EmCeeH

@DukeOfZamunda Anyone who ever asks who will pay for a government social service takes into consideration that entire states economies are supported by the capital behind the service. You want M4A in a state like Minn (a state defined by healthcare economy) say goodbye to every other state perk

Anyone who ever asks who will pay for a government social service is full of shit. American states have more GDP than entire countries with public healthcare. We have the money. We have always had the money. You paying for bombs & jets.

@DefenseBaron You think they’re doing this bc they’re worried? They’re doing it bc it could escalate conflict…

A US aircraft carrier going clear around Africa to avoid retaliatory counterattacks from Iran's proxies. Another extraordinary consequence of starting a war with Iran.

@BasilianThought 2) Meanwhile Rs have spent the last 18 months trying to fix the endless utopian pipe dreams driving our nation into debt by taking over 2/3 of the most strategic energy choke points in the world while shrinking the deficit.

@BasilianThought 1) This is the summary of the entire Democrat movement. From Thunberg as a 12 year old to this kid at age 6…to anointing AOC as the face of their party when her entire life experience is a bartending congresswoman.…

"I have the same politics as a six year old"

@ProfessorPape This is the most fear mongerer post I’ve ever seen and I’m gonna bet that you did the interview before Iran offered 5 years of halted enrichment, was refused by the admin, then called to talk again in Islamabad. @rabois

Full conversation here: youtube.com/watch?v=pDKlaJ… If you want to understand where this goes before it happens, that’s what I’m tracking every day: Escalation Trap substack

1.8 million views in 18 hours. My second appearance on Diary of a CEO is being labeled “URGENT.” Because what’s happening in the Iran war right now is not what people think. Here are the three most important things I said:

@SalaryDr Serious Q. If you’re considered a top 5-10% salesperson at a $5-10 billion company….what do you think your salary is? 25% of sales? 50%?

The average nonprofit hospital CEO earns $3.5M a year. The average primary care physician earns $260K. One of them sets your doctor's salary.

@DanielMillerEsq It’s maybe the most telling fact about the middies that the DNC told AOC, Bernie, and Kamala to shut up and sit down…now they’re pulling ahead. They figured out they are so unpopular that shutting up is better than campaigning. What happens when they have to speak? @rabois

When I hear my fellow citizens say that our democracy has died or that there’s no point in continuing the fight, I’d ask them to consider that the people of Hungary never gave up hope. Even after 15 years of authoritarianism. Thinking of the people of Hungary today.

@FinanceLancelot Gonna go ahead and say that if the Houthis launch attacks off the coast of Yemen between the US and Saudi it’d be a bloodbath. Idt there would be quite as much care taken when it comes to targets. Prob just B2s and F35s indiscriminately carpet bombing Houthi launch sites.

BREAKING: Iran says that if Trump carries out his Strait of Hormuz blockade on April 13th, Iran will respond by taking control of the Bab el-Mandeb Strait to the Red Sea with the Houthis. This would cut off another 12% of global energy supply, bringing the total shortfall to 32%

@cryptorover People still do not understand that the tariffs were done in order to punish everyone….but punish China more. It’s not a difficult thing to understand if you listen to Bessent. We’re close to being done as long as this Iran op goes according to plan.

This is crazy: The Fed just confirmed what most of us already knew. Strip out tariffs, and inflation would've dropped hard. The chart doesn't lie.

@tcinajeep @octavianusausa @RandyGoat Correct. If you go back to what Bessent said I believe it was early March…60-90 days of pain is what their estimate would be based on their plan. We’re not even 1/3 of the way through that estimate.

@EmCeeH0 @octavianusausa @RandyGoat China is going to feel a price pinch. I assume he is blocking the oil from leaving the Strait as it dooms Iran's economy quicker and hurts China. High stakes poker.

The U.S. produces 13.6 million barrels of oil per day and imports 6.3 million. The U.S. uses 20.8 million a day. Already a deficit. I'm paying around $1 more per gallon as opposed to February. Someone please explain to me how our gas prices will go down if we are selling our oil to the world.

@tcinajeep @octavianusausa @RandyGoat The point isn’t to make oil cheaper it’s to ensure the trade is made in dollars while simultaneously controlling Asian access and Iran’s economy. Everyone who thinks everything is about daily oil prices is missing the point.

@octavianusausa @RandyGoat I live in CA, we not only don't build any, we want to shut them all down!

@cremieuxrecueil Agreed. No clue why people would rather pay income tax than property tax. Property tax ensures your state in the Union can defend itself in the case of a tyrannical federal government.

I can hate this! The property tax is one of the best taxes on the books and it's pro-family to boot. Property taxes are capitalized into the cost of homes, making it easier to purchase them for young people looking to start families. Plus, they're efficient. Triple them!

@adamscochran You’re a doofus. Trumps meeting with Xi is in a month. Asia just sent tankers to buy US oil. They’ll be stocked up through this meeting. Nothing is going to happen. Then Xi and Trump will come to an understanding that “x” % of oil to Asia will come from the US.

All it is going to take is for one Chinese flagged ship to pass through with Iranian permission. No American navy leadership, in their right mind, is going to fire on a Chinese flagged civilian vessel, during an illegal blockade. That is such a blatantly illegal order that it will be very easy for military brass to deny it. And I’m fairly certain that’s something even Trump wouldn’t order. He is desperate for off ramps that make him look strong. But he is scared.

