Tao Economics

Today’s Finviz stock map shows energy stocks up while most are down. I believe energy stocks will outperform over the next two years.

There are a couple of problems which is bullish for energy.

💣The first is obvious. Ukraine/Russia are damaging their oil/gas operations. And of course the Iran conflict is also damaging oil/gas operations in the middle east.

The trend has been a continuous escalation by politicians and those behind the scenes for these wars. I do not see that stopping. Even if there are peace deals, that does not instantly bring back production online. It will take years to repair.

🔋The second is refinery capacity. California lost 2 refineries recently. A refinery can take 10 years to build and nobody wanted to commit to new refineries due to climate change policies. AND the refinery may not be suited for the type of oil being produced.

The big oil/gas companies like Exxon and Chevron have refineries.

I personally think buying the stocks directly with the transfer agent is the best way to buy some of these stocks.

🛢️ Though I did find an ETF yesterday that looked interesting. Texas Capital Texas Oil Index ETF Ticker $OILT

It has all the big guys and more that you would want to own. It is a managed fund so the expense is .35% which is not bad for a managed fund. Generally, anything 1 and over is considered expensive.

Below are the top 10 holdings from Finviz

This is like what Palantir offers the government.  However, this World Monitor is open source and available for download. 

Thought folks would find this interesting. I have not tried it yet.

• 500+ curated news feeds across 15 categories, AI-synthesized into briefs

• Dual map engine — 3D globe (globe.gl) and WebGL flat map (deck.gl)
  with 56 map layer types

• Cross-stream correlation — military, economic, disaster, and
  escalation signal convergence

• Country Instability Index (CII) — server-authoritative CII v8 stress scoring for 31 Tier-1 countries

• Finance radar — 29 stock exchanges, commodities, crypto, and 7-signal market composite

• Local AI — run everything with Ollama, no API keys required

• 6 site variants from a single codebase (world, tech, finance,
  commodity, happy, energy)

• Native desktop app (Tauri 2) for macOS, Windows, and Linux

• 25 languages with native-language feeds and RTL support

For the full feature list, architecture, data sources, and algorithms, see the documentation.

Available here → https://github.com/koala73/worldmonitor

To get started: git clone the repo, npm install, npm run dev. That's it. No environment variables required out of the box.

It is fully open source under AGPL-3.0, so you can self-host it, fork it, or build on top of it.

Patting myself on the back for correction call on the hangman doji

$SPY $QQQ Give me a follow! I won't let you down.

— (@cor1) July 17, 2026

Wendy's has a lot of debt, but it's hard not to like them, plus they are pumped via WallSt Bets. Stock is trending up. Get them frosty and fries.

$WEN https://www.youtube.com/watch?v=ilgrgVxVcv4

— (@cor1) July 16, 2026

Scotts Miracle Grow broke out to the upside. Bullish.

$SMG break out. Looks like a good buy with room to run

— (@cor1) July 16, 2026

This is more about collections. If you are only interested in buying silver close to spot, this is not for you.

I do believe there is value in buying some US Mint products.

Highlighting below, there are new special coins honoring 250 years of America. Many now have the 250 and liberty bell insignia for 2026. Note these are a bit pricey over spot, but also note that some have limited mintage.

1. These sets are honoring the coinage from the past. https://www.usmint.gov/best-of-the-mint-1916-standing-liberty-quarter-dollar-gold-coin-and-silver-medal-set-26BM2.html

2. These 2026 Morgan and Peace dollars have the 250 liberty insignia: https://www.usmint.gov/coins/coin-programs/morgan-and-peace-silver-dollar-coins/shop/

3. The annual sets show new coins. These can be great gifts for children: https://www.usmint.gov/uncirculated-coin-set-2026-26RJ.html

4. And the the FIFA world cup coin is also very cool. FIFA was a great success for the country, and many Europeans found that America was not as advertised by their media back home. One quote that went viral: “If you want to hate the U.S, listen to the media. If you want to love the U.S drive across it”: https://www.usmint.gov/fifa-world-cup-2026-proof-silver-dollar-26CC.html

There are more of course but I wanted highlight some.

Brown-Forman makers of Jack Daniels and other whiskey and bourbon has been beaten down. Lots of value here as 2 companies tried to buy them out. I've been an owner in this stock and collecting dividends.

$BF.B The growth is in the pre-made cocktail cans. Places like Idaho where it is hard to get a bar liquor license can just sell these pre-made drinks like beer or wine.

— (@cor1) July 11, 2026

And Martin Armstrong models have strong conviction that oil will be bullish over the next 2 years. Politicians need war to distract from their sovereign debt crisis.

$SM supply destruction versus demand destruction. My bet over the next two years is oil will move up with war flair ups and necessity.

— (@cor1) July 10, 2026

I just got Helium mobile for $15 a month. I'm using the phone number as a throw away for when buying products, apps and for using loyalty programs.

I won't care if this phone gets spammed to death. Nice way to keep your regular phone number clean.

Helium support was great. Don't fear it. I'm using an old iPhone 7+. Make sure you double check if you need a physical SIM card. Helium will send you one for an extra $10.

Of course if you are strapped for cash a $15 a month phone plan is pretty great. It is however a pain in the ass to change your phone number. But if you have the time, it could be a good option.

You can use my affiliate link here to sign up: https://my.hellohelium.com/ref/VHUOU5V

$HNT.X $HNT.X I can't help but think about when satellite mobile was rolling out and Cell providers were adding towers all over the country and ended up eating the satellite phones lunch. Will we see something similar with something like Helium? Are we back to satellite versus on the ground rollout?

— (@cor1) July 08, 2026

Closing out June, there is a Hangman candle on the monthly level.

This is a bearish signal. Not a guarantee, but we could see a correction soon based on this monthly closing.

Martin Armstrong also noted this market is getting tired.

Not predicting a crash. Just a warning.

$SPY $QQQ Looks like we have a monthly hangman on both the S&P and Nasdaq. Looks like a good probability we will get a correction from here.

— (@cor1) June 30, 2026

Sales still growing, earnings growing. Share count down. Real safe automation and AI for companies.

$PATH You are selling this?

— (@cor1) June 11, 2026