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Billy Ray Valantine
2.6K posts

Billy Ray Valantine
@speedcycle
CIO, Duke & Duke Commodities Strong opinions, weakly held Viva La Libertad Carajo!!
Beigetreten Eylül 2010
2.9K Folgt351 Follower

@gulf_christina @kurtisalee There's a time difference involved. Significantly faster to draw a whole blood donation
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Everytime I see post about people selling their plasma it reminds me of how the absurd paradox that exists between people’s perception of donating blood & selling plasma.
American Red Cross has done a fantastic marketing job convincing people it’s moral & charitable to give them their whole blood for free, yet those being paid for just their WBC are somehow trashy.
(I don’t do either due to chronic anemia, but i just always bewildered by the moral inconsistency around these 2 things)
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Across the United States, plasma centers are opening in wealthier areas as more people struggle with the high cost of housing, groceries and health care.
Here's a look at the middle-class suburbanites who sell their blood plasma to get by financially:
nytimes.com/2026/03/20/bus…
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@SHOPGod2 @trend_bullish @PaulJan38669798 Let's them hedge out some risk to fund drilling or other Capex. Still some Canadian specific regulatory risk tho
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@trend_bullish @PaulJan38669798 What does that do for stocks like $SU $CVE $ATH $BTE $WCP 🏴☠️
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@yieldsearcher Restrictions = tariffs which will no doubt be applied on an ad hoc discretionary basis as a trade cudgel
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No one thinks the crude ban is realistic. But export restrictions remains a fair games.
zerohedge@zerohedge
*US WILL NOT IMPLEMENT CRUDE EXPORT BAN: POLITICO
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@TMTLongShort @ratiospreader The former. Bibi already lit the match.
Everything now is in play geopolitically
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@ratiospreader Not sure but I’d lean towards the latter. Hard to execute without congress
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That’s the beauty of the plan. They don’t get that choice. It’s abrupt. It forces them to completely shift their economy away from China and whoever is in Chinas sphere including Russia.
In or out. There’s no half assed placate Trump and then turn on us in a decade.
You choose dollars or yuan.
F-35s or J-20s
And if you say it’s not fair… of course it’s fucking not.
We are done playing fair. We are done trying to keep the veneer of benevolence.
Ask Maduro or the Ayatollahs 🫡
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@ekwufinance Assuming the greatest divergence furthest out on the strip?
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@FinEconGlobal Or we become the new owners of Kharg island...
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@FinEconGlobal 💯 agreed this has yet to be fully written.
Knife twist will be if US asserts control of transit not simply std freedom of navigation
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@FinEconGlobal They didn't distribute the real handbook.
Ask China how #winning is going for them
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@TMTLongShort So what's the French naval escort equivalent of a Maginot line?
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@TFL1728 @johnkonrad @JavierBlas EVERY commodity has to have a reference price against which the INHERENT components of the end physical price unfolds against, mostly transportation and usage. When a shock occurs it introduces friction unevenly into the global system which filters thru to a final physical price
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Yes. why would we be looking at $200 here in the US when we produce so much we are an exporter? It makes no sense. People look at the futures and think ... it must be that price!
Brent is a financial contract... no one delivers oil against it. Therefore its price isn't real in that sense. I agree, the global price will fracture.
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I disagree @JavierBlas
Worst case scenario is not $200 oil.
Worst case is $200+ in some nations and -$50 oil in others.
As long as we are discuss one global price the system is recoverable.
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@Sdh247 @MarioNawfal Refining generates an incredible amount of pollution
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@MarioNawfal How come China alone refines 85-90% of the world's supply of these rare earths
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Here’s a clear explanation of why Trump attacked Iran, and why I think the war will end soon.
The war isn't about nuclear weapons. It's not about helping the Iranian people. It’s not about doing Israel’s bidding. And it's not about Iran being a threat to the U.S.
It's about China.
China imports 45-57% of its oil through the Strait of Hormuz. Iran has the capacity to shut it down.
A U.S.-aligned Iran means an Iran that would choke off that strait if there's ever a real power struggle between Washington and Beijing.
And there already is one.
The U.S. and China have been locked in a tariff war for over a year now.
Also remember when China threatened export controls on rare earths, encompassing any company anywhere in the world that uses Chinese rare earths?
Yes, China essentially said that any company that uses their rare earths (China refines 85-90% of the world’s supply) must seek their permission before exporting their products.
