![]() |
Originally Posted by Trip7
(Post 4032156)
The market is not pricing in the largest energy crisis in the modern history of the human race. Ask AI bulls where the helium for Semiconductor production growth will come from.
Reality will settle in as inventories continue to rapidly decline in the next couple of months |
Originally Posted by vaksedtothemax
(Post 4032155)
Anyone see the famed economist GarySchilling predict a massive recession by the end of 2026?
he also said this last year https://www.thinkadvisor.com/amp/202...market-likely/ Hope some of you listened and held cash in 2025. I didn’t listen unfortunately… the gains were quite concerning. Shilling maintained his cautious strategy while tweaking language from previous commentaries, recommending that investors "hold extra cash as a bear market in equities unfolds," the newsletter, released Wednesday, says. Shilling again suggested investors go long the U.S. dollar and Treasury bonds, "the other safe haven, which also should rise in price as the Fed eases credit and the recession unfolds." He continued to recommend investors "avoid vastly-overpriced stocks," like the Magnificent Seven, artificial intelligence stocks and cryptocurrency securities. |
Originally Posted by Trip7
(Post 4032156)
The market is not pricing in the largest energy crisis in the modern history of the human race. Ask AI bulls where the helium for Semiconductor production growth will come from.
Reality will settle in as inventories continue to rapidly decline in the next couple of months Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value. The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out. Who cares about a recession if this thing is already called, and you can just show us the money. When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers. |
Originally Posted by Trip7
(Post 4032156)
The market is not pricing in the largest energy crisis in the modern history of the human race. Ask AI bulls where the helium for Semiconductor production growth will come from.
Reality will settle in as inventories continue to rapidly decline in the next couple of months |
Originally Posted by OpieTaylor
(Post 4032186)
So 80% of the world’s oil is either tripling or quadrupling in value for the long term. The oil sheiks who can’t get their oil out will be going BK sitting on product they can’t sell.
Who is the winner? If I am all cash staring this week where do I invest and ride this wave of 80 million barrels per day quadrupling in value. The people who are sitting on 20 million barrels a day that they can’t ship out, where and what companies are they emergency spending their money on to get product out. Who cares about a recession if this thing is already called, and you can just show us the money. When the market prices the largest energy crisis human history in who will the winners be? Don’t bore us with the losers. |
Originally Posted by dsevo
(Post 4032217)
Im just so impressed that I fly with macroeconomic savants while the market is entirely missing it. Damn, pilots are gifted.
|
Originally Posted by word302
(Post 4032231)
It's funny that you think you have to be a savant to see some of the downline affects that are headed our way in the very near future.
|
Originally Posted by Lowslung
(Post 4032220)
Wish you the best in making a quick buck. There are a few here, myself included, who are more concerned with the “unknown unknowns” and unintended second and third order effects that come with breaking global supply chains. We’re likely going to see a whole lot of things happening that nobody predicted over the next months and years. If your only interest is breaking things down into transactional opportunities, go for it. Just don’t expect us all to think the way you do.
Call the next bull run. You wanna call a go-around from the top of decent go for it, but the better call is for delay vectors to stick the landing I get it’s politically prideful to call and adversary’s failure, but once we switch to where the winners and losers are in the market why are we only focused on the losers to prove our vision is so good. Gas prices are up $1.50 gallon in the US, no ones cost have gone up, the earrings will show up somewhere. They are not mailing stimulus checks to oil sheiks using their new found profits to balance the winners and losers. |
Originally Posted by dsevo
(Post 4032217)
Im just so impressed that I fly with macroeconomic savants while the market is entirely missing it. Damn, pilots are gifted.
I’m glad some here most likely got out when the market dipped last month. I wouldn’t want them to experience all the losing |
Originally Posted by Lowslung
(Post 4032220)
Wish you the best in making a quick buck. There are a few here, myself included, who are more concerned with the “unknown unknowns” and unintended second and third order effects that come with breaking global supply chains. We’re likely going to see a whole lot of things happening that nobody predicted over the next months and years. If your only interest is breaking things down into transactional opportunities, go for it. Just don’t expect us all to think the way you do.
where were ya then? Meanwhile, 80% of the worlds oil is still moving, the ME oil is on standby, but somehow y'all think it’ll take years to get that oil to it’s offloading position. You would have some actual credibility if you hadn’t dismissed the 3 yrs of insane prices under Biden, would have called him out for depleting the Strategic Oil Reserves right before the election, or acknowledged the years of high gas prices under the Opressed Obama family. Hell I’m already saving $12k a year on a refi for one of my properties this year. Gas has cost me maybe $200 extra the last 2 months. The math says I’m ahead. |
| All times are GMT -8. The time now is 11:58 PM. |
Website Copyright © 2026 MH Sub I, LLC dba Internet Brands