>indian flag

>>62105659
brownoids arr rook same boss

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brics can't afford $200 oil though

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Hormussy status: CLOSED

>>62105658
Were they Anglo-Persian Oil?

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>>62105647
they sent the wrong man
they should have sent the real JD Vance

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dont worry mumubros. a few bullish donnie tweets will save us.

>>62105669
The heavy weight fight that just ended was wild. Nigger got bloodied up good

>>62105675
we need to lower the minimum wage just for this guy

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if they'd sent me in i coulda opened up the hormussy

>>62105669
Imagine if W attended a WWE match in the middle of Operation Enduring Freedom

>>62105675
You joke, but Trump will 100% pump it with some BS if even if negotiations are actually dead in the water

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Can someone with historic SPY data tell me how often it goes -6% in a week, and then also tell me if that will happen this week or not? I feel like we're gonna get maybe -3% this week without additional news.

>>62105683
I agree, but it's also possible there's a lot of insider shorting going on. This pump was on thin volume and quite clownish, so he might be OK with it. That's my bear cope anyway.

WEEKEND CRUDE IS RIPPING

>>62105684
Why are you posting a picture of a tranny programming language?

>>62105689
im targeting the right demographic bud learn about marketing

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/smg/ movie nite soon
Year of the Dragon (1985)

>>62105691
dilate

>>62105683
If Trump wanted to pump it he would have told Vance to drag out the negotiations. Walking out now will obviously crash the market, this was planned.

OIL HAS PEAKED. MARKETS HAVE BOTTOMED. THE TIME FOR THE BEAR TRADE HAS ENDED. YOU HAD 6 WEEKS OF DOWN. THATS ALL YOURE GETTING

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>me thinking about all the mumj gloating from last week

I'm honestly surprised we didn't see market drops on friday, given that Trump was obviously lying about the status of the strait. I bet the war kicks off again thanks to Israel bombing either Iran or Lebanon.

>>62105688
YEAH RIPPING TO THE DOWNSIDE BECAUSE THE TOP IS IN, SCOTT BUSSY IS SHORTING IT NOW

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>tfw I landed a middle class IT job with good job security, a pension plan and benefits right before a global economic recession hits AND after being unemployed for 2 years
>tfw I don't have to pay any rent because its near my parents house
>tfw my employer will finance me buying the generational dip
>tfw my employer will finance my continuing education
>tfw house prices will crash and I will pick one up cheap

>>62105693
you'd liek that wouldn't you you little pervert

>>62105702
same, market has been bizarre lately.

>>62105697
THERES NO WAY THEY RIPPED THE MARKET STRAIGHT UP, GOT THE VIX UNDER 19, OPTIONS PRICES INSANELY CHEAP JUST SO THEY COULD LOAD THE BOAT ON PUTS AND ORCHESTRATE A BLACK MONDAY LIMIT DOWN EVENT
THERES JUST NO WAY THAT COULD EEEVVVEERR HAPPEN

>>62105702
They've probably told Bibi to take the gloves off.

>>62105699
>my gut was telling me all friday and today I should have just bought back in and accepted the war is actually over
Good to know not listening to my gut is the way to go

>>62105707
I told you all that any big move down would be orchestrated

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>>62105698
Ended?

Mr. Mumu the party hasn't even started yet!

>>62105714
when?

>>62105704
Nice going anon, this month must've been blessed for mumus

>moved across the country from canada to US
>PhD advisor got fired over bullsbit reasons 1 year into a 5 year total degree
>found a new phd advisor in my hometown whose work is way more interesting than my current stuff
>going to be using AI for farmers, actual practical and reliable tools that they understand and can service themselves
>oil calls might make it and secure my parents' retirement
>won't need to pay rent and will probably be able to move my parents to an actual house instead kf appartment
>mfw I'll ride out the next 5 years without worrying about a job, and enter the job market as recovery begins
>mfw I jad none of this until last week

I hope it works out for all of us bobos

>>62105664
brazil can
my 2 PBR calls are going to make me a VERY rich man

>>62105714
I STILL THINK THIS BEING OPEX WEEK ITS GONNA HOLD THE MARKETS UP. MARKET FUTES WILL PROBABLY OPEN UNCHANGED OR SLIGHTLY DOWN. THEY WILL GET THE MARKETS UP AND OIL DOWN

Lmao even WSB is coping
>"the market doesn't care"
>"wait for the taco!"

>>62105717
THE MARKETS ALWAYS BEEN MANIPULATED RETARD

>>62105713
It's pretty useful too seeing in practice how wrong your intuitions can be, next time you won't rely only on them no matter how strong the feeling is

>>62105706
The only explanation is investors are believing the US (specifically Trump) lying through it's teeth. If investors were sane, oil would still be skyrocketing and markets would continue dropping.
>>62105710
Who? You can't mean the US, they want oil prices down more than anyone, probably.

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Can we brainstorm the best buys on the bottom? I don't think the true bottom will be in for some time personally, but I wanna rotate into long positions once I'm satisfied. There's going to be a lot of opportunities.

If petro-dollar is kill, BTC seems obvious.

>>62105723
I thought those retards would have got oil calls the fuck? Some of them still believe the GME short squeeze has yet to happen

>>62105723
THE TACO WILL COME, PROBABLY WELL BEFORE TUESDAY

>>62105726
>The only explanation is investors are believing the US (specifically Trump) lying through it's teeth.
I think a lot of the volume this week may have been stupid bots just buying every headline.. Maybe in conjunction with the Fed or treasury doing some weird shit, idk. I think the clowns are about to be liquidated though and the markets gonna get smart quick.

