π¨π 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,β¦
#WTI If history is any indication, oil should begin its collapse next week along with the global economy.
π¨π Global One SI - Prompt
S&P 500 stocks above the 150 day moving average is back at the top of the 2024 resistance trendline. Does it hang out here until September or is this a sign of a coming flash crash?
S&P stocks above the 150 day moving average is back on the 2024 resistance trendline.
Still on target for July 20th.
Still on target for July 20th.
π1
π¨π Global One SI - Prompt
Russell 2000 stocks above the 200 day moving average is back at the top of the range. This is a weekly chart.
Russell 2000 stocks above their 200 day moving average appears to be rolling over precisely where we were expecting resistance.
π1
π¨π 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 theβ¦
Nasdaq $NDX continues to find support on the trendline as it approaches the July 20th parabolic where it begins going backward in time.
We're coming to the end of a market cycle that has been driven by Federal Reserve quantitative easing money printing 25 years ago.
We're coming to the end of a market cycle that has been driven by Federal Reserve quantitative easing money printing 25 years ago.
π¨π Global One SI - Prompt
If you're wondering where to start with incorporating AI into your trading, you'll want to save this. How to build a performance review dashboard with Claude (step-by-step)
How to never hit your usage limits with GPT-5.6 Sol
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
Iranian missiles hit 2 UAE tankers, the Mombasa and Al Bahiyah, in Omani waters. 1 Indian crew member killed, 8 wounded, per the UAE Ministry of Defence.
The UAE is now a direct target, not just a spectator.
Oman's territorial waters are part of the conflict zone.
The IRGC accuses the US of inciting an "illegal route," while the UAE says it retains its full right to respond.
The UAE is now a direct target, not just a spectator.
Oman's territorial waters are part of the conflict zone.
The IRGC accuses the US of inciting an "illegal route," while the UAE says it retains its full right to respond.
π₯1
China's June trade surplus just hit 125.6 billion dollars, the second highest monthly surplus any country has ever recorded.
Exports up 27% year on year.
Imports up 36%, per Michael Pettis's read of the data.
That keeps the full year 2026 surplus on pace to break 1 trillion dollars again, confirming the trajectory from my last piece.
The weapon just got a fresh reading.
Exports up 27% year on year.
Imports up 36%, per Michael Pettis's read of the data.
That keeps the full year 2026 surplus on pace to break 1 trillion dollars again, confirming the trajectory from my last piece.
The weapon just got a fresh reading.
π’WTI, Brent Crude Oil, NGAS Trading π
Russia's fuel crisis just reached a third dimension. First the gas stations ran dryβ½οΈ Then the tankers in the Sea of Azov stopped movingπ’ Now the runways are next... Refueling is limited or gone in Makhachkala, Krasnodar, Astrakhan, St. Petersburg, Yekaterinburgβ¦
Russian refinery runs just crashed to 3.8 million barrels a day in June.
Down 1.5 million from where 2026 started.
2023, 2024, and 2025 all bounced around 5.0 to 5.7 million barrels a day at this point in the year.
2026 fell off a cliff in April and never stopped.
Ukrainian drone strikes did more damage to Russian refining capacity in months than sanctions did in years.
That is why crack spreads are surging everywhere else.
Less Russian product on the market tightens refined fuel supply globally.
Down 1.5 million from where 2026 started.
2023, 2024, and 2025 all bounced around 5.0 to 5.7 million barrels a day at this point in the year.
2026 fell off a cliff in April and never stopped.
Ukrainian drone strikes did more damage to Russian refining capacity in months than sanctions did in years.
That is why crack spreads are surging everywhere else.
Less Russian product on the market tightens refined fuel supply globally.
π¨π Global One SI - Prompt
Ukraine's drone units claim 76 Russian vessels hit in the Azov and Black Seas in just 5 days. Claimed, per Ukrainian UAV units: π¨28 more vessels engaged on the night of July 11 alone Total of 76 vessels hit between July 6 and July 11 Source: the unitsβ¦
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11 more Russian vessels hit in the Sea of Azov overnight. 5 tankers, 5 dry cargo ships, 1 tug.
That brings the running total to 116 vessels struck.
That brings the running total to 116 vessels struck.
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π¨π Global One SI - Prompt
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Annual processing capacity: roughly 10 million tons.
This is not a border region anymore. Ukrainian drones are now reaching deep into Russia's industrial interior, further than most people think this capability extends.
The refinery campaign has no effective safe zone left.
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π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
π¨π³China's June crude imports: 7.15 million barrels a day.
Every other June in the last 5 years:
12.19 in 2025,
11.35 in 2024,
12.72 in 2023,
8.75 in 2022,
9.81 in 2021.
June 2026 is the lowest print in this entire window, well below even the 2022 low.
Beijing is not buying at war prices. It is running down the 1.1 billion barrel stockpile instead.
Every other June in the last 5 years:
12.19 in 2025,
11.35 in 2024,
12.72 in 2023,
8.75 in 2022,
9.81 in 2021.
June 2026 is the lowest print in this entire window, well below even the 2022 low.
Beijing is not buying at war prices. It is running down the 1.1 billion barrel stockpile instead.
π1
π¨π Global One SI - Prompt
SpaceX $SPCX has fallen to $137 after-hours, only $2 above its historic IPO price of $135 per share. Since trading began at $150 per share, ever single retail investor is now underwater on the stock.
Every IPO in history follows the same script: SpaceX won't be different
β1
π¨π Global One SI - Prompt
The South Korean KOSPI Index composed of 54% SK Hynix and Samsung, has now fallen to a critical support level. If broken, there's nothing stopping the market to continue gapping down. This comes after analysts warned of possible forced-selling to cover $19Bβ¦
The South Korean KOSPI index has officially entered a bear market after falling 20% from the peak.
Memory manufacturers SK Hynix and Samsung accounted for 54% of the index at the peak.
Memory manufacturers SK Hynix and Samsung accounted for 54% of the index at the peak.
π¨π Global One SI - Prompt
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Uh oh... The "Chief Investment Strategists" were all on CNBC today telling you to buy memory & chip stocks like $MU, $SNDK and $NVDA
Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term."
Take a guess what that means...π
Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term."
Take a guess what that means...π
π¨π Global One SI - Prompt
Uh oh... The "Chief Investment Strategists" were all on CNBC today telling you to buy memory & chip stocks like $MU, $SNDK and $NVDA Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term." Take a guess what that means...π
They need some dumb money to sell to.
β1
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POV: U.S and Iranian ships in the Strait of Hormuz l about to shoot at each other the realizing the stock market just opened