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Trumps coming at China incredibly hard.
Cozying up to vlad. Getting vlad involved with an Iran mediation for nuke talks.
All direct shots at Xi and China as the big boss.
Ultimate poker game right now.
@Ch
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dontbefooled321
55.1K posts
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GAS PRICE SHOCK IS WIPING OUT AMERICANS’ PAYCHECKS AND CRUSHING REAL INCOMES: WSJ
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US FEDERAL WORKFORCE IS AGING RAPIDLY
ONLY ~7% OF EMPLOYEES ARE UNDER AGE 30
HIGHLIGHTS WEAK YOUNG TALENT INFLOW AND LONG-TERM SUCCESSION RISK
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HEDGE FUND POSITIONING REMAINS EXTREMELY BEARISH
LONG/SHORT RATIO AT 1.61 — NEAR 5-YEAR LOWS
INDICATES HEAVY SHORT EXPOSURE VS LONGS
SUGGESTS WEAK CONVICTION IN UPSIDE AND CAUTIOUS MARKET SENTIMENT
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I am convinced Iran is unlikely to insist on tolls in the Strait of Hormuz indefinitely. A sunset clause is the logical outcome.
That is a tactical lever, not a long-term policy.
Its real priorities are clear:
sanctions relief, unfreezing of assets, and a binding non-aggression commitment.
Najam Ali@NajamAli2020
People are watching in real time how Iran is exercising its newly acquired leverage over the Strait of Hormuz. Given its experience in past negotiations, it is entirely rational for Iran to insist on preconditions and sequencing that protect its interests. The cost of restarting the war is enormous for the United States. Escalation would either lead to a prolonged, costly conflict or push toward actions such as large-scale infrastructure destruction that risk destabilising the entire region. That is a threshold the U.S. is unlikely to cross. This leaves the U.S. in a difficult position, caught between escalation it cannot sustain and concessions it cannot easily justify.
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CBS News: The U.S. has lost 24 MQ-9 Reaper drones during the Iran war. "The drones represent a loss of about $720 million."
#post-update-8513916f" target="_blank" rel="nofollow noopener">cbsnews.com/live-updates/i…
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Professor John Mearsheimer on Iran:
There is no attractive exit option for Trump.
The only way out is to admit defeat.
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JAPAN OFFICIALLY APPROVES BILL TO RECOGNIZE CRYPTOCURRENCY AS A FINANCIAL ASSET.
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Professor John Mearsheimer:
Israel may ultimately use nuclear weapons against Iran.
It is now clear that Israel cannot prevent Iran from acquiring nuclear weapons using its conventional forces.
That option does not work.
The only option they have left is nuclear weapons.
The United States will not stop it.
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Professor John Mearsheimer:
Iran holds almost all the cards. They are in a very powerful position.
By closing Hormuz, they can tank the global economy. The leverage is enormous.
They can destroy GCC countries as functioning societies. They can wreck those countries.
Trump can’t climb the escalation ladder. On every rung, Iran can beat him.
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The number of people working multiple jobs hit its highest level in more than a decade, with Gen Z leading the charge, per Fortune
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Russia is cashing in on the Iran war:
Russia's main oil tax revenue is set to double in April, to ~$9 billion, up from ~$3.8 billion in March, according to Reuters calculations
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U.S. FERTILITY RATE HITS RECORD LOW
NOW WELL BELOW REPLACEMENT LEVEL (~2.1)
SIGNALS STRUCTURAL DEMOGRAPHIC DECLINE
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Drumpf is finished if he won’t open Hormooooze
Rory Johnston@Rory_Johnston
Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets. All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast.
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@GordoCDA China has all the rare earth processing capacity already
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IRAN DEMANDS CRYPTO PAYMENTS FOR STRAIT OF HORMUZ TRANSIT
IRAN IS CHARGING A TOLL OF ~$1 PER BARREL ON OIL TANKERS PASSING THROUGH THE STRAIT
PAYMENTS ARE BEING SOUGHT IN CRYPTOCURRENCY TO BYPASS SANCTIONS, AVOID TRACEABILITY, AND PREVENT ASSET SEIZURE
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@NiohBerg This is narrative framing because the toll to pass Hormuz is paid in yuan or bitcoin - and its not going back to USD.
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NYT:
The regime in Iran "is incapable of opening the Strait Of Hormuz as it can't find some of the mines it placed"
Come the fuck on. Just go home, Vance.
They're playing all of you.
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@rich_goldberg Its not true and its not about the mines its about the fact only way through is payment through yuan or bitcoin
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WAR: Iran doesn’t have any mindsweepers left and everyone who knew where they mined is dead. They don’t control the strait whatsoever and certainly couldn’t guarantee safe passage for Bitcoin.
BRICS News@BRICSinfo
JUST IN: 🇮🇷 Iran unable to fully reopen the Strait of Hormuz because it cannot find all the mines it deployed, NYT reports.
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