🇨🇭 Global One SI - Prompt
Evaluates language models on stock trading decisions github.com/ChenYXxxx/stockbench
MiroThinker: A deep research agent optimized for research and prediction.
github.com/MiroMindAI/MiroThinker
github.com/MiroMindAI/MiroThinker
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 WTI > Brent
The Oil Market Just Broke Its Own Rules
📊 What We’re Seeing
• WTI trading above Brent by $2
• 1st time this happens during a global supply shock
Normally:
👉 Brent trades at a premium
👉 Because it reflects seaborne global crude
⚠️ Why This Is Happening?
This is not about quality.
This is about timing + scarcity
Right now:
• WTI = May contract (near-term barrels)
• #Brent = June contract (later barrels)
We are NOT comparing the same oil, we are comparing now vs next month
🔥 The Bigger Signal is Extreme Backwardation
• Prompt #WTI spread → >$16/bbl (record)
• Near term barrels → massively bid
• Future barrels → discounted
The Market message is clear...I need oil now. Not later.
🛢 Why WTI Is Getting The Premium?
US barrels are available now
→ Not trapped in Hormuz chaos
Inventories are drawing fast
→ Export pull replacing lost Gulf supply
Logistics advantage
→ Cushing + US system = accessible barrels
This inversion is not structural, but it is extremely informative.
It tells you:
➡️ Physical supply is tight right now
➡️ Logistics > benchmark hierarchy
➡️ Market is repricing time, not just oil
So near term barrels are more valuable than future ones
And right now the only barrels you can reliably get fast are in the US
If Hormuz disruption continues:
• Backwardation stays extreme
• Prompt barrels stay bid
• Distortions like this persist
Is this just a timing anomaly or the start of a new pricing world?
The Oil Market Just Broke Its Own Rules
📊 What We’re Seeing
• WTI trading above Brent by $2
• 1st time this happens during a global supply shock
Normally:
👉 Brent trades at a premium
👉 Because it reflects seaborne global crude
⚠️ Why This Is Happening?
This is not about quality.
This is about timing + scarcity
Right now:
• WTI = May contract (near-term barrels)
• #Brent = June contract (later barrels)
We are NOT comparing the same oil, we are comparing now vs next month
🔥 The Bigger Signal is Extreme Backwardation
• Prompt #WTI spread → >$16/bbl (record)
• Near term barrels → massively bid
• Future barrels → discounted
The Market message is clear...I need oil now. Not later.
🛢 Why WTI Is Getting The Premium?
US barrels are available now
→ Not trapped in Hormuz chaos
Inventories are drawing fast
→ Export pull replacing lost Gulf supply
Logistics advantage
→ Cushing + US system = accessible barrels
This inversion is not structural, but it is extremely informative.
It tells you:
➡️ Physical supply is tight right now
➡️ Logistics > benchmark hierarchy
➡️ Market is repricing time, not just oil
So near term barrels are more valuable than future ones
And right now the only barrels you can reliably get fast are in the US
If Hormuz disruption continues:
• Backwardation stays extreme
• Prompt barrels stay bid
• Distortions like this persist
Is this just a timing anomaly or the start of a new pricing world?
🇨🇭 Global One SI - Prompt
NASA’s mission to orbit the Moon is being interrupted by Outlook (New) and Outlook (classic) both refusing to open 😂
NASA astronauts just proved that even sending an email can be rocket science.
Artemis II astronaut: 'I have two Microsoft Outlooks, and neither one of those are working'
Just hours after launching into the Earth’s orbit, Artemis II Commander Reid Wiseman reported two instances where Outlook on the shuttle’s personal computing devices (PCDs) was not working.
Once an agency (NASA in this case) standardizes on one vendor across thousands of workflows, the spacecraft inherits part of that decision, not because Outlook is sacred, but because compatibility, security policy, training, and support all reward sameness.
To be clear, some temporary bad behavior from Outlook will not impact the mission and, thanks to the power of off-world remote access, the issue was resolved.
Artemis II astronaut: 'I have two Microsoft Outlooks, and neither one of those are working'
Just hours after launching into the Earth’s orbit, Artemis II Commander Reid Wiseman reported two instances where Outlook on the shuttle’s personal computing devices (PCDs) was not working.
