"The choice is a real one, because death can be embraced in a number of ways; the pursuit of perfection and eternity in all its manifestations is equivalent to choosing the idea of death over the idea of life" ~ The Alchemy of Finance

The US Energy Secretary confirmed in an interview today that The US has been selling short term oil contracts. Arbitraging longterm contracts earned 20% yield on the SPR release, which happened to start today. Flattening the futures curve will keep oil prices higher for longer.

The longer Trump fools the market the harsher the crash will be

Conflict must last longer than expected. Conflict must be more disruptive to oil than is expected.

The war is not over until it is over,but ending the war does not end the crisis!

If SPY can't get a close above the 200DMA today then based on the current OI and GEX profile we are probably looking at a touch of 640 tomorrow.

I don't believe that these negotiation claims are serious. Trump needs to buy time to soothe the markets and for the Marines to get into place. The target list for possible landings: 1. Kharg Island 2. Qeshm Island 3. Konarak I'd eye #3. h/t YouTuber @HistoryLegends_

BREAKING: US officials say that Iran has placed at least 12 mines in the Strait of Hormuz as President Trump claims peace talks are underway, per CBS News.

Deployment of the 82nd Airborne Division from Ft. Bragg, as well as other units with the U.S. Army, appear to now be underway from bases within the Continental United States towards the Middle East, as staging continues for potential ground operations in Iran.

Full Coordination Between Israel And Washington, But Chances Of An Agreement With Iran Are Very Low; No Direct Talks Between The Sides So Far – Israel Hayom - The Fighting Continues According To The Plans, And The Quiet In The Last Few Hours Is Not Related To Trump's Statements

Dostoevsky... damn

The negotiations with Iran was the total bluff. Pure lie.

This is what i flagged alot earlier - that this gulf war will result in the gulf states diverting money away to shore up their defences instead.... this is the end of easy money for AI and DC buildouts

Tasnim: Hormuz won't return to pre-war state through psyops

Russell Napier, writing in the AI capex boom back in November: "...there are two catalysts that can bring a credit cycle hiatus that brings to an end the current AI capex boom. There can be a credit crisis, in the US or elsewhere, or a geopolitical schism that also creates a

"eligibility for the following bounties and facilities, a cut-off at 130 IQ, … $500,000 bounty for a first pregnancy … before the age of 25, … Further offspring can be subsidized at the level of maybe $200,000 each."

Learning is as much about effectively forgetting noise as it is about remembering signal.

Food is more important in a bear. Food scarcity can induce a bear.

an hour of work today buys roughly 250–270 miles worth of gasoline - roughly double what it covered during the 2022 crunch and significantly more than in pre-shale boom eras when efficiency lagged.

Anthropomorphized robots are not for utility, they are to make you more comfortable. The real advancements will not look human.

Ultra High Net Worth these days can start around 200mm. For that, it’s table stakes that you can get sports tickets, invites to exclusive events, some level of “networking” if you’re a founder or business owner, highly favorable loans, etc.