Happy Monday, everyone! I hope you had a productive weekend. I spent mine falling further behind on farm projects.
Some of you have noted that you don’t like to click through to X links, so I’m now taking more screenshots and posting these items as images when they have content that’s important to read but is not displayed in its entirety when the live X link posting method is used.
I have the sense that Trump has been given a stern talking to by someone other than Bibi, and the Iran war is going to wind down to a big “L” for the U.S., which Trump will spin as the greatest victory ever.
That may explain why it was another Trump TACO weekend. Talked tough on Friday and Saturday, but then completely backed down on Sunday.
Friday:
Just in: Trump orders fresh attacks on Iran. pic.twitter.com/C5OKEy3gR1
— Markets & Mayhem (@Mayhem4Markets) July 31, 2026
Saturday:
Sunday:
Paper oil futures responded exactly as they have been trained to react by this latest weekend Tough Talk/TACO combo.
Honestly, who is falling for this anymore? Besides the rigged algos, I mean. And the people paying $100,000 per month to get a first peek at Trump’s Tweets:
Hard to even process — a president selling market-moving information to banks and wealthy investors in advance of everyone else, and personally pocketing hundreds of millions of dollars from it. This alone is more worthy of impeachment than 100 Watergate cover-ups. https://t.co/8ZHs89axc7
— Jesse Livermore (@Jesse_Livermore) August 1, 2026
Meanwhile, the IRGC is still blasting tankers left and right:
juxtaposition pic.twitter.com/SAaEXnZgRm
— Rory Johnston (@Rory_Johnston) August 2, 2026
Iran's state-run Islamic Republic News Agency (IRNA) has published this photograph purportedly showing a tanker with its aft section engulfed in flames.According to IRNA, the incident occurred northeast of Khasab, Oman, the same general area referenced in a United Kingdom… https://t.co/G8R8CSlEhp pic.twitter.com/YcwENuI7N1
— OSINTdefender (@sentdefender) August 2, 2026
The NYTimes smells blood and is now talking about Trump’s massive strategic losses for the U.S.
(Source – X – US Loss Of Prestige)
The Ukrainians are carrying on with their program of terror on the high seas:
🇺🇦🇷🇺 Zelensky shared footage of Ukraine's latest headaches for Putin, including the sinking of a Russian cargo ship with a capacity of more than 100,000 tons!!On top of that, more oil refineries went up in smoke, adding to Russia's energy crisisPoor Greta Thunberg is probably…
— Mario Nawfal (@MarioNawfal) August 1, 2026
Oil Demand Still Too Damn High
If oil were priced
by redneck-engineer 
