Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
WTI Crude Oil is now below $88.
Oil crashed 7% after Trump announced Israel and Lebanon agreed to a 10 day ceasefire.
Israel's ongoing attacks on Lebanon were one of the biggest risks to the US-Iran ceasefire deal. The two countries met for the first time in 34 years this week.
The war trade is unwinding faster than anyone expected.
Oil crashed 7% after Trump announced Israel and Lebanon agreed to a 10 day ceasefire.
Israel's ongoing attacks on Lebanon were one of the biggest risks to the US-Iran ceasefire deal. The two countries met for the first time in 34 years this week.
The war trade is unwinding faster than anyone expected.
π1
πΊπΈ US Treasury just did the largest Treasury buyback in HISTORY.
Treasury bought back $15,000,000,000 of its own debt to improve liquidity.
Treasury bought back $15,000,000,000 of its own debt to improve liquidity.
π₯1π1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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Trump just told Europe exactly what he thinks of its energy policy.
"The UK should open up the North Sea. Windmills do one thing: put you out of business."
Look at the timing...
πͺπΊ Europe right now:
β³ 6 weeks of jet fuel left IEA told
π’οΈ Reserves hitting zero April 20th
π’ Hormuz blockaded
πΆπ¦ Qatar LNG gone
π¬οΈ Windmills generating policy, not power
Meanwhile:
π¬π§ North Sea: sitting largely untapped under political pressure
π³π΄ Norway: pumping full speed , winning
πΊπΈ US: record 12.7M b/d exports, 167 tankers loading
Von der Leyen: "use less energy"
Trump: "drill more energy"
One of them has 167 tankers heading to their ports.
The other has 6 weeks of jet fuel.
Europe didn't get here because of Hormuz.
It got here because it sanctioned Russian energy and never replaced it.
Hormuz just pulled the trigger on a gun Europe loaded itself.
Trump's message to Europe is simple:
Your energy crisis is a policy choice.
"The UK should open up the North Sea. Windmills do one thing: put you out of business."
Look at the timing...
πͺπΊ Europe right now:
β³ 6 weeks of jet fuel left IEA told
π’οΈ Reserves hitting zero April 20th
π’ Hormuz blockaded
πΆπ¦ Qatar LNG gone
π¬οΈ Windmills generating policy, not power
Meanwhile:
π¬π§ North Sea: sitting largely untapped under political pressure
π³π΄ Norway: pumping full speed , winning
πΊπΈ US: record 12.7M b/d exports, 167 tankers loading
Von der Leyen: "use less energy"
Trump: "drill more energy"
One of them has 167 tankers heading to their ports.
The other has 6 weeks of jet fuel.
Europe didn't get here because of Hormuz.
It got here because it sanctioned Russian energy and never replaced it.
Hormuz just pulled the trigger on a gun Europe loaded itself.
Trump's message to Europe is simple:
Your energy crisis is a policy choice.
π1
π¨π Global One SI - Prompt
CFA-level financial intelligence platform github.com/Fincept-Corporation/FinceptTerminal
Bloomberg Terminal costs $24,000 a year. this open-source desktop app is trying to replace it -- and it's free.
If you've ever wanted institutional-grade financial analytics without paying a hedge fund's annual software bill, stop scrolling.
It's called Fincept Terminal -- an open-source financial intelligence platform with CFA-level analytics, 100+ data connectors, AI investor personas, and 3D maritime tracking, all in a desktop app that runs on Windows, macOS, and Linux.
Here's what's actually in it:
β full CFA Level 1, 2, and 3 curriculum implemented in Python -- DCF models (FCFF, FCFE), portfolio optimization, Sharpe ratio, VaR (95%), max drawdown, dividend discount models, options pricing and Greeks
β 20+ AI investor personas -- Warren Buffett, Benjamin Graham, Ray Dalio, George Soros, Peter Lynch, Seth Klarman -- each applying their real investment philosophy to analyze stocks
β hedge fund strategy simulations -- Bridgewater All-Weather, Citadel multi-strategy quant, Renaissance Technologies statistical arbitrage
β 100+ data connectors -- PostgreSQL, MongoDB, Kafka, Kraken, Polygon.io, Alpha Vantage, DBnomics (100M+ economic series), World Bank, IMF, OECD, Yahoo Finance
β visual workflow builder with ReactFlow -- drag and drop data pipelines, connect any API in minutes
β MCP tools integration for AI automation
β 3D globe with real-time ship, aircraft, and satellite tracking for supply chain and trade route analysis
β geopolitical analysis frameworks -- Grand Chessboard, Prisoners of Geography, central bank policy tracking
Here's the wildest part:
you can run the Warren Buffett AI agent against any stock, get a Graham number valuation, then pull Ray Dalio's All-Weather portfolio weighting -- all in the same session, with your own data connectors feeding the models.
