Mustard Mindset

The Last Thing You'd Wanna Do During A War | Warren Buffett #finance #investing #foryou #trending #viral

AI won’t kill all jobs. It’ll kill unoptimized operators. If you run or work in manufacturing (or anything repetitive), do this now: 1.Map your workflow → find the 3 most repetitive tasks 2.Learn 1 AI tool that replaces or accelerates each 3.Become the person who implements it, not the one replaced by it The winners won’t be the smartest. They’ll be the fastest to adapt.

BREAKING: Jeff Bezos reportedly in talks to raise $100 billion for new fund that will acquire manufacturing companies and automate them with AI.

@KobeissiLetter The winners in crises aren’t the loudest… they’re the most prepared.

Saudi Arabia is ramping up oil exports amid the Strait of Hormuz closure: Crude oil shipments from Yanbu, a port on Saudi Arabia's Red Sea coast, are up to 4.19 million barrels per day. This marks a +185% increase from the ~1.47 million barrels per day that moved through the port in February, before the Iran War. The surge is being powered by a 746-mile pipeline rerouting crude from the eastern oil fields to Yanbu, bypassing the blocked Strait of Hormuz entirely. Shipments have also more than doubled since January’s 1.29 million barrels per day. As a result, Saudi Arabia has already recovered more than half of its pre-war export capacity of ~7 million barrels per day. Furthermore, at least 32 large oil tankers are waiting near Yanbu to load, with more still heading to the port. Saudi Arabia is aggressively looking to bypass the Strait of Hormuz.

War = volatility Volatility = higher oil prices Higher prices + relaxed enforcement = print revenue This isn’t new. It’s the oldest playbook in commodities. Track Brent/Urals spreads → tells you who’s really winning Watch flows to India and China → that’s where discounted crude gets absorbed Look at tanker rates → logistics spikes = demand confirmation Energy stocks & ETFs > trying to predict headlines

Russia is capitalizing on the Iran War: Last week, Russian seaborne crude oil shipments rose to 4.11 million barrels per day, the 3rd-highest weekly reading since April 2023. This brings the 4-week average to 3.44 million barrels per day, up +90,000 barrels per day from the prior week. This comes as soaring oil prices and a 30-day US sanctions waiver on Russian crude sitting on tankers have fueled the surge in exports. Meanwhile, prices for Russian crude delivered to India hit an all-time high. Combined with rising export volumes, this drove Russia's largest weekly revenue increase since the start of the Russian invasion of Ukraine. Russia is emerging as one of the biggest beneficiaries of the Iran War.

@unusual_whales The people who win won’t be the smartest. They’ll be the ones who adapt fastest.

BREAKING: Jeff Bezos is reportedly in talks to raise $100B for a new fund aimed at acquiring manufacturing firms and automating them with AI, per WSJ.

@KobeissiLetter Most people won’t lose their jobs overnight…They’ll just become less valuable every year until they’re quietly replaced. The people who win won’t be the smartest. They’ll be the ones who adapt fastest.

BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.

You don’t need to predict war. You just need to understand incentives. Energy stocks > broad market right now (cash flows surge with volatility) Watch shipping + refining margins — boring but they print in chaos Europe gets hit first (already fragile energy setup) If oil spikes = inflation round 2 → central banks stay tighter longer

China is sitting on massive oil reserves: Chinese crude oil imports surged +15.8% YoY in February, the biggest monthly jump since August 2023. Growth rates have QUADRUPLED since the end of 2025. After over a year of stockpiling, China has built up an estimated 1.2 billion barrels of reserves. This includes ~851 million barrels of commercial inventory, the supply that would likely be used first. Meanwhile, refiners could start drawing as much as 1 million barrels per day over the next 4 to 6 weeks. In the first week of the Iran War, Beijing already ordered its biggest refiners to restrict fuel exports and prioritize gasoline and diesel production over chemicals as a precautionary move. China is playing the long game amid the Iran War.

@libsoftiktok This is exactly why people are losing trust in the system. You don’t need to be “left” or “right” to agree on one thing because if someone is capable of doing this to a defenseless animal, they’re a risk to society. Period.

