Drivetim3

Will also use Twitter as my trading journal. Gl to everyone

I think about this quote often

“Health is the greatest gift, contentment the greatest wealth, faithfulness the best relationship.” -Buddha

During a so-called ceasefire. This should be a headline in every major news outlet.

Deadly Israeli strikes on southern Lebanon despite ceasefire, per BBC

Russian drones strike Ukraine's Odesa overnight, wounding 18, officials say reut.rs/495gGzr reut.rs/495gGzr

Once a thriving Lebanese border village with roots stretching back centuries, Kfar Kila has now been reduced to rubble by Israeli bombardment. Through the eyes of displaced residents, Reuters reconstructs the rich communal life that has been lost

Charts on US petroleum inventories in mb - EIA #oott

America, we have lost our souls.

Israeli strikes in southern Lebanon kill at least 5, including family of 3, news agency says cnn.com/2026/04/29/wor…

Quite a violent ceasefire.

Iran is likely unable to utilize all of its storage tanks due to operational constraints, along with technical and geographical issues. At the very latest, they’ll be forced into production cuts after mid-May. Since it takes time to ship oil on water and actually receive payment, I expect it’ll take nearly a full quarter for Iran’s oil revenues to see a substantial drop. There’s no doubt a US naval blockade will put financial pressure on Iran. The problem is it’s not enough to force an immediate surrender—especially since they’ve already survived the pandemic era with oil under $50/bbl and export dipping as low as ~500 kb/d. #oott #iran

Lebanese mechanic Rabih Khreiss and his family have been displaced for nearly two months. His family's hometown is now almost entirely flattened as Israeli troops have occupied a strip of the south, destroying homes they say are Hezbollah infrastructure reut.rs/4mZ8whU

Oil curve pricing in high prices to stick around for some time.

If you look at this as a business, you’re gonna be disappointed. This is the greatest stock promotion of all time (made better bc you can’t even buy shares today)… $1T in AI capex so far and revenue has ramped to maybe $3B a month?? A good portion of that is just round-tripping too. Net of electricity, there is almost zero margin and then there’s a depreciation line. It’s all a flaming klown kar. But revs grow fast and the memes do get better over time, so I guess we have to fixate forever on AI… I still can’t get my mind around how silly this all is. But it probably continues until the IPO. Then we can all laugh at it burning down…

@woke8yearold sometimes when profit doesn’t matter, you start losing money sometimes when you lose money, you borrow to make payroll sometimes when you borrow a bunch of money you borrowed, you go bankrupt when enough borrowers go bankrupt, banks fail few

Why did the UAE leave OPEC? The need to have greater autonomy over oil production levels The country wants to increase output capacity and actually use it, rather than keep production capped, especially after the war ends and Hormuz The UAE is positioning itself as a more flexible, market-responsive producer and wants to tap into the capacity it’s invested in without constraints.

You are looking at one of the most detailed 3D reconstructions of a humancell (eukaryotic cell) ever made. Every molecule. Every structure. Mapped in extreme precision. This isn't just a pretty picture. It's a microscopic universe finally brought into focus.

Aid agencies in Somalia report delays in receiving life-saving peanut paste for malnourished children as supply chains are affected by the Iran war reut.rs/3QAq7k5

Twenty years after global outcry, children in Darfur, Sudan, face a deeper crisis and far less attention. “We cannot allow history to repeat itself. Children in Darfur need protection and sustained humanitarian access.  The parties to this conflict must end this brutal war.” - @unicefchief Read our new report: unicef.link/4uexz30

As war nears two months, displaced Lebanese family sinks into despair - reuters.com/world/middle-e…