TipN
1.2K posts
@HustleBitch_ Some dipshit said if that black smoke turns out to be toxic well let u know…….
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🚨 WE ARE AT WAR — U.S. ENERGY TARGET HIT — MASSIVE EXPLOSION ERUPTS AT ONE OF AMERICA’S LARGEST REFINERIES — BOOMS HEARD MILES AWAY
A Valero refinery in Port Arthur, Texas just erupted into flames after a reported explosion, and the footage is unreal.
• One of the largest refineries in the U.S. (~335,000 barrels/day)
• Massive fireball and thick black smoke pouring into the sky
• Residents say the blast shook homes and rattled windows
• Shelter-in-place warnings issued as the situation unfolds
This isn’t some small facility… this is critical U.S. energy infrastructure going up in flames.
If this isn’t an accident… what does that mean for what comes next?
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TipN retweetledi
🚨 UKRAINE JUST HIT RUSSIA’S LARGEST OIL PORT:
– Primorsk. Russia’s biggest oil export terminal on the Baltic
– Handles 1.5 million barrels per day, 60 million tons per year
– It’s on fire, fuel reservoirs burning, workers evacuated, operations suspended
– The nearby Ust-Luga port also suspended operations
– Russia’s TWO largest petroleum export outlets offline at the same time
– Ukraine confirmed the strike, 249 drones launched
– Both the tank farm and oil loading infrastructure were hit
– Primorsk is where Russia’s shadow fleet loads up to dodge sanctions
– It’s how Russian oil money keeps flowing despite every Western sanction
Now think about the timing…
– The Strait of Hormuz is closed. 20% of global oil choked off because of the Iran war
– Now Russia’s biggest Baltic export hub is also offline
– The Novorossiysk Black Sea port was hit by drones earlier this month too
– Global oil supply is being squeezed from two directions at the same time. The Middle East AND Russia. Simultaneously
I’ll share more updates shortly, turn on notifications so you don’t miss anything important.
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TipN retweetledi
**IMPORTANT**
The S&P didn’t drop because of the war.
It was going to happen regardless, and the war just accelerated it.
The debt, the overvalued markets, consumers living off credit cards, and private credit defaults hitting levels we haven’t seen since 2008.
The Fed can’t even cut rates, they’re trapped.
The market was broken long before the war even started.
I’ve been saying this for months. Some people listened, but most didn’t.
I’m not saying this to brag. I’m saying it because you deserve to know who you’re actually listening to.
While everyone else was bullish and screaming for higher prices, I wasn’t, because there was absolutely no reason to be bullish.
The people who followed me early and took the warnings seriously are sitting in cash right now, and they’re very happy.
Even better, everything I said turned out to be true. Every stock I said would go up did go up. We didn’t just outperform the S&P, we actually made money during a time when 95% of people were losing money.
Those who didn’t listen will probably panic-sell at the bottom, and I’ll happily buy their discounted shares, just not yet.
I don’t do this for the money. I make enough from my own investments, and I think I’ve already proved that.
Anyway, if you’re new here, don’t worry. I’ll keep sharing everything publicly because I genuinely want you to win.
All I’m asking is that you turn on post notifications so you don’t miss anything important.
On another note, enjoy your weekend.
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California is beating its own climate goals ahead of schedule:
✅ Two-thirds of the state grid powered by clean energy
✅ More than 2.5M electric vehicles
✅ 201K public chargers (more than gas nozzles)
✅ 17,000 MW of battery storage (2nd only to China)
The cynics said it couldn't be done.
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The US is spending more than $1 trillion on the military for the first time in history.
That apparently isn't enough. Now, the Pentagon wants $200 billion more for an illegal war in Iran.
The answer is NO.
We need to invest in the American people, not endless war.
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@theficouple Thx i bought mine used for savings plus now im really saving on gas!!!!!!
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When you bought the $50,000 Tesla Model Y to save on gas & maintenance.
Then you learned:
- It loses 20-35% of its value by year 3
- It loses 55-58% of its value by year 5
So by year 5 you lost $35,000+ of value?
....Congrats on saving ~$1,000/yr on gas.
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@PeterDiamandis It was always going to be digital first.
The end of humans as computers (floors of people just doing calculations) was more than half a century ago.
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For years, we were told that robots would take blue-collar jobs first. Instead, AI came for office work and other creative jobs first.
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🚨 Added CORN to my portfolio
Everyone’s talking about oil. Nobody’s talking about food.
Higher fuel costs hit farming and fertilizer prices are moving (we already hold NTR). Grain exports are getting disrupted. Corn goes into feed, fuel and food production.
Remember what happened in 2022 during the Russia/Ukraine conflict?
The options flow on CORN has been extremely aggressive. Big money buying calls at the 25 strike expiring August 2026.
A third of US corn production goes into ethanol.
Ethanol is blended into every gallon of gas you pump. Regular gas is already 10% ethanol.
When oil gets expensive, demand for ethanol goes up. Corn follows.
Gas is up 27% since Feb 28. Farm groups are now pushing Congress to approve year-round E15 sales, 15% ethanol blended fuel instead of 10%.
Anyway, I like the setup here.
Not a call. Just sharing my positioning.
For those who don’t already know, I share all my moves here publicly. The market moves fast so my posts are very time-sensitive. Turn on notifications so you don’t miss anything, this is important.
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If you had to explain your investing strategy in one sentence…
what would it be?
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@elonmusk @jonatanpallesen We are doomed we need robot overlords before we become too stupid!!!
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@jonatanpallesen So many smart people I know have fewer than 2 kids
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The proportion of high-IQ people in the world is declining fast.
Jonatan Pallesen@jonatanpallesen
The total number of smart people in the world has just peaked. And now it's about to crash.
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