otc edition>Please leave your political posts at the door unless they involve Business or Finance.>Educational sites:https://www.investopedia.comhttps://www.khanacademy.org/economics-finance-domain>Financial TV Streams:https://www.newslive.com/american/cnbc.htmlhttps://www.livestreamy.net/bloomberg/>Charts:https://www.tradingview.comhttps://www.finscreener.comhttps://www.portfoliovisualizer.com>Screeners: so you feel like in the movieshttps://finviz.com/https://etfdb.com/>Gambling:https://www.optionsplaybook.com/options-introduction/https://www.optionsprofitcalculator.comhttps://optionstrat.com/https://www.optionistics.com/quotes/option-prices>Pre-Market and Live data:https://www.investing.com/indices/indices-futureshttps://finance.yahoo.com/>Calendarshttps://www.marketwatch.com/economy-politics/calendarhttps://www.earningswhispers.com/calendarhttps://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.htmlhttps://www.mortgagenewsdaily.com/data/building-permits>Boomer Investing 101: so zoomers with meme stocks can outperform youhttps://www.bogleheads.org/wiki/Getting_startedhttps://www.sec.gov/search-filings>Misc smg:https://www.financialjuice.com/homehttps://finance.yahoo.com/trending-tickershttps://market24hclock.com/https://www.dividendchannel.com/drip-returns-calculatorhttps://brokerchooser.com/https://www.chathamfinancial.com/technology/us-market-ratesprevious smg thread>>61976040
Just pump to $100 already and get it over with
>we are reversing again
>oil rugged to 95I'm demoralized
> futures
https://ofac.treasury.gov/media/935191/download?inlineI gotta say, I wasn't expecting Russia to heem me. I deserve it for doing something other than buying and holding VT.
>>6197685794 soon. It's OVER for oil marines
The russian sanctions only apply to oil loaded before march 12th apparently. Can't see it taking up any slack.
Still holding my oil short
>>61976861Looks like another desperate attempt to stop price rising only. Good for 15 minutes maybe.
>>61976863the sanctions being lifted are a nothing burger anyways because india and china were already buying it, and the EU is refusing to lift their sanctions on russia.
>>61976863yeah but it sets the precedent that we'll buy their oil once we need more. I think this will take away a lot of panic. We'll see though. I'm holding my USO calls through to the end
why doesnt this kike cheeto lift the sanctions on ammo and guns from russia?
>>61976866What cost basis
>>61976829Did not have oil bulls getting tag heamed by the fed and fucking russia on my bingo card
>>61976866You sure about that bud
japan computer...
>Work at a major health care company on Fortune 500 that was just hacked minutes agoJust heads up before it's released into the public
putina won..
>>61976889Cool hope it's Epic
>>61976866This you?
>>61976869youre not smarter than the market.. oil is dropping and stocks are rising
>>61976869Exactly. This only legalises the oil already at sea. Nothing burger.
>>61976889Need sauce
>>61976899I may not know commodity cycles but the line is going up
>>61976903>>61976895regardless of if anon gives confirmation you can long CRWD and ZS
>>61976894>the temporary increase>short-term and temporary disruption>massive benefitwe will see red candles like never before in the snp wont we
>>61976850Why does this general on a dead board attract the biggest faggot tranny janny avatar signaling losers this site has to offer Why haven't you roped yet, faggot
>>61976889post ticker please or fuck off
>>61976907>bocchi the cock
>>61976894>>61976894so literally a fucking nothingburger thats meant to only create a fake pump from headlines to retard NPCs watching kike MSM since theres no actual notable amount of oil this affects
>>61976911I hope so. Then I can rebuy
>>61976914Shit like this never actually impacts price that much - you're better off buying the dip if there is one> t. someone who used to work DFIR professionally
>>61976894>>61976863>>61976911this. same as with using the strategic supply.Trying to put out a fire by throwing a spoonful of water on it
https://www.cnbc.com/amp/2026/03/12/jim-cramer-dont-let-iran-war-induced-market-volatility-scare-you-out-of-stocks.htmlSELL EVERYTHING
>Bought into oil at 80 on that last major dip on TuesdayWho else got their OIL lottery ticket?
bitcoin
waiting for iran to blow up another tank and have it spike back up to 97
>>61976944I bought up oil and fertilizer companies. Less immediate volatility risk to trump tweeting something stupid and crashing the price of oil.
>>61976913t. faggot schizo talking to himself
>>61976946i just learned a couple minutes ago that microstrategy's preferred shares shenanigans have options chains. so i think i'm uhh gonna go ahead and buy some puts there
uh oh... its day 1...
Why the fuck are they pumping everything?
>>61976899lmao that dumbass retard is losing a lot of money
>>61976962Russian oil will save everything
>>6197694436k in USO with a cost basis of 103, baby.
>>61976959we're negative gamma & below tha big put wall?
