MS

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[Josh Young @JoshYoung]

The end of this video is stunning. Trump signs the MOU, Macron says good job, everyone applauds and then Trump says "oil down, stocks up" - with hand motions!

[Gaurab Chakrabarti @Gaurab]

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

[Chris Bakke @ChrisJBakke]

Marketing: “we need a 12th logo for this slide.”

Biz dev guy: “Anthropic.”

Marketing: “we’ve…partnered with ourselves?”

Biz dev guy: *shrugs*

Marketing:

[Citrini @citrini]

Strait of Hormuz: A CitriniResearch Field Trip

The Field Report from Analyst #3 is live.

https://t.co/rwJffd8l81

[Historic Vids @historyinmemes]

The legendary David Attenborough pulls off what might be the greatest dolly zoom ever captured on film—set against the dramatic backdrop of Newfoundland, Canada.

[Joe Weisenthal @TheStalwart]

The S&P is down less than 4% in 2026. This is despite a war, an oil spike, extreme levels of anxiety about AI disrupting every industry on earth, rising interest rates, private credit worries, and big tech companies moving either down or sideways for over half a year now.

[Javier Blas @JavierBlas]

We have forgotten how bad 2022 crisis was.

Commodity: price today (peak in 2022)

Brent: $99 ($139)
EU steel: $710 ($1,435)
EU wheat: €200 (€438)
US corn: $4.5 ($8.2)
EU gas TTF: €51 (€339)
Henry Hub gas: $2.9 ($9.7)
German power: €95 (€984)
Urea: $660 ($910)

[Ben Carlson @awealthofcs]

7am: I have a new model that shows oil will be $200/barrel by spring break

9am: I have a new model that shows oil will be under $75/barrel by spring break

[Boring_Business @BoringBiz_]

Incredible article at the WSJ today

[Amena Bakr @Amena__Bakr]

Take a look at the number of vessels all heading towards Saudi Arabia’s West coast to pick up crude. Without well planned contingency plans that cost billions this wouldn’t be possible. #Aramco #SaudiArabia

[Yatin Mota @yatinmota]

The biggest issue due to Crude Oil and Gas disruption is SULPHUR

Aramco and Reliance Inds are one of the largest producers of sulphur which is a by-product of crude processing

Sulphur is used by Fertilizers, Rare Earth / Mineral Extraction and Chemical Industry

So when petchem, refinery is disrupted - Farmers, Semiconductor, Eletronics Mfg, Chemicals and even Pharma production will get hit !

Big time disruption across industries would be seen.

[Citrini @citrini]

What part of the credit cycle is this

[Inverse Cramer @CramerTracker]

The plan? We destroy $10T of market capitalization to fix a $1T trade deficit

[Caleb Czarnik @calebczarnik]

Aaron Glenn, it’s time.

#OnePride

[NFL on CBS 🏈 @NFLonCBS]

“Vikings fans, Packers fans… you can admit it: You kinda like the Lions” 🤣

@KyleBrandt sets the table for a new era of Lions Thanksgiving games

[FOX Sports: NFL @NFLonFOX]

The Lions are 7-1 for the first time in 68 years 🤯🦁

[Jim Costa @JimCosta_]

“South Detroit” is on board

[FOX Sports: NFL @NFLonFOX]

THEY HAVE DONE IT!

For the first time since 1993, the @Lions are Division Champs! #OnePride

[Tim Twentyman @ttwentyman]

The 30-year drought is over.
It’ll be a very Merry Christmas in Metro Detroit this year because for the first time since 1993 the Detroit Lions have clinched a division title with a, 30-24, win in Minnesota against the Vikings Sunday.