How long before people stop reacting to announcements from Trump that go nowhere? Arab mediators warn US and Iran are nowhere near a deal. The longer Trump fools the market the harsher the crash will be

Trump’s military advisors said to him, it’s wartime sir so it’s good to lie all the time to confuse the enemy. And Trump said, I can do that. Remember last Monday: Trump said he was going to get the rest …

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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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