@WallStreetApes You’re closer to needing help than you are to controlling food prices. Possibly, but food got expensive also because: •Supply chains broke (and never fully recovered) •Energy + transport costs spiked •Big food companies quietly raised margins while everyone blamed “inflation”

This 14 second clip got over 13k+ likes in under 48 hours “You ever think that maybe food is so expensive because, I don't know, 42 million people get it for free?” Really think about this

We are cooked. So much winning…

Dow drops. S&P falling. Nasdaq bleeding. Oil surging. Funny how people love stocks at all-time highs…but panic when they go on sale. Volatility is normal. Panic is optional. Opportunity is uncomfortable. People lose NOT because the market crashed but because their discipline did.

@WhaleInsider If you’re trading → respect momentum, don’t fight it (this can bleed more) If you’re investing → scale in, don’t go all-in like a hero If you own none → this is where you start paying attention, not chasing highs

JUST IN: Spot silver falls over 9% to $68.42/oz.

@Kalshi If you’re trading → respect momentum, don’t fight it (this can bleed more) If you’re investing → scale in, don’t go all-in like a hero If you own none → this is where you start paying attention, not chasing highs

JUST IN: Gold collapses to $4,600 — down $1,000 from record highs.

Gold didn’t fail, your timing did. When inflation spikes and rate cuts get pushed out, real yields rise → gold gets punched in the face. You don’t flip your house insurance because premiums went up this month. If you’re trading → respect momentum, don’t fight it (this can bleed more) If you’re investing → scale in, don’t go all-in like a hero If you own none → this is where you start paying attention, not chasing highs

BREAKING: Gold prices extend losses to -5% on the day and silver falls over -10% as rate cuts are priced out due to rising inflation and soaring energy prices. Gold is now down nearly -$1,000/oz from its record high.

The internet wasn’t a bubble. Bad internet companies were. • Stop buying “AI” just because it’s in the name • Look for real revenue tied to AI (not just press releases) • Margins + distribution > cool demos • If a company needs perfect hype to justify its valuation… run Are you buying the shovel… or the gold rush cosplay?

An "AI bubble” is the biggest concern among credit investors, per Bank of America survey.

Warren Buffett knows incentives drive behavior but this assumes politicians care more about re-election than power, lobbying money, or party loyalty. That’s not always true. 1.Incentives > speeches Tie budgets to consequences. No balanced plan? Automatic spending cuts kick in. No vote required. 2.Kill the “free money” illusion Most voters want lower taxes and higher spending. That math doesn’t work. At some point, honesty has to beat popularity. 3.Long-term over election cycles You can’t fix a multi-trillion problem in 2–4 year thinking. Create independent fiscal rules like companies do with capital allocation.

Warren Buffets idea for ending the U.S Deficit:

@KobeissiLetter Energy stocks > most sectors in this environment (cash flow goes crazy in volatility). Watch industrials — margins get squeezed next. Inflation round 2 isn’t dead… it’s just been waiting for a catalyst. Volatility = opportunity… if you’re not overleveraged and emotional.

BREAKING: European natural gas prices surge over +30% after Iran strikes Qatar’s largest LNG facility, responsible for 20% of global supply.

High oil prices just expose who was faking it. When energy gets expensive: • Companies cut “nice to have” initiatives first • Hiring freezes hit junior & non-core roles hardest • Margins matter more than mission statements Build diversity like you build a business…tied to performance, not vibes.

How the oil price affects diversity.

“Not our war” sounds bold… until energy prices spike, supply chains choke, and suddenly it is your problem. Own assets that survive chaos (commodities, pricing power stocks) Because the people who say “this isn’t our war” are usually the first ones shocked when their rent, fuel, and groceries say otherwise.

BREAKING: Europe tells President Trump "this is not our war" as the Iran War hits day 20, per Reuters.

@Cobratate You don’t “marry the modern woman.” You qualify the right woman. Big difference. Half the guys complaining wouldn’t marry themselves either. Marriage isn’t broken. The selection process is. Fix that first then decide who’s “unmarriable.”

Clavs work is generational because it highlights what I’ve said all along. You can NOT marry the modern woman. They do not understand humility let alone chastity. Church or not. You simply can’t. Tradcons march young men to destruction. I warned them. Clav shows them.

A “bear flag” doesn’t guarantee a dump. It signals possibility, not destiny. Bitcoin has survived bans, crashes, FTX-level chaos, and still trends up over time. • If you’re trading → wait for confirmation, not vibes • If you’re investing → ask yourself why you’d sell an asset you believed in last week • If you’re panicking → your position is too big, fix your risk

BITCOIN BEAR FLAG!