Anyes Van Volkenburgh

@KobeissiLetter This is all I have to say: Reports from the BBC and Financial Times noted a massive surge in oil trading volume just 15 minutes before Trump’s tweet tonight. Concerns of "insider profiteering" within the administration, anyone?

At 4:11 PM ET, President Trump extended his “pause” of US strikes on Iranian power plants and oil prices fell -6%. 40 minutes later, that entire decline was erased. Markets are becoming numb to the headlines.

@TheShortBear @ConnorJBates_ This is all I have to say: Reports from the BBC and Financial Times noted a massive surge in oil trading volume just 15 minutes before Trump’s tweet tonight. Concerns of "insider profiteering" within the administration, anyone?

Market doesn’t even care much anymore, same issues continue to be present. We are in the same position we were in 2-3w ago, with more escalation. Note it’s a pause on energy plant destruction, not general bombing. One weekend turns into a week, then 2, now 4 and announcing more. Same as trade deals, but with the downside being Oil won’t wait and see.

@KobeissiLetter This is all I have to say: Reports from the BBC and Financial Times noted a massive surge in oil trading volume just 15 minutes before Trump’s tweet tonight. Concerns of "insider profiteering" within the administration, anyone?

BREAKING: The US is considering sending up to 10,000 additional ground troops to the Middle East to give President Trump "more military options," per WSJ. Details include: 1. These troops would be be added to the 5,000 Marines and the thousands of paratroopers from the 82nd Airborne Division 2. The force would likely include infantry and armored vehicles 3. It is unclear where precisely forces will go in the Middle East, but they will likely be within striking distance of Iran and Kharg Island 4. Trump continues to state he will open the Strait of Hormuz, "with or without the help" from allies US oil prices are back up to $94/barrel.

@yardeni Courtesy of deranged Trump.

The ECB spent two years cutting rates to revive growth. Now energy shocks are forcing them to hike into a slowdown. 🔒 Members-Only quicktak.es/i5i1

@KobeissiLetter Everything he says is a lie. And he was never going to bomb the power plants anyway. He just likes to hear himself talk. And at this point, nothing he says is going to stop the market from falling.

@googlexrp @KobeissiLetter I beg to differ. He is an idiot.

@KobeissiLetter Trump is an idiot, worst decision ever. This will define his entire legacy as just another neocon war criminal who got suckered into a mideast quagmire. Crusade In the name of Epstein?

BREAKING: Iran says they have mobilized over 1 million troops to counter a possible US ground invasion. Iranian authorities say that the possibility of a US invasion has prompted "a wave of enthusiasm" among the population.

@KobeissiLetter I wish they would come over here and kick Trump’s a$$.

@TKL_Adam @KobeissiLetter But you’re missing one important point. He is unable to fix it. Because Iran is not going to capitulate. And this idiot is incapable of apologizing and walking away.

The bond market is flashing red. After a brief intermission on hopes that peace talks with Iran would progress, the 10Y Note Yield is up to 4.42%. Mortgage rates are up to a fresh 7-month high, markets are now pricing-in potential rate HIKES, and the S&P 500 has erased -$800 billion today. The bond market is, by far, the biggest problem for the US right now, much bigger than the energy price situation. We have said it before and we will say it again: We cannot afford a 5% yield on the 10Y Note.

@KobeissiLetter And he’s nuts on top of it.

BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US. "If this was some great 'present' you’d think both sides would want it known for their own reasons," Bloomberg says.

@KobeissiLetter Of course, he’s a pathological liar. Iran would never.

@TechCharts What is your price target on SPY and QQQ?

$MAGS

@tomipoint @KobeissiLetter The upside reversals are rather useless though. Only the ones to the downside are meaningful.

@KobeissiLetter Feels like we’re back in headline-driven price action… one tweet away from reversal both ways lately. 🫣

BREAKING: US markets extend losses, with the Nasdaq 100 now down -1.5%, as Iran War peace talk progress appears to be stalling.

@HedgedOptimist @KobeissiLetter Well, there’s also the risk of inflation. And software. And Private credit.

@KobeissiLetter The indices remain entirely hostage to geopolitical headlines right now

@antibearthesis @KobeissiLetter Unfortunately, only the Trump Market Futures Trading Group.

@KobeissiLetter Is everybody having a good time?😂😂

@RyanDetrick @CarsonResearch Yeah, confirmed my view that this market is pathetic.

@success200431 @KobeissiLetter Everyone is cooked because of US.

@AnyesVIP @KobeissiLetter And iran

BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is expected to slow from 3.3% last year to 2.9% in 2026 3. Headline inflation expectations in the G20 have been revised up by 1.2 percentage points in 2026 to 4% 4. Eurozone growth is expected to slow to just 0.8% this year Potential rate HIKES in the US and EU are now back on the table.

@ColinEdsman @TKL_Adam Trump. Hope he loses the Senate and the house. And they impeach him. He deserves it this time.

@AnyesVIP @TKL_Adam Who?

US bond markets are under serious pressure. The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks. Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022. The bond market needs serious help.

@Scottrades Pathological liar.

The guy who said no wars and shits on Mail-In Ballots (calls them fraud) did both himself. The irony is 😂

@PalwinderCFA @KobeissiLetter BS. All it does is show that Iran controls the oil flow. I think it’s embarrassing that he’s even saying it.

Iran allowing tankers through the Strait is a Gesture of Goodwill to keep Trump from hitting their power plants. It’s worth a tremendous amount of money because it deflates the war premium on every barrel of oil on Earth. Trump calling it a present is his way of saying the Hostage Situation in Hormuz is ending on his terms. He didn't just get a prize, he got a signed confession that the Resistance is looking for an exit

BREAKING: President Trump reveals the "very big present" which he says Iran gifted to the US on March 24th.