>>62105726
Then why did they walk out?

>>62105727
Honestly no idea, during covid it was airlines and cruise ships but I think we're in for a much longer slump there, if some companies don't straight up go bankrupt.

My theory is that plastic is undervalued and it'll take a while for the cost shock to make it up the way of existing stock. Once oil gets expensive, plastic will be fairly valued for its' mechanical properties

>>62105727
Viking Cruises

High fuel prices will rape their stock, BUT it caters to wealthy White boomers so it will recover immediately after oil prices settle.

>>62105733
cause they genuinely believe they can win the war before anything serious happens. There's been tons of airlift movement to the middle east, probably to pillage munitions from European bases

I wish i was rich bros, being a wagie is pain

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Bloody monday incoming.
Its over

>>62105735
>>62105738
I'm trying to think of stuff beyond just oil or derivatives/adjacent industries. Like what else might a petrodollar collapse change? Maybe longing Chinese stocks or the Yen?

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Who's looking forward to power plant day? My shorts are gonna print.

>>62105733
Who?
>>62105732
I can only imagine, or investors are even more stupid than I thought. We'll see though, if the US can sort things out quick enough (namely, getting the strait open), things may stabilize before reality hits the markets. Let's see.

>>62105727
Your all going to laugh at me, but AI. There is a lot of false hype and crud in there right now, but post bubble pop we are going to get some amazons and netflixs out of the survivors

>>62105744
BYD has an EV that charges as fast as gasoline filling up
Semiconductors will be disrupted from Helium and LNG shortages
Oversold tech and consumer staples

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>>62105724
Of course!

But once its perceived as being so, that's when it absolutely unironically indubitably over! Like, for decades!

What makes the dollar work?

Belief!

What makes people obey the law?

Belief!

What sends a pile of shit like LUNR from $3 to $30 on 4 failed launches?

Belief!

Trust!! Belief!!!
Belief Mr. Mumu!
With belief you can accomplish anything. Without it, there's nothing to be done.

And belief in markets is fading away.

>>62105744
Chinese stock markets are much more regulated than the American ones, I think it's that way in Asia in general. The SK stock market has breakers for just 10% daily gain. Maybe as a hedge, but I don't think they're good for speculation. It might be the end of highly speculative markets like the NYSE if this crisis is bad enough

Oil longs are libcuck muslim terrorists and must be sent to the CAMPS

>>62105753
hahahah that's hilarious mumu, have a quarter

>>62105747
USA. If they wanted to prop up the price of oil they wouldn't have walked out before the markets even opened.

>>62105751
THE TOP 0.1% OWN OVER HALF OF ALL THE STOCK MARKET, THE 1% OWN LIKE 43% OF THE REST. REGULAR PEOPLE LOSING FAITH DO NOT MATTER. THEY HAVE NO MONEY KEK

>>62105671
>Were they Anglo-Persian Oil?
https://en.wikipedia.org/wiki/Anglo-Persian_Oil_Company
France and England been fucking up the middle east for a long time.

>>62105750
Good calls overall imo, can't go wrong with oversold tech if the market craters since it's already relatively cheap. Just trying to think ahead geopolitically and imagine what sectors might pop.. NATO countries are gonna be upping defense spend across the board presumably.. Semiconductors I'd be slightly worried about if China uses this to escalate with Taiwan but IDK shit.

>>62105749
>post bubble pop we are going to get some amazons and netflixs out of the survivors
Unfortunately the leading contenders seem to be mostly private rn. I know GOOG holds a lot of Anthropic though.. I think Zoom does too?

>>62105752
Is the LSE speculative?

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>>62105762
This has all happened before Mr. Mumu.

And it will all happen again.

>>62105750
Also note that China is nowhere near as protective of its' brands as America is, if BYD fucks up Beijing will let them go bankrupt

>>62105752
Maybe longing the materials they'd need then or something. And Forex is international and has futures, right?

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I bought SPY 670 puts for 4/17 yesterday, I'm expecting at least a 5 bagger

>>62105765
I got no idea man the oil call is my 2nd options gamble ever after I fucked up GME

>>62105768
Yeah materials like copper and iron should have a stable value i think? I'm gonna talk to an actual financial advisor about this stuff if I win, I'll try remembering to post the advice here

>>62105772
Apr 13 650 and Apr 17 640 here, hoping it prints

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>>62105727
tech/bitcoin has the most upside so that's what I'm in.

>>62105773
I don't want 'stable value' though I want to capture the upside by front running capital flow.

>>62105776
I think tech investment is gonna scale back a bit if this pops the AI bubble, but I hope you're right that they recover else I'm out of a job

>>62105766
fuck off already
you're annoying

>>62105647
what a surprise who could have seen this coming

>>62105776
That's kinda where I'm at too but BTC is too contentious in this thread typically. Has MSTR changed at all mechanically? I know that's even more divisive than BTC, but previously by holding MSTR, any dilution that occurred increased your BTC per share, so it was effectively a leveraged Bitcoin hold. If Bitcoin goes well in the next decade, MSTR will be like a global BTC bank.

>>62105777
Stable value is the best I'm hoping for cause if oil hits that high it's gonna be a massive recession, who knows what's gonna exactly happen. This gamble is already enough risk and I've watch "guh" enough times

Well, well, I GOT a lot of insults for trusting Profesor Jiang's thesis. American hubrys. You are all so arrogante that you can't see what is going on in front of you.

