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JAZ Macro

@JAXCapital

Macro trader specialising in Futures

Sydney, New South Wales Se unió Aralık 2017
320 Siguiendo1.1K Seguidores
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Danny (Dennis) Citrinowicz ,داني سيترينوفيتش
Trump’s tweet reflects a very understandable frustration. He appears unable to reconcile the gap between the objective achievements on the ground and his limited ability to impose his will when it comes to the Strait of Hormuz. This frustration stems directly from a fundamental misunderstanding of the Iranian system, which has been evolving steadily throughout the campaign. Iran today is very different from the country Trump dealt with during his presidency. This is the first time he is facing a prolonged, complex confrontation of this kind and it shows. The problem is only getting worse. It is clear that the Iranians are not going to back down, and Trump will forced eventually to come to terms with the new reality in the strait, one that currently plays to Iran’s advantage. This reality may also influence global oil prices, especially if tankers start crossing the Straits with Iranian approval. If not then Trump will face a choice: either claim that Iran is “coming back begging” for a deal allowing him to present a political victory, or follow through on his threats. But if he does escalate, Iran will respond, and the damage to the global economy could be unprecedented far beyond just rising oil prices. In many ways, Trump’s own ultimatum has forced him into a decision point in a campaign he has been trying to avoid. We will soon see which direction this confrontation takes. #IranWar
Barak Ravid@BarakRavid

🚨🚨🚨Trump on Truth Social: Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah

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Mark Halperin
Mark Halperin@MarkHalperin·
The biggest tell of the weekend about what is about to happen is NOT the president's bellicose Truth Social post. And it is NOT the reports of additional U.S. aircraft possibly on the move to the region. No, the biggest tell is this: President Trump did not go to Mar-a-Lago this weekend, and he has no public schedule as he stays at the White House.
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JAZ Macro@JAXCapital·
as always, form over substance with this made for TV administration.... all about show, no idea on what actually is going on utterly utterly useless
Eddie Fishman@edwardfishman

Brilliant analysis of Trump’s decision to ease sanctions on Iran and Russia in an effort to bring down oil prices Has it worked? My @CFR_org colleague Roxanna Vigil finds it has generated windfalls for Tehran and Moscow while doing little to lower prices: cfr.org/articles/trump…

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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Seymour Hersh, the journalist who correctly predicted the bombing of Iran's nuclear facilities and broke the Nord Stream story, says Trump's speech was a ground war announcement: "Trump was telling the world that the ground war is on as of today. Thousands of Navy SEALs and Army Rangers are either en route or soon will be to zones within striking range of the Strait of Hormuz." He says Trump could have 50,000 fighters ready to clear the Strait or dig out enriched uranium from tunnels under the nuclear sites. Hersh has one of the best track records in investigative journalism. He doesn't say things like this casually. If he's right, then Trump's speech wasn't about ending the war. It was about starting the next phase of it, one the public hasn't been told about yet. Source: Substack
Mario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇺🇸 The U.S. just flew a replacement surveillance plane from mainland U.S. straight to the Middle East. An E-3 Sentry. The one deployed at Prince Sultan Air Base in Saudi Arabia was destroyed last week. This one is its replacement. Washington filled the gap before anyone noticed. Source: RN intel

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Alex Thompson
Alex Thompson@AlexThomp·
There are corrections and there are CORRECTIONS.
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Annie
Annie@AnnieForTruth·
Why are all of Trump’s spiritual advisors pedophiles and crooks? This is Paula White, his current advisor! His previous advisor, Robert Morris, founder and pastor of Gateway megachurch in Texas, was just released from jail for sexually abusing a 12 yr old. 😡
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇮🇷🇺🇸 BREAKING: Iranian state media Tasnim is reporting Iranian forces have captured the American pilots. If confirmed, the US just lost an F-15E and its crew inside Iran, the first American POWs of this war. Every decision Trump makes in the next 24 hours just got significantly more complicated. Source: Counter Intelligence Global
Mario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🚨🇺🇸🇮🇷 Recent footage suggests the U.S. and Iran are in a race inside Iranian territory right now, both trying to reach the alleged downed F-15E pilots first. C-130s flying low, helicopters mid-air refueling, a tanker gone dark over Iraq. The U.S. is fully committed to this recovery. Whoever gets there first changes everything. @clashreport

