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Entrepreneur | Investor | Oil & Gas | Metals & Macro - Houston, TX The data doesn't lie. The reporting does.

Houston, TX
Joined November 2025
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There are known knowns and that there are known unknowns. But there's also unknown unknowns. Things that we don't know that we don't know.
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The gaslighting continues.
FYI: DEI is still dead.
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馃ぃ馃ぃ
US Midterms: The Revenge of Iran
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Crazy times.
BREAKING: The prime minister of the UK has advised people to stock up on tinned food and bottled water, per BBC
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Can we report the politicians?
See fraud? It's time to expose it. Report fraud, waste, and abuse to the federal government 馃摬 America.gov/fraud
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1/ THREAD: 2026 oil trades and Iran headlines. A timeline of what鈥檚 documented, what鈥檚 alleged and what鈥檚 unknown. Sources in the replies. 馃У
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10/ What we DON鈥橳 know: who made the trades, whether any were illegal, or whether any headline was fabricated. No charges announced in what I found. Algo traders reacting to a wire headline is one explanation offered.
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11/ What we DO know: deal headlines have repeatedly run ahead of reality, large well-timed oil bets preceded several announcements, and the DOJ and CFTC are investigating. Treat headline-driven moves with caution.
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BREAKING: The US has carried out strikes on Iran's Konarak Naval Base on the southeastern coast, wounding two Iranian soldiers, per Al Jazeera. It is the first US strike on Iran in nearly 7 weeks. Iran will likely retaliate tonight.
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KNOWN | UNKNOWN retweeted
Terrible economic setup for Trump 3 weeks from Midterms. - Inflation: sticky - Oil & diesel: surging - Interest rates: multi-decade highs - Consumer sentiment: Terrible - Iran war: worsening No wonder he's so bullish on AI. It's the only thing driving the economy...
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Larry Fink running the world鈥檚 largest asset manager and lamenting the loss of the long career is like the landlord complaining about the housing market. The deal didn鈥檛 disappear on its own. Pensions became 401(k)s and layoffs became a quarterly earnings tool.
BlackRock CEO Larry Fink says America has lost the bedrock of America, as there is no "longstanding career" anymore.
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CPI 3.7%. Core 2.6%. Does anyone believe these numbers?
BREAKING: September CPI inflation rises to 3.7%, above expectations of 3.6% Core CPI inflation rises to 2.6%, also above expectations of 2.5%. This officially marks the third highest US inflation reading since September 2023. Rate hike expectations are rising on the news.
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