>>62105782
Well, to each their own - I'd rather be positioned where I see the greatest risk adjusted return. I'd assume gold/silver would moon though too if petrodollar dies.

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oh boy can't wait for retard pump on Monday so that the market ends up 0.001 in the green

More from the Arabs (Tasnim):

> The Iranian delegation's meetings with the Pakistani army chief and the prime minister to coordinate positions and object to the United States' reneging on its commitments

> The talks with the Pakistani government preceded the negotiations with the American side

>The discussions between Iran and the United States first took place at the level of the main delegations, then at the level of technical teams, and continued for more than 21 hours in total

> During the talks, Iran put forward new initiatives and sought to push the American side towards greater realism

> The excessive American demands prevented the reaching of a common framework for negotiation

> After Pakistani efforts and mediation to hold an additional round of talks and exchange texts since dawn today, the negotiations ended without results amid the continuation of the same American approach

> During the negotiations, Iran put forward reasonable initiatives and proposals, and the ball is now in the United States' court to deal with the issues realistically

>The American administration, as well as having failed in its military calculations, has also made mistakes in its negotiating estimates so far
> There will be no change in the situation of the Strait of Hormuz unless the United States shows readiness to accept a reasonable agreement
> No time or place has been set yet for a possible new round of negotiations

>>62105784
Are you the guy that lost everything last week?

>>62105763
This is fascinating. So what I have gleaned from a quick read is that The Iranian government jacked BP's facilities there to make their own oil company which still exists today. The British then backed a CIA coup in order to try getting it back but the Americans told them to "share it".

>>62105784
should've held

>>62105788
Israel and the IRGC not even being present was a dead giveaway it wasn't gonna happen, and that even if it did resolve it'd be a fake news event.

Memes aside how bad is monday going to be?

>>62105669
good I hope Jon jones knocks out perriera and flips off trump

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>>62105786
Someone is a close student of the "market", well done!

It's a ritual of course, they intend to summon the generational Bobo, Mr. Bobo, not just lower case b correction bobo.

>>62105784
tard
>>62105785
I think you're too schizominded. If the dollar died, another fiat currency would just become the world reserve, probably either the pound or the euro (or perhaps something asian, like the yen or the yuan)
perhaps BTC and silver/gold would receive a temporary boost, but nothing permanent.

>>62105788
The American government has taught me to never admit mistakes nor defeat. It's just a matter of time until we are back to normal.

More Reddit cope
>"But the Dubai stock market opened high today!"
Yeah because it's all oil companies lmao.

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>futures

>>62105801
a masterclass in 'fake it till you make it'
if only i could have the confidence and bullshitting abilities of trump-sensei

>>62105796
you ever been to the OK Corral?

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>>62105669
Ivanka!

>>62105796
A lot of suicides. Wall Street will probably be closed to clean up the bodies.

>>62105800
>I think you're too schizominded
>perhaps BTC and silver/gold would receive a temporary boost, but nothing permanent.
how is that schizominded? You're agreeing with it, just assuming some exit timing and implying I'd be holding for life or something. I'm not saying the dollar will die, either, but the market can and will run on narrative alone. If there's any real fear of that happening, things like gold and BTC will moon - potentially forming a new floor for the foreseeable future.

We’re gonna stay in the war and risk a global economic slowdown because the alternative is telling Israel no.

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>>62105796
I expect full crab. Bad news mixed with a BS monday tweet Trump pump will even out

>>62105796
drop to 660, bull trap up to 670, then the dump to 620 resumes through the week

-Profesor Jiang's thesis. Qatar and all those city startes where the only fans whores go to get shit on are done

-Israel sabotages everything

-American troops on the ground

-Building of the third temple. THEY Will accuse Iran of blowing the mosque

-Collapse of the American empire

-All the tech companies move to Jerusalem

-USA retreats, abandona all his bases and Israel wages war against all Arab nations

>>62105809
complete clown genocide incoming

>>62105800
also meant to add IDK how BTC would really play out in an enviornment where oil is more expensive, since miners rely on cheap energy. might give us a nice gigga bottom on it though

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>>62105796
The market wanted an excuse to fill this gap, and it got what it wanted. Monday will not be any worse than this gap, I don't think.

So, shouldn't Turkey be attacking Israel now?

>>62105810
Speculating on the death of the petrodollar is inherently schizominded.

>>62105704
>global economic recession hits
you get laid off bro. new hires first.

>>62105808
Those teeth are fake right?

>>62105819
It's not a for-profit company, receives tons of government funding

>>62105814
>professor chink predicts usa will collapse
no shit, kys

>>62105818
do you really not see that narrative forming if this war doesn't end swiftly and in the favor of the US? that's the result if this doesn't succeed

>>62105818
Yes.

>>62105814
>All the tech companies move to Jerusalem
Anti-semitism is already leaking into the mainstream and has been since gaza started. Israel causing a collapse of the american economy by stealing every tech company would result in hitler 2.0, there is no fucking way that wouldn't immediately radicalize most of the country.

>>62105778
tech has been in shambles since 2022/2023. It's due for a pump.
>>62105781
I hold a lot of BITU but its not a high volume ticker. I prefer just plain or leveraged bitcoin etfs over mstr since its less risky. im a big saylor fan though and like his company. there's about a 100% chance bitcoin will do well over the next decade. bitcoin went up 100x over 10 years so its in cooldown period still, but its market cap is still low relative to gold/silver.

