Robert Musella

🔥 GOLD IS BREAKING OUT 🔥 $GC_F (Dec '25) just ripped past $3570 up +1.56% today and hitting new cycle highs. Meanwhile: Nasdaq down -1.38% Bonds getting crushed Yields screaming higher Gold isn’t just a safe haven. It’s becoming the ONLY haven. Central banks are buying more gold than U.S. Treasuries for the first time since 1996. They see what’s coming: fiscal recklessness, stealth QE, and a loss of faith in fiat proxies. This isn’t a trade. It’s a regime change. Are you paying attention? Prepare. ⚔️ Adapt. 🛡️ Conquer. ♻️

@TaviCosta Now run ISM Services Prices Paid at 70.7. The highest since 2022. That's with energy and food included. The Fed is trapped. Cut into inflation or hike into recession. Either way, real assets win.

Absurd and inhuman violence is spreading ferociously through the sacred places of the Christian East, profaned by the blasphemy of war and the brutality of business, with no regard for people’s lives, which are considered at most collateral damage of self-interest. But no gain can be worth the life of the weakest, children, or families. No cause can justify the shedding of innocent blood.

Ouch…. Government inflation data *excluding* food and energy. Now imagine what the real number looks like.

BREAKING: A “Vatican source close to Pope Leo XIV” tells NBC Chicago that the Pentagon meeting between Trump officials and the Vatican’s top American diplomat “was most unpleasant and confrontational.” This is now the fourth news outlet to describe the meeting in this way.

Breaking news: The figures are the first official confirmation of the scale of damage done by Iran to the kingdom’s energy sector. ft.trib.al/7hhDkrL

BREAKING: Iran has told mediators it will be limiting the number of ships crossing the Strait of Hormuz to around 12 per day and impose tolls under the ceasefire, per WSJ. This is a sharp reversal from last night's statements from President Trump claiming a "complete opening" of the Strait of Hormuz. Today, just 4 ships have passed through the Strait of Hormuz, the fewest of any day in April so far. The US is still pushing publicly for a free and open strait, but Iran is "not showing a willingness to loosen its grip." Oil prices are back above $95/barrel.

I love how supportive the girls in BLACKPINK are of each other. Between BLACKPINK’s last two group releases, they all expanded their solo careers in a big way. Rosé had a global No. 1 hit with “APT.” alongside Bruno Mars, and on tour this year BLACKPINK even performed many of their solo songs together. What I especially loved was seeing Lisa, a megastar in her own right, still jump in and hype Rosé up onstage instead of sitting the moment out. They’re adorable. I love all of them. Their bond is real.

@SoveyX “I love BLACKPINK. All the members are insanely talented, but what I love most is how real they are with each others especially during encores, when they get playful and it’s not all choreographed. Lisa just vibing on stage she’s magnetic.

@BBGreatMoments Eddie Murray

Who is the most underrated player in MLB history?

@KobeissiLetter The ceasefire is between the US and Iran. The Houthis just attacked the pipeline. They are not part of the deal. Oil is down 18% on a deal that doesn’t exist.

BREAKING: Saudi Arabia’s East-West oil pipeline carrying 7 million barrels per day of crude oil from the Gulf to the Red Sea has been attacked, per FT. Details include: 1. The pipeline was reportedly struck by a drone and damage is being assessed 2. The attack on vital infrastructure comes hours after Iran and the US agreed a ceasefire deal on Tuesday evening 3. Prior to the ceasefire deal, Iran threatened to target the east-west pipeline if the US struck Iranian power plants Oil prices are still trading lower, down -18% today.

@HeatherSpytek Good morning sweet beautiful Heather you look amazing 😍🔥❤️

Good morning 🥰

@KarelMercx This is not a short squeeze. This is a physical delivery squeeze. $141 is the floor. $175-200 is where demand destruction begins. The offer side is empty.

Companies bid an average $144.64 for physical Brent on the spot market, but nobody was willing to sell. This is where the real squeeze starts. Oman is already above $150, and bids will have to go even higher to get oil moving. The big oil move starts here.

The inflammatory use of language like the “destruction of a civilization” even if mere rhetorical tactic is morally wrong, illegal and counterproductive..The Iranian regime’s sole goal is its own survival. The Iranian people are fighting to keep and revive their civilization.

17 consecutive months. 74.38M oz and climbing. Our derivative work on the daily flush: Velocity: -$190 (sellers exhausted). Acceleration: +$220 (reversal violent). Jerk: now moderating. The flush is over. The coil is set. The PBOC bought the dip. The West sold paper. $4,600-4,700 is the gift. The bid doesn't stop here.

China has increased its holdings of gold for the 17th consecutive month. The People's Bank of China reported that China's gold reserves at the end of March were 74.38 m ounces (approximately 2313.48 t), an increase of 160000 ounces (approximately 4.98 t) .

@CRUDEOIL231 The FRP data doesn’t spin. 40 MW to 125 MW. Normal flare stacks run 10-20 MW. Saudi will tell you it was debris. The satellite tells you Jubail is burning. The market priced a ceasefire. The FRP numbers say otherwise. The gap is the trade.

It’s clear Iran isn’t bluffing. When they vow to retaliate, they deliver. Saudi Arabia’s Jubail, one of the largest industrial complexes in the world, went up in flames overnight. Please pay attention to the FRP (Fire Radiative Power) values in the table. FRP represents the thermal energy released from a specific point in megawatts. The numbers 40 and 125 appear several times. Even the largest normal flare stacks in a typical petrochemical complex usually fluctuate between 10 and 20 MW. The concentrated detection of values exceeding 40 MW suggests a heat source far more powerful than anything found in a standard operating environment. In particular, 125 MW is simply impossible to explain away as a typical industrial flare stack. These are figures you only see when massive refinery tanks are fully engulfed in flames or during the sustained, ultra-high-temperature fires following a major explosion. Currently specific zones within the Jubail industrial complex can be viewed as being engulfed in flames so intense that satellites are flagging them as abnormal. Of course Saudi will control the narrative. You’ll likely see Reuters quoting them today saying something like, "Intercepted drone debris fell, but operations are normal, so don't worry." #oott #iran

"U.S. hit dozens of military targets on Kharg Island overnight,” senior US official tells me.