 was north of $120.

[First Squawk @FirstSquawk]

SHELL CEO SAWAN: OIL MARKET 1.2B BARRELS 'IN THE HOLE' FROM HORMUZ