>>61976973170SMA
i invested into s&p 500 like days before the war bullshit and now im out 7000 dollars i turned off the auto funding of the thing until this shit goes back up, probably wont be for a year
>>61976978gaywhat i said was true tho
>>61976979Downturns are the easiest way to make quick gains bro. At least you are out of the general market. Look into oil companies like SHEL, XOM, and fertilizer like CF. That is if you believe this is going to be a long term conflict. TSM is a loser if China tries to make a play on Taiwan.
>>61976979>I stopped buying until it goes up in value You so stupid that ETFs are to complicated for you. Have someone invest for you
>>61976952brown faggot
Friendly reminder the Iran situation will be resolved or brought to a low simmer by the 31st when Trump travels to China to meet Xi. First meeting of this Presidency. If that meeting gets cancelled then prepare for escalation.
We’ve been hearing for 2 years straight that the biggest limitation for the AI build out is ultimately energy and now we’re entering a global energy crisis and the market has not reacted at all.AI and tech will be hit hard by this
I'm going cash bros. I'll sell 20% of my oil/gas and all of my gold.Then I'm sitting out this war and wait for the big dumpster.
>>61976997I have thought of this often. But it's only true if the iran thing is truly long lasting and structural. And the tech bros can always roll out the build date (maybe, I'm sure there's bureaucracy to it but)
>>61976997Tech will be hit hard by high interest rates by all the inflation. It's probably a good buy time atvthat point
>>61976947another 6 american pilots dead
>>61976997If this really drags on the OpenAI IPO is going to be even more of a disaster
>>61977007>not due to friendly fire or hostile fireuhh...so it just combusted on its own?
>>61977007thats old news
>>61977011Probably a female pilot involved
>>61977011They crashed into each other while refueling, incompetence.
>>61977009I feel like they'll push out the ipo date
>>61976997the data centers aren't even built yet bro
>>61976989phone poster so lazy he cant press the o button more than once calling me stupid>>61976987 i did a ETF to not have to deal with this shit, i think we'll be dealing with this bullshit for atleast 2 years
>>61976997>>61977021also im pretty sure they were planning to build nuclear power plants for it
>>61977021Not only that, have you looked into the phantom data centers they are talking about in South America that don’t exist and the energy companies they list as using look like Favela shacks.
>>61977011our kikes are saying it crashed because reasons over friendly airspace. irans IRGC is claiming their iraq militia shot it down using the same loitering AA missile system that iran has shot down 12 of our predator drones with.being in the middle of two lying propagandists makes it hard to figure out what the truth is but i doubt a US airforce just crashes for no reason. maybe they took incoming fire and fucked up their evasion and crashed into the other one who knows either way its not a good look
Our Father, Who art in heaven, Hallowed be Thy Name. Thy Kingdom come. Thy Will be done, on earth as it is in Heaven.Give us this day our daily bread. And forgive us our trespasses, as we forgive those who trespass against us. And lead us not into temptation, but deliver us from evil. Amen.
>>61977037
>treasury shorting crude is an open secret at this point>giving license for anyone to buy russian oil already at sea this month>oil still staying in the 90s and consistently approaching 100yeah lots of bandaids that can't cover this problem forever
>French President Macron:>Officer Arnaud Frio was killed in an attack in the Erbil area in northern IraqThis war is getting out of hand quickly.
I just woke up, QRD on why we sold off today?
>>61977029>planning to build nuclear power plantsThink you underestimate how long that takes. Pretty sure the real plan is to rape public utilities as is.
>>61977002Why would you sell gold in a global crisis?
>>61977044ww3 is underway
Apparently ambulances are rushing to US Military base in Turkey. If Iran has attacked Turkey can't they call up nato alliance?
>>61977049I've ridden in one of those and they even let me get down in the little boom operator station on the bottom. Was pretty cool.
>>61977056So do you believe it collided with another plane or was it hit? Seems like you been in Military
>>61977050Things are getting crazy out there.
>>61977050You think anyone is going to join Americas war after the way trump has been treating allies recently?
>>61977058No clue wasn't chair force, just got to ride in one travelling between bases. Also cold as hell because they don't heat the military planes. I did see something about the other plane also being a 135 which sounds stupid for two tankers to collide. Assuming one would be fueling the other for some odd reason or maybe they were just flying in a formation and woman pilot lol. Probably more likely it got hit.
>>61977062>This base houses US nuclear weapons.FUCKING WHY
>the iranian divegrass team better not show up to the world cup or else we'll kill them>BROS PLEASE BUY WORLD CUP TICKETS ITS GOING TO BE SAFE I SWEARwhat the fuck is he doing. vegas is dying as we speak and tourism is in the shitter, why threaten the world cup?
>>61976997They’re talking about grid capacity bro
Israeli refinery hit guess Iran is responding by escalating >>61977062Won't this allow Turkey to callOn nato alliance ?
>>61977071>dripping interest ratesin these economy?!?! he would be lucky to get a 25 bepis hike instead of 50 with these oil prices.
do we have a competency crisis or are they lying to us about the reasons?
>>61977071Lmao he is genuinely retarded
would now be a bad time to buy a Miata?
