Drone Strikes Destroy 40% of Russia's Primorsk Oil Storage
Exclusive: Russia's Primorsk oil terminal lost 40% of storage to drone attacks, satellite images show https://t.co/zqKHubcFrw
Kremlin Says Strait of Hormuz Open for Russia
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
Oil Hits 2008 Highs; Supply Shock Warns Food Price Surge
Kita perlu be more transparent on the risk ahead and plan. Harga & supply. Worst in history, highest in nearly 20yrs. NOT FAKE NEWS. IT’S REALITY. Other prices will spike next: FOOD. Harga minyak futures Vs harga actual jauh beza....
Coke Now Outprices Microsoft, Defying Gates' Logic
Bill Gates once argued that tech stocks should trade at lower multiples than consumer staples, due to disruption risk. Nearly 30 years later, $KO is trading at a premium to $MSFT https://t.co/kvxe5UxICA
Buy Signal Returns as S&P 500 Drops 9%
The S&P 500 just pulled back 9.1% from its record high. Sentiment indicators are flashing the same buy signal that nailed the bottom last April. 🔒 Members-Only https://t.co/GcAng779YL
Buy Fear, Sell Euphoria: Invest Amid Uncertainty Now
The best time to invest in businesses is when there is widespread fear and uncertainty. It pays to buy fear and sell euphoria. The fear is very elevated right now, the risk/reward is favourable.
Crisis-Driven Growth Stock Dip Signals Buying Opportunity
The geopolitical conflict has caused growth stocks to come under severe pressure and valuations are now compressed. The near-term may be choppy but historically periods of extreme fear and crisis have turned out to be buying opportunities. This time should...
Forward Curve Isn't a Forecast—Don't Trust Future Prices
🔹Be careful: the forward curve is not a forecast. It has rarely matched actual realized prices. For example, if you assume the December 2026 futures price reflects where the market will actually be at that time, you’re to be...
Prioritize Strong Structure, Momentum, Clean Zones for High‑Probability Trades
Most traders mark every supply and demand zone and treat them all the same. That’s why they get inconsistent results. High quality setups come from strong market structure, clear momentum, and clean reactions at key levels. If the zone is messy or formed...
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
Married Filing Separately Doubles SALT Deduction for High Earners
Just the most jackass MFS that I've had to do. Couple lives in TX. They have about $600k in AGI, so they're capped at $10k in SALT MFJ. Their SALT is about $20k. By filing separately, they each get the full $10k...
India Cuts Fuel Taxes, Firms Absorb Losses, Supplies Secured
Indian government has cut excise taxes on petrol and diesel to help keep pump prices stable. Oil marketing companies are also sharing the burden, bearing losses of INR 24/litre (12 cents) on petrol and INR 104/litre ($1.12) on diesel.
RM3.2B Fuel Subsidy: Who Ultimately Pays?
RON95 is still RM1.99. The government spent RM3.2 billion in under a week to keep it there. Who do you think pays for that eventually — consumers or businesses? Drop your answer below
Housing Market Divides: West Surplus, Midwest Shortage
The housing market has split into two. In South and West states, the housing shortage is over. (inventory up to 741k listings as of March 2026, above 2019 levels). Prices are dropping and buyers have leverage in TX, FL, GA,...
Past Low LTVs Preceded Credit Boom; Today’s Opposite
Loan-to-value data was low back then. In 2006, only 4% of homes were underwater, but we experienced a massive credit leverage boom, with down payment data dropping to 21st lows in 2008 after credit broke in 2005. It's the complete...
Max Retirement First, Then Brokerage, Before Property
You’re 29, Management Consultant, Chicago. $190k income. Single, no kids, renting. $80k retirement, $60k brokerage, $25k cash. You want to accelerate wealth. Do you Max retirement accounts, Build a taxable brokerage, or Save for real estate?