@MoonLamboio Regime change can’t happen if the overwhelming population of leaders are religious zealots. That doesn’t mean they deserve to still rule over the people and slaughter them by the 10s of thousands while threatening their neighbors and the global economy day after day.

There is not a new Iranian regime. If you disagree, please answer: Why is the "new" Iranian regime incapable of being compatible with the United States? You'd think a defeated regime, since it no longer exists, would be incapable of disagreeing with such. Use critical thinking. Please.

@RedWavePress Bravo Dr Emanuel. I have long held the belief that uncontrollable illness (like cancer) should be 100% treated with no out of pocket expense.

Dr. Zeke Emanuel: “For people that have an illness, there should be no deductible. Look, I’m an oncologist. My patients don’t decide whether they’re going to get chemo or not or whether they’re going to get an MRI or not. I decide that. Why should they pay a deductible? It’s crazy.”

@Olas_Truth Sasse and Congress aren’t preventing this. That’s the ultimate basis of the fallacy. The insurance companies are preventing it bc their model is inherently flawed.

Yet, former Senator Ben Sasse voted to repeal the ACA, which gives cancer patients access to the treatment he’s getting. He called it “the worst law in history. It sounds pretty non-Christlike to me.

@HedgieMarkets @shittysits What’s the CDS index called?

🦔CDX IG and HY have been around since 2003, yes. A CDS index specifically built to short private credit fund managers including Apollo, Ares, and Blackstone launching the same week the Fed starts calling banks to ask about their exposure to those exact firms is the part that's new. But thanks for the Google suggestion.

No Margot Robbie in a bathtub today. Just a hedgehog who's been watching private credit for months and needs you to read this carefully. 🦔The biggest banks on Wall Street are launching a new tool next week to bet against private credit funds, the same $3 trillion corner of finance that quietly holds money from pension funds and retirement accounts. JPMorgan, Bank of America, Barclays, Deutsche Bank, and Goldman Sachs are working with S&P Global to launch a credit default swap index called CDX Financials, allowing investors to profit if private credit fund managers including Apollo, Ares, and Blackstone run into trouble. Credit default swaps are insurance contracts that pay out when borrowers default. Banks want protection against their own exposure. Hedge funds want to profit from a downturn. This comes as Blue Owl reported 41% redemption requests last quarter and Carlyle's fund was hit with a 15.7% redemption request this week, more than three times its normal limit. My Take I want to explain why this matters for regular people because the language around it is designed to be confusing. Private credit is a market where investment firms lend directly to companies outside the traditional banking system. Millions of Americans have indirect exposure through pension funds and 401k plans without knowing it. When those loans go bad and investors try to get their money out simultaneously, funds gate withdrawals, meaning you simply cannot access your money when you need it. What the banks are doing now is building the infrastructure to profit when that happens. Credit default swap indexes were central to the 2008 financial crisis, and that doesn't mean we're heading there again. But when the largest banks on Wall Street simultaneously decide they need protection against private credit losses, and hedge funds are lining up to bet on a collapse, people with retirement savings in these funds deserve to understand what the people on the other side of that trade are seeing. Hedgie🤗

@arenella1 Narrator: “what they were really pissed about is that Trump is calling their bluff on green energy and crashing their economies.” Hahhaahahahahahahahahahahagahahahahaha

Last night, one of my friends who works for an intelligence service in France, called me to vent about Trump. To sum up his observations: 1] European leaders expected a shit show because of their insider knowledge about all of Trump's flaws. But, Trump's willingness to start a

@TJGuernica @HenryEmilioJr @jackprandelli Yep. Then they’ll print. But guess what the rest of the world will have to own in order to buy oil and LNG? You guessed it….T-bills.

@HenryEmilioJr @jackprandelli Oil is a global market. This map isn't good for US consumers. It's showing a higher demand for US oil. Thats going to raise the cost of US oil, which = even higher gas prices for the US. In abt 2 weeks US crude will be as high as mideast oil & it'll accelerate inflation

Trump just posted it. The map proves it. Empty supertankers VLCCs, 2 million barrels each are racing to the US Gulf Coast right now. Hormuz is broken. The world needs oil. And they're all heading one direction. 🗺️ Look at that map: Atlantic, Indian Ocean, rounding Africa all vectoring toward the US Gulf. This is what market rerouting looks like 🚢 Each VLCC = ~2 million barrels capacity ⛽ Hormuz blocked = Middle East supply frozen 🇺🇸 US Gulf Coast = the new global filling station 📦 426 tankers stuck in the Gulf replacements coming from America Trump called it "the sweetest oil anywhere in the World." Geopolitically? He's not wrong about the timing. The US just became the world's emergency oil supplier. No tolls. No sanctions risk. No Bitcoin fees. Just VLCCs, loading up and shipping out. image source: @Rory_Johnston

@gordon_alive @rechnen @neoavatara They fired rockets at Israel. You think they can’t fire to the Strait?

@rechnen @EmCeeH0 @neoavatara Oh. Then it’s ok

Of course the US can open the strait. It just takes time and effort. The real embarrassment is letting the strait ever close in the first place, when everyone predicted this would happen.