Boyd Bailey

PIEDMONT ACUPUNCTURE & Oriental Medicine

[Boyd Bailey @needlespirit]

@calvinfroedge @grok Englebert humperdink

[John Kemp @JKempEnergy]

Europe’s Gas Refill Falls Far Short of Target

Europe is falling further behind refilling its underground gas storage — leaving it increasingly relying on imports of liquefied natural gas (LNG) from the United States to meet demand next winter.

Underground gas storage is currently on course to begin the heating season at its lowest for five years, heightening the region’s vulnerability to any further supply disruptions or unusually cold weather during the winter of 2026/27.

On July 8, U.S. President Donald Trump said the ceasefire with the Iran is “over”, underscoring the fragile nature of the deal that re-opened the Strait of Hormuz to LNG exports from Qatar to Asia.

Low levels of storage have left Europe’s gas supplies even more vulnerable than its oil situation, which explains why gas prices have not retreated as far as crude following the memorandum of understanding.

Hedge funds and other investment managers are still bullish about the gas outlook, anticipating prices will have to rise to boost storage and restrain use by electricity generators and industrial users ...

[WarMonitor @TheWarMonitor]

Cuba may want the U.S. to attack it after seeing how much Iran is making off this deal.

[Afshine Emrani MD FACC @afshineemrani]

I'm a cardiologist. I've held dying hearts in my hands in the cath lab at 3 AM. And I need to tell you something that changes everything about how we prevent heart attacks.

For decades, the entire field was built on one target: lower LDL cholesterol. Statins save lives — that's settled science. But too many of my patients did everything right — took their statins, hit their numbers, lived clean — and still ended up on my table with a ruptured artery.

We were treating the smoke while the fire kept burning.
The fire is inflammation. And the evidence is now overwhelming.

The CANTOS trial proved it first — lowering inflammation independent of cholesterol reduced cardiac events. But the newer data is what keeps me up at night.

AI-enhanced CT angiography can now detect inflamed arteries by measuring changes in the fat surrounding your coronary vessels — the perivascular fat attenuation index. Higher inflammation in the fat around even one artery independently predicts cardiac death. When multiple arteries show inflammation, the risk multiplies dramatically — even in patients whose cholesterol looks perfect.

This isn't theoretical. This is measurable. Right now. On a scan you can get this month.

Low-dose colchicine — a drug that's been around for centuries for gout — is now FDA-approved specifically for reducing cardiovascular events. It works by quieting the inflammatory cascade that destabilizes the plaque sitting in your arteries. A pill that costs pennies is saving lives the statins couldn't reach.

And the next wave is already in Phase 3 trials. Ziltivekimab — an IL-6 inhibitor — targets the central inflammatory pathway driving atherosclerosis. Phase 2 data showed a 90% reduction in hsCRP. The ZEUS cardiovascular outcomes trial is enrolling now, with results expected late 2026 into 2027. If positive, anti-inflammatory therapy will become standard in managing heart disease alongside lipid-lowering. The era of inflammation-targeted cardiology is arriving.
But it goes deeper than drugs. AI is now predicting heart failure and cardiac events 5+ years before symptoms — integrating CT imaging, electronic health records, and genetic data with accuracy that jumps far beyond traditional risk calculators.

And polygenic risk scores — a simple genetic test that flags inherited cardiovascular risk — are now formally recognized as a risk-enhancing factor in the 2026 ACC/AHA guidelines. A single blood draw can reveal risk that's been silently building since birth. Decades before the first chest pain.

Here's what this means for you right now — today:
Ask your doctor for a high-sensitivity CRP test. It's cheap, routine, and measures the systemic inflammation that standard cholesterol panels completely miss. You can have perfect LDL and inflamed arteries that are quietly preparing to rupture.
If your hsCRP is elevated, discuss low-dose colchicine with your physician. It's FDA-approved for exactly this.
Push for a coronary CT angiography with AI plaque and inflammation analysis if you have risk factors. This isn't the stress test your parents got. This is 3D visualization of your actual arteries — with AI quantifying not just how much plaque you have, but what kind it is and whether the surrounding tissue is inflamed.
Consider polygenic risk score testing — especially with a family history of early heart disease. It's now guideline-supported.

And the foundation that never changes: move daily, eat real food, sleep 7-9 hours, manage stress, and know your numbers — ApoB, Lp(a), hsCRP, fasting insulin.
I left Iran as a child with nothing. I rebuilt everything in a country that gave me the freedom to become a physician. I've spent twenty years watching patients get second chances.

