Strategies for building wealth and managing risk, forged in 10+ years of fire service. Hard-asset research and geopolitical insights for the modern investor.
@EricLDaugh Someone tell Hezbollah and Israel that the fighting stopped, because clearly nobody sent them this tweet. 😭 This guy has a million followers posting this kind of "news" lol!...
Geopolitical risk in Iran & tight physical supply are driving global energy markets hard right now. The macro thesis is playing out in real time, & the Fireground energy portfolio is catching the tailwind.
Cash The Fireground Dalmatian is predicting we cross the $50k milestone
At the Bernstein Strategic Decisions Conference in New York, top leadership from both ExxonMobil and Chevron dropped a massive reality check on the markets: the paper futures market is living in a fantasy land, but the physical spot market is about to hit an unbendable wall.
Both the Fireground Fund and the Fireground Energy Portfolio have taken a hit over the last week. The Energy Portfolio, which was within striking distance of that $50,000 milestone, is going to have to wait a little longer as we pull back to $47,547.
https://t.co/94qykLZNTA
The oil market is currently in the middle of a massive "geopolitical washout." After weeks of pricing in a significant risk premium due to instability in the Middle East, we are seeing a sharp correction as diplomatic rumors hit the wires.
A lot of firefighters fall into the same trap: More overtime = more financial security. But income alone doesn’t build wealth. Systems do.
https://t.co/94qykLZNTA
While the U.S. Navy blocks the tankers, Tehran has pivoted from oil to data. They just announced a "Digital Toll" on the submarine fiber-optic cables that snake across the floor of the Strait of Hormuz.
https://t.co/94qykLZNTA
We’ve deployed additional capital and made targeted adjustments across the portfolio to better reflect current market conditions & opportunities.
Full portfolio positions have been updated and are available on the site for complete transparency.
https://t.co/94qykLZNTA
The Cartel Cracks: UAE, OPEC, and the End of an Era.
The geopolitical landscape of energy just shifted. With the UAE officially exiting OPEC and OPEC+, the "unity" of the world’s most powerful oil cartel is facing its most significant test in decades.
https://t.co/94qykLZNTA
Comfort is the silent killer.
Every time you choose easy, you trade away potential.
David Goggins reminds us: “You are in danger of living a life so comfortable and soft, that you will die without ever realizing your true potential.”
Step into the hard.
Step into the work.
@GLI_Youtube Liam, I've been following your YouTube videos for a while from over here in Edmonton. Your focus on capital discipline in the Montney is spot on. I’ve been looking for a way to connect privately to discuss some collaborative research ideas. Drop me a DM if you're open to it!
You get 4,000 weeks if you’re lucky.
Most people waste half of them trying to impress people who don’t matter.
Start the business.
Make the move.
Bet on yourself.
No one’s coming to build your future for you.
Let’s get to work.
https://t.co/94qykLZNTA
After the "Stone Age" ultimatum, a temporary pause is in effect until April 21. Kinetic strikes on Iranian infrastructure are on hold, but freedom of navigation is not yet restored.
The Paywall: The IRGC and Oman are now enforcing a $2,000,000 USD "transit fee" per supertanker.
We are officially inside the 3-hour window. The Tuesday 20:00 ET deadline represents a "hard red line" for the reopening of the Strait of Hormuz.
https://t.co/94qykLZNTA
When things heat up, emotions can take over quickly on the fireground & in the stock market.
But panic leads to costly mistakes:
❌ Selling great companies out of fear
❌ Chasing hype when prices spike
❌ Forgetting your long-term game plan
Panic has never helped a firefighter.
The Calm Before the Storm: Global Oil Production Baseline (Q1 2026)
To understand the current volatility in global energy markets, we must look at the "Map" as it stood just before the recent escalations in the Middle East.
https://t.co/94qykLZNTA
When the headlines are dominated by supply shocks like the current disruptions in the Middle East and the closure of the Strait of Hormuz, the conversation focuses on the producers.
The real long-term power in the oil market sits on the demand side.
https://t.co/94qykLZNTA
A stock isn’t just a ticker or price chart. It’s ownership in a company that sells products, generates cash flow, & competes in the real world.
Great investors focus on the business fundamentals, not the daily stock price.
Over time, business performance drives stock performance.