π¨π Global One SI - Prompt
πΊπΈπΊπ¦π·πΊβΌοΈπ¨ LINDSEY GRAHAM'S TIMELINE Last 48 hours: 1) Visits Ukrainian drone factories 2) Russia strikes drone factories 3) Graham βdies suddenlyβ It could, of course, be a sudden heart attack right after returning home, but it could also be that he wasβ¦
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πΊπΈπ·πΊ Trump says he is going to sanction Russia, Iran and Hezbollah in honor of Lindsey Graham
π¨π Global One SI - Prompt
#WTI If history is any indication, oil should begin its collapse next week along with the global economy.
We shall find out next week. The two week bounce in oil has happened right before the last 3 market crashes 2000, 2008, 2020 π€«
β1
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
$IBM plummeted 25% today after the company preannounced earnings that fell well below expectations.
This is IBM's worst single day loss since Black Monday October 19, 1987
This is IBM's worst single day loss since Black Monday October 19, 1987
π1
π¨π Global One SI - Prompt
Video
Cisco $CSCO continues to find resistance on the inverted parabolic that is going back in time.
This is happening while concern over the serviceability of AI capex debt continues to intensify.
This is happening while concern over the serviceability of AI capex debt continues to intensify.
π¨π Global One SI - Prompt
Do not fall for this guy's crocodile tears. He just needs your money again.
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Man... Chamath is such a prick.
He's back to steal more money.
If you could go back in time, would you do the SPACs again?
"I wouldn't have come on CNBC and talked about them."
Wait, you're talking about your current project (on CNBC)?
"This SPAC is different..."
He's back to steal more money.
If you could go back in time, would you do the SPACs again?
"I wouldn't have come on CNBC and talked about them."
Wait, you're talking about your current project (on CNBC)?
"This SPAC is different..."
π1
π¨π Global One SI - Prompt
The Anthropic team recently released a comprehensive guide to getting started with loop engineering. 99% of people missed it. I translated the entire guide to plain English (send this to your Claude Code agents)
Fable 5 + GPT-5.6 Sol is a literal cheat code.
Not many people realize you can use your GPT subscription inside Claude Code.
This means Fable can orchestrate GPT-5.6 subagents.
Here's how to run the ultimate GPT-5.6 + Fable setup:
Step 1. Install the proxy
" brew install raine/claude-code-proxy/claude-code-proxy "
Or via install script:
" bash curl -fsSL raw.githubusercontent.com/raine/claude-code-proxy/main/scripts/install.sh"
Step 2. Authenticate with your ChatGPT account
" claude-code-proxy codex auth login "
This opens a browser OAuth flow.
Sign in with your ChatGPT account, not an API key. Your existing subscription covers it.
Step 3. Start the proxy
" claude-code-proxy serve "
Keep this terminal open.
Step 4. Run it
claudex # GPT-5.6 Sol session inside Claude Code
claude # normal Fable/Sonnet session unchanged
Why this combo works:
β Fable 5 leads on SWE-Bench Pro at 80% vs Sol's 64.6%. Sol leads on terminal coding benchmarks and burns 50% fewer tokens doing it. Use each where it's strongest.
β Apply the 10-80-10 system: Fable plans the loop, GPT-5.6 Luna/Terra handles the grunt work, Fable reviews the output
β Sol costs roughly half what Fable 5 charges per million tokens on the execution layer, so the middle 80% just got dramatically cheaper
Two subscriptions, one harness, and get the best of both models.
Not many people realize you can use your GPT subscription inside Claude Code.
This means Fable can orchestrate GPT-5.6 subagents.
Here's how to run the ultimate GPT-5.6 + Fable setup:
Step 1. Install the proxy
" brew install raine/claude-code-proxy/claude-code-proxy "
Or via install script:
" bash curl -fsSL raw.githubusercontent.com/raine/claude-code-proxy/main/scripts/install.sh"
Step 2. Authenticate with your ChatGPT account
" claude-code-proxy codex auth login "
This opens a browser OAuth flow.
Sign in with your ChatGPT account, not an API key. Your existing subscription covers it.
Step 3. Start the proxy
" claude-code-proxy serve "
Keep this terminal open.
Step 4. Run it
claudex # GPT-5.6 Sol session inside Claude Code
claude # normal Fable/Sonnet session unchanged
Why this combo works:
β Fable 5 leads on SWE-Bench Pro at 80% vs Sol's 64.6%. Sol leads on terminal coding benchmarks and burns 50% fewer tokens doing it. Use each where it's strongest.
β Apply the 10-80-10 system: Fable plans the loop, GPT-5.6 Luna/Terra handles the grunt work, Fable reviews the output
β Sol costs roughly half what Fable 5 charges per million tokens on the execution layer, so the middle 80% just got dramatically cheaper
Two subscriptions, one harness, and get the best of both models.
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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Iran just named its campaign.
Operation Nasr 2, phase 3, hit Sheikh Isa base in Bahrain and the MQ-9 drone ramp at Ali Al-Salem base in Kuwait, per the IRGC Navy.
Targets: weapons, vessel parts, aircraft components.
The targets are just getting more organized.
Operation Nasr 2, phase 3, hit Sheikh Isa base in Bahrain and the MQ-9 drone ramp at Ali Al-Salem base in Kuwait, per the IRGC Navy.
Targets: weapons, vessel parts, aircraft components.
