The Straight Road

If you tread the darkened currents
to find from whence they flowed,
then you too shall part the veil and find the Straight Road.

[The Straight Road @Vingilot542]

@KobeissiLetter On the same day as a SpaceX IPO.

The next dip may not be for a while.

[The Straight Road @Vingilot542]

@frostyslumpgod @KobeissiLetter Or just identifying repeated patterns and articulating them.

[The Straight Road @Vingilot542]

@KobeissiLetter When you have the ultimate access to insider information, investing becomes more akin to simply choosing a desired rate of return.

[The Straight Road @Vingilot542]

The U.S. has been ramping up imports of Venezuelan crude through the first half of 2026 after securing major deals for Chevron and Valero.

This supply chain was established early, and refiners are expected to make double digit billions in 2026 from war profits.

The U.S. is exporting record levels of refined petroleum products, including jet fuel to Europe.

The embargo has stifled cheap oil going to China, and the Administration is now targeting energy deals with and leveraging big tech leadership in China.

The signs have been clear.

[The Straight Road @Vingilot542]

@BRICSinfo The U.S. has steadily been cutting off all lanes for oil transport between the Russia-Iran-China axis.

Rerouting energy supply and demand all through the U.S. is effectively creating a global monopoly.

Russia and China will surely have to pay premiums for it.

[The Straight Road @Vingilot542]

@KobeissiLetter And the first month of the war with Iran led to an increase in fuel costs for Americans of $8.4 Billion.

If the news is celebratory, it's covering for something unsavory.

[The Straight Road @Vingilot542]

@KobeissiLetter With an oil shock taking up half of Q1, it's no surprise to see EV makers doing better than expected.

The longer the Iran conflict lasts, the more outsized the gains are going to be for these companies and the losses will be for those that abandoned EVs.

[The Straight Road @Vingilot542]

@unusual_whales The line between supreme confidence and unshakable denial is getting incredibly thin.

But the repeating it until it becomes accepted as truth is standard practice when attempting to manipulate public opinion.

[The Straight Road @Vingilot542]

Turns out the playbook didn't account for the opposing party not playing along.

Global instability can only go so far with absorbing shenanigans before systems start breaking down.

Bravado only works when you have the capacity for a swift and decisive victory, but that doesn't exist in this scenario.

[The Straight Road @Vingilot542]

Except that the uncertainty doesn't collapse.

In the U.S. markets it might, but every conflict has increased global uncertainty, and the resolutions have exported the U.S.'s portion to the rest of the world.

Gold and bonds do not show uncertainty has collapsed.

The global picture grows increasingly unstable, and the likelihood of the next conflict escalating into something major increases with each new event.

[The Straight Road @Vingilot542]

@KobeissiLetter If they have no military assets to speak of, why was it necessary to threaten Iran endlessly with complete annihilation and request aid from other nations to open the straight?

Ah, right.

The media is the one with no credibility.

[The Straight Road @Vingilot542]

@KobeissiLetter This is the first substantial event of calling the Trump Administration's bluff, and it is creating an existential crisis for the Administration.

Unfortunately, this is going to feed greater reckless actions before the end.

[The Straight Road @Vingilot542]

When the promise for aid to oppressed people becomes threats to destroy critical civilian infrastructure, bridges are burned, pun intended.

Destroying power plants will result in collateral damage on an immense scale and create an international humanitarian crisis.

[BRICS News @BRICSinfo]

JUST IN: 🇮🇷 Iranians form human chain on Ahvaz's White Bridge to protect key infrastructure.

[The Straight Road @Vingilot542]

It's not that they physically can't back out.

Doing so would simply send the indisputable message to the entire world that the U.S. is not as strong as the Administration claims it is.

That would be the death knell for the Administration and shift the global balance of power dramatically.

That's the same position Russia is in after finding that taking what the Kremlin wanted of Ukraine was much more than they bargained for.

[The Straight Road @Vingilot542]

@KobeissiLetter This rapidly morphed from saving a civilization of oppressed people from a terrible regime to mass genocide.

All because things didn't go as smoothly as expected.

Venezuela created a sense of power that did not translate to this situation, and now the Administration is stuck.

[The Straight Road @Vingilot542]

@KobeissiLetter Wasn't the Iranian Regime supposed to be the fanatical religious group?

The narrative is only ever what it needs to be to sell the actions.

[The Straight Road @Vingilot542]

@KobeissiLetter There are plenty of places he could focus on without ever leaving D.C.

There's plenty he could find without ever leaving the White House.

[The Straight Road @Vingilot542]

@KobeissiLetter This situation likely has to just play itself out, and he likely knows this as there is no easy exit from Iran.

The true reversal comes after the conclusion when more tools become available.

This is midterm year - if his actions are puzzling now, don't lose sight of that fact.

[The Straight Road @Vingilot542]

@StealthQE4 How is Hormuz even an issue if Iran has no Navy?

Oh, right... that's false too.

The White House has one media strategy: "Repeat lies until they are accepted as truth."