diana24365

45 posts

diana24365

diana24365

@TNovoselts35232

Katılım Aralık 2025
21 Takip Edilen2 Takipçiler
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Peter Clack
Peter Clack@PeterDClack·
Europe’s January 1 turbine blade landfill ban is a 'virtue driven' spreadsheet solution meeting the cold, hard light of reality. The 43 million tons of blade waste projected by 2050 consists largely of glass-fibre and carbon-fibre resins - that are notoriously energy-intensive to break down. No one is 'recycling' them into new blades though. They are being 'downcycled' into cement filler or park benches. But just how many park benches can one planet use?" It's not really 'renewable' if the turbine hardware has a one-way trip to a graveyard. At least there is choice, with hundreds blade graveyards now scattered throughout the parks, woodlands and farmyards of western society.
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diana24365
diana24365@TNovoselts35232·
@JeanPVester @JDB_trading Maar als de meltdown begint, kapitaal gaat naar de safe haven, en edelmetalen zullen omhoog schieten, is dit een correcte denkwijze?
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JDB
JDB@JDB_trading·
Nogmaals. Ik denk dat we in de final melt-up zitten. Maar die eindigt zelden na 1 maand stijging. Ergens tussen oktober26 en maart27 acht ik de kans groot dat de bullmarket in super big tech / AI / chipaandelen zal eindigen. En daarna komt er een bak ellende aan (voor iedereen!).
Alex98@alexgm_1198

@JDB_trading Komen we dan nu niet heel dicht bij de top?

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Derek Quick
Derek Quick@derekquick1·
The uranium & Nuclear energy squeeze is coming.
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
#Silver - A pattern is a pattern. Have we returned to the pattern of normal daily cycles is the question? If that holds, we likely get more chop and slight downside this week, followed by a new leg up starting sometime next week. The pattern has been back in play since Feb 10, after being consistently predictable for three years straight, before the recent advanced mania phase (green box). This pattern is what have made me a fortune even in bear markets, I rather have these cycles than mania phases. As its much eaiser to know when to load up and when to trim profits ;) Cheers, Ape
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Willem Middelkoop
Willem Middelkoop@wmiddelkoop·
Former Trump gov official: We need to get out now
Joe Kent@joekent16jan19

POTUS is laying out two courses of action—a negotiated settlement, or a major escalation. There is a third option, and he should take it: recognize there is no way to force a positive outcome and simply leave. The region is not ours to fix. President Reagan chose this path in Lebanon in ‘84, withdrawing U.S. forces after the Beirut barracks bombing once it became clear the mission’s stabilization goals could not be met, effectively ending direct American military involvement and avoiding a deeper quagmire and long-term entrenchment in the region. A negotiated settlement is unlikely to work or be taken seriously by the Iranians unless we make concessions on the enrichment issue. As we saw yesterday in the SOH, the IRGC is empowered to act without the consent of the civilian leadership, so it’s likely they won’t honor any deal reached. A major escalation will lead to a very destructive outcome for Iran, the region, and eventually the U.S. If POTUS chooses brute force and targets civilian infrastructure, we will create another generation of radicalized Iranians who will rally around the regime and escalate the war by any means possible. If POTUS opts to strike the civilian infrastructure, declare victory, and then leave, we will only further erode our standing in the world, the petrodollar, and eventually our status as the world’s reserve currency holder. We need to get out now. Don’t double down on failure. Avoid the sunken cost trap, leave now, and put America’s interests first.

