𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

My ETF nearing its October 2022 high as rates rise and the Yield Curve steepens Rate exposure is ~$0.27 per basis point, rates higher ETF higher Pays a $1.20/yr dividend You don't buy because you are bearish on rates, you buy it buy because you are bullish and may be wrong

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Congress reading about their role in government

Trump: I won't use the word war because they say if you use the word war, that's maybe not a good thing to do. They don't like the word war because you are supposed to get approval. So I will use the word military operation.

First person that comes to mind when you see this logo

WSJ reporter Alex Ward: At least 3 congressional Republicans—including chairs of House and Senate Armed Services—are strongly hinting that a ground operation in Iran is planned and could potentially be underway soon.

Watching energy infrastructure being blow up on every part of the globe

I'm getting pretty bulled up on lithium, EVs, and solar here. The Hormuz/oil issue changes the EV-to-oil trade-offs. I wouldn't be surprised to see more countries adopt solar and EVs going forward as a "Nationally Strategic" Alt Energy Source. Lots of interesting setups!

Absolute bombshell. General Jim Mattis completely destroys Trump's Iran war strategy on live TV. He says hitting 15,000 targets means nothing without a real plan, and calls the demands for unconditional surrender and regime change absolute "delusional nonsense."

Rep. Nancy Mace posted three consecutive statements opposing the deployment of ground troops to Iran after walking out of a House Armed Services briefing.

WHITE HOUSE: US IS PURSUING INNOVATIVE MEASURES TO ADDRESS OIL PRICES

براساس برخی داده‌ها، دشمنان ایران با پشتیبانی یکی از کشورهای منطقه، در حال تدارک عملیات اشغال یکی از جزایر ایرانی هستند. تمام تحرکات دشمن تحت اشراف نیروهای مسلح ماست. اگر قدم از قدم بردارند، تمام زیرساخت‌های حیاتی آن کشور منطقه‌ای بدون محدودیت، هدف حملات بی‌امان قرار خواهد گرفت.

Physical oil caught up to the "paper" price, rather than the other way around.