@NoLimitGains I have no idea for how long the Iranians can stand their government (if they really have one, like President Trump claimed)
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calvin nguyen
14.7K posts
calvin nguyen
@CalNgT
"SpaceX can build a rocket faster than the government can move paperwork, and it’s getting worse every year.” -Elon Musk.
Houston, TX Se unió Şubat 2021
665 Siguiendo547 Seguidores
@Amena__Bakr Just updated my feeds for today:
#OOTT $USO
calvin nguyen@CalNgT
@APompliano GM, everyday is a good day for oil price pumpers 🤣
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🚨 BREAKING
🇺🇸 WARREN BUFFETT JUST SAID LIVE:
"THE CURRENT MARKET DROP IS NOTHING. A MUCH LARGER DECLINE IS AHEAD."
HE IS NOW SITTING ON A RECORD $397,000,000,000 IN CASH.
JUST LIKE IN 1999 BEFORE THE DOT-COM CRASH, AND IN 2007 BEFORE THE GREAT RECESSION.
HE DEFINITELY KNOWS SOMETHING BAD IS COMING...
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OPEC+ TO RAISE OIL OUTPUT TARGETS BY 188,000 BPD FROM JUNE - DRAFT STATEMENT
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@Polymarket no way out, they’re afraid!
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97
👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group （恒力集团）, its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.
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JUST IN: China orders its companies to ignore US sanctions on refiners linked to Iran.
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🇨🇳🇮🇷🇺🇸 China told domestic firms to ignore U.S. sanctions on Chinese refiners tied to Iranian oil, including Hengli Petrochemical.
The sanctions imposed asset freezes and transaction bans, but China’s Commerce Ministry called them unlawful and barred their enforcement in the country.
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Around 50% of new vehicles sold in the US are assembled abroad (foreign-made/imported), meaning roughly half of American buyers choose foreign-made cars (whitehouse.gov)
This figure comes from 2024 data (Statista) (~16 million total light vehicles sold, with 8 million imports). The share of imports in US sales has hovered between ~41% and 50% in recent years.
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🇺🇸 If you're in the U.S and buy an American-made car, you won't face tariffs on the price, but you may get more than you bargained for, as this new Chevrolet Tahoe shows
Mario Nawfal@MarioNawfal
🇺🇸🇪🇺 Trump broke down his EU tariff move: “We raised the tariffs on cars coming in from the European Union because they were not adhering to the trade deal... so I raised the tariffs on cars to 25%.” x.com/atrupar/status…
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@World_Affairs11 yesssssssir
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97
👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group （恒力集团）, its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.
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BREAKING:
President Trump announces sanctions on Chinese companies which buy Iranian oil
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@Megatron_ron richest person on earth:
👇👇👇
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97
👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group （恒力集团）, its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.
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BREAKING:
🇨🇳🇺🇸🇮🇷 China has instructed five Chinese refineries to ignore US sanctions on buying Iranian oil — Reuters
China’s Ministry of Commerce saying “the United States cannot recognize, implement, or comply with the sanctions,”
The five refineries include Hengli Petrochemical and four teapot refineries that together represent significant Chinese refining capacity.
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Fairness of the rise is reasonable, solid fundamentals support valuations at current levels, marking the 6th straight double-digit growth quarter:
Q1 2026 earnings are exceptionally strong: With ~63% of S&P 500 companies reporting, the blended year-over-year EPS growth stands at ~27%, the highest since Q4 2021. Beat rates are elevated (84%+ EPS surprises vs. 5-year avg. of ~78%), with revenue growth ~11%, led by tech/comms sectors and Magnificent 7 results. This growth has fueled the recent SPX rally to record highs near 7,230, as upward revisions (from ~14-16% expected growth pre-season) reflect robust corporate performance amid AI demand and productivity gains, justifying much of the price appreciation.
So, geopolitics is the only catalyst for the short sellers right now: All eyes on Iran war.