CONDUCTOR WE HAVE A PROBLEM>CONDUCTOR WE HAVE A PROBLEMCONDUCTOR WE HAVE A PROBLEM>CONDUCTOR WE HAVE A PROBLEMCONDUCTOR WE HAVE A PROBLEM>CONDUCTOR WE HAVE A PROBLEM
>>61977081It’s always a good time for a faggot to buy a Miata. It’s your car of choice.
>>61977064yes? they are slaves not alliestrump can tell them to go jump from a bridge and they'll do it
>>61977080The worst recent one was the mines one. Had to post quick follow up, edit it and everything
>>61977073do jews allow shorting and puts in their stock market or do they have a chinese style market that turns off and stops trading instead of going down
>>61977085I've never seen a woman in a Miata. Therefore it's the straightest car in the world. Even the used ones are cootie free.
>>61977079The cooks started a grease fire
>>61976889priced in
anyone here got interactive brokers? i just made an account not too long ago but havent used them yet, do they allow trading on the israeli stock market? might be some good opportunities there
>>61977079laundry firehappens all the time brobe careful when doing laundry
>>61977091Just ask your boyfriend for permission first.
Is it too late to get into an oil play?I’m thinking either HOU.TO or OILU.TOPlease give it to me straight.
>futures
>>61977071He's caused the rates to definitely not drop
>>61977101You're too late broPosted from my Miata
>>61977101I think there will be one more pull back to shake out weak hands friday, buy that dip.
As a straight man with a gf, miatas are cool cars and I'm tired of pretending that they're not.
>>61977111Baggie.
>>61977115>futuresDo you watch MX-5 cup with us over on /sp/?
>/smg/ libtards were wrong about oil again, still under $100Seething homos
>>61977073If they are attacking refineries, won't it be better to go long on downstream products like naphta instead of crude oil? The effect of the supply constraint on crude is already calculated into the price of the downstream products, so if they disable more refineries, it's just an added bonus on top, no?
>>61977072A lot of datacenters supplement with diesel generators (CAT)
>>61977113Let’s see
>>61977125Shitty LARP, you're an israeli cowering in a bunker. Buy the oil dip. We're squeezing to $250 a barrel.
>>61977101HOU spiked into the mid 30s in 2022 so it theoretically still has a lot of upside in the low 20's supposing the dam fully breaks on oil. It lost like 15% of its value instantly from that one gay fake tweet on Tuesday though so holding over a weekend will be a wild ride
>OIL>FUTURESKEK BAGGIES. oil will never reach $100 kinda like physical silver will never reach his previous ath before a decade.
>>61977133Might see how it goes tomorrow but knowing my luck I’ll buy in at 25 and it dump to 15 the following week
Houthis join in = oil to $200 What’s the latest on those bloody basterds?
>>61977125>US Energy Minister blatantly lies and tweets that the US navy is escorting oil tankers through the strait>Oil tanks to $80>Deletes the tweet minutes laterThe only reason oil is below $100 is due to market manipulating tactics by the US
>>61977144they sleepme on the left
>>61977144Houthis don't do shit, they're jobbers
>>61977151Hopefully they attack the east-west pipeline
Yea, OIL pumpin'
>>61977127We’re talking multiple gigawatts here… and the ability to tap into reliable high capacity is the issue more so than total available energy.
>>61977158why? How can this be? Trump said that Putin would save the global economy!
>organise the release of a significant percentage of global oil reserves>offer insurance coverage for ships passing through the strait>claim the strait's safe now that the Iranian navy's been destroyed>temporarily lift sanctions on Russian oil for the first time since Ukraine was invaded>say fuck it and covertly buy oil shorts using treasury funds>oil prices still risingkekhttps://www.youtube.com/watch?v=9HZxWNoyTJY
Can someone tell me what’s going to happen tomorrow please
>>61977158yeah baybee
>>61977172I'm gonna drink two cups of coffee and then DUMP
>>61977172Oil will break $100, Macro markets will fall another 1-3%.
>>61977172it will break 100 and then dump below 90 on a trump tweet
>Before Monday OIL was 115>it dumps to 80 because the Trump and Co lied about something>now back to 97>probably gonna dump again tomorrow because Trump said somethingWho is in charge of this shit and can they be executed?
>>61977185Trump will keep talking and flip flopping and the market will learn to ignore him as a signal. Just like with tariffs and the stock market
>>61977188No, apparently Trump talks, do the opposite!
>in case it wasn't obvious enough already
>>61977195here we go with this fucking shit
IT'S HAPPENING!!!! TIME FOR A POOL PARTY!!!
>>61977195>posting the heckin goy meter unironically
We don't even know the full extent of damage to Middle Eastern oil production from Iran, the attacks by Iran on these nations are sparsely reported on except for some of those shown in video footage posted online, these governments are actively censoring to prevent information from getting out
>>61977185I think the market has priced in another trump retarded tweet.
