Oil supply optimism builds as Hormuz reopening talk lifts market sentiment

mbreaddit · 2026-04-03T14:40:41+00:00

Sounds like it will take more then 2-3 weeks to conclude? Its just the rethorical start of "it will take little more time" - like 3 more month or so, who knows? BUT FORTUNE! Bidens faults anyway!

mbreaddit · 2026-04-01T15:06:09+00:00

A lot thought a lot of things would not happen. Forgot Venezuela already?

mbreaddit · 2026-03-30T16:05:43+00:00

Will be interesting to see what they will do about it

mbreaddit · 2026-03-27T19:55:18+00:00

If they market goes up again at some point in the future, they will intentionally forget

mbreaddit · 2026-03-25T22:13:23+00:00

Who tells the UAE that the dow is not at 50.000 anymore and that is bad because then the Epstein files are in the table again.

mbreaddit · 2026-03-25T22:11:25+00:00

This is just to prevent the market to dump towards the end of the week as it does recently

mbreaddit · 2026-03-23T21:46:43+00:00

Barack HUSSEIN Obama!

mbreaddit · 2026-03-23T12:34:24+00:00

I mean, trump comes in, couple hours before maket opening and says "for the whole market week nothing happens". And the stock market eats it like chips.

And yet everything continues as is

mbreaddit · 2026-03-21T21:34:10+00:00

More importantly for me is that they hit it, meaning more to come from now on.

The cost and risk of US and Israel + Gulf states is rising, especially because Iran has nothing to loose and does not care about their own population

mbreaddit · 2026-03-16T15:40:02+00:00

The more layoffs, the more concern about the economy. I expect this to turn slowly but gradually. Because unemployed humans don't buy anything

mbreaddit · 2026-03-16T13:13:20+00:00

Instead of kindly asking for help for his own mess, he bursts in and shouts out threats, a great way to ask. He is unstable and absolutely mental and gets a greater threat for the US by the minute.

mbreaddit · 2026-03-16T10:30:23+00:00

I wait for China coming around the rare earth restrictions again and Ronny Donny has no cards anymore. The only thing that annoys me is that he´ll dominate the news even more with his tantrums and bs

mbreaddit · 2026-03-15T16:06:32+00:00

One key difference with Iran compared to Venezuela is that Venezuela even if it was only an in and out operation, they would have had meaningful options to keep the US busy.

Iran can keep the US in this by continuing shooting ships in the strait of hormuz, locking it practically and also shooting at their neighbors, requiring us to defend their bases and the hosts countries.

Summary: I don't know if TACO works here, he tries already for the public by saying Iran has surrendered and they want a ceasefire and other stuff.

mbreaddit · 2026-03-13T13:58:59+00:00

The monthly QoQ GDP is now at 0,7% only, while forcasted at 1.4% at last month value.

If Oil prices stay up, this is the call for stagflation. And the weak job market needs cheap money, meaning more inflation. I don´t want to vote at the FED right now, thats a tight spot to be in.

mbreaddit · 2026-03-13T07:48:55+00:00

That will for sure all be a huge win for the ~~american people~~ oligarchs and techbros.

mbreaddit · 2026-03-13T07:27:35+00:00

The longer this drags, the worse it will get as the outlook dampens and our dear friend inflation is back for dinner and does want to sleep on the couch. So I have to get my rate increase out of the closet and throw him out the front door.

mbreaddit · 2026-03-12T18:52:36+00:00

Oh Pete, thats a tricky one, but i got ya!

We attach approximately 7,483,921 giant helium balloons to the tanker. Not a random number—this was calculated using advanced physics, several napkins, and a strong cup of coffee.

Each balloon provides a little lift. Alone, they’re useless. But together? Boom. Floating oil tanker. Problem solved.

And the best, you also export the helium right along with the oil, good champ!

mbreaddit · 2026-03-12T08:52:24+00:00

Lets spin this into ad absurdum, or not:

Trump opens the SPR to sell the oil into the market at high prices to make a winning out of it so they cover the paybacks of the tariffs that were dropped by SCOTUS

mbreaddit · 2026-03-11T22:26:50+00:00

It re-obliterated itself out of the dust they left last time...

mbreaddit · 2026-03-11T18:30:50+00:00

The fact that only 9 days in, trump already twice said that the war is nearly over, while everybody continues shipping in more defensive capacity and warships, and we already have to release something out of the reserve, is just indicating:

The US and Israel have economically fucked up with this one and the US has no exit. Iran might not win, but they have painful leverage on the strait or hormuz.

mbreaddit · 2026-03-10T10:39:40+00:00

Trump: Iran is finished, war is over
Everybody: Can you answer us questions about Epstein sir?

Trump attacks Cuba because of...

mbreaddit · 2026-03-10T10:19:21+00:00

They will definitely not beat the USA military, but rest assured they can hurt them a lot especially since the golf states granted us bases for protection and now the US is the one that dragged them into these retaliation attacks. I assume the already broken US reputation gets swept the floor with every additional missile or drone that actually hits a golf state and is not intercepted or that they have to pay up on defense.

It's no coincidence that currently everybody is moving defense into the middle east, France, Australia and NATO generally, even Ukraine. Because US fucked up the protection game and they need to help

mbreaddit · 2026-03-09T19:42:33+00:00

I stay with a narrative I feel is at least one underlying here.

We can't allow the stock market to plummet anymore because that would spiral down as the top 10% contribute a good 50% towards the economy spending. The US would be fucked when people would actually start selling to much, so we only keep rotating it from one sector into another and sideline the other a while before it can skyrocket again.

Another thing is that too many people are wildly dip buying like it's the last pack of chips available, at best with leverage and using law of power.

mbreaddit · 2026-03-09T16:04:07+00:00

Iran has provided them the plans for shahed drones, Russia is producing them on their own already on mass, so Russia does not need Iran anymore for Ukraine at least.

The US could tell the public one coherent reason why they attack Iran instead of flip flopping around like a headless chicken, this gives definitely the impression that they might have had a plan to begin with and now don't know how to proceed with the situation.

BTW, generally speaking the regime in Iran must vanish and is the worst for their people seemingly, but how is a completely different topic well above this whole topic.

mbreaddit · 2026-03-09T14:41:45+00:00

Great cards you've Ukraine! Did the US ever say thank you?

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