available on the Microsoft Store. also installable from GitHub releases for Windows, macOS, and Linux.
2.6K GitHub stars. 22 releases. v3.3.0 shipping now.
100% open source. AGPL-3.0 license.
If you've ever wanted institutional-grade financial analytics without paying a hedge fund's annual software bill, stop scrolling.
It's called Fincept Terminal -- an open-source financial intelligence platform with CFA-level analytics, 100+ data connectors, AI investor personas, and 3D maritime tracking, all in a desktop app that runs on Windows, macOS, and Linux.
Here's what's actually in it:
β full CFA Level 1, 2, and 3 curriculum implemented in Python -- DCF models (FCFF, FCFE), portfolio optimization, Sharpe ratio, VaR (95%), max drawdown, dividend discount models, options pricing and Greeks
β 20+ AI investor personas -- Warren Buffett, Benjamin Graham, Ray Dalio, George Soros, Peter Lynch, Seth Klarman -- each applying their real investment philosophy to analyze stocks
β hedge fund strategy simulations -- Bridgewater All-Weather, Citadel multi-strategy quant, Renaissance Technologies statistical arbitrage
β 100+ data connectors -- PostgreSQL, MongoDB, Kafka, Kraken, Polygon.io, Alpha Vantage, DBnomics (100M+ economic series), World Bank, IMF, OECD, Yahoo Finance
β visual workflow builder with ReactFlow -- drag and drop data pipelines, connect any API in minutes
β MCP tools integration for AI automation
β 3D globe with real-time ship, aircraft, and satellite tracking for supply chain and trade route analysis
β geopolitical analysis frameworks -- Grand Chessboard, Prisoners of Geography, central bank policy tracking
Here's the wildest part:
you can run the Warren Buffett AI agent against any stock, get a Graham number valuation, then pull Ray Dalio's All-Weather portfolio weighting -- all in the same session, with your own data connectors feeding the models.
available on the Microsoft Store. also installable from GitHub releases for Windows, macOS, and Linux.
2.6K GitHub stars. 22 releases. v3.3.0 shipping now.
100% open source. AGPL-3.0 license.
β3
π¨π Global One SI - Prompt
Bloomberg Terminal costs $24,000 a year. this open-source desktop app is trying to replace it -- and it's free. If you've ever wanted institutional-grade financial analytics without paying a hedge fund's annual software bill, stop scrolling. It's calledβ¦
Massive
Stock Market API | Massive
Stock API with real-time and historical tick data, unlimited usage via REST or WebSockets, standardized JSON and CSV formats. Instant access free tier.
π¨π Global One SI - Prompt
$PLTR/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
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$PLTR Palantir CEO Dr. Alex Karp:
βTime is not time.β
βWe always assume a minute of time is a minute of time. Itβs not.β
βPalantir is not like these atrophied companies. It takes them 3-5 years to get a year. It takes us a week to get a year.β
βA year is not a year for Palantir.β
βTime is not time.β
βWe always assume a minute of time is a minute of time. Itβs not.β
βPalantir is not like these atrophied companies. It takes them 3-5 years to get a year. It takes us a week to get a year.β
βA year is not a year for Palantir.β
πΏ1
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Interesting
Toyota just unveiled CUE7, the latest version of its AI-powered basketball robot.
This new system combines computer vision, reinforcement learning, and model predictive control to detect the hoop, estimate distance, and execute highly precise shots.
With its weight reduced from 120 kg to 74 kg and a new inverted two-wheel design, CUE7 improves both mobility and accuracy.
Beyond basketball, it serves as a testbed for embodied AI.
Toyota just unveiled CUE7, the latest version of its AI-powered basketball robot.