Sleep Soundly: Grow Portfolio without Stock Picking
If I wanted to grow my portfolio without picking a single stock and still sleeping well at night, here's exactly what I'd do. (No gatekeeping)
Turn Financial Mistakes Into Money Mastery
If you financially f***cked up but you want to turn it around and get your money right — I hope you find my page.
Align Real Estate Strategies to Preserve Generational Wealth
Most fiduciary risk doesn’t come from bad intentions. It comes from misalignment. After 25+ years advising on estate and trust matters, one thing is clear: When real estate is involved, complexity multiplies. Legal structure. Tax exposure. Market timing. Family dynamics. All tied to one asset. Handled...
Aligning Fiduciary Duty with Real Assets Preserves Generational Wealth
At ARH Global Advisors, we approach these situations differently: We align fiduciary responsibility with real asset strategy and long-term capital planning—ensuring that decisions are not only compliant, but optimal. Because in these moments, the goal is not simply execution. It is preservation of...
Five Winning Real Estate Strategies for Today's Market
Part 1: Top 5 Real Estate Investing Strategies for Today’s Market Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
SPY Holds $645; Early Long Entries Low‑Pain
$spy Daily. I try and simplify it. The level was $645 and it held. Didn’t gov much pain if u added to some long in the first 15-30-60 minutes https://t.co/2rNgNrybJI
Holiday Week Brings Continued Wild Market Volatility
We still have NFPs tomorrow - which can generate volatility through thinned liquidity - but by and large the market is done for the week. What to expect next week? Wild Market Volatility Likely to Continue Through Holiday Conditions https://t.co/cnoL8Uiqb5
Brent Spot Price Hits $141.36, Highest Since 2008
The spot price for current physical cargoes of Brent crude oil soared Thursday to $141.36, the highest level since the 2008 financial crisis, according to S&P Global - CNBC
Record Hormuz Outflow: 4 Million Barrels, War‑Era Peak
Everything suggests that at least ~4 million barrels of crude exited the Strait of Hormuz today. Largest outflow since the 1st day of the Third Gulf War. (... And yes, that's a fraction of the 20 million barrels a day...
Buy Quality Stocks at 200‑week EMA, Reap 25
$LIN up 100 points, 25% in 4 months....we get fancy, but it really is as simple as buy high quality companies at the 200-week EMA
Yardeni Confirms Market Bottom Amid Thursday Volatility
Ed Yardeni tells CNBC the market bottom is in. He's sticking to his thesis despite Thursday's volatility. https://t.co/rnvPZiNW7A
US Hits Record Petroleum, Naphtha, LNG Exports Post‑Hormuz
Most recent interview.... Note: New record highs for the US after the closure of Hormuz: 🎯Export of petroleum products 🎯Exports of Naphtha 🎯Exports of LNG
Bond Traders Show Minimal Bearishness Ahead of Jobs Report
Bond traders are the least bearish in 10 years ahead of tomorrow’s jobs report: BMO survey. Just 24% of respondents saw the next 15 bp move in 10-year yields as being higher, the lowest since Nov. 2010. Most see the...
Oil Prices Surge, Other Energy Markets Remain Flat
Third Gulf War — energy impact (week-on-week; Fri-to-Thu because Easter): Dated Brent oil: ⏫ +17.5% (note physical, not futures) WTI crude oil: ⏫ +12.2% Newcastle coal: ↔️ +1.5% EU nat gas TTF ⏬ -7.6% German power:...
You Only Need £20 to Begin Investing
Old belief: I need thousands to start investing New belief: I can start investing even with £20.
SpaceX's IPO Valuation Skyrockets at Astronomical Multiples
SpaceX trying to go public at 80x forward sales, 500x forward earnings, and 125x forward EV/EBITDA multiple https://t.co/rk6SKuODJy
Discounted Purchase Isn’t Saving; It’s Just Spending Less
You bought a shirt for 40% off and told yourself you “saved” money. No you didn’t. You spent less. That’s not the same thing. If that “saved” money is still in your checking account, it’s not saved. It’s just unspent yet....
