Ray V
1.9K posts
Ray V
@RayVreeman
Retired entrepreneur, hack golfer, Tesla fan, wanna be Mexican lol.
British Columbia, Canada 参加日 Eylül 2025
351 フォロー中429 フォロワー
𝐓𝐑𝐔𝐌𝐏 𝐃𝐈𝐃𝐍’𝐓 𝐃𝐄𝐋𝐀𝐘 𝐎𝐏𝐄𝐍𝐈𝐍𝐆 𝐓𝐇𝐄 𝐒𝐓𝐑𝐀𝐈𝐓 𝐎𝐅 𝐇𝐎𝐑𝐌𝐔𝐙 𝐁𝐘 𝐀𝐂𝐂𝐈𝐃𝐄𝐍𝐓 — 𝐇𝐄 𝐃𝐄𝐋𝐀𝐘𝐄𝐃 𝐈𝐓 𝐎𝐍 𝐏𝐔𝐑𝐏𝐎𝐒𝐄
James E. Thorne (@DrJStrategy) published a piece on X that has racked up 𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐯𝐢𝐞𝐰𝐬 in hours, and it deserves every one of them — because it explains the single most misunderstood element of Trump’s Iran strategy.
The conventional criticism is that Trump is too slow to reopen Hormuz. The reality, Thorne argues, is that the delay 𝐢𝐬 𝐭𝐡𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲. Trump is deliberately withholding the American security guarantee at the moment of maximum stress — not because he can’t clear the Strait, but because doing so too quickly would let Europe go back to sleep.
For decades, Western allies built their economies and green energy mandates on a silent assumption: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐜𝐚𝐫𝐫𝐢𝐞𝐫𝐬 𝐰𝐨𝐮𝐥𝐝 𝐚𝐥𝐰𝐚𝐲𝐬 𝐚𝐩𝐩𝐞𝐚𝐫 𝐨𝐟𝐟 𝐇𝐨𝐫𝐦𝐮𝐳. They ran down their militaries, underfunded NATO — the U.S. carries 𝟔𝟐% 𝐨𝐟 𝐚𝐥𝐥 𝐜𝐨𝐦𝐛𝐢𝐧𝐞𝐝 𝐍𝐀𝐓𝐎 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 — and lectured Washington about multilateralism from the comfort of a security blanket they never paid for.
Then Trump pulled the blanket. On March 15, he told the world that countries receiving oil through Hormuz should “take care of that passage” themselves. The initial response was exactly what Thorne’s thesis predicts: EU foreign policy chief Kaja Kallas declared “𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘯𝘰 𝘢𝘱𝘱𝘦𝘵𝘪𝘵𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘌𝘜 𝘵𝘰 𝘫𝘰𝘪𝘯 𝘛𝘳𝘶𝘮𝘱’𝘴 𝘏𝘰𝘳𝘮𝘶𝘻 𝘤𝘰𝘢𝘭𝘪𝘵𝘪𝘰𝘯” and added “𝘵𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘌𝘶𝘳𝘰𝘱𝘦’𝘴 𝘸𝘢𝘳.” Japan, Australia, South Korea, and the UK all initially rejected the call.
Then the pain arrived. Oil surged from $𝟕𝟎 𝐭𝐨 𝐨𝐯𝐞𝐫 $𝟏𝟎𝟎 𝐚 𝐛𝐚𝐫𝐫𝐞𝐥. Tanker traffic through the Strait dropped 𝟕𝟎%. Over 𝟏𝟓𝟎 𝐬𝐡𝐢𝐩𝐬 anchored outside waiting for safe passage. European energy prices spiked. The “not our war” posture became economically untenable.
Two weeks later — on April 2 — 𝐨𝐯𝐞𝐫 𝟒𝟎 𝐧𝐚𝐭𝐢𝐨𝐧𝐬 launched a coalition to secure the Strait. The UK hosted the inaugural meeting. Europe didn’t just join — they’re now scrambling to lead, with British Foreign Secretary Yvette Cooper chairing the talks. The very nations that said it wasn’t their problem are now volunteering ships.
Thorne frames it in Hegelian terms: Trump “𝘪𝘴 𝘳𝘦𝘧𝘶𝘴𝘪𝘯𝘨 𝘢𝘯 𝘦𝘢𝘴𝘺 𝘴𝘺𝘯𝘵𝘩𝘦𝘴𝘪𝘴 𝘪𝘯 𝘰𝘳𝘥𝘦𝘳 𝘵𝘰 𝘧𝘰𝘳𝘤𝘦 𝘵𝘩𝘦 𝘶𝘯𝘥𝘦𝘳𝘭𝘺𝘪𝘯𝘨 𝘤𝘰𝘯𝘵𝘳𝘢𝘥𝘪𝘤𝘵𝘪𝘰𝘯 𝘵𝘰 𝘵𝘩𝘦 𝘴𝘶𝘳𝘧𝘢𝘤𝘦.” The contradiction being that Europe’s energy systems, industrial bases, and geopolitical sermons 𝐚𝐥𝐥 𝐫𝐞𝐬𝐭 𝐨𝐧 𝐚𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐡𝐚𝐫𝐝-𝐩𝐨𝐰𝐞𝐫 𝐟𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 𝐭𝐡𝐞𝐲 𝐧𝐞𝐢𝐭𝐡𝐞𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐧𝐨𝐫 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐫𝐞𝐬𝐩𝐞𝐜𝐭.