This new system combines computer vision, reinforcement learning, and model predictive control to detect the hoop, estimate distance, and execute highly precise shots.
With its weight reduced from 120 kg to 74 kg and a new inverted two-wheel design, CUE7 improves both mobility and accuracy.
Beyond basketball, it serves as a testbed for embodied AI.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
US oil prices crash to $83/barrel as Iran officially reopens the Strait of Hormuz for the remainder of the ceasefire.
The US is considering a "$20 billion cash-for-uranium deal" with Iran as part of a new "3 page peace plan," per Axios.
Details include:
1. The US and Iran are negotiating over a 3-page plan to end the war
2. One element under discussion is that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of enriched uranium
3. Some of Iran's highly enriched uranium would be shipped to a third country and some would be down-blended in Iran under international monitoring
4. Iran would be allowed to have nuclear research reactors for the production of medical isotopes, but would pledge that all of its nuclear facilities would be above ground
A second round of US-Iran talks is expected in Pakistan on Sunday.
Details include:
1. The US and Iran are negotiating over a 3-page plan to end the war
2. One element under discussion is that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of enriched uranium
3. Some of Iran's highly enriched uranium would be shipped to a third country and some would be down-blended in Iran under international monitoring
4. Iran would be allowed to have nuclear research reactors for the production of medical isotopes, but would pledge that all of its nuclear facilities would be above ground
A second round of US-Iran talks is expected in Pakistan on Sunday.
π1
π’WTI, Brent Crude Oil, NGAS Trading π
US oil prices crash to $83/barrel as Iran officially reopens the Strait of Hormuz for the remainder of the ceasefire.
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JPMorgan says the Crypto Market Structure Bill is close to completion.
Contentious issues have been narrowed down from over a dozen to just 2-3. Stablecoin regulation is now reportedly in a good place.
The bill must clear the Senate Banking Committee by mid May to get a floor vote before Memorial Day. Senator Moreno has warned that if it does not reach the Senate floor by May it gets shelved until 2027.
JPMorgan says if passed it will reshape market structure, promote tokenization, and bring in institutional capital that has been sitting on the sidelines waiting for regulatory clarity.
Contentious issues have been narrowed down from over a dozen to just 2-3. Stablecoin regulation is now reportedly in a good place.
The bill must clear the Senate Banking Committee by mid May to get a floor vote before Memorial Day. Senator Moreno has warned that if it does not reach the Senate floor by May it gets shelved until 2027.
JPMorgan says if passed it will reshape market structure, promote tokenization, and bring in institutional capital that has been sitting on the sidelines waiting for regulatory clarity.
π1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
π¨Houston, we have a problem.
Actually... Houston, you have an opportunity.
π€ AI data centres electricity demand:
2024: 100 TWh
2025: +50% β 150 TWh
2030: 3x β 450 TWh
π» Conventional data centres:
2024: 315 TWh
2030: +44% β 480 TWh
Total by 2030: nearly 1,000 TWh of data centre demand alone.
While the world panics about Hormuz and energy scarcity
Texas is sitting on cheap, abundant energy.
Pipelines already built.
Grid already stressed but expandable.
And every hyperscaler knows it.
πΊπΈ US natural gas: record 118.5 bcf/day
β‘ Texas power: cheapest industrial rates in the US
ποΈ Data centres: flooding into Houston right now
The Iran war made US energy dominant globally.
AI is making Texas the data capital of the world.
Same story.
Different sector.
Cheap and reliable energy always wins.
Actually... Houston, you have an opportunity.
π€ AI data centres electricity demand:
2024: 100 TWh
2025: +50% β 150 TWh
2030: 3x β 450 TWh
π» Conventional data centres:
2024: 315 TWh
2030: +44% β 480 TWh
Total by 2030: nearly 1,000 TWh of data centre demand alone.
While the world panics about Hormuz and energy scarcity
Texas is sitting on cheap, abundant energy.
Pipelines already built.
Grid already stressed but expandable.
And every hyperscaler knows it.
πΊπΈ US natural gas: record 118.5 bcf/day
β‘ Texas power: cheapest industrial rates in the US
ποΈ Data centres: flooding into Houston right now
The Iran war made US energy dominant globally.
AI is making Texas the data capital of the world.
Same story.
Different sector.
Cheap and reliable energy always wins.