Omar
12.9K posts

Omar
@55cities
| no absolute values exist | you can change what you do but you can’t change what you want | SPY fam |MSc Econ|

طبعا ابو 1000 ده هيتفرج عالحفله من اخر فيصل


A blockade collapses Iran's imports to zero because there's no cash from oil exports to pay for anything. It sends Iran's currency into a devaluation spiral and the economy into hyperinflation. There's pros and cons to a blockade, but the pros dominate... robinjbrooks.substack.com/p/pros-and-con…

‘Euphoria’ is officially back. The first episode of Season 3 is now streaming on HBO Max.

There is no excuse for this.




ΔO_BSOH>0 ⇒ f(f(O))>f(O) is worth understanding. Ghalibaf is mathematically making the point that the oil prices will be much worse as a result of BSOH = Blockade Strait of Hormuz. There the first order effect f(O), and possibly a significant second order effect, f(f(O)). In simple language the mathematical equation is saying, Trump if you worsen Hormuz disruption (positive delta), then the resulting gas prices will be much higher than even the first round of increases — you’ll miss the current ‘high’ prices. Ghalibaf qualified as an engineer!

الغربة الحقيقية في النهاية هي ان تكون الوحيد الذي يقرأ .. - عبدالفتاح كيليطو


Donald Trump’s long post on Pope Leo.







