empty_cup

This is a thread for infographics created in order to visually aide to accompany the framework of @PolarityRadio team on our journey interactive vega curve deflation claude.ai/public/artifac…

@fejau_inc Top

Great to see BTC above 80k too. Everything is going up and the sun is shining and spring is here Life is good

@judahrhodie @Dcpcooks

Me real time

@KylitoCapital More ricotta please

Cavatelli in the Sunday sauce 🤌🏻

USOpec next new member

@South_Gradient @gbrew24 @yarbatman @nytopinion Would you prefer ww3 or global financial collapse?

@gbrew24 @yarbatman @nytopinion Under the Donroe Doctrine, America has shifted from being the “neutral” policeman of the global maritime order to its primary disruptor.

The Carter Doctrine is gone, Hormuz is shut, OPEC is falling apart. The global oil economy is entering a new period of instability. And it's because of US action (or inaction). The consequences will be profound. My latest for @nytopinion nytimes.com/2026/05/02/opi…

@BobEUnlimited Lag in data just like Dallas manuf Legislation and capital is there

If there was a manufacturing renaissance I'd expect at least some sign in the jobs data... Manufacturing employment down 0.6% from a year ago, below 2018 levels. x.com/FreightAlley/s…

@siddiqui71 @Ross__Hendricks The great circle jerk has been going on for years Why stop now ?

@Ross__Hendricks Also the circular relationship between AI Engines / hyperscalers and semis / WFE is unlikely to be sustainable.

Few... far too few At some point in the next 2 - 3 years, a whole lot o' tech bagholders are gonna become painfully familiar with how depreciation works in highly capital-intensive businesses

@ericwallerstein But doom sells

1) decoupling continues apace 2) sanctions escalation must be viewed in context of Trump-Xi meeting nothing new, just a lot of overreactions

@Bogachan_1971 @LukeGromen Don’t look at GVZ then

@LukeGromen OIL is not make-believe.... rest are... we use oil... they can manipulate only for a short time.

The Great MOVE UST Volatility Crash of April 2026: Blue = MOVE; red = VIX; green = Oil Mar 24, 25, 26 = 3 straight ugly UST auctions Mar 26 = MOVE hits 115 (near dysfunctional levels) Mar 27 = MOVE & VIX peak on exact same day April 7 = ceasefire Apr 17 = "Hormuz is open" lie

Ras to Chiba Ras to Houston Houston to Chiba Parabolic demand pull Houston to Chiba

@ed_fin Ras to Chiba Ras to Houston Houston to Chiba Parabolic demand pull Houston to Chiba Sucks for Ras

I am guessing that 95%+ of my followers have no idea what this chart represents. The Hummus Trade™ everyone missed. 🥕🧆

@LoganMohtashami 👇

True

@LoganMohtashami Nonsense

@oj_trader Flood

@B2Balzer in 2022 no barrels were actually lost...

Supply disruptions lead to supply gluts always Without opec, its drill baby drill and pump baby pump We get there much quicker than you would think This isn’t 2022

de-globalization

@petrock23 @EricLDaugh And to keep oil high to ensure our energy security Also to shutter their wells when they stop pumping

@EricLDaugh They want two months to run out the clock on War Powers.

🚨 IRAN JUST BEGGED TRUMP TO END THE BLOCKADE IN A NEW PROPOSAL 47 clearly has all the cards. "The [Iranian] plan set a one-month deadline for negotiations on a deal to reopen the Strait of Hormuz and the U.S. naval blockade, and permanently end the war in Iran and in Lebanon." "Per the Iranian proposal, only after such a deal is reached, another month of negotiations would be launched to try and reach a deal on the nuclear program, the two sources said." "The president is leaving the door open for more strikes if a deal is not reached." "Sources tell Fox the head of CENTCOM Admiral Brad Cooper met with the president last week to brief him on the Strait of Hormuz blockade and other issues that fragile cease-fire is currently holding."

@FriskMcdougall @DarioCpx @grok Iran is a proxy for city of London Crushing opec crushes city of London Why do you think we insured ships? Got Monroe doctrine ?

@DarioCpx @grok Game theory assumes both sides are rational. Trump/Israeli's aren't rational. Also, I'd add that the US isn't just playing against Iran. It might be willing to take a slightly worse deal with Iran IF it can knock China down more.

Here is the interesting result I got from using game theory in the current US-Iran situation all summarised in 2 mirror pictures I used @grok to elaborate for convenience. ⚠️👇🏻 Notice how from both sides the odds still favour continuation to pursue a peace deal, but the incentive is stronger for the US (65%) rather than Iran (55%) because in case of a second military escalation, either started by the US or Iran (preemptive strike), the odds Iran strengthen its position further are more favourable (55%). Note +10 represents the best possible outcome while -10 the worst The last chart is perhaps the most remarkable since, contrary to the narrative pushed hard across media, the longer the current standoff continues the the higher the odds the US will be pursuing a peace deal under the pressure of a worsening oil shock. To conclude, if Trump wants to have a better chance to reach an agreement with Iran at better terms than the ones discussed till the 27th of February, the window to pursue a second military strike is closing fast and even if according to the current projections a second escalation might result in a better outcome for Iran, being the odds close to a coin toss he might be willing to take the risk perhaps counting on the fact that, this time, the US strike will be much more powerful and extensive than the first one that only had the goal to change Iran’s leadership.

@GolfElkLife @MBAeconomics1 @Dioclet54046121 @BostonBogey @pmbug @jacklyons0121 @silver207141 @sirralphie2k Don’t we have a mass of silver reserves as well ? I have to admit it tracks with donroe doctrine

@MBAeconomics1 @Dioclet54046121 @BostonBogey @pmbug @jacklyons0121 @silver207141 @B2Balzer @sirralphie2k

Silver price floor thesis. The idea isnt my own, it comes from the govt themselves. Ive connected the dots by layering their guidance on the broader macro pressures facing the #silver market. H/t @Dioclet54046121, @BostonBogey, @pmbug, @jacklyons0121, @silver207141 A thread: