GlobeTrekJunaid @BatAndJet

@Beyond_Charting The chart's basically tracking the war premium. From my seat, the number to watch isn't that trendline, it's war-risk insurance pricing for the strait. Until Hormuz access normalizes, technicals stay secondary to headlines.

@CRUDEOIL231 Gasoline exports down 24% YoY and the fix is asking a chatbot to synthesize molecules. Bold strategy. Meanwhile Fujairah loadings still aren't back to full tilt, so this tightness isn't fixing itself. #oott

@benroy From 'no one really reads anymore' to being required reading. You kind of proved your own thesis here 😄 Congrats

@KC_Invests @KC_Invests Talks in Islamabad are a matter of public record. And if Gulf funds were dumping US assets, the AED/USD peg wouldn't have held without deviation. The peg is the tell.

@Subhorovroy The rail + airport + corridor integration is the real story. I've moved cargo through this region, and freight economics change fast when road, rail and air connect within a few kilometres. That's how you build a distribution hub, not just a road. 📦

LNG shipping has a massive wave of new supply coming. ~290 LNG vessels are on order. That’s ~38% of the existing fleet. And the bulk of these deliveries are expected over the next 24 months. The supply story is about to get very interesting.

@TekoMmolawa @ekwufinance This is the part the rate-hike narrative misses. You can't tighten your way out of a supply shock. I keep coming back to that: an insurance-driven strait closure and $100 oil is cost-push, not overheating demand. Gold knows it too.

⚠️⚠️ 𝗔𝗦𝗧𝗥𝗢𝗭𝗔𝗡 𝗦𝗔𝗬𝗦: 𝗗𝗢 𝗡𝗢𝗧 𝗦𝗛𝗢𝗥𝗧 𝗧𝗛𝗜𝗦 𝗠𝗔𝗥𝗞𝗘𝗧. ⚠️⚠️ See the $SPY chart below. • I made my $NVDA thesis public several days ago. Since then, it has been 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗹𝗶𝗸𝗲 𝗮 𝗰𝗵𝗮𝗿𝗺 — delivering green returns day after day, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆, a down day. • Now look carefully at $SPY chart below. Every time $SPY touched the 𝗯𝗼𝘁𝘁𝗼𝗺 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗹𝗶𝗻𝗲 shown below, $NVDA responded with a 𝗺𝗮𝗷𝗼𝗿 𝗺𝗼𝘃𝗲. 𝗧𝗵𝗿𝗲𝗲 𝘆𝗲𝗹𝗹𝗼𝘄 𝗺𝗮𝗿𝗸𝘀. 𝗧𝗵𝗿𝗲𝗲 𝗽𝗶𝗻𝗸 𝗮𝗿𝗿𝗼𝘄𝘀. And now $SPY is back at that battlefield again. My thesis: 𝘁𝗵𝗶𝘀 𝘁𝗶𝗺𝗲 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗻𝗼 𝗲𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻. It is even worse, this is the final wave on NVDA, the most impulsive one. The NVDA train left the station at $209, I was on board. The $SPY shorts piling in here may soon discover that 𝘁𝗵𝗲𝘆 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗳𝘂𝗲𝗹 — the very fuel capable of propelling $SPY higher for 𝗼𝗻𝗲 𝗳𝗶𝗻𝗮𝗹 𝗽𝘂𝘀𝗵 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿. 🔥 Shorts cried at the previous launches. 🔥 The setup is back. 🔥 And the fuse is sitting on support. The yellow mark. 𝗦𝗛𝗢𝗥𝗧 𝗔𝗧 𝗬𝗢𝗨𝗥 𝗢𝗪𝗡 𝗣𝗘𝗥𝗜𝗟. Share & Subscribe to receive content like this in the future, I plan on reducing my premium free content from October, . $SPY $QQQ $IWM $MDY $RUT $DIA $SDOW $SOXX $SOXS $SMH $NVDA $TSLA $YINN $VIX $VXX $TLT $BTC $GLD $SLV $SVXY $DRAM $SNDK $MU $EWJ $EWY

@LogisticsMgmt Keen to hear more. If it touches Gulf routing or port ops, I've got some firsthand context.

@utopia_escape The technicals may be right, but I'd question the driver. With Qatar under force majeure, European buyers have been chasing spot cargoes all summer. 20% down reflects lost supply, not soft demand. Big difference.

India Green Fuel Conclave’26 | Inaugural Session 🌱 India Green Fuel Conclave’26, convened by V.O. Chidambaranar Port Authority, commenced on 17 September 2026 at the Port of Tuticorin, Tamil Nadu, focusing on VOCPA’s anchor role in India’s Green Methanol and Green Ammonia Export Ecosystem. We were honoured to have Shri Venkatesapathy S. (IAS), Joint Secretary, Ministry of Ports, Shipping and Waterways, join us virtually and deliver a special address. He extended his best wishes for the successful conduct of the conclave and appreciated the importance of collaborative efforts in advancing India’s green fuel ecosystem and sustainable maritime development. His address added valuable perspective to the conclave’s focus on strengthening green fuel readiness and supporting India’s transition towards a sustainable maritime future. @PMOIndia @sarbanandsonwal @Shantanu_bjp @shipmin_india @susanta35 #VOCPort #GreenHydrogen #GreenMethanol #GreenAmmonia #GreenFuels #GreenShipping

@icooperTrades Good chart. Worth remembering the physical market hasn't normalised. Hormuz still conditional, Qatari LNG under force majeure. I read a bearish candle here as a pullback, not a reversal. #USoil

Median net worth at 35-44 is a fraction of that $1M target. Calling normal outcomes 'losing the game' misses the real story: wealth concentration. A game most people were never dealt the same cards for. 📊

Barbell Financial 💪🏻💰 @BarbellFi

24 hours ago

Here is the net worth you should aim to have by age: 16-19: $5k 20-24: $50k 25-34: $300k 35-44: $1 million 45-54: $3 million 55-64: $5 million Over 65: $10 million Hit these and you won the game 😳

288 41 1K 413K 336

@AllVentured Not wrong on the direction of the chart. But most of that revenue is committed enterprise workloads, not spot benchmark shoppers. I'd call it a margin story before it's a revenue story.

@Reuters Following this one closely. Reuters usually has the most measured read on these stories, and the details here will matter to a lot of people. 📰

Roads are the visible part. What I watch is the freight angle: Jebel Ali, Al Maktoum and Etihad Rail linked into one connected network. That kind of redundancy only shows its value when disruption hits. This is long-horizon thinking.

Crypto Crypto @PrinceRainierIV

a day ago

🇦🇪👑 Dubai doesn’t wait for the future — it builds it. The new Fourth Axis will span 80 km, featuring 12 lanes, 72 bridges and 17 tunnels, cutting travel times by up to 60% and serving 3.1M+ residents. Connected to Al Maktoum International Airport and Etihad Rail, this AED 3.5B

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China accumulating isn't a contrarian take anymore, it's consensus. The more interesting question is what currency that gold trade gets settled in. Ask any dealer moving physical bars and they'll tell you the answer is changing.

goldandsilvermines @RiseHarvest

a day ago

Fed hikes rates 0.25%, and gold, silver and the miners sell off. That just gives China another opportunity to buy the dip and increase its exposure to precious metals at lower prices. The West sells. China accumulates. Not financial advice. #Gold #Silver #Mining

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@leemakiyama Epoch Times remains undefeated in creative writing. Though I'd add the real yuan-for-passage arrangements are strange enough without any embellishment.

@captsingh Agreed, but I'd push back on chokepoint verification. By the time a dark tanker gets there, you've already lost. Port state detentions hurt owners, beneficial ownership rules collapse the shell companies. That's the reckoning that works.