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Lukas Ekwueme
@ekwufinance
·
May 4
Each time concentration levels hit 40 percent, a crash followed.

We are at 41 percent.

But I’m sure this time is different.

If only there was a catalyst for the AI bubble unwind.

especially the silver shares, but all of them as well.

Gotta wonder if they’ll take silver back down this am.

Not sure what will change this.

California’s Self-Inflicted Energy Reckoning: The Last Middle East Oil Barrel Signals a Crisis of Green Dogma

So yesterday, Kevin Warsh flew through committee in a RINO only vote in the Senate. He’ll be brought to the floor for a full vote expected to be confirmed – again on party lines. He will be the new Fed Head as of May 15th.

I wonder if he’ll have any impact on the pm market, or if we get more of the same?

There is an awful lot lining up toward the middle of May, not the least of which is the potential for massive solar activity. We may be seeing the beginning of it with the earthquakes and potential eruption of the Mayon volcano in the Philippines. The strength of the solar activity could cause earthquakes that measure above 7 on the Richter scale from what’s been reported.

Then, there’s Israel’s 78th birthday May 14th. The time of Jacob’s trouble?

My buddy says he thinks they’ll be powered by Thorium reactors (about the size of a Conex box) for the most part. The biggest issue is water. I guess they need tons of water for cooling. That will be a major problem because they’ll either be taking water from farmers or cities, according to him.

Wild stories. Horrifying way to go.

The first guy was said to have gone swimming, I wonder when that was? I ask because it said the amoeba was found in warm, brackish waters. The article was written in April, and our waters aren’t all that warm yet – comparatively speaking. He was north of me, no more than 70 degree water.

The second guy was around the water during a red tide. They are just plain nasty here, far worse than on the west coast where I grew up. I’m two blocks from the gulf and just outside walking my sinuses started bothering me and chest got a little tight a the peak of that red tide. Just nasty. So, I wonder if the first guy went out just before or soon after a red tide occurred?

Other than that, the gulf usually gives life and is refreshing.

California and the west in general are the least humid states. Most humid is the south to Florida  up to the Great Lakes and Hawaii. Buildings can if they want have dehumidifiers. Data is getting too lazy and can remember back to the 80s where in South California hospitals some were more advanced using computers  before it started speeding up down hill to open borders they needed paper back up systems on the patients with their vital information, as in pt history, diagnosis, labs and medications after being through a serious earthquake where power outs went on for quite awhile and with damage three hospitals that had to evacuate in the 70s and imagine if all those patients had no paperwork on them at least current diagnosis and doctors orders including medications and treatments and going blind other than based on memory of some of the nurses cuz everything was on computers.

Seems to be a long term theme. What a dreary world it would be if the Mullahs ran the show!

Sobering thoughts in that piece. We tend to have such a short view of history; it takes historians to put things in perspective for us.

I have a neighbor going to London soon. My first thought was, “Great; I loved London.” But it won’t be the London I loved in 1973. I doubt I’d want to go anywhere in Europe now. At least not major cities. Sad.

They don’t like America

I used to design data centers for a living. I can also tell you that our data center locations really do matter and it has to do with dry bulb =/ wet bulb temperature differential and that does not happen in states like Texas or in California where you have humidity. So data center architects have to think harder and smarter. Otherwise build your own damn power stations

Some strange deaths this year

https://arstechnica.com/health/2026/04/flesh-eating-bacteria-devour-mans-arm-and-leg-in-just-three-days/

https://arstechnica.com/health/2026/05/amoebas-eat-man-alive-over-months-in-puzzling-ultra-rare-cautionary-tale/

If Israel and Turkey get into a shooting war then I guess we’ll be obliged to come to Turkey’s aid seeing that they are a NATO member. 🙂

Turkey has a very large military establishment. I think they would be too big a bite for Israel and they know it. At least I hope so!

We give them the money to turn back around and buy our military aircraft so they can start a war using our military. Such a deal.

They’ll get their war with Turkey, that’s guaranteed, but we won’t be around – or at least in any condition to fight it with them.

I wonder if people realize they have the same population as Papa New Guinea?

2033 sounds about right.

but no refining capacity for the type we produce. We haven’t built a refinery in 50 years. Brilliant. So, when we say we’re energy independent, not exactly true. If we were, we shouldn’t see rising gasoline prices.

I’m still wondering how they think they are going to power the 3K data centers they say they’re going to build.

Perhaps, when they do the alien disclosure, they’re going to say “BTW, the aliens have offered us new energy technology that’s going to power the world.”

Don’t laugh, disclosure is coming very soon.

b/c I don’t like the charts. Usually, the market does not side with my decisions in putlandio

Seems like it should be worse today. I don’t know.

I’m concerned because I’m so long. The good guys say 300 to 500 dollar silver by end of summer and the bad guys say we’re headed to zero or something very much lower. Place your bets Maybe they run it sideways and they rip off everyone in options

80% enrichment does not equate to 80% efficiency. My impression was that when people say the Hiroshima bomb was 80% uranium 235, they’re usually talking about the uranium enrichment, not the efficiency. The fuel purity. Enrichment is like the octane rating in gasoline. Most likely, these arab chumps will deliver the bomb in a truck, and it won’t be something coming from a missile or an airplane. So they may not even care about making it to 80%. Just send it. If we think about it the little boy was delivered and exploded in the air, it didn’t hit the ground. The Arab plan is to inflict maximum casualties and fallout.

Bigger graphic on Reddit: https://www.reddit.com/r/oil/comments/1t38dgp/art_berman_america_has_plenty_of_oil_just_not_the/#lightbox

False Flag?

Stocks Dump, Oil & Bond Yields Jump After Iran Missile/Drone Strikes On Dubai & UAE Oil Infrastructure

https://www.zerohedge.com/geopolitical/iran-threatens-attack-us-navy-hormuz-pentagon-rejects-irgc-claim-american-warship-hit

redpillbot
@redpillb0t
·
14h
Historian Bill Federer:

“They say that by 2030, there will be a majority Muslim population in Europe, and they’ll just flat out vote in Sharia law. It won’t just be no go zones where they take over entire neighborhoods in Paris or around Belgium and London. No, they’ll take over entire cities.

And people forget, Egypt was completely Christian for six centuries. It’s not anymore.

All of North Africa was completely Christian for six centuries. It’s not anymore. All of Turkey, all seven churches as mentioned in the book of Revelation, were all in Turkey. And they were all taken over by the Muslim Turks.

Constantinople was the largest Christian city in the world, and the largest Christian church in the world for hundreds of years was the Hagia Sophia. And it got turned into a mosque.

And so they want to do the same thing with the Vatican. And recently they allowed Muslim prayers in the Vatican. So we see that it’s headed in that direction.“

https://x.com/redpillb0t/status/2051089488760426987

You’d think it has to help us at some point! 🙂

Today might not be so bad. My PF just went positive by a few bucks.

HUI now positive.

Amazing “free cash flow” chart. I wonder if it will ever change the mindset of the institutional money managers??

And will it ever trickle down to the junior producers and explorers?

Not holding my breath….