Roseinator

Very few analysts seem to care that oil has gone above $100. They have cordoned off oil as a factor. I think that's Panglossian but i get that domestically we are insulated from a total lack of supply.. They want to buy the dip ahead of a blockade as if the market will rally when the blockade takes effect.

What if someone blockades the blockade blockade?

Waiting for the EU and China to get in on the blockade action

BREAKING: IN A BRAVE MOVE, THE US JUST ANNOUNCED IT'S BLOCKING A STRAIT IT'S BEEN BLOCKED FROM. Read that again.

JUST IN: 🇺🇸🇮🇷 President Trump orders the US Navy to "seek and interdict" every ship in international waters that paid a toll to Iran. "No one who pays an illegal toll will have safe passage on the high seas."

he’s right those are the two options

@risingggggggggg @KnightCapitalYT @Anaslqbal @NoLimitGains They just parrot what the orange idiot tells them. He’s been spouting the same nonsense too.

@KnightCapitalYT @Roseinator85 @Anaslqbal @NoLimitGains 😂. Makes sense why the usa act like they don’t care. They think they’re exempted.

Hey Grok, what happens to the global economy when oil prices rise 60% and stay elevated for an extended period?

@KnightCapitalYT @Anaslqbal @NoLimitGains You’re still on the path to stagflation

@Roseinator85 @Anaslqbal @NoLimitGains Yes, but the problem is exaserbated further if your country is physically unable to produce oil or obtain it.

@KnightCapitalYT @Anaslqbal @NoLimitGains For the millionth time, oil prices are priced globally. Your oil is not nationalised. If the world economy is hurt by energy shortages, the US will not be sheltered from economic damage.

@Anaslqbal @NoLimitGains US will be fine. They produce enough and can limit exports.

@NathanPanter_52 Not a chance

Does everyone actually think we can get a result next week vs City? Like serious discussion here

@Tripple____M Absolutely not

Arsenal fans only, do you think we will beat Manchester City next week?

@optionscjp Bullish for oil

This is bullish

@endless_frank Yet another retarded take from you. Keep them coming.

We don’t need the strait. We can walk away from a deal, bomb the ever living shit out of Iran, if and when we want to and continue to push them into irrelevance. Fuck Iran, and fuck all you pussies rooting against the United States to succeed because of your politics.

@ribeiro__2022 @JamesFulker2 @citrinowicz @MeidasTouch You know that oil is priced globally? Your oil isn’t nationalised either. What point are you trying to make?

@Roseinator85 @JamesFulker2 @citrinowicz @MeidasTouch Take your copium pills: you'll live happier.

The escalation now appears increasingly unavoidable, especially as President Trump significantly raises the stakes. Iran is unlikely to back down. It will likely test U.S. resolve by targeting American naval assets, while also attempting to disrupt commercial shipping through the Strait of Hormuz or deter tankers from transiting altogether. Such developments would almost certainly trigger a sharp spike in global oil prices, with cascading second and third order effects particularly across Asian economies that rely heavily on Gulf energy flows. At the same time, Iran will aim to project resilience and avoid appearing to capitulate under pressure. Further escalation would increase the likelihood of Houthi action in the Bab el-Mandeb Strait, potentially threatening another critical maritime chokepoint. It would also raise the risk of Iranian strikes against infrastructure designed to bypass Hormuz, including pipelines such as the East-West corridor. While Iran would sustain significant damage, it will attempt to maintain oil exports through alternative routes like the Jask terminal, calculating that Gulf states may ultimately suffer greater economic harm. In any case, this is not a scenario with a clear winner, only varying degrees of loss. #iran

@ribeiro__2022 @JamesFulker2 @citrinowicz @MeidasTouch What a fucking dumbass 🤦

@JamesFulker2 @citrinowicz @MeidasTouch Something else is also increasing:

@nebo23 @ItsTheEnforcer Gaslighting. Criticising Israel’s policies which include an ongoing genocide, isn’t antisemitism.

@ItsTheEnforcer I thought you are different that all these anti-Semites. Unfollow

Israel apparently plans to derail any possible peace deal that Iran/US officials might reach.

@ItsTheEnforcer You shouldn’t get hell for a very reasonable take.

I know I’m going to get hell for this — but the U.S. might need to reconsider our relationship with Israel. They have an agenda of their own that seems to override US planning. I personally don’t think U.S/Iran peace talks will be productive, but Israel is going overboard.

Retweet if you believe Netanyahu is a war criminal.

@robertmeinhold @DonMiami3

@DonMiami3 "TONIGHT I have authorized a VERY POWERFUL military operation to OPEN THE STRAIGHT OF HORMUZ ONCE AND FOR ALL. The terrorist regime of Iran has NOT been cooperating with the ceasefire that THEY BEGGED ME FOR. It is clear to me..."

So what happens when the negotiations fail and the Strait is still closed?

@VIKINGMASS @BamaBonds In that case, I hope you’re right. I’m bullish the market overall, but think 2026 will continue to be a bumpy ride

@Roseinator85 @BamaBonds a) it won't be entirely closed for 2 months, iran needs money, b) OPEC reserves, & c) demand destruction.

Imagine standing around being de-risked waiting for another shoe to drop in Iran, when from a market perspective the Hormuz Crisis actually ended back on March 9th (top in oil and VIX). It's over folks. Get long or be wrong.