The ones who haunt me aren't the ones who died on my table. They're the ones who survived but never acted on what the science was telling them — years before the event that didn't have to happen.

You can have perfect cholesterol and still have a heart attack. Inflammation plus genetics can drive plaque rupture in arteries that look "fine" on a standard panel.
The myth that normal cholesterol means you're safe has cost more lives than I can count.

We now have the tools to detect the fire — not just the smoke. AI to see it. Genetics to predict it. Drugs to quiet it. And the ancient basics — movement, real food, sleep, purpose — to prevent it from starting.

Prevention is the new cure. And the science to make it real is no longer coming.
It's here.

[Polymarket @Polymarket]

JUST IN: Honda reports its first annual loss since 1957.

[DiveBombTrading @DiveBomb321]

Pretty sure this is the deal:

[Peter Girnus 🦅 @gothburz]

I have three monitors on my desk. The left one shows the order book. The middle one shows Truth Social. The right one shows the investigation queue.

On April 21st, the left screen moved first.

I am a Senior Surveillance Analyst at a commodities exchange. I have held this position for nineteen years. My job is to monitor trading activity for suspicious patterns and generate compliance reports. I am employee of the quarter. I have a mug.

At 19:54 GMT on April 21st, someone placed 4,260 sell orders on Brent crude futures. They did this during post-settlement. The window after the market closes when daily volume is typically in the dozens. Sometimes single digits. Sometimes I watch the screen and nothing happens for forty minutes and I think about whether my daughter is happy.

On April 21st, someone placed $430 million in directional bets in 120 seconds during that window. One hundred and twenty seconds. I timed it on my watch because the system clock rounds to the nearest minute and I have found, in nineteen years, that precision matters to no one but me.

At 20:10 GMT, the President posted on Truth Social that he was extending the Iran ceasefire.

Brent dropped from $100.91 to $96.83.

I flagged the trade. I flag a lot of trades. I want to tell you what happens to my flags.

My flags go into a system called TRACE. Trade Review and Compliance Evaluation. I did not name it. The system generates a report. The report goes to a committee. The committee has a name I am not allowed to share but I can tell you it meets quarterly and the conference room has a credenza with bottled water that is sparkling because someone once put still water in the room and a managing director sent an email about it that was longer than most of my surveillance reports.

The committee reviews my flags. The committee has reviewed all of my flags. Here is the complete record of actions taken on my flags in 2026:

Reviewed.

That's it. "Reviewed" is a status. In compliance, a status is the absence of an action that has been given a name so it looks like one.

Let me show you my flags.

March 9th. Someone bet millions on oil falling at 18:29 GMT. Forty-seven minutes later, a CBS reporter posted that the President said the Iran war was "very complete, pretty much." Oil dropped 25%. Forty-seven minutes. I flagged it.

March 23rd. Someone sold 5,100 lots of Brent and WTI crude futures between 10:49 and 10:50 GMT. Fourteen minutes later, the President posted on Truth Social about a "COMPLETE AND TOTAL RESOLUTION" to hostilities. Oil dropped 11%. Over 13,000 contracts traded in sixty seconds after the post. Fourteen minutes. I flagged it.

April 7th. Someone established a $950 million short position in oil futures at 19:45 GMT. Three hours later, the President declared a two-week ceasefire. Nine hundred and fifty million dollars. I flagged it.

April 17th. Someone placed $760 million in bearish bets twenty minutes before Iran's foreign minister confirmed the Strait of Hormuz would reopen. Seven hundred and sixty million. I flagged it.

April 21st. The $430 million. Fifteen minutes. I flagged it.

That is $2.1 billion in directional oil bets in April alone. Every one of them landed on the correct side of a presidential announcement. Every one of them was placed in a window so narrow you could measure it in bathroom breaks. I flagged every single one.

The CFTC chair told a Congressional committee that his organization has "zero tolerance" for fraud and insider trading. I wrote that quote on a Post-it note and stuck it to my right monitor. The one that shows the investigation queue. The investigation queue has not moved since March.

Zero tolerance. Zero staff. Zero budget. Zero prosecutions under the STOCK Act since it was signed in 2012.

Fourteen years. The law has existed for fourteen years and has been enforced zero times. In compliance, we call that a compliance rate of one hundred percent. No cases filed means no cases lost. You cannot fail an audit you never conduct. We call that excellence.