The prize isn’t just reopening a chokepoint. It’s a reordered system where access to secure oil flows is 𝐞𝐱𝐩𝐥𝐢𝐜𝐢𝐭𝐥𝐲 𝐜𝐨𝐧𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐨𝐧 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 — not assumed as a right. A world where the United States sits at the center of the hydrocarbon chessboard.
𝐓𝐡𝐞𝐲 𝐬𝐚𝐢𝐝 𝐢𝐭 𝐰𝐚𝐬𝐧’𝐭 𝐭𝐡𝐞𝐢𝐫 𝐰𝐚𝐫. 𝐓𝐰𝐨 𝐰𝐞𝐞𝐤𝐬 𝐨𝐟 $𝟏𝟎𝟎 𝐨𝐢𝐥 𝐜𝐡𝐚𝐧𝐠𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐦𝐢𝐧𝐝.
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Ray V がリツイート
🚨 BREAKING: The US jobs report just TRIPLED EXPECTATIONS, adding +178,000 when +59,000 were expected for March
CNBC: "This is a BIG NUMBER!" 🔥
Experts in SHAMBLES 🇺🇸
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Every one of these Iranian cluster bombs fired at entire civilian population areas in Israel, is a WAR CRIME!
i24NEWS English@i24NEWS_EN
Iran launches apparent cluster bomb impacting Bnei Brak, Tel Aviv and Ramat Gan in central Israel
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Iran just fired a missile with cluster munitions that hit Bnei Brak. Bnei Brak is one of the most densely populated and religious cities in Israel. It is also Shabbat and Passover now.
World outrage? Absolute silence!
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🚨 JUST IN: CNN is STUNNED after President Trump's latest jobs report pummels expectations
"I mean the expectation was what? 60,000 jobs, and it's 178,000? Wow!"
"The job market BOUNCED BACK in a big way. That is good news. Blowing away expectations." 🔥
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Ray V がリツイート
🚨NOTICIAS DE ULTIMA HORA -
La Corte Mundial ha declarado al Estado de Israel como un estado ilegal y también ha solicitado que se desocupe de la tierra y el territorio de Palestina.
Español
These are missiles on their way to strike Israeli civilians.
Daily war crimes committed.
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I will continue to buy American stocks no matter what happens in the macro.
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So if Irans Navy, Air Force, steel production, nuclear capabilities, electrical infrastructure, air defense systems, missile manufacturing, drone manufacturing, bridges, energy storage and more are completely destroyed, why is a ground force necessary? 🤔
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Ray V がリツイート
Jewish Rabbi: "Christians will live by the sword and serve the Jews. Christians are our broom. They will worship us"
Many Christians support Zionism and seriously believe there’s a ‘Muslim’ problem... and they need to go fight wars on behalf of the Jews.
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@KHerriage Federal debt at 39 trillion going up 2 trillion a year. 10-12 trillion up for renewal this year at much higher rates. Pain is coming
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If you understand what this means then you understand what the foundation of the Trump Economic Miracle is all about.
We’re entering a golden age of free market capitalism and an entrepreneur-driven economic melt up. America has no competition on the global stage.
Rapid Response 47@RapidResponse47
Under President Trump, the federal workforce has been reduced to its smallest level since 1966 — the lowest share of the total labor force in over a century.
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🚨 BREAKING
🇺🇸 U.S. UNEMPLOYMENT JUST CAME IN AT 4.3%.
LOWER THAN EXPECTED.
GIGA BULLISH FOR MARKETS!
Wimar.X@DefiWimar
🚨 BREAKING US UNEMPLOYMENT RATE DROPS TODAY AT 8:30 AM ET! IF RATE < 4.3% → MARKET GOES PARABOLIC. IF RATE = 4.4% → MARKET STAYS FLAT. IF RATE > 4.5% → MARKET GETS REKT. ALL EYES ON THE RELEASE 👀
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@DefiWimar If you believe these numbers, I’ve got some ocean front property in Arizona to sell you.
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Trump and @SecWar have repeatedly said that they destroyed Iran’s air defense systems. Another deadly lie about this disaster of a war.
Barak Ravid@BarakRavid
🚨🇺🇸🇮🇷Iran has shot down a U.S. fighter jet, per Iranian media and a source familiar with the incident, and a search and rescue effort is underway to locate two crew. My report on @axios axios.com/2026/04/03/ira…
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@GrindeOptions If you believe these numbers, I’ve got some ocean front property in Arizona to sell you.
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