This means if a German manufacturer uses rare earths fro China to create chips for American companies, China can block the export of these chips.
That’s how much leverage China has over the U.S., and that’s dangerous, especially if China finally decides to reunify with Taiwan.
So controlling the Strait of Hormuz becomes critical for the U.S.
It's the same reason Trump wants China out of the Panama Canal. The same reason Venezuela matters.
The same reason he's eyeing Greenland, where shipping routes to China pass through melting Arctic ice.
Energy is everything now. The AI arms race is the most important strategic competition on the planet.
Limiting China's access to energy is how the U.S. wins that race, and anyone who believes in freedom and democracy should want America to win.
China is investing heavily in domestic energy, building nuclear reactors, solar farms, wind power. They're leapfrogging the rest of the world.
But they still import the majority of their oil. And a significant chunk of it comes through the Strait of Hormuz.
Iran was reportedly nearing a deal for supersonic anti-ship cruise missiles from China, which would make it easier for Iran to threaten shipping in the Strait and strike U.S. naval vessels.
That accelerated the timeline.
Trump's comment today about doing in Iran what he did in Venezuela makes perfect sense in this context. He wants influence over who comes next.
A regime that's workable for Washington.
If he succeeds, this would be a massive strategic win for the U.S. and for Trump.
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@Bob_Iaccino @jimiuorio @biancoresearch @LukeGromen Even the pretty girls get hurt when the bus crashes sadly
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@jimiuorio @biancoresearch @LukeGromen A part of it is definitely margin call, but if it breaks the support it's at right now, it could mean rate cuts are being priced out, yes. Keep an eye on today's meeting between Trump, Besant, and Energy Secretary Chris Wright. Possible SOR release.
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@biancoresearch @Bob_Iaccino @LukeGromen gentleman(and anyone else who cares to weigh in)…gold hammered..why? Is it just selling of an asset they made money on to cover margins in ones that are declining? Is it rising inflation expectations (due to higher oil) taking away the ability to ease?
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@MatrixMysteries Please just make up numbers. Voluntarily of course
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@dvldog0352 @mansourtarek_ Exactly! If you carve out an inherently oppositional resolution at MINIMUM it must be SPECIFIED IN THE WORDING OF THE WAGER.
Kalshi fking knew this when it admitted to "grammatical ambiguity " resulting in a "scalar outcome" - ALL BS WEASEL WORDS.
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Ahh yes because a dictator was going to willingly just “step down”
Your rules were ambiguous regarding death and intentionally wording it in a way to cause confusion.
If you didn’t want people to bet on death of a leader, then there should have been a giant red warning “In the event the supreme leader is killed or dies, we will not be paying out.”
Stupid fucks
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On Khamenei:
We don’t list markets directly tied to death. When there are markets where potential outcomes involve death, we design the rules to prevent people from profiting from death. That is what we did here.
I know some of you disagree and prefer that we list these markets without a death carveout because it keeps the rules simple and because many traditional markets, like oil futures, can be proxy markets for war and death. But we believe that’s different than having a market directly settling on someone’s death, which is not allowed for US regulated entities.
What’s the point of the market, then?
A market on Ali Khamenei out as Supreme Leader was important because leadership changes in Iran have major impact on the world order:
• geopolitical implications
• economic consequences
• national security considerations
• oil and commodity prices, many of which move based on news and expectations around this outcome
And it’s always possible for a ruler to step down or transition power without death, even in autocracies. It just happened in Venezuela.
In these instances, we make the caveat clear in the rules and in the market page, but today is a good learning that we can do more in terms of improving the UX and adding more ways to surface the rules. We are committed to improving. In the meantime, here’s what we’re going to do:
• We are reimbursing all fees from this market
• If you have a position from before Khamenei died, you will be paid out on the last-traded price before his death. (This was clear in our rules)
• If you have a position from after he died, we’re going to fully reimburse your cost of entry
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Fuck @Kalshi
Bastards arent even refunding the bet. Literally arbitrarily picking a price pre strike
Full on Shenanigans
GIF
Sameer Munshi@sameeriously
@mansourtarek_ @Kalshi Deceiving your customers, then calling them “users” , and next lying on twitter is going to be fun in court @mansourtarek_ @Kalshi @CFTC @SECGov @RealBenGeller
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@mansourtarek_ Why dont you explain the $0.29 "scalar resolution"
Or are you going to further BS everybody claiming that those were the closest true odds then, when it was well over $0.60 hours earlier this morning?
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