>>62105823
The US has had many failed, irresponsible wars since WW2 (Iraq, Korea, Vietnam, Afghanistan, etc), yet their global military and financial influence has only grown.
Hell, one screw up in their mortgage system created a global economic downturn in 2008 and everyone still lets them be the world financial powerhouse.

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lol. jd cuckvance, at it again. This is going to be an absolute bloodbath because market will be realizing it is BIBI who makes the call, not JD, or Trump. Bittit down 2 , make it 10%

>>62105830
JD is toast after this unless he leans into the hot dog water thing

>>62105821
thats even worse. have a more senior coworker explain what a massive global recession does to them.

Has anyone else been reading fintwt and wallstreetbets through the war and especially the past week? I assumed there would be some people who were loading up on calls or predicting a market downturn but they were almost unanimous in thinking this was nothing and the war was basically over and the market would pump soon, and if anything oil futures were too high. Just insanely mentally retarded people that don't know anything about geopolitics, war, elasticity of demand, supply chains. You still have people on WSB posting right now that on Monday the market will be green and oil won't change much because this doesn't matter. Just goycattle exit liquidity for hedge funds, it's honestly really sad.

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>sacrifices their lives to pump oil futures

wtf had no idea iran was so based

I Will always trade based on Professor Jiang's geopolitical analysis and Game theory

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This means I can get tech cheapies again and ride it up again for massive insane profits that oil baggies could only dream of.

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>>62105830
>This is going to be an absolute bloodbath because market will be realizing it is BIBI who makes the call
The market has known this for decades. Priced in.

>>62105826
I'm gonna wait to see how Bitcoin does with sky high energy prices. It might cause a lot of forced selling and liquidation from mining companies, like complete liquidations and going out of business. Which would lower the hash rate, which correlates with price being lower, which creates a potential death spiral scenario for cheapies if you time it right.. Maybe.

>>62105829
Again, all it takes is speculation on a narrative or increased desire to hedge against the event for prices to increase, not a realization of the collapse. If the risk is elevated, capital will outflow from USD.

>>62105825
I think that’s the main reason the markets have been backstopped during this war. Stock market collapse because of Israel means antisemitism is cool again

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>Would you look at that? The vice-president no one expected to do anything, isn't doing anything!

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>>62105834
Yeah, agree. A lot of people comparing to the 'liberation day' tariff thing last year at this time too like this is at all similar and it's just gonna dip n rip and the dip already happened.

>>62105841
he made me wait 30 minutes for a 3 minute press conference

>>62105830
Vance wasn't sent in to handle things after everyone else failed. He was sent to participate in a mild PR stunt, and it looks like everything went according to script.

>>62105823
Even Russia accepts USD for oil. If they get paid in Yuan they can buy Temu drones and that's it, no-one else accepts Yuan.

Iran finna accept the deal no cap.

>>62105792
>The Iranian government jacked BP's facilities
I dont read it that way, there is a lot more to the story. The English shit all over the middle east and arabs and persians and basically controlled the country and oil and were taking most of the profits from the Iranian oil. Mosseddegh wanted a fair share for the Iranian people (its their oil) and 'renegoteiated' the unfair deal. English cried to Eisenhower who sent Kermit Rossevelt (yes same family) to run a coup against Iran and take back control of the oil and install the Shah, and with the help of the CIA and MI6 created the sevak, a brutal intelligence/police agency to go after anyone who questioned the Shah. This lead to the persians getting pissed and setting the state for Khomeine to come back from exile in France to take over Iran (funny how the French let Khoemeine leave France to go to Iran to take over. The CIA new what was going on and let US embassy employees stay to get taken "hostage" to fuck over Carter. Who was head of the CIA when Carter was elected president.......George HW Bush who carter fired.

>>62105846
jd told Iran to load up on calls Monday morning and then say that accept the deal 15 mins later

>>62105834
I'm copeful, I pulled my money out of my Stocks & Shares ISA and I wanna put it back in during the dip, but now I'm sceptical if there even will be one.

Unfortunately, what you describe is the very reason it might just stay the same. If that's global investor sentiment, then the market very much may be green on monday just through pure copium alone.

>>62105834
>tfw you outsmarted WSB

>>62105845
>how things are right now is how they will be forever
ok thanks! not sure why you're investing if that's how you think

>>62105847
Crazy shit.

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Uhhh Bobobros?? Did we get too cocky?

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what is the real subsidized barrel of oil price ? 20% of oil production is offline, and will remain offline because of this, means 80 dollar per barrel is legit. how much more is risked? Also is mohdi going to appoligize since vances wife couldnt fuck him good enough to get india a sweet deal ? Shameful.

>>62105727
renewables will spike as demand destruction for oil sets in, buy in now while the big players are still telling themselves that oil has a future

>>62105851
Name an example where a world hegemony like the US collapsed it's global influence overnight.
The British empire fell apart over multiple decades and two world wars, just as an example.

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>>62105854
>they are fleeing

>>62105849
Fellow bong! Saying "if we all huff copium together, the market will stay green" is peak copium though.

>>62105857
I think this is probably true

>>62105788
I told you all this would happen
the conditions trump agreed to were not the conditions Iran presented him with, he was agreeing to a fantasy set of conditions that he made up in his head

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I must relax

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>>62105647
Thread theme:
> https://m.youtube.com/watch?v=I4VNtogbOo4

>>62105858
>overnight
who said anything about that?

