Blayne Marsh

White American sick of corrupt government

[Daily Chartbook @dailychartbook]

"When the 10-year yield trades with a 5-handle, equity market returns are among the worst of any range."

@bespokeinvest

[Stocktwits @Stocktwits]

Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open
Please don’t dump at the open

[Lukas Ekwueme @ekwufinance]

Gold recovers most of its rate hike related sell off.

People are realizing Warsh is not Volcker...

Volcker could hike rates sufficiently to kill inflation because the US had already inflated its debt away from a peak of ~120% of GDP to ~30%.

Now we're back at ~120% debt to GDP...

In other words, we're back to the "inflate the debt away" part of the cycle.

We don't own enough gold for what's coming.

[Global Markets Investor @GlobalMktObserv]

🚨Diesel prices and refining margins are EXPLODING:

US heating oil futures, the benchmark for diesel, jumped +6.1% on Tuesday to their highest settlement on record, while European gasoil futures surged +6.2% to a record high.

The squeeze is even more extreme in refining, with the US heating oil crack spread surging to $117 a barrel, its highest level in Bloomberg data going back to 2009.

The crack spread measures the difference between refined fuel and crude prices, showing how profitable it is to turn crude into products like diesel. At $117, it signals an extreme shortage of refined fuel, which can push diesel prices higher and add pressure to transportation costs and inflation.

The pressure is coming from worsening supply disruptions in the Persian Gulf and Russia, tightening the availability of diesel and other industrial fuels.

Additionally, Russia is considering extending its diesel export ban through October, while the US is also discussing a potential diesel export ban.

At the same time, the energy shock is increasingly moving beyond crude oil and into refined products, pointing to a broader global refining crisis.

Yemen's Houthi rebels are further tightening vessel supply, forcing some ships to take routes around Africa that add 30 days to each voyage.

The global diesel market is facing an unprecedented supply squeeze.

[The Kobeissi Letter @KobeissiLetter]

Investors are no longer hedging against a tech stock crash.

The average 1-month put-to-call skew of the Nasdaq 100 index is down to 0 points, its 4th-lowest reading over the last 20 years.

This measures how much more investors are paying for downside protection through put options than for upside exposure through call options, with the current reading indicating historically low demand for Nasdaq put options.

This figure has dropped -0.25 points since March 2026, one of the largest 6-month declines on record.

By comparison, the long-term average of this metric is 0.11 points.

Meanwhile, the cost of options used to bet on or protect against large moves in the average Nasdaq 100 stock fell sharply last week, with 1-month implied volatility dropping -17 percentage points, to ~40%.

Investors are extremely bullish on tech.

[Global Markets Investor @GlobalMktObserv]

‼️Global tanker freight rates are EXPLODING HIGHER:

Vessels hauling crude oil from inside the Persian Gulf to China are now being hired at $1.035 million a day, topping $1 million for the first time, according to Baltic Exchange data.

This comes as the Iran War has sharply reduced tanker traffic through the Strait of Hormuz, forcing most Gulf oil exports into a shuttle system where tankers collect barrels just outside the strait instead.

Even routes avoiding Hormuz entirely are extremely expensive, with shipping crude to China from the Gulf of Oman now costing ~$644,000 a day.

Refining margins are adding further pressure, spiraling higher as wars in both Iran and Ukraine leave the world unable to produce enough fuel to meet demand, keeping refiners buying and shipping whatever barrels they can get.

Yemen's Houthi rebels are compounding the squeeze on vessel supply, forcing some ships onto a route around Africa that adds 30 days to each voyage.

The global energy market is facing one of its most uncertain periods in decades.

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 THE FED JUST OFFICIALLY HIKED INTEREST RATES TO 4.00%!!

THIS IS THE FIRST RATE HIKE IN OVER 3 YEARS, AND IT'S DIRECTLY TIED TO RISING INFLATION.

JUST 3 MONTHS AGO, KEVIN WARSH PROMISED TO BRING INFLATION DOWN TO 2%.

