Dalal.Holdings

Ya'll thought this dude would be good for your oil stocks ?

...and now oil is down 5%

I think the next step are a manned mission to/around the moon, but yeah, Starship needs to get its issues resolved before any humans are put in

If you told people a year ago this would be the opening of a news story and oil would only be up 0.3% at ~ $75 a barrel, they wouldn't believe you.

They're only useful as an indicator when oil prices are going up, amirite ?

There goes that spike... I hope you guys sold or you'd better hope for another spike...

There was something else that happened in the 70s that caused oil prices to spike. I’ll let you try to figure it out. The ‘80s and ‘90s were a bloodbath for oil though…

Pictured below: every oil bull geopolitical doomer

So you won't be locking in profits. Just like most oil bulls I've observed in the past. So much for the "Those price spikes are the opportunity."

I don't see how that's "best thing for Canadian oil patch". This is usually how these things go: Spike in Oil Prices --> Oil boys in USA & Canada Drill baby Drill --> Geopolitical situation calms down --> Oil in oversupply --> Prices tank Of course, every oil bull/wildcatter wants to believe the geopolitical situation will never calm down and will delude themselves into thinking so (which only creates more supply)

So will oil bulls sell out on the run up and lock in profits? From what I've seen, every time there is a geopolitical event that spikes energy prices, oil bulls say "ha ha" and sit on their investments (maybe even buy more) only to later see oil fall further... In fact, I bet a lot of oil bulls are underwater and even with the spike tomorrow will remain underwater on their cost basis (e.g. those who followed Warren into OXY in the $60s)

When your foreign currencies outperform the S&P:

If you live in America though (where all your spending is in USD) and bought European assets, you’ve done well. If the opposite (live in Europe and buy American assets), it’s the opposite (headwind). And a lot of Foreigners have been buying American stocks and I’m not sure all of them realize the fx related headwinds they face

It might not mean much to the avg bloke, but if you're buying 20, 30 year bonds with fixed USD payouts, it might mean a lot

The USD devaluation continues. Enjoy your 4.9% yield

Nice tailwind for those who purchased Euro denominated assets recently

Europeans try and try to suppress them, but in France/Germany/UK, the "far Right" (according to them) is just becoming more mainstream https://www.dw.com/en/germany-far-right-afd-draws-level-with-conservatives-poll/a-72150148 https://brusselssignal.eu/2025/04/frances-national-rally-lead-polls-for-presidential-race-amid-le-pens-legal-challenges/ https://www.politico.eu/article/labour-win-reform-uk-crucial-by-election-scotland-nigel-farage-britain-polls/

The only thing that new technology does is create the need for more defense spending & investment, not less.

I don’t think we’re ready

I haven't seen any other sources on this ... are you sure it's real ?

https://www.twz.com/air/russia-covering-its-aircraft-in-tires-is-about-befuddling-image-matching-seekers-u-s-military-confirms https://defence-blog.com/ukraine-uses-ai-drones-to-target-russian-bombers/ The point being that it's not just missiles, but drones that they are trying to confuse with the tires.

It seems like false sense of confidence to think these anti-drone things can work all that well as they haven't really been battle tested. I imagine that much of what's being marketed as anti-drone defense wouldn't be able to stand up to swarms of drones and be easily overwhelmed.

Yep, I agree

Not necessarily. The tires confuse machine vision/AI that is looking for "airplane" which can be used for drone targeting, especially in the final few meters https://en.defence-ua.com/analysis/year_later_pentagon_explains_whats_the_point_of_aircraft_drawings_and_tire_coatings_at_russian_military_airfields-11877.html It's still ridiculous and hilarious though