Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 The US just pulled Iran's sanctions waiver, hours after tankers were attacked in Hormuz.
The reversal directly follows today's tanker attacks in the strait
This undoes the exact opening India's state refiners were preparing to buy into just yesterday
Iran already has 58 million+ barrels floating unsold at sea, this closes the 1 new buyer pathway that had just opened
The waiver window that was about to bring a real buyer back just closed.
Watch what happens to those floating barrels now.
The reversal directly follows today's tanker attacks in the strait
This undoes the exact opening India's state refiners were preparing to buy into just yesterday
Iran already has 58 million+ barrels floating unsold at sea, this closes the 1 new buyer pathway that had just opened
The waiver window that was about to bring a real buyer back just closed.
Watch what happens to those floating barrels now.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨Ukraine just hit a dozen Russian shadow fleet tankers in 2 days.
It's making Crimea's fuel crisis worse.
💥Drones struck 10 sanctioned shadow-fleet tankers over 2 days in the Sea of Azov, each around 7,000 tonnes deadweight, delivering fuel to Crimea
⛽️Crimea already declared a state of emergency in June over fuel shortages, this campaign compounds it
Kyiv's drone commander has publicly pledged to cut Crimea off from Russia entirely through sustained strikes
🚢Only 2 of the 7 vessels initially reported hit were confirmed under international sanctions, per Reuters' own review
It's making Crimea's fuel crisis worse.
💥Drones struck 10 sanctioned shadow-fleet tankers over 2 days in the Sea of Azov, each around 7,000 tonnes deadweight, delivering fuel to Crimea
⛽️Crimea already declared a state of emergency in June over fuel shortages, this campaign compounds it
Kyiv's drone commander has publicly pledged to cut Crimea off from Russia entirely through sustained strikes
🚢Only 2 of the 7 vessels initially reported hit were confirmed under international sanctions, per Reuters' own review
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Gazprom just fell to its lowest share price since the 2008 financial crisis.
→ Shares hit 91.55 RUB, under $1, a 17-year low
→ Market cap down to roughly 2.22 trillion RUB, about $30 billion
→ Gazprom Neft is bleeding too, down nearly 2% and at its lowest since October 2022
Russia's flagship gas company is trading like a distressed mid-cap.
Watch whether this is a Ukraine-drone-driven fuel crisis story or a deeper structural repricing of Russian energy assets.
→ Shares hit 91.55 RUB, under $1, a 17-year low
→ Market cap down to roughly 2.22 trillion RUB, about $30 billion
→ Gazprom Neft is bleeding too, down nearly 2% and at its lowest since October 2022
Russia's flagship gas company is trading like a distressed mid-cap.
Watch whether this is a Ukraine-drone-driven fuel crisis story or a deeper structural repricing of Russian energy assets.
🇨🇭 Global One SI - Prompt
$SMX | The "Age of Parity" Could Be Bigger Than Most Investors Realize For decades, virgin plastic was simply the cheaper option. That equation is starting to change. According to SMX's latest "Age of Parity" thesis, supply chain disruptions, tariffs, resource…
$SMX UNDER TIGHT COMPRESSION — READY TO EXPLODE!
The Pure Technicals:
- Price coiling in clear accumulation zone after the low-volume shakeout
- Multiple indicators showing tightening compression — breakout imminent
- Holding key support with buyers defending dips aggressively
- Fonsie Channels + resistance line overhead — break above = rocket fuel
Key Levels:
Support: $14.50 – $15.00
Targets: $22+ initial, $26 – $34+ on volume breakout
Quick DD:
• True micro float (~600k shares post-reverse splits) + short pressure = extreme torque
• Innovative security & tracking solutions in the industrial space
• Low institutional ownership leaves massive runway for momentum
• Technical setup screaming higher volatility expansion ahead
This is textbook micro-float behavior. Low selling pressure on weakness, building demand underneath.
Once it clears that resistance line… BOOMMM — fast move incoming.
The Pure Technicals:
- Price coiling in clear accumulation zone after the low-volume shakeout
- Multiple indicators showing tightening compression — breakout imminent
- Holding key support with buyers defending dips aggressively
- Fonsie Channels + resistance line overhead — break above = rocket fuel
Key Levels:
Support: $14.50 – $15.00
Targets: $22+ initial, $26 – $34+ on volume breakout
Quick DD:
• True micro float (~600k shares post-reverse splits) + short pressure = extreme torque
• Innovative security & tracking solutions in the industrial space
• Low institutional ownership leaves massive runway for momentum
• Technical setup screaming higher volatility expansion ahead
This is textbook micro-float behavior. Low selling pressure on weakness, building demand underneath.
