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Monday, May 11, 2026

Negotiations Crumble as Gasoline and Diesel Prices Rise to a National Record

The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there's no end in sight. Plan accordingly.

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The Fat Pipe May 11th, 2026: “Unacceptable!,” Oil Is Priced Too Low, Breaking The US Consumer, “This Time Is Different,” Plant a Garden!, and Grab Bag

Most of my country is sleepwalking straight into disaster. But these days ignorance is a choice. The information is there is you are willing to view and absorb it. Let's dive in.

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Indian Stocks Plunge on Energy Crisis, Tensions Worsen in Iran/Lebanon/Gaza, Is Hantavirus Weaponized?

Today's Digest covers India's market crash and forex crisis, US consumer woes and food price spikes, Iran war fallout with Hormuz tensions, Lebanon/Gaza conflicts, North Korea's nuclear dead-man switch, and the hantavirus outbreak.

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Sunday, May 10, 2026

Tech Screams Higher, Sentiment Hits Rock Bottom: Welcome to the Polycrisis

Tech stocks scream higher on AI job losses while consumer sentiment crashes to a new all-time low.

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Bankruptcies Surge 42%, AI Data-Center Makes Residents Sick, IRGC Threatens Internet Cable Tolls

Today's Digest covers rising bankruptcies and military economy shift, Iran conflict energy shocks, US drought food risks, AI data center health effects, reCAPTCHA privacy changes, and eminent domain surges.

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Saturday, May 9, 2026

Iran Can Survive 3-4 Month Blockade, Redistricting Race Heats Up, S&P Hits Dot-Com Concentration Levels

Today's Digest covers Iran blockade clashes and China-Saudi ties, US redistricting fights and UFO files, oil stock lows with refinery blasts, S&P bubble risks, and BPS receipt lawsuits.

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Friday, May 8, 2026

The Damage Has Been Done, Is This What Comes Next?

There be whales and elephants swimming and stomping through the markets. When big money moves, it's our job to figure out why and how to position ourselves accordingly. This is wildly important.

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The Fat Pipe May 8th, 2026: The Most Kinetic Ceasefire Ever, WTF Oil?, and Idiots on Parade

There's a massive news blackout underway about the events that transpired between Iran, the US and the UAE last night.

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Thursday, May 7, 2026

Markets Explode Higher on Imaginary Peace Deals

Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week's Finance U episode.

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US Drains SPR to Offset Global Supplies, FCC Ends Phone Privacy, “Epstein” Suicide Note Unsealed

Today's Digest covers oil gains amid inventories/SPR draws, Hormuz risks, Epstein files/Lutnick testimony, Indiana Trump primaries, Trump Accounts, deep-sea mining approval, FCC ID rules, and Copenhagen elderly beef limits.

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Wednesday, May 6, 2026

Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding

Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all...the Devil is truly in the details.

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Paul Storks Plans Hard-Fork of Bitcoin, Trump Pauses Operation Freedom, Is a Petrogas-Dollar Rising?

Today's Digest covers U.S. energy market shifts and plans for a Bitcoin fork, Hormuz tensions and Iran diplomacy, oil production hikes and drone strikes, plus alien disclosure claims and Ramaswamy's Ohio win.

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Tuesday, May 5, 2026

Iranian Reality Check With Ret. Lt. Col. Daniel Davis

Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.

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Iran Strikes UAE Oil Facilities as CA’s Last Tanker Arrives, AI Data Centers Classified as Military to Block Protest

Today's Digest covers Iran-UAE war and energy strikes, Russia-Ukraine ceasefire and attacks, Israel-Lebanon clashes, US politics poll and MKUltra hearing, health vaccine updates, and AI data centers.

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Monday, May 4, 2026

Tick Tock, Time Is Running Out: The Path to $200 Oil Laid Out

We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum products are depleted. By the end of May is the word on the street.

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