>>62105857
I am going to rotate into Shell on Friday. BP's plan was to go all in on fossils after failing to get into renewables but it looks like they are failing at even this. On the other hand I have heard that Shell has successfully pivoted into renewables.

>>62105857
if nuclear wasn't already overplayed from the AI stuff it'd be a great play

maybe long uranium spot since Iran's gonna be a new buyer on the market lmao

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>>62105786
aryan beast

>>62105860
>fellow bong
is that particularly rare on /biz/? I feel like I see bongers here fairly often.

>Saying "if we all huff copium together, the market will stay green" is peak copium though.
I mean, I'm still praying for market go red, personally. I'm just saying it's very possible, if enough people ignore the reality of the situation, for the line to keep going up. I mean, that's what's been happening for the entire last week, the market's been surviving on false hope and lies from the US.

>>62105858
what you and the other anon aren't getting is that if there's an increased perceived risk of the event happening, which there will be if the war continues, then a theoreitcal optimal portfolio must hedge against it, and big money definitely uses optimal portfolio theory.

>>62105843
Could have actually just released a ticktock for how short it was lol

>>62105869
I mean, what timescale are you talking? 1 year? 10 years? 50 years?

>>62105874
nuclear is a limited but very powerful (no pun intended) tool in the renewable toolbox
nuclear is viable in regions with very high population density and a wealthy, well educated workforce (think places like Europe and Japan) but is not viable in places with a low population density (like Australia) or regions that are underdeveloped. It is also important to note that nuke plants are hideously expensive and take ages to build, so they are massive and risky investments for any government that doesn't already have one

>>62105872
the big oil companies are, ironically enough, best positioned to jump on the renewables train as they have huge amounts of capital and already control much of the worlds energy infrastructure, but you have to be careful about the human factor, rich old CEOs don't like doing new things especially if it involves admitting they were wrong in process

>>62105879
Idk everyone here is always talking about options and SPY. It is also 5am.

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>>62105836
never watched his videos and never will. nothing serious just biological instinct

>>62105885
two weeks

How long are we going to be in this fake ass economy bros? Is it just always going to be detached from reality from now on?

>>62105885
I play it day by day, but I see this being a macro trend over the next decade and more if things keep moving the way they've been. lot of tension with NATO and China wants to rise up, Russia's been ready. I'd feel comfortable longing gold here though personally. bitcoin, like I said I'd wanna wait to see how the energy economics might hurt its price.

>>62105886
>it is also important to note that nuke plants are hideously expensive and take ages to build, so they are massive and risky investments for any government that doesn't already have one
markets don't care though did you see OKLOs price action over the last ~2 years?

>>62105896
aren't real world bros about to hit it big? seems you just gotta outlast the clowns

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>>62105888
Shell CEO seems pretty young.

>>62105889
I think I might just stay up all night... I've been getting up at half four (PM) recently which probably isn't good.

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BIBI IS BACK

>>62105899
For me it’s Chevron

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>>62105825
You can blame the Jews or whoever you want Mr. Mumu.

It doesn't make a lick of difference that your bags have been pumped since April for all sorts of reasons with a state mandated campaign of market collusion and interventionism.

You can blame the Muslims or Trump or Nato too.

But Mr. Bobo isn't prejudiced, nor is he woke. He's going to bring all of you to his party, Jews and Muzzys and Tradcaths and Orthosissys and Nogs and Chuds and Trannys. Everyone is coming! And NO ONE WILL LEAVE!

>be General Mills
>sales falling
>invest in dog food
>sales continue to fall
>yield is now 6.8%
i guess ill just wait for 8% yield, maybe 9%

A full day of delusional mumu shilling ends with no deal

I hate that Trump does that stupid pull-in handshake, like he's always been a wimpy soft bodied baby and tries to act tough now that you can't deck him without getting shot

>>62105901
I hate that. If I go to bed now I'll wake up at around 2pm which I don't mind but waking at 4pm is awful. You wake up to all the shops about to shut and it's getting dark, basically missed the day.

>>62105888
CEOs love doing things that are profitable

>>62105904
>For me it’s Chevron
has a refinery in texas just for Venezeulan shitty crude - 600,000 barrels per day capacity.

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Bulls, are we going up??

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Technical analysis says we’re going up
>pic related

>>62105911
I will sleep from 12 pm to 7pm euro time. Grab something to eat and stare at my shorts. They're printing, baby

Betting on the collapse of the Great Satan

>>62105916
my pp's going up you're gonna make me cum posting those pics

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>>62105904
Idk, I don't think a guy with a cowboy hat on his shelf believes in renewables

>>62105914
maybe they can do that all caps bull poster since he claims to be very profitable

>>62105911
Yeah, it's pretty shit. Even 2pm feels a bit like you've missed the whole day, but half 4 is just fucking miserable. I can usually fix it by staying up all night then going to bed around 1am the next day, meaning I wake up for about 9am which is alright.

the problem is all it takes for me to fuck it up is go to bed one day between 4-7am again and I'm back to waking up after 1pm again. annoying.

>>62105906
Sounds like their dog food isn't good.

I keep making thousands of dollars a week betting on nothing burgers (i.e. continued war). Call selling is truly the way.

So, the war is over right

>UFC ended and he's back to retweeting stuff about iran
expecting an absolute rager within the next hour or two from trump.

