Nvm7

[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.

[De Belegger @De_belegger]

🚨 Bank of America ziet steeds meer alarmsignalen op de beurs.

7 van de 10 “bear market signposts” staan inmiddels op rood.

De S&P 500 is volgens BofA duur op 17 van 20 waarderingsmaatstaven, terwijl tech-aandelen het grootste verschil tussen winnaars en verliezers laten zien sinds 2000.

Nemen jullie winst, of blijven jullie volledig belegd?

[Anas Alhajji @anasalhajji]

Second and third-order effects of the Hormuz crisis:

A tanker loaded with ready-to-use palm oil couldn’t pass the Strait of Hormuz, so it was rerouted to Japan.

It now has to sail back past its origin port and then all the way to Osaka. The wasted fuel, extra costs, delays, and massive CO2 emissions from just one ship are staggering.

Maps form @Kpler

[CZ 🔶️ BNB - Parody @czbinanceprd]

2026 may be your last realistic chance to build life changing wealth in crypto.

save the tweet.

[Merlijn The Trader @MerlijnTrader]

Ethereum just broke the 9-year Golden Triangle.

This doesn't look bullish.

But last time it broke?
Covid Crash 2020.
ETH bottomed at $100.
Then 30x to $4,800.

Same triangle. Same break.

The last one was the biggest buy opportunity in Ethereum history.

[Dr. Kyle Corbett @BigPipN]

#Oil update

[Hedera @hedera]

The hardest question institutions ask when evaluating blockchain isn't speed or cost. It's whether any participant can manipulate transaction ordering. On many public chains, the answer is yes, that's MEV.

Hedera's architecture removes the conditions that make it possible: no public mempool, leaderless consensus, and fair timestamps.

🔗 https://t.co/9Cws8w9ovh

[Nvm7 @Nvm712]

@MinPres Je bent niet eens in eigen land clown🤡🎪

[JDB @JDB_trading]

2027-2030 deep recession! Vastgoed en aandelen piek 2026/2027.

[The HBAR Bull | ℏ/acc @thehbarbull]

CLPR led by @Hedera is BIG!

Bridgeless, native cross-ledger value transfer with no intermediaries.

This is what real interoperability looks like. 🔥

https://t.co/qU7OX3M0kn

[JDB @JDB_trading]

Eerst de rode lijn terugtesten in de komende recessie. Volgend decennium pas door het dak 😉

[JDB @JDB_trading]

Cash, T-Bonds en leaps (puts)

[JDB @JDB_trading]

Wie de top van de bubble aandelen koopt zal 20 jaar tegen dood geld aankijken! Few...

[JDB @JDB_trading]

En grote namen dekken zich alvast in, zodat ze achteraf kunnen roepen dat ze het zagen aankomen. Iedereen weet dat dit fout gaat aflopen. Maar de laatste run is waar de jackpot valt!

[Kelly Eckhold @kellyenz]

Buffers heading down.

[Qasem Al-Ali @AlaliQasem]

🔴 EU gas storage: ~30%
📉 Lowest level in 5 years
⚡ TTF gas prices: +55% since Hormuz closed
🚢 Qatari LNG: Zero transits in over a month
Europe needs to inject 60 bcm this summer to hit the 90% target by winter.
With Hormuz still choked — where exactly is that gas coming from?

[Nvm7 @Nvm712]

Vanaf de A5 bij Amsterdam

[Jurrien Timmer @TimmerFidelity]

The cyclical bull market, which started 45 months ago, remains intact for now. Bent not broken.

[Nvm7 @Nvm712]

@Vincentgdevlugt Nederland heeft hierop gestemd🫡

[Martien Visser @BM_Visser]

Het Midden-Oosten in brand en minder dan 5% gas in NL opslag. Voldoende voor 8 dagen NL gasverbruik. Bewust resultaat van het gevoerde energiebeleid.
Het gebeurde ooit eerder, maar toen hadden we nog Groningen dat naar believen kon worden opengezet.
#grafiekvandedag #kwetsbaar