Once it clears that resistance line… BOOMMM — fast move incoming.
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Become emotionally detached.
don’t force your dream to happen.
Be the version of you who has already achieved the dream.
live in that state.
sit in the feeling of fulfillment.
Calm, certain, complete.
When you stop checking the world for proof, the world rearranges itself, to match your inner world, which should be you living your dream.
When you live from fulfillment, effort turns into flow, timing becomes irrelevant, and things arrive without resistance.
Stop forcing the door to open.
Become the one it opens for.
don’t force your dream to happen.
Be the version of you who has already achieved the dream.
live in that state.
sit in the feeling of fulfillment.
Calm, certain, complete.
When you stop checking the world for proof, the world rearranges itself, to match your inner world, which should be you living your dream.
When you live from fulfillment, effort turns into flow, timing becomes irrelevant, and things arrive without resistance.
Stop forcing the door to open.
Become the one it opens for.
🗿1
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Michael burry's trade in the 2008 financial crisis is one of the most striking examples of a counter-consensus market view.
In the early 2000s, burry took an in-depth look at the U.S. housing market and identified a structural problem: mortgages were being granted to so-called subprime takers. these credits were packaged in complex financial bonds and sold as secure investments.
While the majority saw growth and opportunity, burry saw fragility. he realized that when interest rates rose and borrowers began to default, the entire structure could collapse.
To position himself, he did something unusual at the time: he started betting against the housing market using credit default swaps, instruments that work like a type of insurance against defaults. in practice, he was buying protection and betting on the decline of these assets.
This positioning required conviction and patience. for a period, he faced temporary losses and pressure from investors, as the market kept rising and the collapse had not yet happened.
When the crisis began, the structure crumbled quickly. banks suffered massive losses, bonds lost value, and the system collapsed. it was at this moment that burry's position generated extraordinary returns.
His fund, scion capital, had significant gains ($725 million for its investors, with founder michael burry personally earning about $100 million) turning a contrarian view into one of the most lucrative trades in recent history.
The case shows a central point: great opportunities often arise when the majority is looking in the wrong direction.
In the end, burry's trade was not just luck. it was deep analysis, patience, and the courage to go against the consensus.
It proves that, in the market, seeing things before others can be more valuable than following the flow.
The lesson: real vision isn't following the crowd. it's standing alone when the truth is louder than the noise. sometimes the greatest fortune comes from being the only one willing to see what everyone else ignores.
In the early 2000s, burry took an in-depth look at the U.S. housing market and identified a structural problem: mortgages were being granted to so-called subprime takers. these credits were packaged in complex financial bonds and sold as secure investments.
While the majority saw growth and opportunity, burry saw fragility. he realized that when interest rates rose and borrowers began to default, the entire structure could collapse.
To position himself, he did something unusual at the time: he started betting against the housing market using credit default swaps, instruments that work like a type of insurance against defaults. in practice, he was buying protection and betting on the decline of these assets.
This positioning required conviction and patience. for a period, he faced temporary losses and pressure from investors, as the market kept rising and the collapse had not yet happened.
When the crisis began, the structure crumbled quickly. banks suffered massive losses, bonds lost value, and the system collapsed. it was at this moment that burry's position generated extraordinary returns.
His fund, scion capital, had significant gains ($725 million for its investors, with founder michael burry personally earning about $100 million) turning a contrarian view into one of the most lucrative trades in recent history.
The case shows a central point: great opportunities often arise when the majority is looking in the wrong direction.
In the end, burry's trade was not just luck. it was deep analysis, patience, and the courage to go against the consensus.
It proves that, in the market, seeing things before others can be more valuable than following the flow.
The lesson: real vision isn't following the crowd. it's standing alone when the truth is louder than the noise. sometimes the greatest fortune comes from being the only one willing to see what everyone else ignores.
✍1
🇨🇭 Global One SI - Prompt
Listen this carefully, RUMORS created by LIARS, spread by IDIOTS and believed by FOOLS.
Rumor mill says everyone has a monster model cooking.
OpenAI, Google, xAI, Meta, Anthropic.
The funny part is one of them is probably sitting on something that makes today’s models look ancient.
Who drops first?
OpenAI, Google, xAI, Meta, Anthropic.
The funny part is one of them is probably sitting on something that makes today’s models look ancient.
Who drops first?
👀1
🇨🇭 Global One SI - Prompt
Nasdaq futures update:
Nasdaq Futures has broken the diamond to the downside.
Is this a fake breakdown or just the beginning?
Is this a fake breakdown or just the beginning?