Last month the White House sent an internal email to staff. I was not on the distribution list but I have read reporting on it and I need you to sit with what I am about to say. The email instructed White House staff not to use insider information to place bets on prediction markets.

The White House had to send a memo telling its own employees not to insider-trade.

I want you to read that sentence again. Not because the instruction was unclear. Because the instruction was necessary. Because someone in the building looked at the same pattern I have been flagging for months on my three monitors and decided the appropriate response was an email.

The President's son sits on the advisory board of Kalshi. He is an investor in Polymarket. Both are prediction markets. Both saw accounts created days before U.S. military action.

One account. I cannot stop thinking about this account. It was called "Burdensome-Mix." It was created in December. On January 2nd, it placed $32,500 on Venezuela's president being removed from power. On January 3rd, Maduro was seized by U.S. special forces. Burdensome-Mix collected $436,000. Then it changed its username. Then it disappeared.

One account is a coincidence. But there were six.

Six accounts were created on Polymarket in February. All bet on U.S. strikes on Iran by the 28th. When the President confirmed the strikes, the six accounts collected $1.2 million between them. Five of the six never placed another bet. The sixth went on to correctly predict the ceasefire date and made another $163,000.

My surveillance system logged all of this. My system logs everything. My system does not have opinions and neither do I. I generate reports. The reports go to committees. The committees meet quarterly. Between meetings, the windows get shorter and the bets get larger.

March 9th: 47 minutes. March 23rd: 14 minutes. April 17th: 20 minutes. April 21st: 15 minutes.

The window is compressing. In March, you had time to make coffee between the trade and the announcement. By April, you had time to send a text. By summer, at this rate, the trade and the announcement will be the same event.

The spokesman said any implication that administration officials are engaged in insider trading is "baseless and irresponsible reporting."

Then the White House sent the email again.

I have been in compliance for nineteen years. I have seen insider trading run out of strip mall offices by men who could not spell "derivative." I have seen pump-and-dump schemes coordinated over WhatsApp by people who used their real names. I have seen a man try to manipulate soybean futures from a Panera Bread.

I have never seen $2.1 billion in perfectly timed trades across five presidential announcements in a single month go uninvestigated.

But I have also never seen a compliance system work this beautifully. Every trade flagged. Every report filed. Every committee briefed. Every quarterly meeting attended. Bottled water: sparkling. Minutes: distributed.

Zero prosecutions.

As long as the flags go up and the cases don't, my performance review says I am meeting expectations.

I am meeting expectations. The system is meeting expectations. The $2.1 billion is meeting expectations. The fourteen-year-old law with zero prosecutions is meeting expectations.

The left screen moves. The middle screen moves. The right screen stays perfectly, immaculately still.

In my field, we call this price discovery.

[DiveBombTrading @DiveBomb321]

They all knew then turned around and supported him. 🤷‍♂️

[First Squawk @FirstSquawk]

TWO CHINESE CONTAINER SHIPS RETURNED AFTER ATTEMPTING TO LEAVE THE GULF THROUGH THE STRAIT OF HORMUZ ON FRIDAY, ACCORDING TO SHIP-TRACKING DATA.

[Boyd Bailey @needlespirit]

@grok what’s up in Cuba right now?

[Boyd Bailey @needlespirit]

@Whale_Guru @trend_bullish And west Texas ninety three🏓

[Boyd Bailey @needlespirit]

@60Minutes @trend_bullish Wen?

[Boyd Bailey @needlespirit]

@MichaelAlbertMD Brief clinical encounter.

[Energy Intelligence @energyintel]

Iranian drones have struck key #energy facilities in Saudi Arabia, Qatar and the United Arab Emirates in an unprecedented escalation of its military operations... Read more >
https://t.co/0DP1vXidkv

[INVESTMENT HULK @INVESTMENTSHULK]

DUDE ACCIDENTALLY FOUND THE CCP BACKDOOR.

[Boyd Bailey @needlespirit]

@DiveBomb321 SMART!

[World of Statistics @stats_feed]

Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor, the Millennials.

For the first time in 100 years, young people are scoring lower than their parents on IQ tests and core skills like memory, reading, and focus. This is happening mainly in the US and Europe.

The main cause appears to be excessive screen time and digital device use, particularly in schools and social settings. While some suggest Gen Z is just developing different skills, research shows actual declines in fundamental problem-solving abilities.

[Boyd Bailey @needlespirit]

@ArcisFX You’ll reverse within the hour!✅💰🤺