Dalal.Holdings

All the fintwit guys excited about IBKR opening up Korean market + the memory/Semiconductor surge tells me I should probably wait...

IRGC guys expect to get paid to show up for work. If the oil ain't flowing, they ain't getting paid. Not only that, but the blockade seems to be doing what no amount of sanctions ever could: nearly completely cutting off Iranian exports AND imports... The blockade seems to be working based on the simple fact that Iran is now the one proposing we go back to the negotiating table...

I found these discussions to be high quality: Former senior CIA guy: Retired U.S. Rear Admiral:

I think it's clear the "hard line" regime in Tehran is already cracking under the blockade: https://www.bloomberg.com/news/articles/2026-05-03/trump-weighs-iranian-peace-offer-without-ruling-out-more-strikes?srnd=homepage-americas The U.S. economy seems to have largely shrugged off the Strait closure while Saudis, Iraqis, and UAE bypass the Strait with pipelines and Iraq even sending truck fleet through Syria for loading oil in Mediterranean with potential to restart other pipelines through Syria: https://english.aawsat.com/business/5262888-syria’s-baniyas-begins-loading-iraqi-oil-shipments-re-export A lot of the producers are finding ways around the Strait while Iran's oil is blockaded and threatens to induce long term damage to its wells. Iran is getting squeeze more than anyone now...Trump can sit and wait. The other thing is that in the current ceasefire situation, Iran is no longer attacking oil infrastructure across the Gulf--that was the real nightmare scenario which the ceasefire has halted...so basically Iran is seems backed into a corner and must yield on its nuclear program... Next few years you will see these "closed" and other pipelines built and Iran's leverage over the Strait will get even weaker:

https://www.wsj.com/opinion/what-happens-when-europeans-find-out-how-poor-they-are-270cff5d

Green shoots? Are these people (finally) learning? And who is opposed to this? The usual suspects: https://www.belganewsagency.eu/mixed-reactions-as-belgium-explores-nuclear-takeover

Well the funny thing is that this is not the first energy crisis for Europe—they had Russia invade Ukraine in 2022–four years ago! And what did they do in the interim? Did they secure their energy further? Did they build out excess capacity? Did they maybe build out more fossil fuel reserves? No, of course not. Instead, Germany demolished its nuclear reactors so there is no chance of rebuilding them. Oh and they are still importing Russian energy! And of course, prior to Russia invading Ukraine was Crimea in 2014…so European leaders have had over a decade to prepare for such exigencies, but they are led by a bunch of truly stupid people (with lots of advanced degrees) and now they will pay the price. They sold out their future for some crazed political Green agenda…it’s like the leaders really have no skin in the game or simply don’t care: all they do is react, they are unable to take any proactive action to better prepare for an uncertain future.

https://www.bloomberg.com/news/articles/2026-04-29/von-der-leyen-warns-iran-war-may-damage-europe-for-years Who didn't prepare their continent for an energy crisis? Who bears responsibility for the mess Europe finds itself in? According to European leaders who have been leading their continent for years, anyone but them....

https://www.politico.eu/article/germany-friedrich-merz-donald-trump-eu-economy/ Looool Weird...I was told that my posts about EU regulations strangling European Industry were irrelevant in this thread by certain folks... Germany's multi-year recession continues while the UK looks headed for a crisis. Political upheaval chances growing. Thanks for playing.

The situation in the UK with respect to financial prudence...is not very reassuring: https://www.telegraph.co.uk/business/2026/04/28/block-people-with-anxiety-adhd-claiming-benefits-tony-blair/ The angry Reddit comments here say it all: People think they are entitled to these benefits for anxiety and ADHD...the only thing that is going to fix this welfare abuse is likely a crisis in the UK or political upheaval...

https://www.wsj.com/opinion/united-arab-emirates-exits-opec-oil-fracking-iran-2fee8850?mod=hp_opin_pos_3 https://worldoil.com/news/2026/4/24/milei-incentives-accelerate-12-billion-vaca-muerta-shale-oil-project/ https://www.upi.com/Top_News/World-News/2026/04/08/latam-argentina-record-oil-production-levels/5061775658998/ And the world shall have MOAR oil...

https://www.bloomberg.com/news/articles/2026-04-28/italy-s-eni-expands-venezuela-push-with-orinoco-oil-deal Long term oil case looking more and more bearish:

When does the IMF step in?

https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 Lol... So is this a sign of OpenAI losing to Anthropic or a sign of air being taken out of the entire AI complex ?

Weird how everyone in China invests their capital in real estate and the CCP didn't think that maybe it'd be better if they got people more interested in their stock market

OPEC was already nearly a free for all --- this could spill into more members leaving and vastly increased production...

Explain China’s attack on EU rules in the context of it rejecting Meta’s AI acquisition in China…China always plays by a vastly different set of rules than what it demands of westerners. It has gotten away with it for far too long…

Eventually, as their GDP compounds at near zero rate while others move on, Europeans will discover the massive downside of the path they’ve chosen: Britain is poorer than all 50 U.S. states…

China is very smart. For the past few decades, they've taken so much advantage of Europe thanks to Brussels-Tards. They told them they were embracing "green" while burning loads of coal. No matter, European chemical/industrial plants shut down and moved over to China. Lots of tech transferred. Europe gets all its "green" stuff from China like solar panels, batteries, and wind mills. In exchange, European industry got decimated. That's what you get when Ursula and the Gang is in your corner "negotiating" with someone like CCP... China thinks they can intimidate Ursula and the Gang into watering down this new act. I wouldn't rule out China strong arming the Brussels-Tards because they are meek and utterly incompetent and China/Russia/USA prove over and over again that they can run circles around them

https://www.ft.com/content/f4925d94-bd09-43bb-b0e6-8d066fcedf31 The gall of the CCP is quite stunning...I thought I was reading The Onion. It seems China's major export destinations are finally giving some pushback (the U.S. is far ahead of the EU in this area while the EU looks to be just getting started--very late as usual but better late than never)

https://www.ft.com/content/f4925d94-bd09-43bb-b0e6-8d066fcedf31?syn-25a6b1a6=1 Incredibly hilarious turn of events:

A bunch of British elite will look at this and still wonder why Reform is gaining in popularity...

LMAO. Yep. Brussel-tards will never understand the harm they have caused. These people should not be in power.

I've built a position in this as well