Market Yogi

IT'S THE ENERGY STUPID! A look at power infrastructure growth over the past quarter millenium in top 10 GDP's around the world. *Note: Data are drawn from EIA, IEA, Ember, IRENA, Wikipedia aggregates, and national reports.

Global System Rupture. The Fourth Systemic Risk-driven global crisis is coming.

The oil barrels keep trickling out the Strait of Hormuz. Today, two super oil tankers (VLCC) crossed in dark mode, carrying Saudi and Emirates crude.

IRAN WARNS ANY ISRAELI STRIKE ON BEIRUT WOULD “DESTROY THE ENTIRE NEGOTIATION TRACK” WITH THE US — BABAK VAHDAT

A senior Israeli official tells Channel 14 that "an attack on Iran is off the table at this stage" after Israel received "a clear message from the US"

Scoop: 2 Indian MPs and US Embassy officials to attend Tibetan exiled leader’s oath-taking in Dharamsala tomm. Reporting: wionews.com/world/indian-m…

The US has restarted “Project Freedom,” the mission to escort vessels through the contested Strait of Hormuz -WSJ Project Freedom had been suspended earlier this month after Iran responded by attacking the UAE.

WSJ: The U.S. Navy has restarted assisting vessel crossings through the Strait of Hormuz, according to U.S. military officials. The officials told The Wall Street Journal that a Greek supertanker laden with two million barrels of crude was guided by the U.S. Navy, as it crossed the waterway off the Omani coast.

@naval @johnkonrad Nope. It's alpha. Money is a value losing instrument.

If the people you most look up to are investors and financiers, then your God is money.

COAL INDIA OFS ANNOUNCED APPROX SIZE 5000 CR Offer Structure: Company Coal India Limited (the “Company”) Bloomberg Ticker COAL IN Equity Selling Shareholder (“Seller”) THE PRESIDENT OF INDIA ACTING THROUGH MINISTRY OF COAL Floor Price · INR 412.00 per share (Discount of c. 10.1% to Last Close Price of INR 458.15 on NSE as on May 26, 2026) Last Close Price · INR 458.15 as on May 26, 2026 on NSE Base Offer size · Up to 6,16,27,283 equity shares with face value of INR 10 per equity share (“Equity Shares” and such Equity Shares offered, “Offer Shares”). · Up to INR 25,390 MM i.e. USD 266 MM (at Floor Price) · Up to 1.00% of outstanding paid-up Equity Share capital · Additionally, up to 25,000 Equity Shares of the Company may be offered to eligible employees of the Company, in accordance with the terms and conditions provided in the OFS Guidelines Oversubscription option, if exercised · Up to 6,16,27,283 Equity Shares · Up to INR 25,390 MM i.e. USD 266 MM (at Floor Price) · Up to 1.00% of outstanding paid-up Equity Share capital Total Offer size (including Oversubscription option) · Up to 12,32,54,566 Equity Shares · Up to INR 50,781 MM i.e. USD 532 MM (at Floor Price) · Up to 2.00% of outstanding

First, get the Iran deal. Second, get the ceasefire in Ukraine. Third, focus on managed confrontation with China in the Western Hemisphere and the Indo-Pacific region. 👇

Iran's foreign ministry: The US has violated the ceasefire in the Hormozgan area

US CREDIT CARD STRESS HITS WORST LEVEL SINCE 2008 CRISIS; BALANCES SURGE TO $1.3 TRILLION WHILE AVERAGE CARD INTEREST RATES TOUCH 22%

📈 Confirmed: Live metrics show a partial restoration to internet connectivity in #Iran on day 88, after 2093 hours of near-total isolation from international networks, the longest nationwide internet shutdown in modern history. It is unclear if the restoration will be sustained.

@WarMonitorINTL Rephrasing the question might deliver the right sentiment. @grok Who would you consider the worst performing CM and the worst performing State in India for the last 20 years. *Note: Cannot choose the same defacto answer for both.

Who is the worst-performing CM in India currently?

⚡️🚨 Israeli terror in Lebanon: In a dangerous move, Israeli aircraft bomb the Qaraoun Dam in Beqaa, which contains a large amount of water, and its collapse means the drowning of entire villages. According to Israel, there was a Hezbollah fighter inside the water

There is a real brutal competition over AI supremacy going on out there between US and China, and it will determine the winner of the Fourth Industrial Revolution, which will determine the winner of the second Cold War. The rest is intellectual gymnastics on the sidelines.

A 19-year old broke into India's largest high school examination system of 2M+ students a year, the CBSE, and was able to view and CHANGE any students' marks. He responsibly wrote to the team 3 months ago, and it took them 3 days to fix only one of the issues. Today, they took the entire website down. This is a absolute embarrassment. The futures and lives of millions rests in the hands of the utterly incompetent. There is also no mass media reporting on the matter. This topic is close to me because not only is this the education system I went through, but 12 years ago and silently for 5yrs since, I'd written about and reported a much less severe vulnerability allowing me to scrape these results too. More than a decade later, not much has changed. This 19yo, Nisarga Adhikary, wrote a great piece outlining each vulnerability he reverse engineered: - the master password leak - the client-side 2fac / OTP validation workaround - tokenless access to the entire internal app (dashboard, evaluator details, etc) setting dummy browser values - changing any password without knowing the old one - an IDOR vuln allowing you to act as any user and edit exam marks For those interested in a beautiful study in security breaches, this is a must read (link below). If there's any light at the end of the tunnel, it's that a 19yo who never went to college can do things 99% of top engineers couldn't figure out.

IRAN'S FOREIGN MINISTRY: U.S. HAS VIOLATED THE CEASEFIRE IN THE HORMOZGAN AREA

$3 billion a year in #forex losses: The cost of #India not enforcing its own anti-dumping rules @ViekDubey cnbctv18.com/economy/3-bill…

IRAN SAYS HORMUZ TALKS ARE STILL ONGOING, NO PLAN TO CLOSE STRAIT FOR NOW, BUT FUTURE SHIPPING SERVICES MAY BE REVIEWED AMID US PRESSURE