Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Per ISW,Iran's negotiators and its military aren't fighting each other.
They're playing 2 roles in the same strategy.
1️⃣ Pragmatic negotiators are trying to preserve talks and avoid a full-scale war with the US
2️⃣ IRGC officers close to the supreme leader approved using force to assert control over Hormuz
3️⃣ This is a split over tactics, not strategic ends, both factions agree the strait is Iran's core leverage
4️⃣ Blaming an "errant faction" for attacks lets the regime keep talking and chase economic benefits while the IRGC keeps enforcing control on the water
The US wants a full return to pre-war rules.
Iran won't concede that.... for how long?
They're playing 2 roles in the same strategy.
1️⃣ Pragmatic negotiators are trying to preserve talks and avoid a full-scale war with the US
2️⃣ IRGC officers close to the supreme leader approved using force to assert control over Hormuz
3️⃣ This is a split over tactics, not strategic ends, both factions agree the strait is Iran's core leverage
4️⃣ Blaming an "errant faction" for attacks lets the regime keep talking and chase economic benefits while the IRGC keeps enforcing control on the water
The US wants a full return to pre-war rules.
Iran won't concede that.... for how long?
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨BREAKING: Iran's IRGC has announced a full closure of the Strait of Hormuz. No vessels on any lane, "until the end of US interventions".
A warning shot was already fired at a ship that tried to deviate from Iran's approved route.
This does not open Monday priced the way it closed Friday....
A warning shot was already fired at a ship that tried to deviate from Iran's approved route.
This does not open Monday priced the way it closed Friday....
🇨🇭 Global One SI - Prompt
Nasdaq $NDX Update: Looks like we're setting up perfectly for a big jump in indices next week, lining up with a big earnings week. If this happens as expected then it should be a huge gap up on Monday, with markets remaining largely flat for the rest of the…
Historically markets have taken a dive at the end of July, some years larger than others.
This current rally started 2 weeks earlier than 2025 and whole month earlier than 2024, so the question is are they planning a selloff beginning around July 20th after OpEx?
This current rally started 2 weeks earlier than 2025 and whole month earlier than 2024, so the question is are they planning a selloff beginning around July 20th after OpEx?
🇨🇭 Global One SI - Prompt
💥 IRAN WAR - THE MOVIE💥
🇮🇷🇺🇸 Iran's Supreme Leader, Mojtaba Khamenei to U.S and Israel: We will get revenge for killing my father
"Revenge for my father is the demand of the nation and must certainly take place.
We pledge to avenge the blood of the martyred leader and all of the martyrs of these two wars.
Revenge does not stop at my existence or the existence of the rest of the officials, and revenge will inevitably be achieved."
"Revenge for my father is the demand of the nation and must certainly take place.
We pledge to avenge the blood of the martyred leader and all of the martyrs of these two wars.
Revenge does not stop at my existence or the existence of the rest of the officials, and revenge will inevitably be achieved."
🇨🇭 Global One SI - Prompt
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Jamie Dimon did say he was worried about a catastrophic cyber attack on the banking system in 2026...
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🇨🇭 Global One SI - Prompt
Historically markets have taken a dive at the end of July, some years larger than others. This current rally started 2 weeks earlier than 2025 and whole month earlier than 2024, so the question is are they planning a selloff beginning around July 20th after…
Consumer loans (credit cards + revolving credit) has completely flattened out since May 2026.
Can you take a guess what happens before credit begins expanding again?
Can you take a guess what happens before credit begins expanding again?
🇨🇭 Global One SI - Prompt
Consumer loans (credit cards + revolving credit) has completely flattened out since May 2026. Can you take a guess what happens before credit begins expanding again?
The U.S. Balance of Trade fell last week and nobody even noticed.
Goods and services deficit was $77.6 billion in May, up $23.0 billion from $54.6 billion in April, revised.
May exports were $317.7 billion, $10.5 billion less than April exports.
Basically U.S. exports have been falling since October 2025 and took a big leg down in May 2026.
We've seen similar behavior prior to economic slowdowns of the past.
Goods and services deficit was $77.6 billion in May, up $23.0 billion from $54.6 billion in April, revised.
May exports were $317.7 billion, $10.5 billion less than April exports.
Basically U.S. exports have been falling since October 2025 and took a big leg down in May 2026.
We've seen similar behavior prior to economic slowdowns of the past.
🇨🇭 Global One SI - Prompt
#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,…
Labor force participation continues to plummet at the quickest pace since the entire global economy was shutdown in 2020
Last time labor force participation was this low (outside of the 2020 REPO crisis) was 1975
This collapse has always preceded a sudden spike in unemployment
Last time labor force participation was this low (outside of the 2020 REPO crisis) was 1975
This collapse has always preceded a sudden spike in unemployment
🇨🇭 Global One SI - Prompt
- Iran didn't control the Strait of Hormuz, now it does - Iran's oil was sanctioned, now it isn't - Iran was not building a nuclear weapon, now it will - US bases in the Gulf were assets, now they're liabilities - Inflation was declining, now it's rising …
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It's all starting to make a lot more sense now... Isn't it?
🇨🇭 Global One SI - Prompt
It's all starting to make a lot more sense now... Isn't it?
Lindsay Graham has died... I hate being ahead of the curve.
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🇨🇭 Global One SI - Prompt
Lindsay Graham has died... I hate being ahead of the curve.
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UPDATE: Lindsey Graham suffered chest pain at his D.C. home after returning from Ukraine, then went into cardiac arrest and died - WaPo
🇨🇭 Global One SI - Prompt
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1 week boys July 20th 🏹
See you on the other side
See you on the other side
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Axios: Targets include air surveillance radar stations, missile and drone storage facilities, missile and drone launch sites, maritime surveillance radar stations, and launchers for anti-aircraft missile systems.
U.S. Secretary of Defense Hagset: "Iran made a mistake. Now they will pay for it."
#Bitcoin < $64,000
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🇨🇭 Global One SI - Prompt
1 week boys July 20th 🏹 See you on the other side
I'm launching a new firm where we invest in quantum trendlines that go back in time.
It's going to be fascinating to see what the talking heads say, one week before the collapse.
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🇨🇭 Global One SI - Prompt
Nasdaq $NDX Update: Looks like we're setting up perfectly for a big jump in indices next week, lining up with a big earnings week. If this happens as expected then it should be a huge gap up on Monday, with markets remaining largely flat for the rest of the…
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July 20th
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Prompt engineering is dead.
We're entering the era of:
1. Memory engineering (owning your AI data locally)
2. Context engineering (a portable AI database)
3. Loop engineering (/loop in Claude Code)
If you want elite AI outputs, focus on these three verticals.
We're entering the era of:
1. Memory engineering (owning your AI data locally)
2. Context engineering (a portable AI database)
3. Loop engineering (/loop in Claude Code)
If you want elite AI outputs, focus on these three verticals.
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The Middle East countries every time Iran gets upset with the U.S
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