Once an agency (NASA in this case) standardizes on one vendor across thousands of workflows, the spacecraft inherits part of that decision, not because Outlook is sacred, but because compatibility, security policy, training, and support all reward sameness.
To be clear, some temporary bad behavior from Outlook will not impact the mission and, thanks to the power of off-world remote access, the issue was resolved.
🇨🇭 Global One SI - Prompt
Photo
FOLLOW THE TIER 2 AND TIER 3 SUPPLY CHAIN NOT THE PRIME CONTRACTORS:
Hidden stocks behind U.S. weapons, naval builds, and critical materials
🔸 SUBMARINES (UNDERSEA / NAVAL SYSTEMS)
• $OPXS
optical sighting systems (periscopes / targeting optics)
• $CODA
sonar imaging (underwater detection / mapping)
• $SYPR
secure electronics + data systems (naval / defense comms)
• $ASTC
sensor payload tech (detection / ISR support)
• $JAGU
nuclear fuel (submarines / strategic energy)
———————
🔸 SHIPS (NAVAL VESSELS / INFRASTRUCTURE)
• $AIRI
precision machined components (structural parts for defense platforms)
• $CVU
structural assemblies (metal frameworks / support structures)
• $SIF
forged components (high-stress metal parts for propulsion systems)
• $CLF
steel plate (naval-grade armor / shipbuilding input)
• $TTI
Iron ore (steel input / defense manufacturing)
———————-
🔸 JETS (AEROSPACE / DEFENSE AVIATION)
• $CVU
airframe structures (fighter / ISR aircraft components)
• $AIRI
engine + landing gear parts (precision assemblies)
• $SIF
jet engine forgings (critical rotating components)
• $AMPG
RF/microwave components (radar, EW systems)
• $LTRX
secure connectivity (IoT / edge comms for defense systems)
• $TTI
iron ore (steel input / defense manufacturing)
———————-
🔸 WEAPONS (MISSILES / DRONES / ELECTRONICS / MATERIALS)
• $SYPR
encrypted comms + cyber systems
• $ECVT
specialty materials (energetics / refining inputs for defense supply chain)
• $USAR
rare earth magnets (missiles, guidance systems, radar)
• $UAMY
antimony (ammo, explosives, military alloys)
• $CDE silver & copper (electronics, conductors, military tech and copper conducting wire)
• $TGB
copper (wiring, electrification of weapons systems)
• $SPIR
pivoted to defense data + ISR (satellite intelligence)
Hidden stocks behind U.S. weapons, naval builds, and critical materials
🔸 SUBMARINES (UNDERSEA / NAVAL SYSTEMS)
• $OPXS
optical sighting systems (periscopes / targeting optics)
• $CODA
sonar imaging (underwater detection / mapping)
• $SYPR
secure electronics + data systems (naval / defense comms)
• $ASTC
sensor payload tech (detection / ISR support)
• $JAGU
nuclear fuel (submarines / strategic energy)
———————
🔸 SHIPS (NAVAL VESSELS / INFRASTRUCTURE)
• $AIRI
precision machined components (structural parts for defense platforms)
• $CVU
structural assemblies (metal frameworks / support structures)
• $SIF
forged components (high-stress metal parts for propulsion systems)
• $CLF
steel plate (naval-grade armor / shipbuilding input)
• $TTI
Iron ore (steel input / defense manufacturing)
———————-
🔸 JETS (AEROSPACE / DEFENSE AVIATION)
• $CVU
airframe structures (fighter / ISR aircraft components)
• $AIRI
engine + landing gear parts (precision assemblies)
• $SIF
jet engine forgings (critical rotating components)
• $AMPG
RF/microwave components (radar, EW systems)
• $LTRX
secure connectivity (IoT / edge comms for defense systems)
• $TTI
iron ore (steel input / defense manufacturing)
———————-
🔸 WEAPONS (MISSILES / DRONES / ELECTRONICS / MATERIALS)
• $SYPR
encrypted comms + cyber systems
• $ECVT
specialty materials (energetics / refining inputs for defense supply chain)
• $USAR
rare earth magnets (missiles, guidance systems, radar)
• $UAMY
antimony (ammo, explosives, military alloys)
• $CDE silver & copper (electronics, conductors, military tech and copper conducting wire)
• $TGB
copper (wiring, electrification of weapons systems)
• $SPIR
pivoted to defense data + ISR (satellite intelligence)
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