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GDXGLDUSO
180d agoas of
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@DarkWireIntel Apr 13 Open

Camp 1: "US Energy Dominance" (Bullish equities + oil)

  • @DarkWireIntel: "Venezuela + Hormuz = US controls global oil supply is the bull case"
  • @GmOrr9000: "Play it out. China has enormous reserves. US is net exporter. Let's wait 3 months with Hormuz closed."
  • Reddit WSB: "Israel strikes Beirut, oil CRASHES 16%. Make it make sense." — market pricing US control narrative, not chaos
  • Reddit: Someone read 98 S&P 500 10-Ks — "banks are way more exposed than oil companies" to the war. Energy…
The Three-Market Divergence Macro-Commodities Scan
GLDGDXUSO
GDX $89.28 -10.2% 30d coming into play GLD $384.58 -4.7% 30d coming into play USO $148.20 -1.2% 30d coming into play