How Undervalued Is #Silver Really? (The REAL REASON It Won't Stay Cheap) youtu.be/l5K_1_YvG5k

Every day we get closer to tank bottoms and yet oil dropping like a rock. Lower crude prices now will only exacerbate the eventual supply crunch.

Wait till the market now realizes that there is indeed an energy crisis… the “why” behind why he made this shitty deal

The world has lost over a billion barrels of oil We've had fake deals and fake ceasefires for months All the big tech companies are selling stock in the most overvalued market in history This is all a giant s*** show and it's going to end badly

The supposed peace agreement has already been violated

The new US-Iran "deal" looks more like a fragile pause than real peace. Terms already disputed: Trump’s version ≠ Iran’s version Israel flat-out rejects the Lebanon clause and keeps striking Nuclear issues kicked down the road 60 days Hormuz “opening” Friday sounds nice, but mines, proxies & mistrust remain Short-term: oil getting hit on hopium, equities mild bid. Long-term: I give it ~20-25% odds of holding even a few months. History says these things collapse fast. Staying long oil into Jan. This feels like kicking the can, not solving anything. What am I missing?

Still long oil. Markets seem convinced that Hormuz will open shortly following a signed peace deal. I'm not. Iran doesn't have to beat the U.S. military. It just has to make insurers, shipowners, and crews believe the Strait isn't safe. That's a much lower bar. I'll believe Hormuz is open when tankers are moving normally, not when politicians say it is.

I'm shocked I tell you. Sounds like the peace deal narrative is getting the usual weekend treatment. Expect another dovish reversal tomorrow morning 5 minutes before markets open.

🚨 Inflation adjusted Silver ATH is $1,857 per ounce

There's the weekend Trump we all know

Iran hackers claim to have hacked California water utilities as a "warning" securityweek.com/iranian-cyb…

This week in oil markets: - Israel attacked Beirut - Iran attacked Israel - Israel attacked Iran - Iran downed a U.S. Apache helicopter - The U.S. attacked Iran - The U.S. Navy disabled three oil tankers - Iran fired on Bahrain, Kuwait, and Jordan - Iran declared the Strait of Hormuz closed Now here's the graph: oilprice.com/futures/wti/

Iran launched multiple one-way attack drones in an attempt to strike commercial ships transiting the Strait of Hormuz. U.S. forces have downed all of them in recent hours as traffic flow through the strait continues unimpeded. The international trade corridor remains open for transit.

Iran’s Foreign Minister Abbas Araghchi: Fees will be charged for services in the Strait of Hormuz, and these services will no longer be free. This important matter has been confirmed: payment of fees is required.

Once markets are closed airstrikes can start again and the peace deal can be shelved until Sunday night

Elon Musk was able to become a trillionaire because he doesn’t spend $5 on coffee everyday

If the strait of hormuz ever does open, it will be bullish for oil prices. It's a sell the rumor, buy the fact dynamic.

lol. highly doubtful there's any peace deal. if there is, terms will be favorable to Iran, and Hormuz will not be returning to it's pre war status. Every day that goes by with more of this jawboning and wildly oscillating statements from Trump, we get closer to tank bottoms.

BREAKING: Iran says talks have now "completely stalled" due to Trump's positions and actions, saying that as long as Trump does not accept all of Iran's demands in the draft, the 60-day negotiation period has no chance of beginning and Iran won't sign, per a source close to Iran's Ghalibaf. Vance's new statements say the deal involves "no cash" and "no funds released for signing," while Iran's draft requires the US to release $24 billion in frozen funds and pay Iran $300 billion in war reparations before Iran signs anything. There clearly isn't an agreement.