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The #EU needs a long-term European energy plan to get back the production of key materials.

Brent-WTI spread collapses

BREAKING: Iran has issued an order to Saudi Arabia, Qatar, and the UAE to evacuate energy facilities following Israeli strikes on Iran's largest gas facility.

@michaeljburry Thanks for the opportunity of reading such a interesting article. Long, sometimes complicated, but insightful and brilliant. Thank you, Cassandra!

In light of market events, I am making this article free for the next 24 hours. Foundations: U.S. Market Structure & Value Powerful Trends, Increasing Fragility & Coiled Tension open.substack.com/pub/michaeljbu…

#Meta is thinking to rely on Gemini, while is delaying the release of its AI “Avocado”. At the end it will be avocado toast…

@giorgio_gori Senza il nucleare, come scritto, non ne veniamo fuori. Rinnovabili ottime, ma non bastano neanche lontanamente.

Dipendere più di ogni altro Paese dall’importazione di combustibili fossili fa sì che l’Italia sia il Paese europeo più esposto alle crisi internazionali, sia in termini di sicurezza energetica che di prezzo dell’energia. Non possiamo più permettercelo. Dobbiamo accelerare sulle rinnovabili, e siccome da sole non basteranno, far ripartire anche il nucleare civile. Decarbonizzare la nostra economia non serve solo all’ambiente, è vitale per la nostra economia e la nostra sovranità.

@Banca_MPS Eh certo, lui parla, il mondo perdere 15 milioni di barili al giorno… il crudeoil scenderà alla grande….

Mercati migliorano dopo parole di #Trump su possibile fine del conflitto. #Petrolio in calo, rendimenti USA ed europei in discesa e attese su rialzi #BCE ridimensionate. #Dollaro debole, #EurUsd sopra 1,16. #GasTTF sotto 50€. urly.it/31f2sa #MpsNews #MarketNews #10Marzo

Imagine paying six times the price of natural gas and running a competitive industry in Europe

US energy secretary says US navy escorted a ship through the strait of Hormuz and oil drops -$5 instantly then he deletes the post because it never happened and oil rallies +$5 thanks for playing

We are missing about 15 million oil barrels per day on 83 produced worldwide. And the #crudeoil price is going down. Wtf?

@michaeljburry I don’t think that the “oil story” ends here. Iran is not Venezuela and - from my (little) understanding - the situation is extremely difficult to control. Which company will put at risk its ships or its engineers?

@KobeissiLetter This is not the end. It will rise again.

BREAKING: Oil prices collapse below $84/barrel, now down over -30% since last night’s highs.

Great choice of #NFLX . Every company has a reasonable price. Good luck to PSKY, to repay a debt of +100 billion $

Regular 2026 day be like: 9:30 — Stock market crash 11:15 — Crypto crash 13:20 — Housing market crash Lunch 15:20 — Oil crash 16:15 — AI bubble burst Dinner

@Schuldensuehner I don’t agree.

FOBO is the new FOMO. 📉 Fear Of Becoming Obsolete is ripping through the software sector. We are moving from "Generative AI" (tools) to "Agentic AI" (replacements). If your SaaS product just digitizes a process, Anthropic’s Opus 4.6 just made you vulnerable. The "moat" is gone.

Today I’ve lost almost all my gains in #Novo , but considering the current situation I don’t know if I bought it undervalued or fairly valued 😂 #novonordisk

2000 2013 2020 2026 The only years I remember #MSFT down more than 10% #microsoft #Investing #AI

$UNH Me buying UnitedHealth group again on this bs drop. Who is with me?!

In 2025, Disney spent $23B on content. Netflix spent $17B. That’s 34.5% more content spend. Meanwhile... Netflix revenue: +15% YoY Disney revenue: +2.2% YoY Netflix has 7x faster growth for 1.3x less spend. $DIS $NFLX

8 million. Roughly, the number of newborn in China in 2025. This should be the first concern of every economy. No humans, no consumers.