Geopolitics Drive Record US Oil Exports and Price Surge
🎯 Following the Hormuz Crisis, U.S. exports of petroleum products surged to a record high last month as Europe suffers for high diesel and jet fuel prices, while Venezuela’s crude oil exports reached their highest level in six years. 🎯Following Trump's...
Markets Rise Amid Volatility; Seize Long-Term Opportunities
Despite the volatility this week: $SPX +3.4%, $DJIA +3% and $CCMP +4.5%. Solid econ data as well. Volatility is expected to continue until war ends but if you wait for certainty you will miss some great LT...
WTI Must Hit $120 to Push Gas to $5 per Gallon
National average gasoline at $4.07. Probably take $120 WTI oil to get to $5 per gallon Gas (WTI now at $112 per barrel)
Trump Increases Tariffs on Steel, Aluminum, Copper
Fact Sheet: President Donald J. Trump Strengthens Tariffs on Steel, Aluminum, and Copper Imports – The White House https://t.co/IXDEgVOFVH
White House Tightens Controls on Aluminum, Steel, Copper Imports
Strengthening Actions Taken to Adjust Imports of Aluminum, Steel, and Copper Into the United States – The White House https://t.co/K1KguBjwkT
Sacramento March Sales up $400‑500K Year‑over‑year
It's still early to pull sales for March, but here's what it looks like so far when we compare this year to last year in the Sacramento region. It's positive to see more growth between $400-500K. I'll update this visual...
Brent Crude Futures Plunge Sharply This Week
Brent crude oil futures looking out a few months and beyond are down sharply in the past week @augurinfinity https://t.co/0xHk81TJYg https://t.co/VVmceseKBH
Borrowing From Citizens, Hoping They Die Before Repayment
You let the government borrow from you with hope you pop off before you collect what you paid into the system.
S&P Flat as Oil Jumps 10%—Unexpected Loss
SPX flat with Oil +10% wasn't not on my bingo card. An L for me.
Power Surge Fuels AI & Nuclear Stock Picks
This correction is a gift. It’s clear power demand is at all time highs & I’ve been adding these… $IREN — 4.5GW secured, 810MW live + $9.7B Microsoft AI cloud contract. $VST — Nuclear baseload king. 20-year Meta PPA locked in. $VRT —...
Relief as Soybean and Corn Prices Remain Low
All this sticking a fork in soybeans and corn makes me feel so much better that we are not near our highs yet. Even the farmers hate it going up. Lol. Have a great holiday Eater weekend and back...
Oil Flow Could Fully Recover Within Four Weeks
Tomorrow, I am going to show that there is actually a path towards a fully recovered oil-flow in 4 weeks from now, even despite a situation where Trump doesn't really end the war, or where he leaves with solving the...
Oil Prices Hit Highest Since 2008, Surpassing War Levels
From Bloomberg: “The world’s most important price for real-world oil barrels surged above $140 on Thursday, the highest since 2008. Dated Brent, the price of shipments bought and sold in the North Sea, reached $141.37, surpassing levels seen when Russia invaded...
Japan's Public Debt Fuels Massive Sovereign Carry Trade
amazing writeup on japan's public sector balance sheet, net debt, and massive sovereign carry trade. https://t.co/JTMMXBfCKu
Defy Base Rates Only When Conviction Is Proven
"If you have a strong conviction that they're gonna do something other than the base rate, then you better be very, very good in making that assumption or calculation." Base rates usually win. But the great companies defy them. I thought...
Kodiak Gap Move Sparks
Kodiak (KOD) holding recent gap move well sees sneaky buy late for 350 Sep. $45 calls 8.50 to 9.00
Challenge: Compare Samof
I dare you to lookup a relative perf chart of @SamofAmerica vs. Cathy's Flagship ETF starting in October of 2025