Jesse Whitman 🎯
672 posts

Jesse Whitman 🎯
@jesse_whit_wire
Tracking trends in U.S. stocks & global markets daily.
USA Katılım Ocak 2014
60 Takip Edilen51 Takipçiler

@jesse_whit_wire A true 'shareholder mindset' compares everything to the risk-free rate. $LLY’s projected 5-Yr FCF yield (3.68%) lags the 4.39% treasury.
Incredible moat (49% ROIC), but priced for absolute perfection. Model median value: $749. Rating: Strict Observation. 🔬 (NFA)

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@jesse_whit_wire @BLS_gov It's coming out on the 8th. (Counting down ...)
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🚀 Gün sonu kapanışı yine kârla…
Nasdaq, İran tarafından gelen beklenmedik barış anlaşması haberleriyle sert dalgalansa da piyasadaki ters hareketlere rağmen günü güçlü kapattık.
💰 Toplam kazanç: 6.337$
Piyasa ne kadar şaşırtsa da doğru strateji kazandırmaya devam ediyor.
Yeni haftada işlemler, bakiye yönetimi ve güçlü stratejiler için sende aramıza katılabilirsin.
📩 İletişim: t.me/ForexinAsli
#nasdaq #nasdaq100 #gold #altin #forex #piyasa #trading
Türkçe

🔴Global oil inventories are the world's last line of defense against the Iran war oil shock:
JPMorgan estimates global inventories will fall to ~7.6 billion barrels by June 2026, the lowest level since at least 2017, as storage absorbs the supply losses that cannot be replaced by spare production capacity.
The world entered 2026 with 8.4 billion barrels in storage, built up during the 2024 to 2025 period when supply outpaced demand, but this buffer is now being drawn down at an unprecedented pace.
Unlike typical supply disruptions, where spare production can be mobilized quickly, the scale and location of this shock mean inventories are acting as the sole shock absorber of the global oil system.
Once inventories approach their operational minimum, the only way the market can rebalance is through demand destruction, meaning sharply higher prices until consumers are forced to use less oil.
The inventory buffer is disappearing faster than markets appear to realize.

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