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Northstar
Northstar@NorthstarCharts·
If you still insist on using a non-log (linear) scale after seeing this, I really can't help you 👇
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DYOptions
DYOptions@data168·
China is always a silver exporter. They banned silver exporting January 1, 2026. They imported record amount silver January, February and March. China dominated world's 70% silver refining. China restricted exporting sulphuric acid and nitric acid which are required for silver refining, which takes effect on May 1 2026. A new silver refinery takes massive amount of grid energy and 3-5 years to build. Are you connecting the dots?
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Madelon Vos
Madelon Vos@MadelonVos__·
Het kabinet kondigt een landelijk crisisplan aan. Europa spreekt openlijk over weken tot maanden aan voorraden en bereidt zich voor op schaarste, want de Straat van Hormuz is nog altijd niet open. En zelfs als de straat vandaag open zou gaan, is de vraag wat de langetermijnimpact zal zijn op onze economie. Brussel waarschuwt ondertussen voor hogere prijzen die jaren kunnen aanhouden. En zelfs Christine Lagarde hint inmiddels op een nieuwe voedselschok. Deze crisis is niet simpelweg een energiecrisis meer, maar raakt onze economie in de vorm van energie, transport, voedselaanbod, inflatie en uiteindelijk linksom of rechtsom ook jouw portemonnee. Dit en meer in mijn nieuwste video via de link hieronder in de reacties ↓
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Brian Allen
Brian Allen@allenanalysis·
🚨 NBC News confirms for the first time: the Iranian Air Force bombed US military bases in the opening phase of the war. This was not just missiles and drones. This was the Iranian Air Force. Conducting airstrikes on American bases. And we’re only finding out now. What else haven’t they told us?
Brian Allen tweet mediaBrian Allen tweet mediaBrian Allen tweet mediaBrian Allen tweet media
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Vancouver Island Guy 🌊
Vancouver Island Guy 🌊@VanIsleInvestor·
Eric Nuttall Update - Oil We are about a week away from the market hitting the breaking point as the safety barriers are used up The price needed will be WTI $175 + and the floor will go up expecting approx. $80 for 2027 The battle for the barrel is now coming to the U.S. and will take everything across Cushing, Jet fuel and the pricing impact will happen in real time when it does... We are down 12 mbd a day and 600 million barrels so far. The U.S. has been happy with the jawboning down of the price and the market needs to see physical shortages for the next phase. U.S. Oil companies are now offering value at 17X cash flow and we are adding exposure. youtu.be/ZRWeJx6P2f0
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Mark
Mark@Mark4XX·
GROMEN: US RAN OUT OF MISSILES: THE REAL REASON FOR CEASEFIRE While the public narrative spins diplomacy and optics, the real story is far simpler and far more brutal. The United States and Israel burned through interceptor missiles faster than Iran could fire its offensive arsenal. The war ended not because of strategy or talks — it ended because America literally ran out of the critical components needed to keep fighting. THE CRITICAL SHORTAGE ➡️ China quietly cut off exports of rare earths and other vital materials essential for advanced missile production. ➡️ US and Israeli interceptor stocks depleted at a shocking rate while Iran’s supplies held steady. ➡️ Without those components, replenishment became physically impossible in any realistic timeframe. THE STRATEGIC CHECKMATE ➡️ Iran never needed battlefield victories — just survival and a closed Strait of Hormuz. ➡️ That single constraint exposed America’s fatal dependence on Chinese supply chains. ➡️ The moment rare earths stopped flowing, the math of sustained war collapsed. THE COMPLACENCY COLLAPSE ➡️ Decades of offshoring left the US defense base unable to produce what it needs in a real conflict. ➡️ You cannot fight a modern war when your adversary controls the factory. ➡️ Physical reality overruled every financial or political fantasy. THE BOTTOM LINE The Iran war didn’t end because of brilliant diplomacy or tactical wins. It ended because the US ran out of critical components and could no longer continue. China held the short hairs all along. HT: YOUTUBE misesmedia @LukeGromen #ChinaRareEarths #MissileShortage #IranWarOver #USVulnerability #CriticalComponents #StrategicDefeat #SupplyChainWar
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Northstar
Northstar@NorthstarCharts·
Gold, silver, commodities, energy, oil - what we've seen so far is NOTHING compared to what this chart implies is likely to come in stage 1 👇
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Dr. Potassium
Dr. Potassium@potassium_phd·
SILVER/SPX ♻️ — the correction presently underway in precious metals is merely a pause in a much longer process that will take years to fully play out. It won’t be finished until the 2030s. If you aren’t already taking this opportunity to accumulate silver, it’s not too late. Study this chart 🔍👀👇👇 For the good of the order 🫡
Dr. Potassium tweet media
Dr. Potassium@potassium_phd

SILVER/SPX ♻️ — coiling below 1980-2011 resistance with the daily RSI under 50. A breakout attempt looks to be on the way soon. When this ratio breaks out, the next leg higher for silver will officially begin. Accumulate accumulate accumulate 🫡

