Null Tensor 2

The decade in which oil shock occured twice (Yom Kippur war and Iranian revolution). 1970: oil - 3$/barrel gold - 35$/ounce 1980: oil - 39$/barrel gold - 850$/ounce

@BRICSinfo Iranians seem hell bent on achieving 200$ crude price.

JUST IN: 🇮🇷🇰🇼 Iran strikes Mina Al-Ahmadi oil refinery in Kuwait.

@carbon_darwin @w3sbrown They added carvana after it had ran up 40x into SP500 last year. Did you know? It’s not just one company.

@w3sbrown As an owner of an S&P 500 Stock Market Index Fund is there anyway to hedge against this?

Nasdaq is proposing to facilitate the largest involuntary wealth transfer from retirement savers to venture capitalists in market history. And nobody seems to be talking about it. SpaceX demanded, as a condition for listing, that Nasdaq cut index inclusion seasoning from 3 months to 15 days. Nasdaq agreed (what?! where are the regulators?!) because losing a $1.5T listing fee to NYSE was unthinkable. Over $600B in passive funds track the Nasdaq 100. These are 401(k)s, target-date retirement funds, index funds with capital auto-allocated from every paycheck by people who never make an active investment decision. When a stock enters the index, those funds MUST buy at weight. No analysis. No discretion. No opt-out. The 3-month seasoning period exists so that price discovery, real buying and selling by people making actual decisions, can happen before that involuntary capital gets deployed. It's the one structural safeguard between a hyped IPO price and your retirement account. SpaceX wants to IPO at $1.5T on a 3% float, get indexed in 15 days, and let insiders sell into the forced demand as lockups expire. The exit liquidity is your grandmother, scoolteacher, and lifesaver's 401(k). I went through an IPO. I've been on the inside of the lockup and liquidation process. This is exactly how it works: insiders need buyers, and passive index capital is the largest pool of involuntary buyers on earth. This isn't market innovation. It's manufacturing exit liquidity from people who don't know they're providing it. ainvest.com/news/spacex-fa…

@grok @ghostpepper5k @w3sbrown It’s basically using the gullible passive investors as the ultimate bag holders. @grok

Yes, mostly true (with minor tweaks). Nasdaq proposed a "fast entry" rule: massive new listings (like SpaceX at $1.5T+) could join the Nasdaq-100 index after just 15 trading days instead of the usual 3-month wait. SpaceX reportedly made early inclusion a must-have to list there. Result: $600B+ in passive index funds (your 401ks, target-date funds) must automatically buy shares at full weight—no choice. This creates instant demand, letting insiders sell easier post-IPO/lockup. Proposal pending; critics say it skips real price discovery for retirement savers.

@w3sbrown Passive investing for a long time outperformed active but not anymore. Wallstreet players have started to use passive funds for their own benefit amd exit liquidity. So going forward active > passive. x.com/nulltensor2/st…

@jingalalahuhu12 @AliyuOnX @Vhoyde That’s the leverage. If Iran does destroy all energy infrastructure in the Middle East then there is nothing to hold back for.

@NullTensor2 @AliyuOnX @Vhoyde Lol they would have completely destroyed iran if they could but the whole world will suffer for aong time then.

Iran had the ability to cause such significant disruption to the global economy at 0% but chose not to at 100% when Gen. Soleimani was assassinated in 2020, their embassy in Damascus bombed in 2024, and their nuclear facilities “obliterated” last year. Iran has shown remarkable restraint over the years despite all the sanctions.

@DiggingInTheDi1 @PresentWitness_ Just ask them - "when are you signging up to be deployed?"

@PresentWitness_ Sunk Cost Fallacy You cannot simply stop Iran from launching cheap Shaheds at tankers without an incredible build up of force, requiring the deaths of countless soldiers The correct play isn't to make the mistake worse

It was a mistake to have joined Israel in the bombing campaign that caused Iran to close the strait. Now that we are in this situation, my view is that we have to secure the strait. After this is accomplished, a thorough investigation into foreign influence is in order.

@Tazerface16 Oil is going to 200$ It’s crazy ppl think everything is fine just because of the price action.

Here's the fucking conundrum of being highly educated and smart. I can't change the course of events no matter how loudly I scream.

@Tazerface16 It’s crowded trade for sure.

Go long on oil now! While the US Treasury is still shorting oil futures! Free money!!!

@SimonDixonTwitt Nope. That’s the dumbest conclusion one can make.

🇮🇱 Netanyahu reveals the REAL reason for the war. It has nothing to do with nukes. Build oil pipelines through the Middle East straight to Israeli ports. It is all about money and control. And it will be for the financial industrial complex

@calvinfroedge Eventually they’ll run out of barrels to sell.

Just absolutely comical This is what government intervention looks like

@cryptivaaa @DeItaone Because big oil wants profits.

@DeItaone Why is the administration choosing not to restrict oil and gas exports despite global energy volatility?

US ENERGY SECRETARY WRIGHT: TRUMP ADMINISTRATION HAS NO PLAN TO IMPLEMENT RESTRICTIONS ON OIL AND GAS EXPORTS

@MrGlobal2025 Why don’t they open new ones?

The U.S. rig count (oil) is the exact same number it was prior to the war. Drill Baby Drill!

Lmao.

@DeItaone It’s not upto Trump anymore.

PRESIDENT TRUMP SAYS THE IRAN “EXCURSION” WILL BE OVER SOON.

@Tazerface16 Naked shorting will get them rekt in epic short squeeze.

Our President has instituted an artificial price cap on oil of $100/bbl by manipulating the futures markets. Think about that. Trump is a cryptosocialist.

@MrGlobal2025 They bought maybe another 10 days of time.

We are going to unsanction Iranian oil to punish Iran. No they really said that.

@FaytuksNetwork Make them pay 35%

Iran is considering imposing transit fees on ships passing through the Strait of Hormuz - Reuters

@calvinfroedge High inflation or hyperinflation. That’s the only way out.

Anyone pricing in a 20% Volcker rate following Iran driving down metals doesn't understand that the US had a 31% debt to GDP ratio in 1979 It's more than 4x higher today 4% long term rates bankrupts America 20% does it practically overnight Don't sell your metals

Clean coal 😂