The targets are just getting more organized.
π₯1
π¨π Global One SI - Prompt
π¨π·πΊRussia's 2026 budget deficit hit 5.7 trillion rubles in the first half of the year alone.
The full year target was 3.8 trillion.
Oil and gas revenue is down nearly 30% year on year.
The refinery strikes from the last piece are now showing up directly in the federal budget.
Moscow is raising VAT, issuing record debt, and draining its reserve fund, which just fell below the size of the deficit itself.
Every ruble the Kremlin diverts to plug that hole is a ruble it cannot spend on the war.
The full year target was 3.8 trillion.
Oil and gas revenue is down nearly 30% year on year.
The refinery strikes from the last piece are now showing up directly in the federal budget.
Moscow is raising VAT, issuing record debt, and draining its reserve fund, which just fell below the size of the deficit itself.
Every ruble the Kremlin diverts to plug that hole is a ruble it cannot spend on the war.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈTrump just laid out the actual Strait of Hormuz policy in 1 sentence: open to everyone, closed only to Iran.
"It's open if people want to go through it. We're not opening it for Iran. That's the only one it's closed for."
For months Iran closed the strait to pressure the world. Now the US runs it and closes it to 1 country only, the one that actually borders it.
He also added that lot of things have happened, pipelines are being built.
"It's open if people want to go through it. We're not opening it for Iran. That's the only one it's closed for."
For months Iran closed the strait to pressure the world. Now the US runs it and closes it to 1 country only, the one that actually borders it.
He also added that lot of things have happened, pipelines are being built.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
The world is not waiting to find out who controls Hormuz. It is building around it.
Goldman Sachs tracked 7 pipeline and export projects now under construction or planned across the Gulf.
1. By end of 2027, over 45% of pre-war Gulf exports could bypass Hormuz entirely.
2. By end of 2028, that rises past 60%.
3. Median Gulf pipeline construction time: 2.5 years, faster for disruption driven projects.
7 to 9 million barrels a day will still need Hormuz no matter what gets built. Qatar's LNG has no alternative route at all.
The era of Hormuz as irreplaceable is ending. It is not ending fast enough to matter this year.
Goldman Sachs tracked 7 pipeline and export projects now under construction or planned across the Gulf.
1. By end of 2027, over 45% of pre-war Gulf exports could bypass Hormuz entirely.
2. By end of 2028, that rises past 60%.
3. Median Gulf pipeline construction time: 2.5 years, faster for disruption driven projects.
7 to 9 million barrels a day will still need Hormuz no matter what gets built. Qatar's LNG has no alternative route at all.
The era of Hormuz as irreplaceable is ending. It is not ending fast enough to matter this year.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈTrump just explained why Kharg Island's oil terminal is still standing after 2 or 3 strikes there.
"Hit everything but the oil. Leave that little area from 25 yards out. Don't touch the oil. Because I don't want that in terms of the world economy."
That is the standing order. Degrade everything around Iran's largest oil export terminal, but leave the actual export infrastructure alone, on purpose.
This is why the blockade has not broken the flat price past 100 yet.
The restraint is deliberate, not accidental.
"Hit everything but the oil. Leave that little area from 25 yards out. Don't touch the oil. Because I don't want that in terms of the world economy."
That is the standing order. Degrade everything around Iran's largest oil export terminal, but leave the actual export infrastructure alone, on purpose.
This is why the blockade has not broken the flat price past 100 yet.
The restraint is deliberate, not accidental.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈTrump just outlined the next phase.
π₯Iran's power plants and bridges, starting next week.
"We're gonna knock out all their power plants. We're gonna knock out all their bridges."
Every strike so far hit military, naval, or oil infrastructure.
This is the first time the stated target list includes civilian power and transport infrastructure directly.
That is a different kind of war than the one the market has been pricing for a month.
π₯Iran's power plants and bridges, starting next week.
"We're gonna knock out all their power plants. We're gonna knock out all their bridges."
Every strike so far hit military, naval, or oil infrastructure.
This is the first time the stated target list includes civilian power and transport infrastructure directly.
That is a different kind of war than the one the market has been pricing for a month.
π₯1
π¨π Global One SI - Prompt
The UK is now conducting nighttime helicopter training. Very odd that both the US and UK are doing this at the same time.
Military chopper training is getting extremely heavy in the US and UK.
Are they preparing for the amphibious land invasion of Qeshm Island, Iran?
Are they preparing for the amphibious land invasion of Qeshm Island, Iran?
π1
π¨π Global One SI - Prompt
S&P stocks above the 150 day moving average is back on the 2024 resistance trendline. Still on target for July 20th.
S&P stocks above their 150 day moving average update.
Still finding resistance on the 2024 trendline and targeting July 20th
Still finding resistance on the 2024 trendline and targeting July 20th
π¨π Global One SI - Prompt
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 25β¦
Nasdaq 100 $NDX is tracking perfectly to July 20th.
This marks the point where 25 years of QE money printing turns the parabolic backward in time.
What happens next?
This marks the point where 25 years of QE money printing turns the parabolic backward in time.
What happens next?
π¨π Global One SI - Prompt
Nasdaq 100 $NDX is tracking perfectly to July 20th. This marks the point where 25 years of QE money printing turns the parabolic backward in time. What happens next?
How corrupt is the entire system if this was the top?
π¨βπ»1