Faran Moaddel

History doesn’t repeat itself but it often rhymes

@TradingThomas3 What did you expect from a dept run by Pulp Fiction fan?

This is sad,disgraceful and disgusting if true.

@jbulltard1 Iran will insist on full withdrawal of Israeli troops from southern Lebanon, as a precondition for any progress on extending ceasefire or peace talks.

Welp

@Mr_Derivatives That’s means his ardent reasonable followers will wait until the dips to fully board. If you get tempted to ride to new ath now, you can get rug pulled and end up with big losses.

🚨 Just in today. Tom Lee who accurately called for ATH’s this month, reiterates we will see 7,300 on the $SPX in the near term then we might see a 15-20% drawdown after, before a Q4 rally back to ATH’s at 7,700 to close the year. So timeline looks something like this: 7,300 (Q2) ➡️ 5,840-6,205 (Q3) ➡️ 7,700 (Q4)

Dear friends: I don’t know any Catholic in the United States, from the most traditional to the most progressive, who does not have strong feelings about the comments from President Trump and Vice President Vance about Pope Leo XIV. These include not only President Trump’s initial disrespectful Truth Social post about the Holy Father, but also Vice President Vance’s similarly disrespectful comments about Pope Leo having to be “careful” when he speaks about theology. Let me share some of my own feelings. First of all, it is shocking that a President and Vice President would treat such a good, holy and learned man with such disdain. Imagine telling a man with the Holy Father’s learning and experience (and authority) that he doesn’t understand theology sufficiently. What’s more, imagine attacking him as, ridiculously, “weak on crime” or somehow not understanding foreign policy. Second, I’m edified by Pope Leo’s charitable and courageous response to all this. Charitable because he has not responded in any way other than with charity and respect. As some of you may know, I know the Holy Father slightly, thanks to our being seated together at the Synod for two weeks, and know him to be a kind, reserved, discerning and highly intelligent person. In a word, holy. But courageous too: as we have seen during his time in Algeria and Cameroon, Pope Leo has not shied away from continuing to preach the Gospel, and speaking out in favor of peace (and yes, he understands St. Augustine’s concept of the “just war”) and against, as he said today, tyrants and those who would use God’s name to support violence of bloodshed. So, where will this all end? It’s hard to say. But I would imagine that now that the taboo has been broken, politicians will continue to denigrate him and thus try to persuade people, without saying it explicitly, to think that the Pope’s words do not need to be listened to. But this will be in vain for two reasons. First, Pope Leo is clearly fearless. A few hours after he was elected as pope, I spoke with a fellow Augustinian priest who had known “Bob” for decades. “He’s a great listener, very kind and much loved.” Then he paused. “But he’s no pushover.” But the main reason that the Pope’s words will be heard is less about Robert Prevost’s own many virtues but something else: the Vicar of Christ will be heard because he is preaching the Gospel. As Jesus told his disciples, “Heaven and earth may pass away, but my words will never pass away.” So, in these strange times, fear not.

@JamesMartinSJ People of all faiths should heed this wake up call. Few men are dragging the world order to tyranny and barbarity. Men of good conscience can’t remain silent or passive.

@TheStalwart Thanks to Bessent and Aipac men

If the NASDAQ closes green, it will be its longest streak of up days (12) since 2009.

🇮🇱🇱🇧 Paramedics in southern Lebanon were hit by Israeli airstrikes. When other paramedics showed up to save them, they were hit too.

@JamesMelville Abs gorgeous colour application though

This painting by French avant-garde artist Yves Klein was sold for $18.4 million last year. A French auction record. More money than sense.

Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries bloomberg.com/news/articles/…

@DeItaone But not the right to initiate an unjust war

TRUMP: I HAVE A RIGHT TO DISAGREE WITH THE POPE

@DeItaone Is that a backhanded compliment for Bessent’s work in oil markets?

TRUMP: OIL PRICES ARE ROUGHLY HALF OF WHAT WAS ANTICIPATED

@DeItaone Just wait until after Friday close ☺️ he might just change his tune

TRUMP: I BELIEVE WE HAVE A FAIRLY SUCCESSFUL NEGOTIATION UNDERWAY; I WOULD EXTEND THE TRUCE IF NECESSARY

@AIFinanceIQ @TheStalwart Or Bessent gets a fed funds credit line

@TheStalwart The elevator only goes up this fast when the algos all read the same memo.

The weird thing about how stocks have gone vertical over the last two weeks is that the initial drop itself wasn't that severe. It was that slow drip. It's one thing to go vertical after a steep drop. But this a rare "take the stairs down, take the elevator up" type scenario

@gillysuit21 @TradingThomas3 You projecting?! Hezbollah was created as defensive force after Israel invasion of Lebanon in 1982, and it wasn’t the first one either. Not siding with Hezbollah but they have been defensive and aim to push back Israel out of illegally occupied lands.

@Fab20 @TradingThomas3 To be Hezbollah did attack first, it wasn’t even that long ago do you have a fish memory?

Oil up on ceasefire 🤨

@CheddarFlow It seems Bessent has convinced Trump rather than doing QE, it’s best to use the Fed funds for buying yolo calls on SPY and QQQ, not to mention shorting oil.

This is highly unusual $QQQ $5M+ worth of aggressive OTM calls

@WOLF_Financial @DivesTech They must, Tesla is the Titanic without introducing another ‘dream’ revenue source. It’s no coincidence that EVs gave way to FSD, gave way to Optimus and …….

DAN IVES THINKS SPACEX AND TESLA ARE GOING TO MERGE His reasoning: At $1.75T, SpaceX and $TSLA at $1.4T would be a roughly even deal. It gets Musk past 25% voting control of Tesla. And it ties together autonomous, robotics, AI, and space into one company. "That's really what Tesla's story is going to be about." We also talked about: - Anthropic will have to acquire a software company to crack enterprise - Microsoft sentiment at COVID lows - Why AI crushing cybersecurity is a "fairy tale"

@longshortmkts @TradingThomas3 Bessent hasn’t cleared the credit lines to short more

@TradingThomas3 Oil is up on the roll. Geesh.

@jbulltard1 I’d wait a lil longer before doing victory laps

sucks for that guy who went max bearish equities 2 days ago because new all time highs isn't bearish if you know anything about markets

@DanBurmawy @MarioNawfal To disarm against Israel is height of madness. Israel has shown time n time again that they always attack the defenceless and grab more land. Only power parity ensures peace.

@MarioNawfal But Israel withdrew 26 years ago. Why didn't your Hezbollah didn't disarm?

As one of the most vocal critics of Hezbollah, I have now changed my stance HEZBOLLAH SHOULD ONLY DISARM WHEN ISRAEL EITHER PULLS OUT OR GUARANTEES TO PULL OUT OF SOUTH LEBANON I changed my position after seeing Netanyahu blow up homes, schools and hospitals at scale, GAZA 2.0! A disgusting war crime. I await the day he faces justice for what he did in Gaza and Lebanon Don't get me wrong, this does not mean Hezbollah should not disarm. Hezbollah is as responsible as Israel for the destruction of Lebanon, and as soon as Israel is out (or guarantees it will withdraw), Hezbollah should immediately disband or merge with the Lebanese Army Hezbollah prioritized Iran over Lebanon, and Israel took advantage of that to invade. Both have Lebanese blood on their hands!