The market is not hedged at all. It really went all in on the peace deal idea. For months people held their hedges and nothing happened, now Iran war round 2 with zero hope of TACO

>>62105909
To be fair he is a big guy, he could probably defend himself regardless of the Secret Service.

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>>62105906
first three in pic have good dividends, and are down hard the last year, so its not just general mills. Its good to slowly rotate into a sector when it sells off hard (provided its cyclical and not something that is destroying the industry) to get better prices and good dividends. If you like the sector buy slowly on the way down because you do not know where the bottom is and the price can rebound sharply (you miss the bottom). I am definitely looking at the first three, thanks for bringing these to my attention.

please tell me the strait is open at least

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>>62105933
Why would you need to hedge in a "market" where the price is guaranteed by the state silly?

>>62105906
STRC is 11% if you like holding crap for the sake of the yield.

>>62105924
Yep, my sleep was fixed last month but then I fucked it up again staying up all night obsessively browsing Iran news. I should probably switch off my computer now. Don't wanna wake up at 4pm.

>>62105934
for you
>>62105930
I mean, the big yahu just said israel's campaign against iran isn't over, and the iran-US peace talks in pakistan didn't come to an agreement, and the strait is still closed, but sure, the war is over.

>>62105942
well you best get to sleep soon if you want 8 hours.

>>62105936
tell me your positions first

>>62105938
thanks. i legit dont own any div stocks but i will take a look at STRC. i remember BTI at 10% and it doubled from there.

>>62105935
interesting thanks. i will take a look. i cant remember the last time i bought soup. that may be part of their problem.

>>62105926
ill give it a try. joking.

>>62105945
doggy-style and missionary

>>62105938
>if you like holding crap
STRC looks like a crap stock, where as the food ones, general mills, campbells, and conagra are large companies that been around and provide food people need, and the dividends are getting better. Trump scared off a lot of the cheap illegal labor, for now, I suspect they will be let back in to support the fortune 500 companies and increase their profits., But the high oil prices are also going increase food costs so I think the down turn is stil going for a while longer.

Jd Vance in a gay d trance

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>>62105949

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>>62105903
never was.

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new truth social. We might not have TACO... but it would be the first monday without a taco

>>62105808
Jesus christ, wtf is that thing?

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So glad I didn't sell my long dated puts even tho they are bleeding like a bitch.
I bought lots of short dated oom calls in case of deal so so will sting to lose that money immediately at open but the long dated puts are still there, should make up for it and then some. My retard fomo back into oil calls on Friday will probably be up too. Oil is a small position. There's a lot of gambling going on right now. Fun times.

>>62105812
this is a terrifyingly accurate assessment

>>62105796
The market is not going to get bloody until the physical reality of the strait's closure hits gas prices and other vital resources affected by the war
Really you could probably see a burgeoning coup, something far more volatile and longlasting than J6, take place in America right now and the market will still hold relatively study for at least a day or two. Everyone knows if the music stops it's not starting back up for a long time

>>62105812
hooefully trump does something dumb like try to force the strait

>>62105965
Same, if this doesn’t crash hard this weekend though I’m toast. Way over-leveraged, I kept doubling down on puts during that run up from $630. Biggest position is in a 4/17 643P/638P spread, so breakeven around $641 and max profit $638.

Might dump it at open idk. Hope we get some blood red action next week.

>>62105957
>Since you won't open the Strait we are going to blockade the Strait
Kind of sounds like a TACO to me

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>>62105945
>>62105949
at least someone's legs are open

>>62105678
lol

>>62105930
Yeah, the second war starts later this week for another 60 days

>>62105973
the Iranians have been free to come and go and enjoy the oil profits

>>62105957
It's just an article he's reposting, but still it's a possibility. I wonder if he'll really do it.

>>62105977
Oh wow, all 3 of their ships made it through last month?
Who cares. They'll just put Chinese flags on the tankers and be allowed through unmolested.

>>62105983
>I want the strait open!
>I am going to make sure it stays closed!
Our leadership

>>62105720
So are you back in Canada now? I was also thinking of going back to grad school (Masters in Canada, and PhD in the states) since I haven't been able to get a job in my field. At least I'll be able to take out interest free student loans and spend it all on stonks.

>>62105970
Is this sufficiently dumb?;
>>62105983

>>62105974
I wish she was that thicc

I think I will take profits from my shorts. Every week I think he won't be able to TACO but then he fucking TACOS out and I end up not making much.

Oh boy. Copper is going to crash on Monday again. Snp500 probably goes to the shitter as well.

>>62105854
pre-war average was 135/day

>>62105985
a Trump card capital T is when you win by doing something so unpredictably retarded that you loose

>>62105973
>Since you won't open the Strait
The strait is open provided you meet Iran's terms. Iran's tankers are sailing no problem. Taco is threatening to stop all traffic or at least stop Iran's tankers. The only way is for US Navy to intercept the tankers after they leave. Iran let two US warships in, now they can be targeted by Iran.

>>62105989
my fingers are crossed.

So it seems like the last ship from the hormuz reach Europe a few days ago. What now? Shouldn't we start already feeling reality?

>>62105996
Strat Reserves

>>62105780
i'm surprised babe. i really thought a deal was coming. i'm coping right now, convincing myself one is already made and this is just misdirection.