SOMETHING VERY BAD IS HAPPENING RIGHT NOW…

[Jesse Cohen @JesseCohenInv]

Stock Futures are soaring after yesterday's Fed-driven selloff.

What is the pump based on?

[Jack Prandelli @jackprandelli]

🇨🇳🛢️Shanghai Crude Is Now Leading Brent.

Shanghai's oil contract has pushed to roughly $139 a barrel, its widest premium over Brent on record, per FT/LSEG data going back to 2025.

Brent itself has climbed roughly $25 in a matter of days on the back of it.

That gap matters more than the headline number.

China is the world's largest crude importer, so when its own buyers are paying that much more than the rest of the market, it means Chinese refiners can't get enough physical barrels at any price close to Brent, not that Chinese demand is simply strong.

The "Brent follows Shanghai" framing going around is worth watching rather than assuming: the two benchmarks tracked each other closely for a year before this split, so a sustained decoupling would be new territory, not confirmation of an established pattern yet.

https://t.co/mJMrl9wa3j

[Hedgeye @Hedgeye]

BREAKING: S&P 500 futures erase all losses and turn green after the FOMC meeting.

[Scott Jennings @ScottJenningsKY]

💡IDEA: President Trump should hire Nancy Pelosi in retirement to manage Americans' stock market portfolios. She beat the S&P 500 by 559%.

We could all be retired in 6 months!

[David Walker @jessi_cawein44g]

Today's Picks: 10 High Quality Stocks Worth Buying

$SPCX — Below $143
$RKLB — Current price
$AAOI — Below $100
$ONDS — Below $7
$LMND — Current price
$MU — Below $990
$META — Below $650
$PLTR—Below$165
$NBIS — Below $230
$HIMS — Below $27

Opportunities belong to those who are prepared.
Don't forget to save it to look back on later.

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[Jesse Watters @JesseBWatters]

Don’t be weak, don’t be stupid, don’t be a "Panican" — that’s what the White House says. @realDonaldTrump says Panican is a “new party based on weak and stupid people.” He says if you’re strong, courageous, and patient, that greatness will be the result... and he knows how to get results. Golfing during a market meltdown isn’t a middle finger to middle America, it’s a middle finger to the world. It’s just business as usual while the rest of the world begs for a meeting. After every hole, he was on the phone fielding calls from panicked presidents. The feeling around the world is — “I can’t be the last one to reach a deal with Trump, because if I'm the last one, then I'm the one who’s getting screwed.” The people you hear complaining about the trade war are foreign countries and American companies who outsource to foreign countries. Trump basically said we had to knock using slave labor and sweatshops, and Democrats and Wall Street are crying about the price of flat screen TV's. And the pundits crying on CNBC are the same ones happy to shut down the entire economy for a virus with a 99% survival rate. Trump almost died campaigning, and if he lost, Democrats were going to put him in prison... dropping stocks don’t scare him. He feels like he’s on a mission to save the nation in his last term. Doing the right thing isn’t always easy, and he warned us it wouldn’t be... but like they say— no pain, no gain.

[ETMarkets @ETMarkets]

US stocks today: #USstocks end lower as rising oil, Treasury #yields lift #Fed hike bets

https://t.co/xiZ5hqntR2

[Donald Trump Jr. @DonaldJTrumpJr]

When every Democrat in Congress voted against my father's plan to end taxes on tips, social security and overtime, they declared war on the working men and women of America.

[Derek Johnson 1776 @DerekJohnsonHq]

🚨BREAKING: Elon Musk just announced DOGE has found 100,000 federal workers who committed FRAUD by applying for and got unemployment benefits while they WORKED!

We're so blessed to have ElonMusk!

[Blayne Marsh @MarshBlayne]

@LibOrNormal @ScottJenningsKY Chris homo is a punk bitch

[Blayne Marsh @MarshBlayne]

@RedEagleUpdates @SaveAmericaNew Him and Michael need to be hung for treason

[Blayne Marsh @MarshBlayne]

@RightPulseNewss @ElephantSignal Child molester democrap