I am the admin of two public energy investing message boards (doomonyou at both). Due to a serious hacking attack the older board ( investorvillage.com/Groups.a…… ) is not publicly viewable and is not free to join like it used to be. It is working normally however at this time if you were a member you are still. I have setup a new public board, fully moderated, to discuss energy and metals investing at X communities at x.com/i/communities/19512553… with many of the same people there and that one is free to join and publicly viewable without consideration. For now the Investorvillage board is much busier and has recovered somewhat to its old volume of posts. But both boards will be maintained in case Investorvillage has future problems, as I am not clear on the new pay-only business model works long term. Better to be prepared.

$spcx is going to go straight to like 4 trillion dollars on an absolute frenzy and THEN get flash added to to the indexes at 250x revenues or whatever fever dream it hits. Serves the indices right for changing the rules.

Ah, this tweet should be in my upcoming book...

Exactly

RT @HFI_Research: Revised following the SPR release figures. Final crude estimate for June 12 week. Total crude draw of 15.34 million b…

Chinese refineries bought Gulf crude today. Usually a sign they find the physical premium attractive, just sayin'.

Let me tell you sonny!! I remember this like it was just last week, back when people we're telling me I was too conservative again...

Strait of Hormuz, 14–15 June 2026: 4 AIS-transmitting cargo vessels transiting. All using the South (Omani) Corridor, inbound and outbound. Flags: India, Sri Lanka, Iran, India. All cargo. No North Corridor traffic.

For the neocloud services they are selling? I put a negative multiple on it. There is negative equity value at xAI for the third-party, merchant neocloud business. It is a cost center, not a profit center, to feed the LLM business (with its stated $23T TAM).

$SPCX is going right to 3 trillion market cap isn't it? You know its really impressive how big this bubble is going to end up getting.

New York didn’t stumble into an energy crisis. Albany built one. A decade ago, New York’s grid ran on a balanced mix of nuclear, natural gas, and renewables, and families paid about 18¢ per kWh for electricity. Then Albany shut down Indian Point in 2020 and 2021, eliminating 2,000 megawatts of clean, reliable, around-the-clock power. What happened next? Natural gas jumped from 36% to 47% of the grid. Renewables barely moved. Electricity prices climbed to nearly 30¢ per kWh, about 70% higher than the 2016 low and now among the highest in America. And the craziest part? New York sits on top of some of the most abundant, affordable natural gas in the country, yet politicians blocked the pipelines needed to bring it to consumers. The solution isn’t complicated: finish the pipelines, keep nuclear and build more of it, complete the Champlain Hudson transmission line, unlock the jobs and mineral rights of the Southern Tier, and eliminate the hidden fees driving up utility bills. Affordable, reliable power is a choice. As Comptroller, I’ll be the watchdog who holds Albany accountable for the cost of that choice.

ZERO PASSAGE IN THE STRAIT OF HORMUZ || THE IRGC NAVY HAS NOT ISSUED ANY PASSAGE PERMITS FOR OVER 96 HOURS. || UNTIL FURTHER NOTICE, THE STRAIT OF HORMUZ IS CLOSED TO ALL VESSELS AT THE ENTRY AND EXIT PASSAGE-IRIB NEWS AGENCY

This administration’s attempts to bring gasoline prices down for the average American are asinine. The average American spends about $200 per month on gas. Even if that doubles, it’s a mouse fart in a hurricane compared to how much auto, home, and health insurance bills have skyrocketed since before COVID. Those costs are absolutely breaking the country, yet politicians refuse to discuss it. Now we’re about to send billions to a dangerous regime that openly says they want us dead—just to lower oil and gas prices. None of this makes sense.

Syracuse announced a financial deficit this week after missing their enrollment target. They cite demographics geopolitics, but the answer is much simpler: There are 5.7k higher ed institutions in the US, charging way too much for something that is worth less than ever

No surprise, "Chinese municipalities are intensifying property support measures by expanding housing subsidy programs and optimizing provident fund rules, moves aimed at lowering home-buying costs and stabilizing a sluggish real estate market.." Reports @business @Charlie123_ZHU Chunying Zhang Chinese home buyers have seen their home prices drop MoM for ~3 years. See my 👇05/17 post. Continued big negative for China consumers. Chinese consumer's most important asset, their home values, keep going lower. MoM % drops increased post Trump Liberation Day. New home prices: 35th consecutive MoM % drop. Apr -0.19% MoM. 2nd hand home prices: 36th consecutive MoM % drop. Apr -0.23% MoM. #oott

Initially the plan was that the US blockade would be lifted after 30 days. Iran demanded that it would be lifted upon signing. Somehow it’s being lifted 5 days *before* the signing?

🚨🚨🚨ראש ממשלת פקיסטן שריף: ״לאחר שיחות אינטנסיביות, אנו שמחים להודיע כי הושג הסכם שלום בין ארצות הברית של אמריקה לבין הרפובליקה האסלאמית של איראן. שני הצדדים הכריזו על הפסקה מיידית וקבועה של הפעילות הצבאית בכל הזירות, כולל בלבנון. טקס החתימה הרשמי יתקיים ביום שישי, 19 ביוני, בשווייץ״

This is honestly true for once...it should have been the tactic from the start...

Re: China and Taiwan. The idea in the age of long range drones, long range missiles, drones that can launch missiles, submarine launched missiles, etc. that Taiwan can be secured against a Chinese blockade is beyond a joke. There will be no invasion, no D-Day re-enactments. China will just announce as of this coming future date its illegal to take a ship to Taiwan without Mainland permission. Anyone leaving can go, no issue. But ships must check in at Chinese mainland customs first before heading to Taiwan.

Those damm lazy kids! Back in my day.... (Sent from my second home I bought 23 years ago for 3 clam shells and a fox pelt)