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Eric Nuttall
Eric Nuttall@ericnuttall·
Are we overreacting? Goldman now estimating Gulf crude oil production is down 14.5MM Bbl/d, an astoundingly huge number (~1.5X the demand drop during COVID). Even with demand reduction/refinery run cuts of ~6MM Bbl/d, SPR releases of ~3.5MM Bbl/d, KSA/UAE workarounds of ~6MM Bbl/d, global inventories are still drawing by >6MM Bbl/d...~2X the size of the former "most anticipated oil supply glut in history"™️. The world will have lost over 1.1BN barrels even if the SoH opens tomorrow (ignore the supposed 20+ sea mines). Then to consider the potential for loss of productive capacity from forced shut-ins, the timeline to repair 80 damaged facilities (1/3 severe/very severe), and the refilling of SPRs (~0.3MM Bbl/d of new demand for the next 3 years or a 30% bump to baseline demand growth). Let's not forget about the twilight of US shale, the peaking of non-OPEC production, and the meagre 1.5MM Bbl/d of OPEC adjusted spare capacity. With all that said, to me a 2027 WTI strip of $72 looks mispriced, and we are buying companies that at $80WTI are trading at 17%+ FCF yields. Time will tell...
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Financelot
Financelot@FinanceLancelot·
Market and oil crashes have always been directly correlated. If the Iran escalation is the trigger, then counterintuitively oil should fall to $50 over "growth fears" and economic lockdowns. The real risk here is what happens after that scenario. With Powell still the head of the Federal Reserve until May 15, the obvious move in the face of a crash would be quantitative easing (QE) like 2020. The problem with that is the liquidity being printed would occur when there's a 32% energy supply shortfall. So instead of QE fixing the economic problem, it would make it significantly worse by funneling the liquidity into the largest oil price spike in our lifetimes. As I've said before, given all the U.S. energy blockades and destruction of refineries in Russia, Australia, South America, etc. I believe starving the world of oil is the entire plan to cause a global sovereign debt crisis. By creating a massive oil shortage, the U.S. destroys growth & sucks all the Dollars out of the global economy, back into the United States. This creates a scenario where countries must sell their U.S. treasuries significantly below face value in order to continue financing their debt. Oil and the Dollar $DXY have historically been inversely correlated, but this shock could be engineered similar to 2022 where the both oil and the Dollar head to 160 at the same time.
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Financelot@FinanceLancelot

THE NIGHTMARE SCENARIO NOBODY IS TALKING ABOUT AN OIL + DOLLAR SHORTAGE The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil. Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil. The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown. The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis. Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars. This energy crisis could very well be the beginning of Brent Johnson's @SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.

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Masu Zafi 🔥🔥
Masu Zafi 🔥🔥@masuzafi·
🔥🔥Pepe Escobar is 100% right. China isn’t just trading through Iran it’s building a sanctions-proof fortress. In May 2025, Beijing quietly activated the 10,400 km China-Iran railway. Trains now run from Xi’an straight through Kazakhstan and Turkmenistan to Tehran’s Aprin Dry Port in just 15 days slashing the old sea route by more than half. Goods. Containers. And soon oil moving overland in tank cars, settled in yuan, backed by barter. 1. No navy. 2. No Strait of Hormuz. 3. No Strait of Malacca. 4. No US blockade possible. This is the ultimate backup corridor the empire can’t touch. While Washington obsesses over naval chokepoints, China is rewriting the map with rail and reality. The New Silk Road just got armor. This is how multipolarity actually wins. 🇨🇳🇺🇸 🇮🇷
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Northstar
Northstar@NorthstarCharts·
@garysavage1 Hi Gary. I'm not sure if I've seen you use ratio analysis, but I'd urge you to consider this chart and the implied timeline. What we've seen so far, is no more than 'base-building' for stage 1.
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Dr. Kyle Corbett
Dr. Kyle Corbett@BigPipN·
#Oil 1hr update, this will probably trade sideways until mid week then finish bullish to complete the 5 wave sequence. Then we will enter wave 2 correction cycle of the larger degree. Post W2 we will enter >$100pb for the rest of the year!
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🇨🇳 Liu Feng 刘锋
🇨🇳 Liu Feng 刘锋@LiuInTheShadows·
🚨 Do you understand what happened in the last 24 hours.. > the US Treasury sanctioned Hengli Petrochemical.. China's second-biggest refinery.. 400,000 barrels per day.. cut from the global financial system on a Friday afternoon.. > 40 shipping companies and tankers sanctioned in the same package.. > the Bessent Treasury sent a letter to banks in China, Hong Kong, the UAE, and Oman.. threatening secondary sanctions if Iranian money sits in any of their accounts.. > China's embassy in Washington responded that the move "undermines international trade order".. translated: we will not forget this.. > US national debt crossed $39,000,000,000,000.. interest payments now bigger than defense and education combined.. > a Johns Hopkins economist summed up the new world order in seven words: "good for Russia.. good for China.. bad for America".. > Goldman Sachs estimated the oil shock will kill 10,000 American payroll jobs every month for the rest of the year.. > US farm bankruptcies up 46% year over year.. 70% in the Midwest.. > the Trump-Xi summit is supposedly happening in weeks.. all of this.. one Friday.. if you're not following me you're finding out about this 48 hours late from someone who read my post..
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