Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. Recession talk builds. Fed won’t cut until something breaks.

Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas …

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War drama masks overheated markets warning signals. We can’t even get -5% down from the all time high, even though oil goes up, world is on fire, GDP is being revised down every week.

We have now entered the rampant buffoonery phase of this war. However, it appears that both sides are looking for an offramp without admitting as much. Trump has punted the Strait of Hormuz crisis to the rest of the world …

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In February 2016, Jeffrey Epstein wrote an email to Peter Thiel, co-founder of PayPal and Palantir, with a sentence that should have made front page of every newspaper in the Western world: “As you probably know, I represent the Rothschilds.”

In February 2016, Jeffrey Epstein wrote an email to Peter Thiel, co-founder of PayPal and Palantir, with a sentence that should have made front page of every newspaper in the Western world: "As you probably know, I represent the Rothschilds." …

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Multifamily mortgage delinquencies are surging. Banks are dumping thousands of foreclosures every month. How is this possible? The Dow is over 50,000 right now

CONSUMER CREDIT CRISIS HIDING BEHIND MODIFICATIONS? THIS WILL LEAD INTO HOUSINGDelinquencies highest since '17. Student debt vertical. SLM masks with $1B "rescue" that failed. Structural rot or elite denial? You decide. $SLM $TLT Full expose: https://t.co/Jk0TkOddWi pic.twitter.com/IGBrQiR1i3 — 7 (@quantLR) …

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So every single trade deal he made since April was fake and never went into effect in the first place? Meanwhile, India and the EU just sealed a historic trade deal.

So every single “trade deal” he made since April was fake and never went into effect in the first place? pic.twitter.com/VprQdlQyFN — Spencer Hakimian (@SpencerHakimian) January 26, 2026 As expected, the $350B was fake. It’s not happening. Trump is now …

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“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.”…. “Private credit investors pull $7bn from Wall Street’s biggest funds”

“Every time the Unemployment Rate crosses its 36-month moving average from BELOW, a recession sets in.” https://t.co/3rknCG3YUH — Kalani o Māui (@MauiBoyMacro) January 18, 2026 “Private credit investors pull $7bn from Wall Street’s biggest funds” Fewer eyes on this story …

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