G.Fan

Stock Operator. Information Miner. Separate signal from noise.

[The Kobeissi Letter @KobeissiLetter]

The world's largest oil tankers are being ordered at a record pace:

There are currently 262 supertankers on order at shipyards worldwide, the highest number on record.

This marks an over +1,000% surge from the levels seen just 2 years ago.

Each of these vessels can carry up to 2 million barrels of crude oil.

This also exceeds the previous record of ~255 supertankers set in October 2008, which ultimately flooded the market with too many ships, causing the daily rates shipowners charge to crash and tanker company revenues to collapse.

Shipowners are rushing to capitalize on historic supply chain disruptions.

[TrendSpider @TrendSpider]

Real Estate is on the verge of a multi-year breakout 👀

The same housing market that's crushing homebuilders is fueling REITs inside $XLRE.

When people can't afford to buy, they rent... and REITs collect.

[Martin A. Armstrong @ArmstrongEcon]

Our models have been warning that 2026 would be a panic-cycle year marked by rising volatility and escalating geopolitical tensions. The risks continue building into 2027, which remains a major war-risk year. By 2028, recessionary pressures, sovereign debt concerns, and civil unrest begin colliding with these geopolitical tensions.

[Martin A. Armstrong @ArmstrongEcon]

Capital flows are shifting as of next week. It looks like more of an intense period in August, and then largely the first quarter of '27.

[Martin A. Armstrong @ArmstrongEcon]

Our models have been warning that 2026 would be a panic-cycle year characterized by rising volatility and escalating geopolitical tensions. The events unfolding right now fit that pattern remarkably well. The risks continue building into 2027, which remains a major war-risk year in our forecasts. By 2028, the economic side of the crisis begins colliding with the geopolitical side as recessionary pressures, sovereign debt problems, and civil unrest intensify. Then comes the major ECM turning point in 2029.

[Mario Nawfal @MarioNawfal]

🚨🇮🇷🇺🇸 Khamenei's senior military advisor told CNN there will be no Trump meeting and negotiations are at a deadlock. Iran's test for trust: release $24 billion in frozen assets.

"This is our own money, not America's."

His warning if the blockade continues: Iran drags the war to the Indian Ocean, the Red Sea, and the Mediterranean.

His message to Trump: decide independently of Israel.

[Milk Road @MilkRoad]

Jim Bianco: When the oil shock hits, America won't see empty gas stations - but it will still feel the pain.

Asia gets hit first (Japan is already running on strategic reserves), then Europe, then the US.

"You'll never go to a gas station and it'll have a sign that says out of gas, but you won't like the price you will see."

Oil is priced globally. A shortage anywhere raises prices everywhere.

FT @biancoresearch @BitcoinJesusETH @MilkRoadMacro.

[Martin A. Armstrong @ArmstrongEcon]

Perhaps the greatest mistake investors and governments continue to make is assuming that because the worst outcome has not happened yet, it never will. History is full of periods where tensions built gradually until suddenly they accelerated.

Looking back, everyone claimed the warning signs were obvious. Living through them, most people dismissed them as noise. But now the noise is becoming very loud.

[Milk Road @MilkRoad]

Jim Bianco: The Iran deal has been labelled "done" six or seven times so far, but it keeps falling apart.

Global inventories are being aggressively drawn down to keep oil prices stable, and we'll hit operational minimums.

"We can't run every inventory to zero and then we're going to have to have real demand destruction."

That could arrive in as little as 30 days.

FT @biancoresearch @BitcoinJesusETH @MilkRoadMacro.

[Alan Eyre @AlanEyre1]

Let's revisit this thesis when we stop tapping our reserves and begin to hit tank bottoms.

What do you think, @CommodMkt ?
https://t.co/spla3xIyxz

[Mark @Mark4XX]

Gavin is exactly right. Iran refuses to let Trump escape with any kind of win. Under no circumstances will they allow even the appearance of victory. They want complete and total defeat for the man who bragged about wiping out the Supreme Leader’s entire family.
Few people understand that.

[Open Source Intel @Osint613]

Monitoring hardline IRGC figures, it feels like they are itching for another round. The tone is increasingly confident, increasingly aggressive, and far less cautious than you would expect.

They seem convinced they came out stronger.

They may need another beat down.

[Business Insider @BusinessInsider]

Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. https://t.co/P2zODBNmDp

[JTheretohelp1 @JTheretohelp1]

‼️PAY ATTENTION‼️

The Sine line & Hurst cycle has called EVERY Bitcoin top and bottom. Every. Single. One.

Anyone sharing anything more complex than this cycle analysis is doing it wrong. THE low is NOT in.

Last top called! We will call the bottom too.

7th Key 🗝️

[G.Fan @fanguangle]

lol

[Q STORM RIDER @_Qstormrider]

BREAKING 🚨 B2 Bombers have officially returned home. It does not matter what you think about the strikes on IRAN. These Pilots are American Patriots

Pray for our Troops 🙏

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has rejected the US demands to surrender its enriched uranium stockpiles under any circumstances, even if signing the MOU and entering the 60-day negotiation window, with no nuclear discussions being held in that or after that window and no change expected to Iran's nuclear posture, per NYT.

This comes as a faction within Iran's leadership holding Supreme National Security Council representation is now actively working to block any deal with the US regardless of terms due to the excessive demands, per WSJ.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Wow, afternoon temps are almost down into the 30s in parts of Massachusetts... wind chill near freezing!

[UEFA Champions League @ChampionsLeague]

Champions of Europe: Paris Saint-Germain 🏆

#UCLfinal

[The Iced Coffee Hour @TheICHpodcast]

Chris Camillo explains why he does NOT use price to trade stocks

"I don't trade price and I don't have price targets. I exit my positions when the market at large uh agrees with me.”