Max1937

[The Kobeissi Letter @KobeissiLetter]

SUMMARY OF FED DECISION (6/17/2026):

1. Fed leaves rates unchanged for the 4th straight meeting

2. 9 out of 18 officials expect at least one rate hike this year

3. Fed lowers its median 2026 US GDP projection from 2.4% to 2.2%

4. Fed now sees PCE inflation not returning to its 2% target until 2028

5. Fed says inflation "remains elevated" relative to their goal

6. Today's Fed decision was reached in a unanimous 12-0 vote

The Fed appears to be bracing for more inflation.

[Michael Bento @MichaelPBento]

And now you know why Trump surrendered. That is the largest spr draw on record. The reserve is down to the tank bottom.

[هنر جنگ @dolfiniran]

۱۹:۵۱/ ۲۶ خرداد
احتمال پاسخ نظامی ایران به اقدامات رژیم اسراییل در جنوب لبنان افزایش یافته است.

[zerohedge @zerohedge]

Well, there it is: Cushing at tank bottoms

[Hedgeye @Hedgeye]

🇺🇸 U.S. Crude Oil Inventories plunge to lowest level in over 41 years

[Data Driven Stocks @stockdatamarket]

Crude oil storage is hitting 2008 GFC levels …

[BRICS News @BRICSinfo]

JUST IN: 🇮🇱🇱🇧 Israel carries out new strikes in Lebanon despite criticism from US President Trump.

[Lukas Ekwueme @ekwufinance]

Exxon: You can debate whether that's going to hit those really low
levels in 2 weeks or 3 weeks. But once you get to that point, then you'll see price shoot up.

[Ted @TedPillows]

$BTC seems to be repeating the exact Feb 2026 pattern.

FOMC meeting is happening today, and we might see some de-risking going into that.

[Democratic Wins Media @DemocraticWins]

BREAKING: Bloomberg has secured a copy of Donald Trump’s peace plan that hands $300 billion to Iran. This arguably could be the biggest scandal of Trump’s entire second term.

[Spencer Hakimian @SpencerHakimian]

This is the most embarrassing US military defeat in our history.

Completely manhandled by Iran.

[zerohedge @zerohedge]

IRAN WARNS OF RESPONSE IF ISRAEL DOES NOT STOP LEBANON ATTACKS

[GiovanniZibordi @GiovanniZibordi]

nel portafoglio di Chris Hohn che ho citato tante volte perchè tiene solo 6-7 azioni per anni, il no. 1 è General Electric $GE e il no. 2 è #Safran, in Francia, ingegneria e infrastrutture

Ecco i post di
@GiovanniZibordi
che contengono “Safran” ( Il settore dei motori di aereo e fabbricare aerei è ristretto a 3-4 società al mondo. Perché è complicatissimo e non ci entra nessun altro.#Safran, in Francia, è una mega società nell’aerospaziale, tutte le tecnologie per ogni tipo di aerei e come ho scritto è da anni una delle azioni di Chris Hohn, il mega hedge fund manager che investe solo in 7-8 azioni. Purtroppo è ripartita… Non oscilla in basso mica tanto.
Prima $GE General Electric, tre giorni fa, che costruisce metà dei motori di aereo al mondo è ripartita e ora@Safran
@GiovanniZibordi

12 febbraio 2026Post (con chart):
Spiace notare che ad es #Siemens $SIE balza su al massimo dopo i risultati e non ha oscillato granché in basso. Avevo scritto varie volte che mega società come Airbus, Safran, Siemens e anche Unicredit sono come delle corazzate ora. Se oscillano in basso uno dovrebbe prenderle. Perché poi continuano in su.

17 gennaio 2026 (il post “madre”, molto quotato)Testo originale (quello che viene citato nei post successivi):
Chi guadagna sempre sono le grandi aziende, come Louis Vuitton, ENEL, Unicredit, Generali, Siemens, Airbus, Safran (colosso dell’ingegneria in Francia) e in America Google o General Electric, Visa… ecc.. Questi NON hanno DEBITO!
[…]
Ho fatto l’esempio quest’anno di chi produce motori di aereo, che è solo General Electric, $GE. Gli aerei li fa Boeing e Airbus, ma i motori per Boeing li fa solo General Electric, $GE. Ci sono solo loro. Non hanno concorrenza.

[BraVoCycles Newsletter @BraVoCycles]

$SOX (Semiconductor Index)

Yes, $SOX has shown incredible momentum and made a strong move.

However, the SOX Cycle Composite is now pointing down.

Both the MACD and the cycle composite are showing negative divergences compared to price.

I expect SOX to roll over soon. What's your take?

[Isaiah Martin @isaiahrmartin]

A better representation of all the money Trump’s sending to Iran

[ChartingBit @ChartingBit]

Chi sta mettendo in testa agli europei che è necessario usare solo CEX MiCa compliant è un fottuto criminale senza scrupoli, non ci sono mezzi termini🤮

Farò la differenza anche in questo, come al solito!

In arrivo un approfondimento gratuito a riguardo, link nei commenti.

[MindTheChart @ChartMind]

$SNDK has reached 99.13 on the monthly RSI, the most overbought level ever recorded for any stock in history 🚨🚨

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's IRGC has launched multiple drones at commercial vessels in the Strait of Hormuz every night since the US-Iran deal was electronically signed Sunday, including yesterday, to enforce Iranian control over Hormuz shipping, per NBC News citing a US official.

Meanwhile multiple loaded Iranian oil tankers have left the port of Chabahar and crossed the US blockade line today, without being stopped, per MarineTraffic.

Iran is operationally exercising its full sovereign authority over the Strait of Hormuz while simultaneously receiving $400 billion in total deal funds across frozen assets and reconstruction funds, fulfilling IRGC Commander Vahidi's framework of "we take the money" while retaining the missile program, proxy network, rebuild capacity and control over Hormuz.

[Graddhy - Commodities TA+Cycles @graddhybpc]

Picture-perfect bullish falling wedge breakout and backtest.
Shows that oil companies are once again going to outperform Nasdaq.

Oil companies have broken out big time vs tech stocks. And the ratio is now backtesting the breakout. Means this ratio has now resumed its bull market.
And, do note that the oil stocks have been resilient despite the recent huge volatility in the oil price.

As been saying for years - there is a massive move globally from overvalued paper assets, into still undervalued hard assets.

The underlying move in oil is not because of geopolitical tensions, but because of the commodities bull market. The geopolitical things enhance the moves but the underlying strength was already there.

Since I called the commodities bear market low almost 6 years ago, in real-time, I have been saying that this commodities bull market is the best opportunity you will ever have in life to get out of the rat race.

Following the right people is absolutely vital.
#joinus https://t.co/dZoc2yuE1z

[Lukas Ekwueme @ekwufinance]

Oil prices will be higher in a post-Iran war world.

- SPR refills and expansion
- Risk premium attached to Gulf oil

All while we have underinvested in oil for more than a decade.

The supply/demand picture remains favorable for oil over the long term.