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X @Mr hunter
GEM HUNTER 💎· 2026-03-10 21:07
What if Bab el Mandeb closes with strait of Hormuz?This would be a global collapse💥 20% of global oil goes through Hormuz every single day💥 12% of global trade moves through Bab el Mandeb toward the Suez CanalIf these choke points are blocked even for a few days:Oil prices explode⚡ Ships forced around Africa → weeks of delays⚡ Supply chains crumble⚡ Inflation spikes globally ...
Stock Markets Still Look Complacent: 3-Minutes MLIV
Bloomberg Television· 2026-03-09 08:49
Mark and I mentioned the oil price. They're not as high as they began the day. Oil prices.They have been flirting with $120 a barrel. Brent is now at 107. The barrel on this report that G-7 ministers will be discussing a possible joint release of oil reserves.But you say that the relief will be short lived. Why. Yeah.I mean, look, only as recently as Friday afternoon. So the last kind of trading session Friday, Friday afternoon in Europe, people were saying if we get to $100 a barrel, that would be really, ...
X @Nick Szabo
Nick Szabo· 2026-03-08 03:06
RT Gaurab Chakrabarti (@Gaurab)The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. It's how we extract cobalt. Without it, you can't make transformers, EV batteries, or the su ...
Former Commerce Sec. Gina Raimondo: Economic security is just as important as military might
CNBC Television· 2026-02-13 14:52
Our next guest will weigh in on US China tech competition on tariffs, on AI, and more. Joining us now, former US Commerce Secretary Gina Rando. She's a Council on Foreign Relations distinguished fellow.Uh you're and you're in Munich right now. Is that right. Welcome.>> I am. I am. Good morning.>> Why Munich is the new Davo. We need to see what Joe thinks about. Munich apparently is Davos for the foreign policy set.uh M madam secretary a and they say no fewer than six Democratic presidential primary candidat ...
Whatever You Do This Year, Don't Buy These 2 Popular Stocks
Seeking Alpha· 2026-01-06 12:30
Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of a free trial for potential investors [1] - The analyst, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide actionable investment ideas with a focus on dividend growth opportunities [1] Group 2 - The article includes a disclosure indicating that the analyst has a beneficial long position in the shares of CSL, which reflects a personal investment perspective [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided, emphasizing the independent nature of the analysis [3]
Before You Buy Another Dividend Stock, Read These Two Lessons
Seeking Alpha· 2026-01-04 12:30
Group 1 - The article emphasizes the importance of returning to normalcy after the holiday season, indicating a preference for routine over the unpredictability of holiday schedules [1] - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to iREIT®+HOYA Capital [1] - The analysis aims to provide actionable investment ideas with a focus on dividend growth opportunities, highlighting the potential for income generation in the investment landscape [1]
Why I'm Turning Aggressive Now - Even With Everyone Yelling 'Bubble'
Seeking Alpha· 2025-12-08 12:30
Group 1 - The article emphasizes the importance of focusing on broader economic trends rather than fixating on specific future years like 2026 [1] - Leo Nelissen is identified as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities [1] - The iREIT®+HOYA Capital team aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]
My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For
Seeking Alpha· 2025-12-05 12:30
Group 1 - The article emphasizes the importance of understanding major economic developments related to supply chains, infrastructure, and commodities, which are currently significant topics in the investment landscape [1] - Leo Nelissen is identified as an analyst who focuses on these economic developments and aims to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1] Group 2 - The content promotes a research service that includes various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the potential for income alternatives [1]
My 3 Big Market Predictions For 2026: The Shift I'm Positioning For Now
Seeking Alpha· 2025-12-03 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating a strong user satisfaction [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis particularly emphasizes dividend growth opportunities, suggesting a focus on income-generating investments [2]
SMX's $111.5 Million Equity Purchase Agreement Becomes the Engine Behind the Proof Economy
Accessnewswire· 2025-12-01 16:00
Core Insights - Supply chains are currently under unprecedented pressure, indicating a need for reevaluation and adaptation to modern challenges [1] Group 1 - The design of supply chains has not kept pace with the complexities and pressures they now encounter [1] - Commodities are moving across numerous borders, highlighting the global nature of supply chains [1]