Dan Villas

@shanaka86 @beyond_broke

OIL IS NOW AS CHEAP AS IT WAS BEFORE EVERY MAJOR PRICE EXPLOSION OF THE LAST 30 YEARS And almost nobody is talking about it. Divide WTI crude by M2 money supply. The ratio sits at 0.00265. This exact level preceded: 1999: Oil tripled from $10 to $30 2009: Oil surged from $33 to $100 2016: Oil doubled from $26 to $70 2020: Oil exploded from $17 to $108 The pattern has never failed. What the market sees: $58 oil amid a 3.1 million barrel per day surplus. What the market misses: That $58 is priced against $22.2 trillion in M2. Relative to liquidity, oil has not been this undervalued since the COVID crash. The consequences are already unfolding. US oil rigs have fallen 35 year over year. At $70 breakeven costs, shale producers are drilling themselves into bankruptcy at current prices. Every month of suppressed investment accelerates decline curves that drain 30 to 50 percent of well output in year one. Meanwhile, 70 percent of global spare capacity sits in three nations. Saudi Arabia. UAE. Iraq. One disruption away from chaos. The Rosneft and Lukoil sanctions announced quite recently are the first tremor. The arithmetic is unforgiving: Global depletion requires replacing 4 to 6 million barrels daily just to stand still. Investment is contracting. Production will follow. The surplus everyone sees today is building the shortage nobody expects tomorrow. History says the repricing comes within 18 to 36 months. History says it comes violently. Watch for rigs below 500 sustained. Watch for spare capacity below 3 million barrels. These are the signals that the turn has begun. The denominator always wins. Position accordingly.​​​​​​​​​​​​​​​​ open.substack.com/pub/shanakaans…

BREAKING: CNN just released their fact check of Kamala Harris' speech at the DNC Convention. It turns out Kamala Harris lied 113 times within her 37 minute speech. Retweet so all Americans see this vital fact check on Kamala Harris.

The dumbest people in the USA are in charge.

@CollinRugg 💯

Do you trust Elon Musk more than you trust Dr. Anthony Fauci?

@CollinRugg 💯

Has the Twitter experience been better for you since Elon Musk took over?

@Liz_Cheney You are a liar and a loser

Donald Trump believes we should terminate “all rules, regulations and articles, even those found in the Constitution” to overturn the 2020 election. That was his view on 1/6 and remains his view today. No honest person can now deny that Trump is an enemy of the Constitution.

@joelthemingway 💯

Democrats love destroying things, then they try to come in and “save the day” to fix the destruction THEY ALONE caused so they can score more political points and gain more power. So many sheep in this country fall for it, ridiculous!

🚨 STOP what you are doing and WATCH this. This is the BEST explanation of Maricopa County Election-Day Disaster you will ever watch. 🚨

Why is the American left so silent about what’s happening in China? Because they’re secretly jealous of the control the CCP has over it’s citizens. They don’t condemn it. They crave it.

💯

Where is Joe Biden’s condemnation for China’s vile treatment of its citizens as they fight for freedom? Where are the errant shouts and the banging on the podium for the human rights abuses under Xi?

One side believes in live and let live. That would be us. The other side believes in forcing us into submission to their twisted values, their unceasing indoctrination, their perverse way of life. The reason for the culture war is we won’t agree to these terms

@CollinRugg 💯

BREAKING: Elon suggests he is open to producing a smart phone if Apple takes Twitter off the App Store. Would you buy?

@ReverendWarnock He doesn’t believe in socialism…

Herschel Walker has been running for over a year but he hasn't offered policy solutions. Why does he want to be a senator and what would he actually do?

This is what Democrats do when they don't get their way.

Libs eating Thanksgiving dinner like:

Bwhahahahahaha 😂 This is hilarious.

STOP. WATCHING. TV. NEWS.

@kaceysharon @akheriaty More vaxed people have died than un vaxed from Covid-19.

1/ UPDATE: from our deposition of Fauci yesterday in the MO v. Biden case. Fauci confirmed that in Feb 2020, Fauci sent Clifford Lane, his deputy at the NAIAD, as the U.S. representative for the WHO delegation to China. Lane convinced Fauci we should emulate China's lockdowns.