$SPX $SPY
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Has the tone truly shifted, or are we just getting ahead of ourselves? solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr $SPY
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@KobeissiLetter So far in 2026, there have been 261 layoffs at techcompanies with 119,565 people impacted (980people per day). In 2025, there were 783 layoffs at tech companies w/ 245,953 people impacted (674people per day).
$AMZN $DELL $XYZ $ORCL $META $CTSH
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Tech layoffs are skyrocketing:
Tech companies announced 81,747 layoffs in Q1 2026, the highest quarterly total since at least Q1 2024.
Layoffs have more than DOUBLED from the previous quarter and have risen +580% since Q4 2025.
March alone saw 45,800 announced job cuts, the worst single month for tech layoffs in at least 2 years.
Tech layoffs are set to remain elevated with Meta's, $META, recent plans to cut ~8,000 employees.
Furthermore, Microsoft, $MSFT, is offering voluntary retirement to ~7% of its US workforce, which could transition into layoffs if participation is low.
This comes as tech giants shift spending toward AI chips and data centers, trimming staff to free up capital for infrastructure.
US tech employment is rapidly contracting.
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@JavierBlas Xi’s sister Qi probably shorted oil 🤣
Inconvenient Truths — Jennifer Zeng Reports@jenniferzeng97
👉I. Xi Jinping's sister Qi Qiaoqiao monopolizes China's oil business, buying cheap oil from Venezuela and Iran at $20 per barrel, then selling to Sinopec at $40 to $60, earning 400 billion RMB ($57.54 billion) annually. 👉II. Personnel within the Chinese system estimate that Qi Qiaoqiao's assets now reach 20 trillion RMB ($2.88 trillion). 👉III. The chairman of Shenzhen's “Kingkey Banner” (京基百纳) company, Chen Hua (陈华) , after defrauding 20 billion RMB ($2.88 billion) from Shenzhen Agricultural Bank and fleeing, the bank reported the case and was about to arrest him, he bribed Qi Qiaoqiao 2 billion ($288 million), and settled the matter. This happened in 2010 or 2011. 👉IV. Qi Qiaoqiao also operates concrete, monopolizing the concrete business in Shenzhen and Guangzhou, at peak periods earning 130 billion ($18.7 billion) annually. She has 170 companies in Shenzhen. 👉V. Xi Jinping and Peng Liyuan's largest asset is Hengli Group （恒力集团）, its chairman is also called Chen Hua (陈华), but not the above-mentioned Kingkey Banner's Chen Hua, it's another person with the same name. Now the sales under his name are approaching 400 billion ($57.54 billion). 👉VI. Qi Qiaoqiao has seven investment companies and trade companies under her name. The head of the investment companies is called Long Jie(龙杰), from Hunan, 59 years old this year. Qi Qiaoqiao does oil trade through Long Jie, purchasing cheap oil from overseas like Venezuela and Iran. China's oil imports require quotas, so she achieves monopoly through quotas. Only Qi Qiaoqiao has the power to import oil at low prices. 👉VII. Ping An Group's highest revenue period was over 1 trillion ($143.85 billion) assets annually, previously belonging to Ye Jianying's family, later targeted by Qi Qiaoqiao and snatched by her. Ping An Group's Ma Mingzhe (马明哲) now serves Qi Qiaoqiao. 👉VIII. Qi Qiaoqiao does not personally appear in dealings, all realized through agents.
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China ordered its national companies to ignore US sanctions on domestic oil refiners that Washington said were buying Iranian oil.
In a rare order issued on Saturday, it said Chinese entities shall "not recognize, implement, or comply with the sanctions" in order to "safeguard national sovereignty, security, and development interests."
mofcom.gov.cn/xwfb/xwfyrth/a…
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@StockMKTNewz guidance for 2026 was $650B but revised up to $725B.
Still a $15B shortfall
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You cherry-pick the final pressure point while ignoring how your preferred antitrust approach eliminated a lifeline for a twice-bankrupt carrier. Protecting “competition” on paper doesn’t help when it leads to zero competition from a defunct airline. Families face real costs from lost cheap flights and job losses, not just fuel.
