Premium Scouting Reports

After more than 200 days of war, and no progress toward resolution, people are waking up to the ideas that (a) this won’t be temporary at all and (b) things will therefore get a whole lot worse than they initially thought. Welcome to my world.

Hostilities with Iran are back up to a feverish pitch. If things escalate further, we could be facing a global catastrophe.

How much oil – and time – does the Strategic Petroleum Reserve have left? A lot of people have been guessing about it. I don’t really like guessing, so we’re going to go into the actual data as best we can.

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.