>>62105992
well if he looses the strait more ships could get through, it's pretty tight in there

>>62105986
Not yet, I'll have to drive back there which I'm worried about if there is a fuel shortage in the US. I'll have to plan a route carefully and carry extra fuel likely

Since I'm not an American citizen there's not much opportunities here, I'm thinking the loans will be better at home too

nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen
nothing will happen

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Wake me up when NATO gets involved

>>62105987
If he commits to it yeah, but that's a 50/50 at this point

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>>62106002
Thanks for pointing out the typo. As IF I didn’t feel retarded already

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>>62105983

>Or he might just reprise his successful blockade strategy to choke an already teetering Iranian economy and ratchet up diplomatic pressure on China and India by cutting them off one of their key sources of oil.

Bullish for oil. Bearish for world.
Great move Mr President...


>>62105996
The Irish are feeling it lmao.

>>62106005
this guy is way cooler than the actual Vance. He would slay puss if he could move like that

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>>62106007
that's what I'm here for babe

why dont trump and the new ayatollah just have a rap battle to settle the conflict?

>>62106003
Why would the US have a shortage? Higher prices maybe, but our supply is secured since we don’t import through Hormuz and can drill domestically, right? I’m not sure what our refinement story is like though

>>62106010
lmao dank image. Mine calls me daddy

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>>62106005
It is so impressive that he can move like that at his weight. Mythical creature.

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>>62105994
>The only way is for US Navy to intercept the tankers after they leave
or before they leave, or anywhere in the world really
>Iran let two US warships in, now they can be targeted by Iran.
There were already US warships in the gulf. If they can't attack one of the little crappy ships they won't be able to do shit to a DDG either

>>62106015
From what I've read, US refineries are not the type needed to refine most of the oil in the US, why it's that way I have no idea. The world can't just replace a 20% loss in oil so the US will still be bidding against multiple nations for what little oil is left

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>>62105647
>bargaining thread sage

i'm going to buy the dip and the next dip and the dip after that.

ill hold to zero. they can liquidate me.

>>62106015
I think US refineries uses a lot of crude from central and south america and exports most of its WTI. There will be gas in america, but it will be comparatively expensive to the beginning of 2026.

>>62106021
There is a precedent of a Royal Navy ship spoofing their location from afar to fake that they were headed towards Russian ports in Crime

https://www.bbc.com/news/technology-58027363

#diamondhands

>>62106023
what about our mapled up neighbors to the north, do those sluts have the refineries we need? Or Venezuela? Just anywhere in the Americas would work really. Probably good research for finding companies to long too

>>62106029
Correction Crimea ofc

>>62106028
So we should be insulated from the shortages right? Not higher prices necessarily just actual supply shortages

>>62106031
The US imports crude from Canada so I assume it's rather them that habe the refineries. Canada also exports oil to Europe, so they'll be bidding in competition to the US

Oh yeah Trump boasting about a bunch of tankers headed for the US means that what crude it has are now being sold away. There is no American oil left

>>62106015
>>62106028
>>62106023
Refineries buy blends, nobody uses straight WTI or Brent which are simply financial instruments and don't even have to come from those places so long as they meet the correct gravity and sulfur content. US refineries were setup during the energy crisis to process oil from the mideast as a result we still import some their oil and export some of ours. Refineries haven't reoptimized their distillation towers due to cost and downtime leaving them as they are as a sort of hedge. NIMBYs prevented any new refineries.

>>62106023
The upside is that since USA produces so much oil they will get a lot of money from higher prices, unlike EU or China who'll just have to lose money.

Russia probably getting happy too, maybe that's why Ukraine being so active targeting the russian refineries.

>>62105974
>have a trafficked prostitute for a first lady in the white house

Century of Himulation

>>62106037
So what do I buy

>>62106037
Typical US financial innovation, at least GDP will be created by the tripling of oil prices

>talks failed
>oil crabbing
what causes this?

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Oil bros they really thought it was over for us

they really thought they wouldnt have to pay up

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>>62106033
Yeah it should be fine. It's the poor countries that are going to suffer the most. Like I've said, we'll all pay for it though.

>>62106036
the important thing is corporate profits the plebs can ride bikes

>>62106031
Canada got heavy crude that some USA refineries uses. Canada don't have much distill capacity because environment etc.

>>62106043
But Bussyent shorted....

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>>62105863
i don't think what goes on in public is the same that goes on between diplomats. i still think a deal is inevitable and very close. and everything we do starts with a fantasy babe. i love you with all my heart, have a good night.

Anthropic caused SaaS to sell off, but SaaS doesn’t use energy to the same extent AI does, nor does it have the same debt and whatnot. Maybe this is a good time to buy stuff like Cloudfare to bet on a bounce back?

>>62106040
Well, not oil it's expensive now. Maybe metals or tech.

>>62106051
I was hoping to get an inside scoop on what refineries might explode in output this month, they’d print on next quarters earnings. I think oil has room to run but the trade is crowded and price manipulated by the govt.

>>62106050
Can AI replace CloudFlare? If not then yeah, I'd buy.

I don't think it has to do with debt or energy, because the idea is that clients will use ai instead of the software, and they don't care if openAI is in the shitter

>>62105727
updating this I think SaaS tech and American refineries are the best moves rn, maybe renewables but idk much about that sector

>>62106041
I would say the paper futures market has been a stabilizing force. If oil markets were primarily spot price driven like they were 20 years ago prices would have already seen $200 WTI. Instead we get these 'delusional' dislocations from real world conditions until things are smoothed over in the real world during the 30 day contract futures window. Then the paper market pretends like nothing happened. It's the sort of thing uncle Jeffrey was talking about when he said let the goym deal in the real world.

