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Josh Snyder, CFA
17.4K posts
Josh Snyder, CFA
@JSnyd05
Husband, father of 5, "gold bug", strategist, oyster eater & champagne drinker. For economics: only Austrian. For sports, all things Blue - STL Blues, FFF, CFC.
Earth 가입일 Nisan 2009
101 팔로잉449 팔로워
Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
Insider trading on these bloody headlines is running rampant
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Josh Snyder, CFA 리트윗함
They’ll hold a meeting, realize they can’t open it if the US couldn’t, & then just agree to pay Iran in CNY…
…and the easiest/only way to secure CNY is by buying physical gold in USD and selling that gold to China in CNY.
People selling gold today are likely to be sorry.
Joumanna Nasr Bercetche@JoumannaTV
Strait of Hormuz global re-opening updates 🔹G7 countries and GCC countries will hold a meeting next week to discuss the situation in the Strait of Hormuz per France's Foreign Ministry spokesman 🔹The UK chaired a virtual meeting of around 35 nations to discuss restoring freedom of navigation in the Strait of Hormuz, initially focusing on diplomatic efforts but potentially considering economic sanctions and military options once the current conflict ends. UK foreign secretary Yvette Cooper said the focus would be on de-mining or reassurance 🔹 French President Emmanuel Macron said it would be “unrealistic” to try to reopen the Strait of Hormuz through military means 🔹 The UAE invoked Chapter 7 at UN and called on the Security Council to authorize a range of measures, including force, to reopen the Strait 🔹 UN’s Guterres emphasised that “freedom of navigation must be upheld” and that they were “sending envoy to the region for freedom of navigation”
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Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
Oil now back, well above "Oman" headline +12%, but stocks refuse to give back gains - perhaps hoping for another (fake) headline.
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Josh Snyder, CFA 리트윗함
Joe Kent was just talking about this.
AF Post@AFpost
Israeli strikes struck the home of senior Iranian figure Kamal Kharazi, a key player in backchannel efforts with Pakistan to negotiate a ceasefire between Tehran and Washington. Kharazi was said to be seriously wounded, while his wife was killed, dealing a potentially fatal blow to already fragile prospects for a peace agreement. Follow: @AFpost
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Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
A desperate Germany is begging China to bail it out of a war that Germany - with its mindless hawkishness and blind deference to Israel - has helped bring about. Sad.
GermanForeignOffice@GermanyDiplo
For decades, #Iran has acted hostilely towards its neighbours and endangered peace and security with its #missile and #nuclear programmes. #China can use its influence on Iran constructively for a negotiated solution and a cessation of hostilities against the Gulf states. 2/3
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Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
It's now been a year since "Liberation" Day. Over the ensuing year, the S&P 500 rose about 16%, while the price of gold gained about 50%. Over the course of the next year, I expect the gap in relative performance to widen, with the S&P potentially falling as gold keeps going up.
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Josh Snyder, CFA 리트윗함
Oil up 10%, vol targeting / risk parity selling, going into long weekend de-risking, war escalating, post month-end reversion - market should close near lows
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Josh Snyder, CFA 리트윗함
Josh Snyder, CFA 리트윗함
Lindsey Graham: "We're going to blow up the things that allow you to function as a nation."
Hey Iranians living abroad, who for some reason thought the US and Israeli governments wanted to help the Iranian people, are you starting to see the picture now or are you still deranged
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Josh Snyder, CFA 리트윗함
Let's see if investors will buy today's selloff in gold. While an extended war and higher oil prices are bearish for U.S. stocks and bonds, the results of war—soaring debt, rising inflation, recession, higher unemployment, and a housing and financial crisis—are bullish for gold.
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Josh Snyder, CFA 리트윗함
Sorry I've been awol lately, yall. I'm in the middle of the slowest-motion move of my life. Of course the regime picks this time to launch a new war. So I haven't been doing as good a job as I wish I could.
Then again, so many people are so great on it that I'm basically superfluous at this point anyway. Which is nice.
GIF
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Josh Snyder, CFA 리트윗함
European Diesel Futures Hit $200 as Iran War Limits Fuel Supply
Europe’s diesel futures benchmark hit the highest level since 2022, as the Iran war constrains supply of the fuel that powers the global economy.
Futures traded as high as $1,493.25 a ton, more than $200 a barrel, rising as much as 9.4% in London.
With traffic through the Strait of Hormuz largely halted, flows of refined products like diesel through the waterway are blocked, while the impact on crude is forcing some refiners to also throttle back output. Traders around the world are scrambling for supplies, with shipments of the fuel being diverted and sent on epic journeys. (Bloomberg)
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Josh Snyder, CFA 리트윗함
Oil prices are soaring today. What's most interesting is that West Texas and Brent are both trading just above $109. That is in sharp contrast to the 23% premium Brent traded at in early March. Trump's wrong. Americans will feel the pain of higher prices as much as Europeans.
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Josh Snyder, CFA 리트윗함