Ah fuck it I’m fomoing into HOU.TO tomorrow.Wish me luck lads.OIL FTW
>>61977169short squeezing the US government lets go lads
Google Trends for the word "conscription" on track for highest ever searched.
>>61977185You think they will crack open the reserves Friday?
PUTS ON THE US ECONOMY
>>61977037Amen
>>61977240The strategic reserve will have a staggered release, that's the only way you can release it as that's the way it's designed
>>61977240there's a speed limit on how fast the reserves release
>>61977256>>61977255It's still a headline they can use to keep try papering over price action on weekend
>>61977262they can't stop 200 oil but the longer they can delay it the less it will hurt
BREAKING US OIL INFRASTRUCTURE SABOTAGED
>>61977225no idea what the deal is
>>61977285you type like a schizo
my worst sin is that I have destroyed and betrayed myself for nothing.
>>61977281lmao that guys face is exactly who I'd expect a "ww3 monitor" to look like
You *are* beating the Nikkei 225, right anon?
>>61977234the retards that are typically drafted don't even know what that word means
>>61977289I bet he didn’t take into account gas is 10% ethanol as opposed to early 2000s when it was 100% gasoline
>>61977288
>>61977289reposting screencaps of your own post is extremely gay
>>61977287https://www.youtube.com/watch?v=fQE0FnpfqQo
Oil and wheat
looks like the russian tanker oil lasted approximately 3 hours
>>61977304Gold and AI
To hell with oil. Tell me how good Micron's earnings are going to be next week and how grateful this panicky schizo market will be for them.
we used to clown russia, but we can't even defeat some goatfuckers living in the mountains. Maybe war is hard.
>>61977324The center of gravity of any totalitarian regime is in the cities, anon, and their revenues derive from the trade and infrastructure that greedy stupid foreigners built for them. I don't know if you can produce regime change without boots on the ground, but victory in the cold blooded military sense is not in doubt.
>>61977324are you talking about now or afghanistan?afghanistan is faircomparing this to ukraine is apples to oranges, but it is hilariously retarded the idiots in washington thought they could accomplish regime change and nuclear disarmament without using troops. that's outright fantasy
>>61977324Normies don’t study international politics. You can argue that Iran is the 4th largest military power.
jerome jerome jerome?uh jeromejerome jerome
>>61976850>strait of Hormuz minedOilbros... how high we thinkin'?$200?$300?
>>61977324the problem is that the US military is built for a short overwhelming engagement against a conventional enemy. we did blow up the majority of their shit relatively quickly and against a "peer" like russia or china that would basically cripple their military, but iran is so decentralized that they don't pose any real military threat but also can't really be bombed into submission.
When will we be getting cute, destitute Persian refuge gfs?
>>61977354Exactly. Iran has a decentralized government and mountainous natural barrier that makes it diffuse to invade. Throw on drones they can strap and launch from a Toyota pickup truck and launch that shit from the mountains.
>>61977358They’re the latinas of the Middle East. Hot.
>>61977358>When will we be getting cute, destitute Persian refuge gfs?Just military aged males that will breed with your local populace, same thing as always. Been saying for years we should only accept female refugees to help with the declining population. The men should stay to fight for their country anyways.
youre welcome
>thai ladyboy stocks fall 0.9% in morning trading
>>61977352Crab between 95 and 100 federal reserve notes for the next 2 weeks, Pal.
>>61977389guess i am going to have to settle for some cutie Kpop girlie, since im already holding these heavy ass korea bags.
>oil (ol)https://youtu.be/rJKYCUksn5U?
What the oil tards dont understand is that middle east supply shock will lead to higher prices, but there is a point where demand gets suppressed, and a lot of supply like permian basin and fracked stuff that was expensive per barrel to operate becomes economically viable again. Those roughnecks are gonna be working OT opening wells, long roughnecks.
>>61977395boy. you're gonna carry that weight for a long time.
so did everybody forget about mexico or something?
>>61977033honestly probably female pilots
>>61977403realistically how high does it go before decreased demand caps oil price? like 150 as an upperbound?
>>61977414What new low did our southern neighbor sink to this time?
>>61977414yes
>>61977403Yes we are aware, just like how refineries are designed for certain grades of crude. Middle East produces medium/heavy sour. Permian is light sweet crude.
>>61977414I'm going to Cancun in May.
>>61977403oil spiking to 120 from the strait closure isn't suddenly going to cause a dozen new fields and refineries to flip online in an instant. it would require months of sustained prices and then months of buildup before new oil comes into play, more than enough time to take your profits and get out. no one is holding oil long-term and if they are then they're retarded.
>>61977289the reason wages are laggin inflation is because third world immigrants will accept less and end up driving the market for wages down
>The Federal Reserve will ease capital requirements for major banks, says Vice Chair Michelle BowmanWhat the actual FUCK did they mean by this????
where do i find an artho babe after i get rich speculating on oil and war in the middle east
>>61977403that's not really true thoughthe shale companies are if anything overly cautious about new rigs because they're worried they'll be hit by a price rugpull again causing another mess I don't see a major shale production rise unless prices are sustainably above 100 for over a year
Favorite longterm ETFs? Mine's SPY and SCHD
>>61977438Just means they can lend out a shitload of money without having much on hand. Generally it has been a 10% reserve rate meaning you can lend out $100 by only have $10 on hand. I just looked it up and apparently it’s been 0% since 2020 with is fucking wild.
