We know what’s coming and we are prepared.
1. Lawfare proved impotent in taking out a candidate.
In fact, every new iteration of lawfare dug the losing hole deeper. All of the accusations, show trials, and prosecutorial misconduct were for naught. For the cases that remain open, the next 75 days will be interesting.
2. Name-calling lost.
Almost every political slur possible was thrown at now-President-elect Trump, and none of them stuck. Name-calling only works if true.
3. Celebrity endorsements lost.
Influencers did not influence.
4. Basement campaigns lost.
It has been shown that avoiding the media and hiding from interviews and public appearances is not a winning strategy.
5. Ballot manipulation and voting irregularities lost.
We now know that with the right candidate and message, we can outvote cheating. That is huge. Large numbers of conservatives voted early and stymied the Democrat’s ability to plan how many late votes were needed.
6. The fear of battling voting irregularities in real time lost.
We learned that a massive team of lawyers working as the problems occur before voting is over can prevent or turn back many of the techniques used to suppress voters or enhance the counting of ineligible votes.
7. Bypassing the electoral process lost.
Kicking a weak candidate to the curb while selecting a replacement without a single vote from anyone except insiders has been shown to be a failure.
8. Threats of violence lost.
Both the threats of showing support for the wrong candidate and the threat of burning cities if people chose the wrong candidate did not work and may have helped the eventual winner. Attempted assassinations only emboldened the winning candidate and his supporters.
9. Lies lost.
The economy is not great. The border is not secure. Crime is not down. January 6 was not an insurrection. President Trump will not be a dictator, nor will he put his opposition in jail. There is not enough room here for all of the lies.
10. Two tiers of justice lost.
Excusing lawlessness by Democrats and while having a politicized Department of Justice maliciously prosecute Republicans was not enough to swing the election.
🇺🇸 #Oklahoma high school principal (Kirk Moore) seen charging at and disarming a school shooter.
The suspect, identified as 20-year-old Victor Hawkins, was a former student who said he wanted to shoot up the school “like the Columbine shooters did.” While taking down the shooter, Moore was shot in the leg. He is expected to recover.
When the Principal woke up that day, he never thought he would be tackling a gunman.
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🇨🇳🛢 How much strategic oil does the world actually have in reserve?
Global strategic crude oil inventories stood at ~2.5 BILLION barrels as of December 2025, according to the US Energy Information Administration.
China holds by far the largest stockpile at 1,397 million barrels, more than 3 times the US Strategic Petroleum Reserve of 413 million barrels, which itself sits at only 58% of its full storage capacity of 714 million barrels.
China added an average of 1.1 million barrels per day to its strategic inventories throughout 2025, with preliminary data suggesting it continued building stockpiles in early 2026 ahead of the Iran War.
Japan holds the 3rd-largest reserve at 263 million barrels, followed by OECD European countries at 179 million barrels.
Meanwhile, the US is releasing 172 million barrels from its Strategic Petroleum Reserve to suppress oil prices, part of a broader 400 million barrel coordinated release agreed by 32 IEA member nations in March.
🔗 ...
🛢 JP Morgan Warns Oil Market Out of Balance, Prices Must Rise
🔸The closure of the Strait of Hormuz, through which roughly 20% of the world’s oil flows, has removed 13.7 million barrels per day from global supply in April alone. A JP Morgan research note warns the market has no good way to replace it.
🔸Normally, spare production capacity in Saudi Arabia and the UAE acts as the market’s shock absorber. But that buffer has effectively been removed, eliminating the system’s first line of defense.
🔸With spare capacity unavailable, markets turned to inventories
➤ Global stockpiles are now being drained at ~7.1 mbd in April, an extraordinary pace, according to the note.
🔸Meanwhile, demand is collapsing because supply simply isn’t reaching users — “forced demand destruction.”The hardest hit sectors include:
▪️ Petrochemical plants across Asia are shutting down or slashing output as LPG, ethane, and naphtha flows from the Gulf collapse
▪️ Airline jet fuel ...
🛢⛽️ Global oil inventories are heading toward RECORD LOWS:
Global visible oil inventories have fallen -255 million barrels since the start of the conflict on February 27, to 7,864 million barrels.
Total estimated oil draws, including non-OECD refined products storage, have accelerated to 10.9 million barrels per day in April, the largest monthly draws on record since 2017.
Cumulative estimated draws since the start of the war now stand at 474 million barrels, with Hormuz flows holding at ~10% of normal, or 2.0 million barrels per day.
Meanwhile, even in an optimistic scenario where Strait of Hormuz flows begin recovering by late April, it is unlikely to prevent global visible inventories from reaching all-time lows, according to Goldman Sachs.
As inventories keep falling, physical oil markets are likely to require sharply higher prices for immediate delivery, since buyers cannot wait months for cheaper futures delivery when stocks are running critically low.
Goldman also warns...