>>62106054
I meant that the market might wanna pull out of speculative AI plays when energy prices go up and rate hikes enter the dialogue.. Stuff like Cloudfare would become attractive again, and maybe people wise up and learn that AI companies aren’t gonna make every last SaaS obsolete. Idk much about Cloudfaree business model though it was just an example but in general I’d wager anything cloud would be on the safer side since it’s outsourcing hardware requirements.

>>62106052
What do you mean with refineries? The ones that distill?

I guess heavy crude refineries will be a winner, but those stocks are already really expensive like VLO. now's the time to sell imo.

If you're long oil right now you're a muslim terrorist sympathizer

>>62106061
I have no clue, I’m not in oil but I’d imagine if the strait is blocked any longer the Americas are gonna start drilling hard, and they’ll need to refine (and distill I guess? Idk anything). Basically I’d just bet there’s some crude oil processing companies in the US that are gonna see a huge spike in demand for their services. But idk gonna read more tomorrow

>>62106040
>>62106051
Oil is currently discounted thanks to the negotiations. Oil roll over happens the 21st of april I think, over 5 days. Oil is currently in backwardation since current month futures are higher than next month, so roll over will give you extra money on something like USO shares thanks to backwardation. Silver is discounted too, likely to go back up with Oil and maybe even more as recession fears it, but ive been studying silver/gold price action from 2008 and it only went up for a time before dropping hard for like 7months as people feared out of the market, even on winners like silver and gold to make up losses/have money liquid. After that bottom though silver hit a new ATM in about 2011. Could see something similar. But yeah if you think gold and silver will just keep going up as the rest of market dumps on recession fears it probably won't. I expect the war to end mid to late summer after we finally compitulate do to the economic pressure finally being too much to bare. Market bottom in fall, october or so. Trump gets impeached or steps down around then, we start going back up slowly.

>>62106065
well if it pays well

>>62106060
That's an interesting idea. I know too little about tech.

>>62105727
If the petrodollar really dies, then non-US stocks should rise right?

>>62106042
this fake "walk away" was an obvious negotiation tactic

>>62106005
Why the fuck would NATO get involved? It exists for mutual defense, not to help the US gang bang a country just because it wants to.

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>>62106065
Allahu ackbar I guess

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>>62106067
Ty for your analysis
Hormussy will remain on my mind for future investments

>>62106052
US refineries basically always run near full capacity due to it being very difficult and expensive to build new ones. If you want insight look at the earnings reports, frequently they will mention hedge positions which can be used to guesstimate price spreads.

>>62106066
Too many boom and bust cycles pissed off a lot of investors so there won't be much drilling until it becomes geopolitically certain that high prices will be around for at least a few years. Higher interest rates and increased overall drillng expenses are also driving capital discipline.

>>62106067
I'd love to know more about gold and oil.
Recently the move has been opposite of what I thought it'd be. War gold down. Peace talks, gold up. I think it's temporary as countries needs more dollar when oil price goes up.

I don't think gold will be 5k permanently, but I think there could be a crash followed by a big spike. Do you think we're heading for some gold crash, like 3.5k?

>>62106078
i can fap to this

>>62106078
Ah yes, Handan and Mundan, right alongside India just under the gulf of Oman. And it seems Libya and Egypt traded places with Djibouti and Somalia.

>>62106076
When israel attacks turkey

Now that trump is blocking the strait, what's iran's plan and the international community's course of action to open it

we were just starting to talk about stocks again because we thought it was over.

>>62106082
>Do you think we're heading for some gold crash, like 3.5k?
no fucking way that will happen, especially with the money printing

>>62106090
he hasn't, yet.
>>62106093
Maybe YOU thought it was over, I sure as hell knew it wasn't.

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>>62106093
So anon, which meme IPOs are you planning to buy this year?

>>62106097
I'm shorting the shit out of openai

>>62106093
buy good stocks on the dip. its free money.

>>62106060
>>62106054
>cloudflare
Arguably a defense/surveillance play, most HTTPS traffic gets decrypted and scanned by them in order to protect their clients from DDOS and their clients are everyone tone heard of. I'm sure LEA, 5 eyes, what have you collects that data and feeds it to the NSA and PLTR. If they're not important for AI yet I'd bet they will be, and AI can't really replace them because they can easily integrate AI into their DDOS protection (in fact, they already have). No one else has their customer base.

>>62106094
I think it's more a question of if there will be a huge liquidity crush like in 2008.
I'm not sure oil itself will do it. But if gold do crash so low I'll for sure buy as they'll put steroids in the money printer

>>62106079
>certain that high prices will be around for at least a few years
reworking wells to increase oil production is cheaper than drilling new wells, so if you can watch permit applications you can see when operators surge in permits for reworking/redrilling/recompleting wells so service companies will get more work before there is bump in oil productions. When you see an increase in new drill applications operators made the decision the price is high enough and should be up long enough to risk new wells

>>62106095
you don't think it's a given at this point, trump asking the military to do something utterly retarded, ok then, duly noted

>>62106078
What ends up on her butthole?

>>62106097
The only one that might be interesting in anthropic, and even that one seems over valued

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>>62106071
Yes, btw there's been a surpinginly amount of foreign money injecting into the Brazilian stock market.

I work in finance and rn IBOV is at the ath.