AppaApe
2.2K posts

AppaApe
@Appa_Ape
imaginary coins and digital images
Katılım Haziran 2009
1.1K Takip Edilen376 Takipçiler

@KobeissiLetter Insiders caught the short yesterday and the long today
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Absolutely incredible:
US oil prices are now nearing $103/barrel and have been rising at a pace of $1/hour since 6 AM ET.
This puts oil prices +12% above the low seen just ~24 hours ago as ceasefire doubts have grown.
Meanwhile, Iran's Deputy Foreign Minister announced that Iran was "on the verge" of responding to "ceasefire violations" last night, but Pakistan intervened.
Iran is also not allowing more than 15 vessels per day to pass through the Strait of Hormuz, or just ~10% of pre-war levels.
This is in sharp contrast to President Trump's claims that Iran would implement a "complete and immediate" opening of the Strait of Hormuz.
Triple digit oil prices are back in full-swing.

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@kimchipump @wastedwannabe this guy watches netflix and youtube and thinks he understands korean society/culture
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@wastedwannabe ROFL, I can tell you've never been to Korea and much less in a Korean office. Pretty much everyone looks like your average John and Jane 🤣😂🤣

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This might've been right.....
Tyler Neville@Tyler_Neville_
Is it time to be so bearish on Trump that you become bullish??
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@Tyler_Neville_ you were teetering a couple weeks ago on "i may be so bearish im just bearish". are we back?!
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@Tyler_Neville_ @jaymesrosenthal that was great, really summed up well the big issues facing the next gen as well as what we can do to fight against the dilution of fiat
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Always enjoy rappin with my guy @jaymesrosenthal
If you're into middle aged bad dad-jokes this ones for you.
Jaymes R.@jaymesrosenthal
Her's the Full Interview w/ @Tyler_Neville_ what a great conversation about Generational differences, how younger people should position themselves moving forward and what cultural cracks we are seeing that are screaming "things are broken"
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@BobEUnlimited where are u looking for credit stresses and places where there is a potential for leverage buildup if it is not in the fx carry trade space?
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The Yen Carry Trade Is Dead
Despite a falling FX and low rates, the yen carry trade remains muted. Naked FX borrowing ended with the GFC, with the only thing left a lingering nostalgia for a trade that mattered 20yrs ago.
bobeunlimited.substack.com/p/the-yen-carr…

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