Jeff Engborg

@NikLentz Damn so you drank the kool-aid and think this war is a good idea

You won’t see me badmouthing my country during a war. Its not happening! I’m team USA, no matter who is in charge. This is where God put me. God. Family. Country. 🇺🇸

@Wyntre999 @NateSilver538 @nikitabier Holy shit you’re the stupidest person alive

A (super cute!!) pet photo from Catturd™ gets literally 50x the engagement of a link to incredibly important original reporting from the NYT on Iran. According to your own on-site numbers @nikitabier. Do you consider this to be a desirable outcome?

@MAGATruthX @atrupar This is the gayest thing I’ve ever read

@atrupar 72 hours, no public appearance—and we’re supposed to panic? Please. Donald Trump is working behind the scenes like real leaders do, not chasing cameras 24/7. Results matter more than photo ops.

Trump has not been seen publicly since his primetime speech on Wednesday. 72 hours and counting despite the fact he hasn’t left DC.

@Ash_k_Ash @mb_ghalibaf I’ll take things that didn’t happen for 800 Alex

The problem is, he has no idea how Americans actually think. I spoke to my neighbor yesterday , an amazing man in his 70s, a veteran, and a strong supporter of the president , and he told me he’s ready to pay even more if it means standing up to the Ayatollah regime. You’re talking about gas prices. Americans see it as the cost of security. Meanwhile, real suffering is happening inside Iran , people who can’t even afford basic necessities anymore. That’s what you should be worried about. #Iran #IranRevolution2026‌

SITREP: Battle-tested generals refuse to be yes-men for a TV host selling out American lives for Israel's delusions. That's the short-term price. Long-term cost? American taxpayers paying at the pump for decades. Real LEGACY.

@NickRicci5 @sentdefender Make them pay for us attacking them!

@sentdefender God speed, make the enemies pay for what they did to us

A U.S. Navy MH-60S “Knighthawk” Multi-Mission Helicopter assigned to the “Island Knights” of Helicopter Sea Combat Squadron 25 (HSC-25), conducts nighttime flight operations on the deck of the America-class amphibious assault ship, USS Tripoli (LHA-7), in the U.S. Central Command Area-of-Responsibility, April 3, 2026.

@DoritojonesMike @hissgoescobra @KyleKulinski Imagine being this much of a braindead pussy loser

@hissgoescobra @KyleKulinski Sick of you America hating commie pieces of shit. Go work for the Iranian regime and get the fuck out of this country.

Imagine being a pilot hunted through 18,000 foot mountains, struggling for breath, and your clown-ass President is tweeting fucking war crimes while his son is making money off gambling whether you’ll live or die on Polymarket.

@ksorbs On Saturday ?

Because we're at work.

@Reformed_Trader So what you’re saying this is a decades long plan? To completely fucking blow it ? Lmao

I find it silly that so many really think Trump admin had/has no plan in Iran as if this admin was the first to think about attacking Iran. Have people forgotten that the Pentagon has been wanting to wage war with Iran for decades? This is much bigger than Trump's war. This is a multi decade plan now at work. I would even say most of the planning is likely not even Trump's. Trump pulled the trigger/gave the green light. The DoD/DoW has been waiting to engage for a very long time.

@jam_croissant @TopTradersLive Conveniently ignoring the fact you said wait until oil is in the 30s

“There’s going to be a generational buy opportunity in oil….” 🔮 -Cem Karsan, May 10, 2025 ———————— “Stagflation, Storytelling, & the Search for a New Hero” player.captivate.fm/episode/4c8aa0… @TopTradersLive —————- In this episode Cem Karsan argues that structural forces—underinvestment in energy, geopolitics, and the broader macro regime shift toward commodities—could soon lead to “a generational buy opportunity in oil.” Across multiple interviews Cem Karsan repeatedly says the bottom will be identifiable through macro positioning and liquidity signals. These are the 5 main indicators he is watching 👀 for that would suggest the “generational oil🛢️ bottom” is forming. ⸻ 1. Supply Destruction in U.S. Shale Why it matters: Oil cycles historically bottom when producers stop drilling. Karsan notes that if oil drops enough: •Rig counts collapse •Capex budgets get cut •Production growth stalls ⸻ 2. Positioning Washout in Energy Markets Because Karsan runs an options-focused macro fund, positioning is one of his biggest signals. He watches for: •Hedge funds aggressively short oil •Long-only investors capitulating •Energy ETFs seeing large outflows This indicates maximum pessimism. The best commodity entries historically occur when: “everyone believes oil is going much lower.” ⸻ 3. Global Liquidity Turning Back Up Karsan constantly emphasizes liquidity cycles. Oil bottoms often occur when: •Central banks begin adding liquidity again •The market transitions from deflation fear → reflation This is when commodities historically launch into major rallies. Examples he references historically: •2009 oil bottom •2020 COVID oil crash Both coincided with massive liquidity injections. ⸻ 4. Energy Equity Capitulation Karsan often says energy equities usually bottom before oil does. Signs he would watch: •Energy stocks severely underperforming the S&P 500 •Dividend cuts or major pessimism in oil company earnings •Institutional investors abandoning the sector When that happens, value investors begin stepping in. Historically this marked the start of big energy bull markets: •1999 •2009 •2020 ⸻ 5. Geopolitical Supply Shock After supply is destroyed, a small geopolitical disruption can trigger a huge move. Potential triggers Karsan discusses: •Middle East conflict •OPEC production cuts •Sanctions on a major producer •Shipping disruptions When supply is already tight, even a minor shock can cause a violent oil rally. ⸻