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🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 The US just pulled Iran's sanctions waiver, hours after tankers were attacked in Hormuz. The reversal directly follows today's tanker attacks in the strait This undoes the exact opening India's state refiners were preparing to buy into just yesterday …
🚨 The US just launched military strikes on Iran.
The ceasefire is over.
US Central Command says it's conducting "a series of powerful strikes" against Iran
Stated trigger: Iranian attacks on 3 commercial vessels transiting Hormuz
CENTCOM's own language: Iran's actions were "unwarranted, dangerous, and a clear violation of the ceasefire"
This is the fastest reversal of the year. Watch Brent, and every tanker currently sitting in Hormuz.
The ceasefire is over.
US Central Command says it's conducting "a series of powerful strikes" against Iran
Stated trigger: Iranian attacks on 3 commercial vessels transiting Hormuz
CENTCOM's own language: Iran's actions were "unwarranted, dangerous, and a clear violation of the ceasefire"
This is the fastest reversal of the year. Watch Brent, and every tanker currently sitting in Hormuz.
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The Hormuz Escalation Cycle Keeps Repeating 🛢️⚠️
The pattern is simple
A trigger event hits shipping or military assets
Then the cycle accelerates
🔹 Iran or proxy forces hit a ship
🔹 The US strikes IRGC-linked targets
🔹 Iran responds with missiles, drones, cyber operations or proxy attacks
🔹 Gulf states and energy infrastructure become exposed
🔹 The US conducts limited follow-on strikes
🔹 Mediation brings a temporary pause
🔹 Shipping resumes, but under higher security costs
🔹 The underlying disputes remain unresolved
🔹 A new trigger event restarts the cycle
This is why the Strait of Hormuz never returns to “normal” immediately
Even after de-escalation, the risk remains embedded in the system
🔹 Higher insurance
🔹 Military escorts
🔹 Slower vessel movement
🔹 Freight volatility
🔹 Energy price risk
🔹 LNG and crude flow uncertainty
The headline may be ceasefire
But the structure is still escalation risk
Until the root causes are resolved, Hormuz remains a recurring geopolitical pressure point
The pattern is simple
A trigger event hits shipping or military assets
Then the cycle accelerates
🔹 Iran or proxy forces hit a ship
🔹 The US strikes IRGC-linked targets
🔹 Iran responds with missiles, drones, cyber operations or proxy attacks
🔹 Gulf states and energy infrastructure become exposed
🔹 The US conducts limited follow-on strikes
🔹 Mediation brings a temporary pause
🔹 Shipping resumes, but under higher security costs
🔹 The underlying disputes remain unresolved
🔹 A new trigger event restarts the cycle
This is why the Strait of Hormuz never returns to “normal” immediately
Even after de-escalation, the risk remains embedded in the system
🔹 Higher insurance
🔹 Military escorts
🔹 Slower vessel movement
🔹 Freight volatility
🔹 Energy price risk
🔹 LNG and crude flow uncertainty
The headline may be ceasefire
But the structure is still escalation risk
Until the root causes are resolved, Hormuz remains a recurring geopolitical pressure point
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🇨🇭 Global One SI - Prompt
How to prompt Fable 5 correctly (by Anthropic)
If you use Hermes agent, you need to install this skill.
There's a free Hermes Agent skill that automatically removes your personal data from every data broker on the internet.
It's called Unbroker. Here's what it does and how to set it up:
What it actually does
Data brokers regularly collect and sell your personal information.
Think: Name, address, phone number, email, relatives - everything.
Unbroker scans every broker site, finds where your data is exposed, and sends removal requests automatically.
It also handles the follow-up verification emails too.
(Think Incogni, but self-hosted, free, and running on your own agent).
How to set it up:
Step 1. Install Hermes Agent
TERMINAL COMMAND
curl -fsSL hermes-agent.nousresearch.com/install.sh | bash
Or download Hermes Desktop for a no-terminal setup ( hermes-agent.nousresearch.com ).
Step 2. Install the Unbroker skill
TERMINAL COMMAND
hermes skills install official/security/unbroker
Or tell Hermes "I want you to install this skill: github.com/NousResearch/hermes-agent/tree/main/optional-skills/security/unbroker"
Step 3. Run it
Start a new Hermes session and send:
"Use the unbroker skill to remove my data from data brokers. Here is my consent. Run it hands-off and show me the human-task digest at the end."
It's that simple.
There's a free Hermes Agent skill that automatically removes your personal data from every data broker on the internet.
It's called Unbroker. Here's what it does and how to set it up:
What it actually does
Data brokers regularly collect and sell your personal information.
