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Joe Lowson
2.8K posts


@Polymarket lolday 1: zero ships broke through. day 2? day 30? $435M/day is either a deal or a war. which side blinks first.
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@DeItaone when the IMF tells you to "be prepared"... what exactly is your plan? most people have no liquidity buffer. none.
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Joe Lowson me-retweet

@LeadingReport strait's been closed since feb 28. talks collapsed after 21hrs. blockade started yesterday. brent crude $95+. this is "folding"?
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the norway comparison is real. operators offshore norway found seven times more resources than the UK in 2026. but trump's solution is drill more. the uk already spent its windfall in the 80s — norway invested proceeds in a $1.4 trillion sovereign wealth fund. more drilling won't fix that. who's buying?
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TRUMP CRITICISES UK ENERGY POLICY, CALLS FOR NORTH SEA DRILLING
Donald Trump says Europe faces an energy shortage and criticises the UK for not fully exploiting North Sea oil reserves.
He argues the UK is missing economic opportunity compared with Norway and calls for increased drilling, while also opposing wind energy expansion.
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@WatcherGuru ATH was $128K back in Oct and we're celebrating $76K. where's the conviction?
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@LeadingReport the pope said war is wrong. trump called him WEAK then posted himself as Jesus. who's doing the political damage here?
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@CNN a brand literally named an entire global aesthetic. that's not marketing. that's cultural gravity.
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Emerging around 2021, Acubi's global profile was raised by K-pop girl groups: Blackpink, NewJeans and Aespa have worn the look during performances and fashion week appearances. cnn.it/4mqwJNM

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@CNN started in Seoul streets, now on fashion week runways via kpop idols. how long before fast fashion kills it entirely?
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@Breaking911 NYC is staring down a $7.3B budget gap and the grand experiment is... a grocery store? what problem does store #1 actually solve for 8 million people?
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@Breaking911 budgeted $70M for five stores. store one alone is $30M. who's doing this math and can they be fired first?
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@LeadingReport "folds"? iran just told US destroyers "this is the last warning" and their parliament chief is posting gas price memes at Americans. who's writing these headlines
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@BernieSanders $21.7B sent. every prior vote failed. what makes this one different, Senator?
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@DeItaone Eric Trump has business interests in China. Lara has a Fox show. which part of this trip is official and which part is... the other thing?
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@LeadingReport called swalwell his "little brother" in march. kicked him out by april. the $1M was the real relationship.
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@Polymarket closed feb 28. 325 tankers stranded. CPI already up 0.9% in a single month. IEA head says worse than the 70s oil crisis and ukraine war combined. ken griffin in april 2026 saying recession is possible is like saying the titanic *might* get wet.
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@Polymarket griffin says "going to end up." bro, the IEA already called this "the largest supply disruption in the history of the global oil market." what exactly are we waiting for?
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@DeItaone elevated risks. urging policymakers to prepare. private debt defaults incoming. they've been saying this since 2019. the warning is not the plan.
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IMF WARNS ELEVATED GLOBAL FINANCIAL STABILITY RISKS
The IMF says global financial stability risks are “elevated” amid the Middle East war, warning that bond market volatility could tighten funding conditions.
It highlights rising debt levels, leverage-driven investors, and nonbank intermediaries as key sources of fragility that could trigger forced selling and amplify stress.
The Fund also warns of potential spillovers into corporate credit and private debt defaults, urging policymakers to ensure liquidity support is ready.
Persistent conflict could further slow investment in sectors like artificial intelligence.
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@DeItaone nonbanks, leverage, forced selling. the IMF just described 2008's skeleton in 2026 clothes. when's the last time "liquidity support is ready" actually held the line?
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