Great work by Javier “The exact size of the black-market glut is difficult to ascertain. My educated guess is that the stockpile, spread between onshore tanks and oil tankers at sea turned into floating-storage facilities, is hovering at more than 100 million barrels. At https://t.co/KYwR02IPBF https://t.co/ebYu2YUUjl

Original source ↗ | February 05, 2026 at 15:40 UTC | Twitter - @burggrabenh

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

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