Think: Name, address, phone number, email, relatives - everything.
Unbroker scans every broker site, finds where your data is exposed, and sends removal requests automatically.
It also handles the follow-up verification emails too.
(Think Incogni, but self-hosted, free, and running on your own agent).
How to set it up:
Step 1. Install Hermes Agent
TERMINAL COMMAND
curl -fsSL hermes-agent.nousresearch.com/install.sh | bash
Or download Hermes Desktop for a no-terminal setup ( hermes-agent.nousresearch.com ).
Step 2. Install the Unbroker skill
TERMINAL COMMAND
hermes skills install official/security/unbroker
Or tell Hermes "I want you to install this skill: github.com/NousResearch/hermes-agent/tree/main/optional-skills/security/unbroker"
Step 3. Run it
Start a new Hermes session and send:
"Use the unbroker skill to remove my data from data brokers. Here is my consent. Run it hands-off and show me the human-task digest at the end."
It's that simple.
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Cancel your Thursday plans. GPT-5.6 is coming.
What we know about the GPT-5.6 model family so far:
• Incredibly autonomous models
• Fast & cheap (should crush Haiku)
• Sol: flagship, frontier reasoning, long-horizon agentic work
• Terra: balanced everyday model, GPT-5.5 performance at 2x lower cost
• Luna: fastest and cheapest, built for high-volume
• New "max reasoning effort" mode is coming
• New "ultra mode" that deploys subagents to tackle complex work in parallel
Should be an incredible release!
What we know about the GPT-5.6 model family so far:
• Incredibly autonomous models
• Fast & cheap (should crush Haiku)
• Sol: flagship, frontier reasoning, long-horizon agentic work
• Terra: balanced everyday model, GPT-5.5 performance at 2x lower cost
• Luna: fastest and cheapest, built for high-volume
• New "max reasoning effort" mode is coming
• New "ultra mode" that deploys subagents to tackle complex work in parallel
Should be an incredible release!
👀1
🇨🇭 Global One SI - Prompt
If you use Hermes agent, you need to install this skill. There's a free Hermes Agent skill that automatically removes your personal data from every data broker on the internet. It's called Unbroker. Here's what it does and how to set it up: What it actually…
I reduced my Fable 5 token spend by 50%+ with these simple hacks
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🇨🇭 Global One SI - Prompt
#WTI US Oil collapsed out of the mini wedge to $68 today. We're within $10 of my $58 July target that people said was impossible back in April 2026.
#WTI Everyone still doesn't understand... The real reason oil is falling is the economic destruction unleashed on the global economy during the oil spike to $120.
Jan 2020, oil began collapsing after a spike.
60 days later the market crashed.
July 2008, oil began collapsing after a spike.
60 days later the market crashed.
18 May 2026, oil began collapsing after a spike.
60 days later is July 20th.
A two week bounce in oil is exactly what happened in Feb 2020 right before the stock market flash crashed.
Jan 2020, oil began collapsing after a spike.
60 days later the market crashed.
July 2008, oil began collapsing after a spike.
60 days later the market crashed.
18 May 2026, oil began collapsing after a spike.
60 days later is July 20th.
A two week bounce in oil is exactly what happened in Feb 2020 right before the stock market flash crashed.
✍1
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Real answer is inflation masked the economic decline
Like 2008, there's a moment where the public suddenly realizes the reason oil is declining is not because of the Strait being open
It's because growth has collapsed & the economy is toast
Trump's peace deal is to avoid blame
Like 2008, there's a moment where the public suddenly realizes the reason oil is declining is not because of the Strait being open
It's because growth has collapsed & the economy is toast
Trump's peace deal is to avoid blame
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🇨🇭 Global One SI - Prompt
Uh oh... CNBC just admitted AI demand is falling and that's why SpaceX, Anthropic and OpenAI are rushing to go public. If CNBC is telling you this, the party is already over. 🚨
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What a disaster... People are bout to realize "AI" is just a commodity like memory, and there is no moat #andreijikh
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🇨🇭 Global One SI - Prompt
Looking back at the 2008 cycle, this identifies when every sector peaked. What's interesting is "commodities" in the traditional sense already peaked in 2025 but the markets went higher. Trump attacking Iran that extended the cycle slightly by creating an…
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Uh oh... Bloomberg is spilling the beans that the memory industry is notoriously boom and bust because of double or triple ordering.
Customers cancel those orders when prices begin to fall.
I discussed that below. Don't tell anyone 👆🤫
Customers cancel those orders when prices begin to fall.
I discussed that below. Don't tell anyone 👆🤫
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