>>61977457it has been 0% since 2020. How do you ease that/
>>61977457>>61977438Ira* war then into global financial crisisIs time cyclical?
What long term stocks should I be investing in /smg/? Like longer than a month at least?
OIL? OIL.
>>61977467That’s the way it’s looking, sustained high energy prices can be the catalyst.
>>61976850>futures
>>61977469Oracle is at an attractive price point, and their fundamentals are excellent. The brouhaha over their financial situation is ginned-up bullshit IMHO.
>>61977470Needs more cigars
Markets are way oversold. Expect a decent pump today. Trump to taco this weekend and a massive rally next week
NOW THIS IS PODRACING
>>61977441Thats the thing tho, either prices stay elevated and it opens up shale, or energy prices are wait for it "transitory" cant have it both ways. Bipis
>>61977469unironically brk B, Amazon, Goog, MSFT
Why is no one talking about negative net gamma exposure for tomorrow?This hasn't happened since back in April of 2025 with MMs set up for negative GEX?Is no one paying attention?
Vol traders / non-retards,S&P500 is gamma negative.I'm sitting comfy on puts expiring end of march.I'm scared of a possible fake and gay squeeze.Does it make sense to hedge by throwing away 0.5% of the portfolio on oom SPY 0dte calls?I'm also, out of greedmaxxing, considering buying a bunch of oom SPY 0dte puts too.Good idea? Bad idea?>>61976932Very Bearish
>>61977497GEX? like the gecko?sounds bullish
>>61977473kino
>>61977482>Trump to tacoIs there someone you forgot to ask? Besides even americans aren't gullible enough to swallow any "lol we won because I say we won" when you got even more radical leader in place, one they pissed off big time.
>>61977509Just in boss
>futures?green>war status?winning>bobo?suffering from a personality disorder
https://www.youtube.com/watch?v=AQqUlul1UHYsoundtrack for futures
goodnight babe I love you don't go to the stock market tomorrow
>>61977518
>>61977513Grandpa's been parroting that line for a week boss. Mine though he was back at the farm he grew up in when he was on his way out.
>>61977529he’s a grower ;)
Based Iran
>>61977529>>>/fit/77139997so bulled up for tomorrow
>>61977513trvke
I 100% believe this considering that it wasn't until a few days ago with the threat of mines that they actually started destroying the Iranian vessels that could lay those mines, you think that would've been one of the targets on the first day
>>61976910PSA don't catch falling knifes. Cybersec is probably a fifty buck stock thing now.
>>61977547you know there was talk in policy circles in the 2000's before the iran nuclear deal that if a war broke out iran could block hormuz and cause catastrophic damage to the world economy. These mouth breathers are some of the dumbest motherfuckers ever to walk on this earth if they didnt think that was a legitimate concern. They have been running the whole thing with gpt and vibes.
>>61977547are they stupid?
>>61977547trump is making money off the oil shortagehe literally admitted to it
Damn the torpedos!My portfolio requires that all ships start running the straight immediately, strength in numbers!
If any good comes out of this retarded zog war, it will be israel getting nuked. Buy every oil dip with extreme leverage.
>>61977547Lmao. But Donny said their entire navy was destroyed?
>>61977547From two days ago, which aligns with the fact they never anticipated the Strait of Hormuz being closed>The US says it has struck multiple Iranian naval vessels, including 16 minelaying vessels operating near the Strait of Hormuz, the world's busiest oil shipping channel.https://www.bbc.com/news/articles/cgrzken84q5oCentcom posting videos of the US destroying those mine laying vessels yyesterdayhttps://www.youtube.com/shorts/PThzkfIULrQ
>>61977567dont even need a navy, need a lawnmower with some wings and a bomb attached. Not like civilian tankers have anti-shaheed capabilities. Its gonna be a pain in the ass to put ground troups near the strait to clear up the hidden caves and shit. Fallujah level shit.
wheat futures up 1%. based
Oil companies are the new NVDA/TSLA, get in here faggots before you miss the ride.
>>61977581drop some 100x baggers
>>61977581margins are too thin, no reason they should have multiple expansion or unlimited growth.
>no more wars!Except if Bibi asks>affordability!Inflation up the ass>mass deportations!Except the workforce for my billionaire friendsI'll call it TABU, Trump always bullshits U.
>>61977513>They've been killing people for 47 years and now I, as the 47th president, am killing themim gonna miss this niggers tweets
>>61977595It's all vibes with no substance (unless you're jewish). Worst $5k I ever spent. Buy the oil dip btw.
>>61977591You know they sit on oil contacts and get in on them while they are cheap. They sell at market price.
