Playback speed×Share postShare post at current timeShare from 0:000:00/212The war is over, but it takes time for shortages & prices to return to peace. Oil & LNG constraints 6-19-26All things financial...Jun 19, 2026212ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsIn silver, the futures market looks liquid, but the physical market asks, can the silver be delivered 6-18-26Jun 18 • All things financial...Policy is no longer made in abstraction; now decisions are made by location, logistics & resources 6-17-26Jun 17 • All things financial...The algorithm doesn't delete you, it disappears you. TikTok suppresses without suppression 6-15-26Jun 15 • All things financial...InP & Tungsten: effective supply chain leadership starts with mastering the fundamentals 6-12-2026Jun 12 • All things financial...SPVs, SPEs, SIVs let companies report earnings on steroids as it hides debt/risk in robot firms 6-10-26Jun 10 • All things financial...Ai IPOs may not automate work, but it may automate a massive redistribution of wealth 6-9-2026Jun 9 • All things financial...Space X: in a shaky IPO the bank is long the issuer and short it's loyalty to investors 6-6-2026Jun 6 • All things financial...
