Samir Guidi retweetledi
J.P. Morgan just described the end of the modern oil system in a 12-page PDF.
They called it: “The Illusion of Plenty”
Nobody is talking about what happens the day after.
Here’s what that looks like. 👇
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Samir Guidi
2.8K posts
Samir Guidi
@samirguidi
libero pensatore, economista, sarcastico osservatore, pifferaio ermetico. Cuoco per necessità e passione. #energy #politics #trading #weather
Katılım Haziran 2009
360 Takip Edilen83 Takipçiler
Samir Guidi retweetledi
This 2-hour Stanford lecture breaks down how models like ChatGPT and Claude are actually built, clearer than what many people in top AI roles ever get exposed to.
Save this and set aside two hours today. It might end up being the most valuable thing you learn all week.
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@samirguidi Non mi ci stava che devono dimettersi! 😆
Italiano
Le scuse in fretta e furia, poche ore prima che SRF divulgasse la notizia, per un fatto vecchio di 5 anni.
PF, pentito perché colto con le mani nella marmellata, dovrebbe lasciare il suo incarico e la nostra Federazione, che ritiene il caso chiuso, dovrebbe essere commissariata.
Italiano
Samir Guidi retweetledi
“… Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell…”
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Samir Guidi retweetledi
UK and France Hardest Hit In Europe by Diesel, Jet Squeeze: BNEF
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Samir Guidi retweetledi
Let the fuel bidding war begin.
Vortexa data shows six diesel tankers from the US Gulf Coast en route to Europe who diverted toward the South Atlantic on 2 April. Destination unclear: SA, Asia or both.
Alexander Stahel 🌻@BurggrabenH
Diesel in Europe is now US$205/bbl. Like jet, it needs to demand destruct, just less violently. Ceteris paribus, roughly 3–6% of EU27+UK consumption has to go into May or June. Exact timing depends on flows. The difference vs jet is buffers. Inventories, refinery flexibility, and SPRs may absorb part of the shock. That slows the adjustment, it does not remove it. Keep in mind, the EU27+UK import roughly 1mbpd of diesel out of 4.5mbpd consumption. Europe is structurally short diesel and long gasoline, a legacy of 25 years of dieselisation. Time will tell. If you need a new car this month, perhaps go for petrol, not diesel 😆
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Samir Guidi retweetledi
Warren Buffett watching the Iran war break out with $380 Billion in cash.
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Samir Guidi retweetledi
AWS would prefer to forget March ever happened in its UAE region go.theregister.com/feed/www.there…
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Samir Guidi retweetledi
Die Schweizer Bevölkerung deckt sich vermehrt mit Waffen ein. Die Anzahl der Waffenerwerbsscheine ist 2025 stark gestiegen.
srf.ch/news/schweiz/b…
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@clashreport @bennyjohnson Can Vance tell the world what exactly they are doing in Iran .
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JD Vance on Iran:
We are not interested in being in Iran a year down the road, two years down the road.
We are taking care of business, we are going to be out of there soon, and gas prices will come back down.
Source: @bennyjohnson
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Samir Guidi retweetledi
Der Geschäftsführer von Shell, Wael Sawan:
"Im nächsten Monat werden die Störungen bei der Lieferung von Energieressourcen von Asien nach Europa übergreifen. Momentan kauft Asien das gesamte LNG aus den USA von der EU auf."
Seit dem 3. März wurden etwa 11 LNG-Tanker, die ursprünglich nach Europa fahren sollten, nach Asien umgeleitet.
Deutsch
Samir Guidi retweetledi
The insider trading scandal just got worse. It wasn't just oil. Someone also made a massive unexplained trade on the S&P 500 exactly 15 minutes before Trump's Iran war tweet. Hundreds of millions of dollars made in minutes. They knew exactly what he was going to say.
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Samir Guidi retweetledi
WAIT for it!! 👀 A Swiss Boeing 777-300ER roars down the runway at LAX… but the real moment hits at the very end of this shot — an unexpected surprise you won’t want to miss during the Airline Videos Live broadcast on March 20th, 2026!
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Samir Guidi retweetledi
Samir Guidi retweetledi
@sbrindellato A Zurigo se ho fortuna mi portano una margherita.
Italiano
3 pizze, 1 coca cola grande, 1 bottiglia d'acqua e 1 supplì.
22 euro.
L'italia è un paese finito
Italiano
A Milano ogni 12 abitanti iscritti all’anagrafe, compresi anziani e neonati, c’è un milionario, ossia una persona con un portafoglio liquido almeno a sei zeri, al netto di patrimoni immobiliari. A New York il rapporto è di uno ogni 22, a Londra uno ogni 41. (Sole 24 ore)
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