>>61977498Are you telling me you want to use options to hedge? Are you insane?
>>61977605yeah and prices will never go down even for a a short amount of time , right?
>>61977608Who in there right mind would want to use an option for one of their intended purposes? MAD MAN
>>61977601you mean gay shit typed by a broccoli haired zoomer (with the help of grok)
>>61977609September contracts are at $80for instance, if prices remain elevated that’s a large spread. Margins go up too with elevated prices with refining.
natural gas pumping
Is there any way to tell what futures durations the Treasury Department has been shorting?
>>61976850They have absolutely and totally pillaged the American tax payer. I’m moving to the Philippines and opening a coffee shop.
>>61977622Sounds gay, enjoy.
>>61977622Least insane investment idea ITT
hold the line oil marines. they're trying to pump nasdaq coin for tomorrow.
>>61977614boss oil companies are not going to have high margins for long. Contract prices will reflect the new market price going forward. these are capital intensive businesses with incredible competition for a product that is commodity. This is the opposite of what Nvidia and google are, and they will not command price expansions>>61977618Top Kek, have they really been shorting futures?
You guys sound like GME monkeys with oil. Which means Oil will lose
>>61977641The Trump admin openly said they were looking into shorting oil futures after the initial spike to $116
>>61977622Ah yes, the Philippines. Where a man can drive a Miata with his "girlfriend" and suck her penis off to completion without being gay. What a country.
>>61977639I eagerly await the opportunity toBUY MOAR OIL
>>61977645You treasury hedgies can't stop the squeeze, bro
>>61977657That’s Thailand you idiot.
>>61977641Higher oil means investment pulling out of tech. Oil profit is already heavily funding AI financing. Yeah it wouldn’t be a long term play, maybe a year or so. AI purchasing would fall off a cliff, and consumers would be more concerned with filling up their tank than upgrading their GPU.Yes apparently the treasury is shorting oil futures to keep the price down. May be the greatest short squeeze of all time. They publicly said they are thinking about doing it, which means they are probably already doing it behind closed doors.
>>61977402HEAIN'TWRONK
Rotate out of oil into ...copper? Which other commodity?
>Futures>https://youtu.be/2PxVIpbQVCk?si=2T5-3QpSTLq4dcmB
life's not a strawberry
>>61977352Once the panic sets in on CNBC and Fox Business the equities will get ahead of the oil price
>>61977675>CORNhttps://youtu.be/jRGrNDV2mKc?si=1WPKDlswkokRtKtF
>>61977657
>>61977653yeah, they also said they have this iran war in the bag. >>61977667Higher oil only slows the economy by increasing energy costs, and increases AI energy costs. The AI companies are going to continue to spend close to a trilly in capex, thats not going anywhere. Arab investment from oil into ai is not really what is driving AI spend, and consitutues a small amount. The market is freaking out because higher oil is a drag on the economy , everything will be more expensive. But the reality is that AI dont give a shit about the general economy and is already divorced from the american consuuumer. The thesis for AI gold rush remains the same and unchanged, this is merely a distraction.
>>61977667trying to short squeeze the american government is the dumbest idea that has ever been uttered on the internet. they have infinite money and are not affraid to lose it all.
>>61977645>Crude oil futures separate from reality as Asia physical market buckles>https://www.reuters.com/markets/commodities/crude-oil-futures-separate-reality-asia-physical-market-buckles-2026-03-12/>LAUNCESTON, Australia, March 12 (Reuters) - Crude oil futures prices are reflecting a view that the market can successfully navigate the Iran war, while prices for physical cargoes and refined products are signalling an imminent crisis.>Only one of these price signals is correct - and it's not what is happening in the paper oil market.>In the physical market, the premium for a physical cargo of Middle East benchmark Dubai crude over its paper equivalent rose to almost $38 a barrel on Wednesday, the highest since Russia's 2022 invasion of Ukraine.>Paper oil traders seem to believe the rhetoric from U.S. President Donald Trump and some in his administration that the campaign against Iran is going well and there is no real threat to oil and product shipments through the Strait of Hormuz.>They also appear to believe that the International Energy Agency's release of a record 400 million barrels of crude from stockpiles will help solve some of the supply disruptions.>However, the current issues can't be solved by comments from political leaders that appear untethered from the reality on the ground, as well as a stockpile release that will probably not put enough oil in Asia, where it is needed.>While the Strait of Hormuz remains effectively blocked, the situation can only get worse and the pace at which it does so will start to accelerate.>This is especially the case in Asia, which takes most of the 18 million to 20 million barrels per day (bpd) of crude and products that flowed through the strait prior to the U.S. and Israel launching an aerial campaign against Iran on February.
>>61977667Absolutely retarded thinking. We're day 12 into the 4-6 week special operation. We havent even seen the Israelis do a nut exploding pager attack yet.In a month and half, oil will be at $70, the Iranians will be lead by a pro west future billionaire (if I was an Iranian I'd be fucking LINING UP TO GET THAT JOB) and the strait of Hormuz will be wide the fuck open. There's too much money involved for it to go any other way.>>61977663Nigga the capital is called Bangkok.