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Spiking fuel prices from Trump’s war was the nail in the coffin for twice-bankrupted Spirit airline.
FWIW, JetBlue merger failed because a judge, appointed by Ronald Reagan, said the deal was illegal.
Republicans are desperate to shift blame from higher costs hitting families.
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@KobeissiLetter Stop blaming on the war: #oott $uso $RYAAY $FLYYQ $SAVE $JBLU $AAL $UAL
calvin nguyen@CalNgT
Why other ailrlines don’t hedge oil prices like $RYAAY: They use financial contracts with banks or oil companies. These contracts let them "lock in" a price for a big chunk of their future fuel needs. - They usually hedge 70-85% of their expected fuel (not 100%, so they can still benefit if prices fall). - They mostly use swaps or forwards — basically agreements to pay a fixed price later, no matter what the market does. - They time it smartly: They hedge more when prices look low, and sometimes pause when prices are very high (like right now in April 2026, betting on a possible drop). Think of it like this everyday example: You know you'll need 100 liters of petrol for your car every month for the next year. Petrol is €2 per liter today, but it might jump to €3 or drop to €1.50. Instead of waiting, you sign a deal with a supplier: "I'll pay you €2.10 per liter for all 100 liters each month, no matter what happens." - If price goes to €3 → You save €0.90 per liter (win!). - If price drops to €1.50 → You still pay €2.10, so you "lose" a bit compared to others (but your costs are predictable). Ryanair does the same, but for millions of tons of jet fuel, often tied to oil prices (like Brent crude) because jet fuel moves closely with oil. #OOTT $USO $AAL $UAL $DAL $JBU $ULCC $SPY $QQQ
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This is truly unfortunate:
In 2022, JetBlue had agreed to merge with Spirit Airlines in a $3.8 billion transaction.
This was intended to end Spirit's imminent bankruptcy and employ the majority of Spirit's 17,000 employees.
One year later, in 2023, the US Department of Justice sued to block the merger, saying it would reduce competition and drive up fares.
Fast forward another 2 years to today, and Spirit has officially gone bankrupt, ceased operations, and 17,000 people are now unemployed.
And, tens of thousands of Spirit passengers are now "stranded."
The worst part?
The "reduced competition" that the DOJ thought they were avoiding by blocking the transaction has only gotten worse.
There quite literally is no competition in the space anymore.
This will go down as one of the biggest transactional failures in US history.
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Not a new handout, but restored R&D expensing: The change allows immediate deduction of research & development costs (common pre-2022 rules), reducing Meta’s tax bill by enabling full expensing under the Corporate Alternative Minimum Tax adjustment. This incentivizes innovation and investment rather than “gifting” cash—companies like $Meta still pay substantial taxes on profits.
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NEW: Donald Trump gave Meta $8 BILLION by creating a new tax loophole for billionaire corporations.
All while millions of Americans struggled to pay for food and health care.
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This isn’t twisted — it’s the textbook price mechanism at work across markets. High prices ration scarce supply by destroying marginal demand, then self-correct. Happens everywhere:
• Housing/real estate: Soaring prices destroy buyer demand (higher mortgages, affordability collapse) → sales drop, inventories build, prices correct (see US 2008, or many post-boom cycles).
• Copper & industrial metals: Price spikes trigger substitution (aluminum in wiring, thinner cables), more recycling, and project delays → visible demand destruction, then price falls (repeated in 2011, 2022 cycles).
• Natural gas/LNG: European 2022 price surge led to massive fuel switching to coal/oil, efficiency gains, and LNG diversion → demand destruction eased the crunch faster than new supply could.
Oil is no different from stocks (high valuations kill retail/institutional buying → corrections) or Bitcoin (price spikes destroy weak-hand demand). Markets self-regulate via the demand side when supply is sticky. The “twist” is expecting otherwise.
$USO $SPY $QQQ $BTC
#OOTT
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So now we have to wait for demand destruction to bring down the price… we live in a twisted world.
Rory Johnston@Rory_Johnston
"no, oil prices won't rise because demand will be destroyed due to rising prices.."
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