$OIL Why is the price between real price for a barrel of oil and the market price 130$ vs 90$?
A lot of people look at the oil market and assume that the price of a barrel reflects the “real” underlying value. But in reality, there’s often a pretty big gap between what you could call the physical or... Show More
$OIL What would actually happen if Trump followed through on threats to bomb Iran’s oil infrastructure?
This isn’t just about Iran. It’s about how fragile the global oil system really is.
Iran produces roughly 3–4 million barrels per day, which is a few percent of global supply. On paper, that might... Show More
$VST (Vistra Corp) The Next AI Bottleneck: Power? (Not Chips)
For the past few years, the main constraint in AI development has been hardware. Companies competed aggressively for GPUs from NVIDIA, while manufacturing capacity at TSMC struggled to keep up with demand.
That bottleneck is maybe soon going... Show More
$TSLA (Tesla Motors, Inc.) I made a summary from last nights Teslas results and maybe most important, future plans:
Tesla’s latest results show a company under short-term pressure but in the middle of a strategic transition.
Revenue in the most recent quarter came in roughly in line with expectations,... Show More
$SPX500 Trump's Tariffs in 2025: When Will They Fully Impact the Economy and Inflation?
As 2025 draws to a close, President Trump's sweeping tariffs—kicked off with early 2025 actions and major "Liberation Day" announcements in April—have been rolling out gradually. A baseline 10% on... Show More
How does $SPX500 do on average in desember?
Statistically, the S&P 500 index has shown a positive tendency in the month of December over the long term, based on historical data from 1950 to 2024 (75 years). This is one of the stronger months of the year, with an average return often referred to as... Show More
What to expect out from government shutdown in the us? $SPX500
In my view, government shutdowns in the U.S. tend to spark headlines and short-term market anxiety, but the historical data shows that the long-term impact on equities has been very limited.
The longest shutdown on record lasted 35... Show More
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