>>61977645>>61977689>>61977690>SYSTEM BREAKING>The stress on supply chains in Asia is already becoming apparent and prices for actual cargoes of crude and refined products are reflecting this reality.>The premium for a barrel of cash Dubai crude over paper swaps jumped $4.17 to $37.87 on Wednesday, a level not seen since the Russian invasion of Ukraine, an event that also led to fears of oil shortages as Western buyers stopped buying Moscow's crude.>The difference between the Russian invasion of Ukraine and the current conflict in Iran is that in 2022, there was no real loss of supply of crude, merely a reshuffling of flows as Russian oil was re-routed to China and India.>But the current situation is vastly different, with even the re-routing of some crude exports from the Gulf to Saudi Arabia's Red Sea port and the United Arab Emirates facility on the Gulf of Oman nowhere near enough to offset the impact of the closure of the Strait of Hormuz.>It's not just a crude-supply issue that is hurting Asia, it's the emerging tightness in refined products, which is threatening to turn very quickly into a serious emergency for importing nations like Australia, Indonesia and New Zealand.>Refineries in Asia are cutting processing rates and some countries, such as China, are moving to restrict fuel exports in order to ensure they can meet domestic demand.>This is sending prices for refined products soaring, with the cash differential for diesel hitting a fresh record high of $28.69 a barrel on Wednesday in Singapore.
>>61977645>>61977660>>61977689>>61977690>>61977691>>61977693>This price reflects the premium for a physical cargo over the paper price and has surged from just 84 cents a barrel on February 27, the day before the U.S. and Israel attacked Iran.>It's a similar story for jet kerosene , with spot prices hitting a record high of $225.44 a barrel on March 4, before retreating to end at $157.12 on Wednesday, but this price is still 68% above the $93.45 on February 27.>What the prices in the physical crude and product markets in Asia are saying is that the supply chain is buckling and the situation will likely get worse as countries start to hoard crude and fuel.
>>61977687By oil spending I meant UAE/Qatar/etc are the primary financiers for credit on these data centers. Keep in mind our economy is already screwed up with a 0% lending reserve rate and are already seeing the cracks in private capital. The entire economic gains in the market have been in AI. Throw in bad loans on overpriced real estate, credit cards, and auto linked to extremely loose lending requirements. Sustained increased cost of energy I believe will be the shock to the economy that broke its back. You saw a similar issue in the dot com bubble with overbuilding fiber and data centers and the financing going bad. Everyone needs oil at the end of the day, the global economy runs on it.
>>61977695>>61977693>>61977690this is it anon. These disruptions are going to get priced in and thats it. Oil was good for maybe 30-50% one time. Thats it, this is not a 10 bagger or a 100 bagger because demand will just dry up.
>Le … le mine threat!Just let two drone ships steam ahead of the oil tankers and absorb the mines.When do I get the offer by Palantir for my military and economical intelligence?
>>61977547>>61977555I feel like if you've watched 10 geopolitics videos, at least one of them would be about the strategic importance of the Persian Gulf and the Straits of HormuzHow do you get to be President, Vice President, Secretary of Defence, Secretary of State, Energy Secretary, Treasury Secretary, Chairman of the Joint Chiefs, or a starred general or admiral and don't understand the strategic importance of that chokepoint?Like any one of those people - they get to the top of the world's highest, most powerful offices and they know less about geopolitics than a Romanian youtuber.
>>61977705>the largest oil supply disruption in history that eliminated 40% of global production will make the price of oil go down, even though it was trading 50% higher three years agoPlease see yourself to the nearest gas chamber.
>>61977675Why are you posting f*id slop
>>61977618If they actually did intervene, it would've been the front month contract.
>>61977716lol, i dont give a shit about oil price anon. and i want israel to be held accountable for its war crimes in gaza and zion don to stop bombing iran. I am just telling you , you need to temper expectations, because a price to high will lead to decrease demand and american shale to fill the gap. collect your 40-60% profit and move on , or become a community member.
>>61977667it's not a short. the us government has 400+million barrels, they're just using the futures market to unload it. everyone talking about the government "shorting" oil like they are a trader don't understand what the cme is and does and only understand that traders use it to make cash. people arrange actual deliveries of commodities with it though, that's it's true purpose.
>>61977714Israel misled them on purpose because they see the US as another threat to their in the middle east. Go look up a map of Greater Israel: they want to be able to seize all that land without anyone, including us, raising objections. Their goal is to neutralize Iran, the Gulf states, as well as our middle eastern bases all in one fell swoop. Buy the oil dip with maximum leverage. $250 a barrel soon.
>>61977731> i want israel to be held accountable for its war crimes in gaza and zion don to stop bombing iran. >you need to temper expectationsbuddy
>>61977732Ok moshi
>>61977691>Nigga the capital is called Bangkok.That's still Thailand. Manila is the capital of the Philippines.
