James Stuart أُعيد تغريده
It is my belief that Trump realizes this blockade and economic warfare campaign comically overpromised and underdelivered, and now is likely to resort back to military strikes.
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James Stuart
3.8K posts
James Stuart
@JamesJstuartb
None of my posts are investment advice. Nothing posted should be taken seriously. Focus is on REITS, Banks, Pipes, rails. Delete tweets often.
انضم Nisan 2015
1.3K يتبع591 المتابعون
James Stuart أُعيد تغريده
The spineless mess of Republican Congressional cowards leads to this.
They hope that leaving the President unchecked, he will stop.
Instead he feels emboldened and does more insane shit.
There are few things as shameful in American history as this set of Republicans in Congress.
And their inaction will be a shame they will carry for generations.
*Walter Bloomberg@DeItaone
TRUMP SAYS US WILL BE TAKING OVER CUBA "ALMOST IMMEDIATELY"
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James Stuart أُعيد تغريده
What could possibly go wrong
Kevin C. Smith, CFA@crescatkevin
Free cash flow race to the bottom.
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James Stuart أُعيد تغريده
LNG Canada exports hit 1 million metric tons for first time in single month dlvr.it/TSKbdM
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James Stuart أُعيد تغريده
This report by WSJ has a gaffe:
Iran’s Leader Seyyid Mujtaba Khamenei has banned any discussions about Iran’s nuclear issue with Trump’s regime.
FOR NOW, Tehran has no intention to discuss that matter.
Missile program has been/will be RED LINE from day 1 to the doomsday.
laurence norman@laurnorman
Iran offers new 14-point proposal to break diplomatic deadlock with Washington which hints at some compromise. Tehran eyes possibility of new talks early next week. Our latest. wsj.com/world/middle-e…
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James Stuart أُعيد تغريده
James Stuart أُعيد تغريده
IRAN'S REZAEI: US SEC. OF WAR LACKS GEOGRAPHY OF HORMUZ - MEHR
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James Stuart أُعيد تغريده
Hostilities ended but Hormuz is still blocked.
If this was bullish S&P they would have said this in the AM
R A W S A L E R T S@rawsalerts
🚨#BREAKING: The White House has informed Congress that hostilities with Iran have officially ended, following a ceasefire that halted active combat operations.
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Strait not opening guys. The whole oil futures curve needs to reprice #higherforlonger
محسن رضایی@ir_rezaee
وزیر جنگ بیتجربه و بیسواد آمریکا اگر درسش را خوب میخواند، جغرافیا بلد بود و از ایران و پیچیدگیهای تنگههرمز و خلیجفارس اطلاعات کافی داشت،امروز ارتش آمریکا را در باتلاقی که نه راهپیش دارد و نه راهپس،گرفتار نمیکرد. درسهای زیادی را در خلیج فارس و دریای عمان یاد خواهند گرفت.
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James Stuart أُعيد تغريده
James Stuart أُعيد تغريده
NEW: There's been a lot of talk about "division" in Iran amid the confrontation with Israel/the US. Nobody is denying the seismic effects of the war, including impacts of the removal of Ali Khamenei.
But shifts in power dynamics in Tehran actually point to more unity than prior to the war, with fringe radicals isolated from every direction. Case in point: even hardliner bastions like Kayhan have effectively joined forces with pro-reform voices to call out radicals. This would be unheard of under Ali Khamenei.
The Reformist newspaper Etemad could barely contain its astonishment, writing, "Who would have thought that one day, in the middle of Iran's most important negotiations with America, Kayhan would publish words criticizing extremist behavior?"
But while the war has had an overall unifying effect, that doesn't mean real underlying divisions are hiding behind the surface. As academic and parliamentary researcher Arash Ajorloo succinctly put it: "The start of the external ceasefire was, unfortunately, the end of the internal ceasefire. Let us return to the internal ceasefire."
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@JamesJstuartb Why sell on Monday and not hold till Thursday
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Bought some $cve calls to hold over the weekend. If nothing happens, will sell on Monday
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Buying energy calls for the weekend
*Walter Bloomberg@DeItaone
TRUMP ON IRAN OPTIONS: EITHER BLAST THEM AWAY OR MAKE A DEAL
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James Stuart أُعيد تغريده
Back to a trade war, when we're not even done dealing with the fall out of a kinetic one.
Clearly hoping to distract.
First Squawk@FirstSquawk
TRUMP ON TRUTH SOCIAL: I am pleased to announce that, based on the fact the European Union is not complying with our fully agreed to Trade Deal, next week I will be increasing Tariffs charged to the European Union for Cars and Trucks coming into the United States. The Tariff will be increased to 25%. It is fully understood and agreed that, if they produce Cars and Trucks in U.S.A. Plants, there will be NO TARIFF. Many Automobile and Truck Plants are currently under construction, with over 100 Billion Dollars being invested, A RECORD in the History of Car and Truck Manufacturing. These Plants, staffed with American Workers, will be opening soon — There has never been anything like what is happening in America today! Thank you for your attention to this matter. President DONALD J. TRUMP
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James Stuart أُعيد تغريده
Not exactly the thing you'd do if the new "peace proposal" you "received this morning" was progress...
*Walter Bloomberg@DeItaone
U.S. ISSUES NEW IRAN-RELATED SANCTIONS - U.S. TREASURY WEBSITE
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