recipes for healthy food: Three Windows Are Open Right Now

Dear Reader,

Your free bonus year is going away soon.

Right now, when you join Big T's new service, The Control Window, you get a full extra year free as part of your charter offer. But only through this Wednesday, September 2.

After that, it's gone.

See the details here before it does.

Regards,

Tiwari Research Group Member Services

P.S. Here's what's waiting for you inside The Control Window.

During a six-month investigation into the growing wealth gap in America, Big T discovered something odd: people of modest means growing up to 25 times richer than their income peers. They were doing it using something he calls a "control window."

At his event, Big T shared dozens of examples where these control windows came before major moves in blue-chip stocks:

→ 691% on Broadcom… instead of 64%…
→ 1,785% on Apple… instead of just 22%…
→ 4,028% on Google… instead of just 45%…
→ 7,158% on AMD… instead of just 63%…
→ 9,792% on Palo Alto Networks… instead of just 153%…
→ Plus dozens more…

And he just identified three new companies sitting at the center of an opportunity Google calls "generational." Their control windows are open right now, but like every window, they won't stay open long.

Get the details and claim your free bonus year here, before Wednesday.

Regards,

Tiwari Research Group Member Services

In case you missed it, here’s Big T’s Digital Asset Daily

Energy makes up just 3.36% of the S&P 500 today.

In 1980, it was 28%.

Back then, Exxon was the largest company in America. Big Oil had the same stranglehold on the market that Big Tech has today. If you wanted to be where the serious money was flowing, you owned energy.

Today, energy is barely a rounding error next to tech, which now sits above 32% of the index. Somewhere around 1995, tech passed energy and never looked back.

The economy didn’t stop needing oil. Investors just stopped treating energy stocks like they mattered.

Friends, when a sector shrinks from 28% of the market to 3%, it doesn’t mean the underlying businesses stopped mattering. Oil still sits underneath the real economy.

Planes fly on it. Ships run on it. And petroleum remains a key input in the plastics and chemicals people use every day.
Over four decades, capital flooded into tech and left energy behind. Energy is now so under-owned that even a trickle of new money can move these stocks in a big way.

That gap is your opportunity.

Every Time There Is a Hint of Peace, Oil Gets Sold First

Now look at what has been happening to the price of oil — and why I think the market has this backward.

For months, the Middle East conflict has driven oil prices up and down on headlines. Every time there is a hint of peace, traders price in relief. But the shipping data keeps showing that relief hasn’t fully arrived.

Just look back to Tuesday, April 7 and Wednesday, April 8.

The U.S. and Iran agreed to a two-week ceasefire, conditional on reopening the Strait of Hormuz. Brent crude fell nearly 18% to $90.40. West Texas Intermediate (WTI) dropped over 17% to $85.53. Traders treated it as the end of the crisis.

But within 48 hours, shipping traffic was still down roughly 95% from pre-war levels.

The ceasefire sent oil prices lower. But the world’s most important oil chokepoint remained largely closed.

Two months later, on June 14, another ceasefire extension pushed Brent down further. By June 17, the U.S. and Iran signed a memorandum of understanding (MoU) to reopen the Strait, calling it the biggest diplomatic breakthrough of the war.

Brent fell more than 11% to $70.14, extending a three-week slide.

The market treated that MoU as resolution to the supply disruption. But by mid-July, oil researcher Rory Johnston at Commodity Context reported that Hormuz traffic had fallen back to, or even below, its pace right before the deal was signed.

The bump in shipping never held.

Most recently, on August 3, President Trump canceled a planned strike on Iran, citing hope for a quick deal. Brent fell 6% to a three-week low of $78.11. WTI dropped 7% to $74.65. That same day, Iran said no talks were even underway.

And as of this week, the pattern is holding again. Shipping data through the Strait is still showing only about eight vessels per day, a fraction of the 130-plus that transited before the war. The price keeps reacting to the headlines – not to the reality on the water.

The tankers still aren’t moving.

Do you see the pattern? A diplomatic signal drops the price. But the shipping data has yet to show that the expected relief has fully arrived.

If you’re staying away from oil stocks because you believe the crisis is basically over, you're reacting to headlines the shipping data hasn’t supported yet. That can leave you on the sidelines when the market reprices these stocks.

The Cushion Behind All of This Is Getting Thinner

While traders keep pricing in a supply recovery, America has been drawing down the cushion meant to absorb the next supply disruption.

The Strategic Petroleum Reserve (SPR) is America’s emergency oil stash — the supply Washington can tap when a war, hurricane, or other shock threatens to cut off barrels.

Right now, it holds just 298.7 million barrels — the first time it has fallen below 300 million since January 1983. That follows a 6.1 million-barrel drop in a single week and is part of a 172 million-barrel release authorized in March to offset supply disruptions and ease oil prices.

Commercial inventories — the oil that companies actually keep on hand day to day — are running below normal levels, too.

The SPR is supposed to be the country’s shock absorber. It exists for exactly this kind of crisis, a moment when a real supply disruption could send prices spiking. That shock absorber is far thinner than it has been in more than 40 years.

That means there’s a lot less standing between the next flare-up in the Strait of Hormuz and what you actually pay at the pump.

Demand Isn’t Going Away

The obvious objection from energy bears is that the world is starting to need less oil, and that makes owning oil stocks a losing bet.

But that’s not what the forecasts show.

OPEC’s own May 2026 report forecasts global oil demand will grow by 1.4 million barrels per day this year, almost entirely from emerging nations – mainly China, India, and the rest of Asia. India is expected to add 250,000 barrels per day of new demand. China is expected to add another 200,000.

On top of that, every barrel pulled from those emergency reserves eventually has to be bought back. Governments don’t leave their emergency tanks empty forever.

Tight supply, a thinning safety net, and demand that keeps climbing. That’s the setup most investors are ignoring right now, because this sector has been priced like it’s dead money.

This is exactly the type of disconnect I look for as an investor.

The war is taking barrels off the market. The experts see demand growing for years to come. Yet, Wall Street is still treating energy stocks like the business is in permanent decline.

The Disconnect Is Your Opportunity

You don’t need to believe the conflict in the Middle East is going to get worse for this thesis to work. You just need to see that a sector trading like it is finished is still producing enormous amounts of cash.

In my Asymmetric Edge flagship advisory, we were positioned for this story before the Iran war made the setup even clearer.

One company we already own stands to benefit when crude prices rise. Every additional dollar per barrel increases the value of the oil it’s already producing and selling. That flows straight into cash flow.

Look at what the company reported in the second quarter: $14.5 billion in net income. It returned $9.4 billion to shareholders — $4.3 billion through dividends and $5.1 billion through buybacks.

And it did that despite a roughly 10% hit to its Q2 upstream production from Middle East disruptions.

Out of respect for our paying subscribers, I can’t give away the name of this company here. But if you’re interested in more opportunities like this one – including the 139% energy win we recently delivered for subscribers – you can watch this briefing to learn more about my favorite buys right now.

That’s the kind of business I want to own for years. It produces real cash. It returns real money to shareholders. And it can keep doing both while Wall Street catches up.

We don’t need this conflict to get worse. Supply is tighter and demand is still growing. Yet the market is pricing energy stocks as if the sector is in permanent decline.

That disconnect is the mispricing. And that is where the opportunity is.

Let the Game Come to You!

Big T