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Set a reminder for my upcoming Space! twitter.com/i/spaces/1vJpP…

Current state of affairs... any thoughts?

Proof of beer with ⁦@CEdwardsJD1⁩

Talk about a turn of events: President Trump just announced that the US itself will now begin blocking the Strait of Hormuz. Effectively immediately, the US Navy has begun the process of "blockading" the Strait of Hormuz. In other words, the US and Iran will now be competing on blocking this crucial waterway. It appears that Trump's long-term plan is to blockade Hormuz, gain control, then begin letting traffic flow freely. However, if this is possible to fully obtain, it will be a long process that would further restrict the flow of traffic for at least another 2 months, according to our analysis. As diplomacy appears to have failed, the US' top priority in the Iran War now appears to be reopening the Strait of Hormuz. We expect a volatile week ahead.

population has grown ~9x in 200yrs, while poverty trends to 0 people act as though capitalism is a zero sum game, but it’s actually the only system that creates positive sum outcomes the average person today is far richer than most kings in days past

Someone has opened a $74,543,000 oil short position with 4x leverage. Liquidation Price: $115.06

🚨 TODAY: Over $40B was wiped out in under 1 hour.

This should be headline news EVERYWHERE. A Pfizer insider who was former head of toxicology in Europe has just come out and said something that many "conspiracy theorists" suspected. He estimates that 20 000 to 60 000 people in Germany have died from the c*vid vaccine. This was said at a parliamentary enquiry commission in Germany. So why isn't this massive news being reported everywhere? Is the mainstream media that has recieved millions in funding from Bill Gates deliberately covering this up... 🤔

JUST IN: 🇸🇦 Saudi Arabia fully restores East-West oil pipeline, bypassing the Strait of Hormuz and pumping 7,000,000 barrels per day.

BREAKING: JD Vance has left Islamabad after 21 hours of negotiations with Iran ended with no deal. The talks collapsed on two issues. Iran refused to give up uranium enrichment and refused to give up control of the Strait of Hormuz. Vance said the US left its final and best offer on the table. "Iran has chosen not to accept our terms. That is bad news for Iran much more than it is for the United States." Iran also arrived with a list of four non negotiable conditions. Full sovereignty over the Strait of Hormuz, Complete war reparations. Unconditional release of frozen assets. And a ceasefire across the entire region including Lebanon. The US came in wanting free passage through Hormuz and a commitment that Iran will never build a nuclear weapon. The first direct face to face meeting between the US and Iran since the 1979 Islamic Revolution just ended in 21 hours with nothing.

Cracks in the US private credit market are widening: Investors requested a record -$14.0 billion in redemptions from private credit funds in Q1 2026. This is up +146% from -$5.7 billion in Q4 2025 and +278% higher than the -$3.7 billion in the full year 2024. Meanwhile, just half of those requests were met, leaving ~$7.0 billion in unmet redemptions, the largest backlog on record. Blue Owl Capital was the hardest hit, with investors requesting withdrawals of 41% from its $6.2 billion technology-focused fund and 22% from its $36 billion credit fund, among the highest quarterly redemption requests the industry has ever seen. Following the surge in requests, Blue Owl capped withdrawals at 5% for both funds, leaving ~35% and ~17% of requests unmet, the most in the sector. This is followed by Ares' Strategic Income Fund and Apollo's Debt Solutions Fund, both seeing ~11% in total redemption requests with ~6% unmet each. Pressure in the private credit market is intensifying.

🚨🇮🇪 Meanwhile in Ireland “The biggest convoy in the country today” Reinforcements are on their way - as Thousands more Irish join what is now a country wide four-day protest against the government. There’s only so much people will take.

Heavy rainfall on Hormuz Island washes iron oxide rich soil into the sea, turning the coastline blood red.

BREAKING: The US has agreed to unfreeze $6 billion in Iranian funds held in Qatar as part of the Islamabad peace talks. The money has been frozen since 2018 when Trump reimposed sanctions during his first term. It was briefly transferred to Qatar in 2023 as part of a prisoner swap before Biden froze it again after October 7. Iran says the release is directly linked to reopening the Strait of Hormuz.

JUST IN: 🇺🇸 President Trump says massive numbers of empty oil tankers are heading to the US to load up with the "best and sweetest oil" in the world.

US crude oil exports are skyrocketing: US Gulf Coast crude exports are on track to average a record 4.90 million barrels a day in April based on current loadings. That would be up +23%, or +930,000 barrels per day since March, and up +30%, or +1.12 million barrels per day since February. At the current pace, May exports will exceed 5.0 million barrels a day for the first time in history. This comes as Asian buyers are securing US cargoes to offset the loss of Middle Eastern supply while flows from the Strait of Hormuz remain significantly limited. For May alone, 28 supertankers are already lined up to carry US crude, compared to 5 typically booked at this point in a month. Global demand for American oil has never been higher.

US private equity firms have massive exposure to software: A near-record 49% of all private equity deals now target software and technology services companies. The percentage has DOUBLED over the last 15 years. This comes as private market managers poured hundreds of billions of dollars into software firms over this period, betting that software-as-a-service (SaaS) business models would produce strong growth and consistent cash generation. By comparison, healthcare represents 14% of PE deals, less than a third of the size of software exposure. The private equity industry has never been this exposed to a single sector.

If you invested $50,000 in SanDisk $SNDK one year ago you would have over $1.5 MILLION today. $SNDK is now up 3000% in last 1 year.

Global Central Bank Liquidity looks exactly like early 2020. You know what happened next.