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CN Wire
CN Wire@Sino_Market·
🇨🇳China Pork Prices Fall to Near Eight-Year Lows, Down About 30% YoY Pork prices in China have dropped to their lowest levels in nearly eight years, with wholesale carcass prices down about 30% from a year earlier, according to data from Beijing's biggest agricultural products wholesale market. Lean pork averaged 6.3 yuan per jin (1jin=0.5kg) and fatty pork 5.75 yuan per jin on April 3, compared with 9.15 yuan and 8.25 yuan, respectively, a year ago. (Beijing Daily) (mktnews.com/flashDetail.ht…)
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Nader Itayim | ‌‌نادر ایتیّم
🇮🇷🇺🇸 IRGC military spokesman: "If the US proceeds with its threats against #Iran's power facilities... all power plants, energy infrastructure and ICT of the Zionist regime, and all similar firms in the region with US shareholders will face complete and utter anihilation." Proceeds to call out the 1GW Stargate UAE data center in Abu Dhabi. #oott
Nader Itayim | ‌‌نادر ایتیّم tweet media
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JH
JH@CRUDEOIL231·
I think way too many ppl are delusional about this idea of letting Iran control the SoH, having the US pull out, and just letting Iran set up a toll booth. Where does Saudi’s power actually come from? It’s not just because they’re rich. Their entire influence comes from being the world’s only swing Producer. We need oil, and Saudi controls that market. If Iran takes over the SoH, they become the most powerful, one of a kind Global Swing Producer in history. If they don’t like the oil price? They can just "adjust" the traffic in a strait that handles ~20mb/d to swing prices however they want. If the UAE gets on Iran’s bad side? "No passage for UAE tankers." If Kuwait tries to build a bypass? "Fine, the SoH is closed starting today. Let’s see if you can finish that bypass—which takes years—without making a single dime." By letting Iran control that flow, the US is effectively making Iran the ultimate energy gatekeeper. The entire regional hegemony shifts to Iran. Saudi and the UAE lose everything. Think about it—if you were MBS, would you let this happen? Let’s say the US pulls out this week. The US started this mess, and now the GCC has to just sit there and watch their power handed over to Iran? Let me give you a reality check for Americans: Imagine Mexico now controls the North American continent. "Want to fly to the UK? Get Mexico’s permission. Want to import jet fuel from Asia? Pay Mexico a toll and take the route they tell you to. Did you dare to criticize Mexico? Now, no container ships can enter your waters. You can’t say a word against the great President of Mexico." It sounds like a fantasy, but that’s the reality for the GCC. If the US tries to run away? If I were the GCC, I wouldn’t let them leave. I’d grab them by the hair and drag them back to clean up the mess they made. I’ve said before that this is an existential issue for Iran and Israel. Well, Iranian control of the SoH is an existential issue for every other GCC nation. And the GCC has leverage. They have massive wealth invested in the West, huge U.S. asset holdings, decades of lobbying networks, and they are the biggest donors for Trump’s terms. And of course they have oil. Do you really think Brent would stay below $100/bbl if the GCC teamed up and cut just 3mb/d for six months? Even the most optimistic guy knows the answer is zero chance. They don't even need a fancy excuse: "Oh, since the US gave up on us and Iran owns the SoH, it's not safe. We have to cut production. Sorry!" Within months, the US would be begging to come back. It’s just pushing the Middle East into an even bigger pit of fire. Thanks for listening to my TED Talk :) #oott #iran
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stewart  hampton
stewart hampton@stewhampton·
This is the 'news' being reffed. note 'post-war' and this presumably is about paying for passage etc
Iran Nuances@IranNuances

#Iran’s DepFM @Gharibabadi announced post-war consultations with Oman regarding a safe passage protocol for Strait of Hormuz. The new navigation regime aims to: -Stop ongoing aggression. -Prevent potential future aggressions. -Ensure peacetime security & environmental protection.

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Political Punk
Political Punk@actingliketommy·
Trump spiritual advisor and friend started having sex with the girl WHEN SHE WAS 12. Six months and he's out. The Epstein class. Trump's inner circle. MAGA. Christian.
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