Am I the only human being in this thread, or is it wholly populated by paid shills and bots arguing with each other?
>>61977700boss, AI spend majority of which is done by Publicly traded companies that use revenues for financing not the saudis. This is not it, you need evaporation of money, and you need a larger catalyst, this is a transitory energy shock. AI gold rush is still on.
>>61977746I'm one of the shills
>>61977714Its pretty simple really, the president gets elected on the basis of no higher qualification than the support of whatever retards voted for him and then he goes around congress to appoint retards to all those other positions without any checks or oversight
>>61977746I'm one of the bots
>>61977749>AI gold rush is still on.Damn is the blockchain grift still on too? Party is over faggot.
>80% cash
>>61977749>that use revenues for financing not the saudisMost big tech firms don't actually have strong cashflows - they are using accounting tricks to conceal the costs of their employee compensation plans within their gross cashflow figures and are taking on debt to do these buildouts
>>61977736off course israel will never be held accountable unless iran bombs them back to the 1950s. But the same applies for oil , 250 oil would gum up the economy cause inflation and demand would just falter. Plus shale is going to spin up with higher oil costs. Arabs were doing the world a favor and juicing the economy while hurting their primary competitors. Aint no one paying for 10k flight from nyc to la for economy.
>>61977763>/pol/
>>61977731$250 is a moderate scenario that accounts for demand destruction. Oil was $150 a few years ago with no supply disruption. Buy the fucking dip.
>>61977763oil is a trade not an investment. Its not complicated.
>>61977760>Busted Covered Calls on RTXI never thought it would happen to me, and I wouldn't believe it if anyone else said it happened to them.
>>61977768>t. Diddy
>>61977762are you retarded nigga? Goog had 400 billion in revenue last year. Almost half a trillion in a year with gross profit of 200 billion. You have to be retarded to think that they dont have strong cashflows. The big boys are taking on debt, cuz the cost of capital for them to take on this debt is low. Like Goog bond rate are equivilant to the federal fucking government Tbills of equal length. Get a grip.
>>61977774Google's 100 year bonds are a top signal. But you wouldn't know that since you bought the top of KOSPI
>>61977766/biz/ is, has always been, and always been the financial arm of /pol/. If you don't like it then you should fuck off back to plebbit. Buy oil with extreme leverage.t. /biz/ user since day 1 when moot created this board in 2013
>>61977767lol, lmao even, the dip keeps dipping
>>61977774You fell for the Jewish accounting tricks, congrats!!!
>>61977781*and always will beFFS
>>61977781Show port (you can't)
>>61977764>>61977764>>61977764>>61977764>>61977764
>>619777882027 NVDA bear spreads, CF calls, plus UCO. Short AI, long energy and petrochemicals. AKA the zyklon trade.
>>61977774Did you know that Meta's cashflows after removing this accounting trick is 96% lower than their headline cashflow?Meaning the company's value, which is mostly based on its strong cashflows is about 10x overvalued
>>61977733trvke
>>61977780which one is it boss? do they not have strong cash flows ? or is their cost of capital not cheap? hope you didnt buy oil at 115 . Valuations for Kospi particularly SK hynix remain low, lots of gas left in the tank.
>>61977802Most of their revenue is Google search ads, which is in danger because of AI.
>>61977799im not talking about meta , I said goog. >>61977785sure thing pal, this one trick keeps generating cash flow. lol
>>61977808Fundamentals catch up eventually retard, especially when the financing vanishes.
>>619778081/3 of Google's cash-flow is not real
>>61977807lol , replaying 5 year old fud now. Funny how revenues keep going up and they keep delivering growth top and bottom line growth despite AI adoption.
>>61977817ask grok, its going to tell you something else. So they made 300 billion and 200 billion in profit. Even better profit margins.
>>61977823That is grok
kek jannie
Why is the tranny janny targeting this dead general? Fuck off already.
>>61977911Why do you guys bake one immediately after hitting 300?There are 10 burnt threads on the board
>>61977911
>>61977915>under $100 with the strait of fucking hormuz closed (literally the worst possible event conceived of to happen to oil supply)
where is the smigger thread i have antisemitic thoughts to post (financially speaking)
>futuresFriday 13th, the S&P futures are at 666 and jannies are nuking new /smg/ threads.This is the end.
https://www.youtube.com/watch?v=u4YEb-oYcAY
>>61977908this
>>61977939I guess it was destroyed because of the overly political pic
stocks are literally just politics rn it's fucking stupid
So pedo Epstein’s face or boots on the ground edition are OK but, Frump saying Iran is dead is too much. That’s what we’re going with. Weird flex but, OK.
ALERT ALERT DXY BACK TO 100AAAAAAAAAAAAAAAAAAAAAAAAAAA
>>61977948Brocade a bunch of mossad faggots were spamming in the thread, how about you don’t OP sucking off trump unrelated to business. Oil to $250 retards.
new thread:>>61977986>>61977986>>61977986
