Brett Erikson AT BrettErikson28
As bad as the global energy markets are right now, with Brent hitting $107+, diesel at all time highs, and gas hitting Labor Day highs in the United States, it should be remembered that there are likely THREE major escalations that remain in the Iran War:
1) Iran’s “October Surprise” to ensure they sink Trump at the midterms
2) Trump’s post-midterms desperate escalation
3) Iran’s major counter escalation to force Trump to cry uncle and end the war
This means that in numbers 1 and 3, there will be immense damage imposed likely on the global energy markets… but it is increasingly inevitable
The markets were saying 'this will end soon, this is as bad as it gets'.
We are now at a market correction where prices are being set on the assumption that the market is going to be upset unto at least 2027. And that the shortages could get worse.
Ross Hendricks AT Ross_Hendricks
Three key leading indicators that preceded the bursting of the Dot Com bubble in 1999...
1) Record supply of new IPOs
2) Sharp rise in oil prices
3) Sharp rise in interest rates
Guess how many of the boxes we've checked in 2026?
A perfect storm is brewing.