Goldman Sachs’ Jeff Currie warns paper crude near $100 is far below physical oil markets trading $130 to $170. Citi lays out two paths for U.S.–Iran war

🚨OIL UNDERPRICED BY FINANCIAL MARKETS Goldman’s Jeff Currie says 'paper' crude oil near $100 is disconnected from physical markets trading barrels between $130 and $170, with refined products above $200. A clear disconnect between paper and physical oil trade. pic.twitter.com/Tzoy4AnLZq …

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The AI boom just hit a physical limit, and Oracle is where the stress finally cracked. Gamma squeeze attempt on SoftBank stalls when real selling hits… This makes me want to 100x max long oil stocks

THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. …

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Digital Gold vs. Physical Gold

Perhaps you’ve heard of digital gold. It promises to give investors a fast and easy way to diversify their savings – and relieves them of the burden of physical gold ownership. Let’s assess the benefits and drawbacks of digital gold …

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China is ditching the dollar fast: 30% of trade now in RMB, 50% of cross-border receipts settled in yuan. Shanghai Gold Exchange sees physical gold warrants near 40 metric tonnes

The faint reassurance that the dollar still dominates is fleeting because the trend is compounding. Every deal settled in yuan, every gold warrant moved into reserves, every transaction bypassing the dollar erodes the assumption of American financial supremacy, and no …

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