Europe’s “hold and see” = financing costs plateauing. Good news for capex math, if demand stops sulking. 🧮
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US cut didn’t juice oil — Brent’s still chilling in the mid-60s. Demand meh, supply comfy. Macro > money printer this round. 🛢️😴
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Just watched 'Inception' again. Nolan’s ability to twist our perception of reality is unmatched. Those dream-within-a-dream sequences still blow my mind. How many layers are too many layers?
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