@Killa_Daze @KobeissiLetter Hey dipshit if you take kharg island you have to take the whole Iranian coastline to make a difference

@KobeissiLetter Things have spiraled so much now that the only light I see at the end of the tunnel is seizing Kharg Island uninterrupted and, along with Venezuela, driving oil prices down to sub-$60 like Larry Fink said. It sounds silly even writing this but thats my prediction.

BREAKING: President Trump tells the Financial Times he wants to “take the oil in Iran” and could seize the export hub of Kharg Island. “To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people,” Trump said.

@goodstructure @zerohedge Hey fucking retard taking kharg island does no good, you have to take the whole coast

@zerohedge Iran no longer has air defenses. No Navy. No Leadership. We know we could take it. Maybe this is a big F U to China and Europe via a continued oil spike. Oh yeah and a nice windfall for American oil. Let's not forget Ukraine... maybe Zelensky should have made a deal.

*TRUMP SAYS COULD TAKE KHARG ISLAND 'VERY EASILY': FT *TRUMP THINKS IRANS HAVE NO DEFENSE ON KHARG ISLAND: FT

@BuenoForMiami Holy shit, you should go live in North Korea with this mentality

Whats the purpose of a protest? Besides letting people know you’re upset, what do you expect to change?

@elonmusk It’s probably because you sig heiled on live tv after an authoritarian president got elected. The “Roman Salute” is complete Hollywood fiction , it was never actually used by the Romans. So they’re calling a duck a duck

True

@TheMarketDog Or we engage in a protracted ground war. It’s a lose lose for US at this point. Trump blew it. He showed his hand (that he’s very stupid)

@TheMarketDog He is forced to acquiesce to Iranian demands of withdrawing all military from the region, a “tolling” system in place to give Iranians full control of the strait (a massive loss for us for the next 50 years), and AT BEST, we maybe get half of the old Iran deal back

can someone explains how Trump gets out of this mess?

@ImBreckWorsham Maybe you should try and not be retarded first

Here's the thing. We handed Trump everything. On a golden platter. We gave him the House. We gave him the Senate. We gave him the greatest comeback victory in political history with a popular vote never before seen in a presidential campaign. We fought for him. We believed in him. Many of us lost friends. Lost jobs. Lost FAMILY over our support of him. Many of us have dedicated more than a decade of our lives to him in the hopes of seeing him succeed. Some even spent YEARS in prison. Some DIED for the cause. Only to be lied to. Used. Betrayed. So I don't particularly give a fuck what any of you MAGA cultists out there who are too stupid to realize how badly you've been played think of me. I don't think of you at all.

@leadlagreport Interesting that you’ve been wrong on every macro call since 2018. Probably longer, that’s just when I started paying attention to what you said

This is the first weekend in a crisis where Black Monday isn’t trending. Interesting…

@SantiagoAuFund Holy shit this is the stupidest thing I’ve read this year 😂😂 you really are a moron. Would love to discuss Iranian geopolitics with you

For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?

@bruegels_muse Are you talking about the military campaign in Iran or the American people protesting authoritarianism?

there is absolutely no political strategy behind the "no kings day" protests. no concrete demands, no organizing to build on, nothing. it's the hollowness of liberal protest amplified to the max

@evanwch It’s an anti-authoritarian protest. Why are you so willfully ignorant

No Kings protests are not the same as anti war protests. Don’t be fooled by performative virtue signaling disguised as opposing the war but is still just about being a political party with no vision other than Trump opposition