BT Young

@Geiger_Capital Definitely made these conditions on ChatGPT.

The Houthis will officially enter the war if any of the following conditions are met… - Any other countries join to attack Iran - US/Israel use the Red Sea for attacks - US/Israel continue to escalate the war

I don’t disagree with your models, but I do think the obvious should be said. You’re not citing any model here which means this is probably your own. Considering you have two years in banking, and little to no experience in geopolitics (maybe investing here and there), I’d put some caveats on big claims.

BREAKING: As US oil prices rise above $100/barrel, our models indicate that if current levels are sustained another 2 months, US CPI inflation will rise to ~3.3%. This would put US inflation at its highest level since May 2024.

@BoringBiz_ If a President made decisions solely based on the popular vote, then our country is in peril. He only needs to better communicate how this benefits Americans today and in the future.

Coming to the realization that we have a completely out of touch President at the helm of this country No one asked for this conflict. The average American could care less about Iran People simply wanted cheaper housing, groceries and fewer illegals in the country Put an end to this non sense

Iran is proving the case that we need to wipe their leadership out. Although a threat, rather than an action, wouldn't it behoove the U.S. to go through short-term pain for long-term gain?

The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”

MARCO RUBIO: "We in America have no interest in being polite & orderly caretakers of the West's managed decline."

We are a nation of immigrants, but we are also a nation of laws.

@Banker_Bros @Geiger_Capital I’m not saying the President’s correct. What I am saying though is that people know a lot less than they think they do.

@BTYoung @Geiger_Capital Continuing to move a deadline forward is not deal making prowess, it's a sign of an unwillingness to walk away, which means leverage is not on one's side.

Incase you’re confused… Iran called Trump’s bluff on his 5-day deadline and now it’s been extended 10 days.

@zerohedge These people think the number of soldiers actually matters in modern day war.

More than one million fighters have been prepared for a ground battle with the United States: Al Al-jazeera citing military source

@Opin8dOpenMind @EricTopol @NEJM Where do you think most renewables hardware comes from?

@EricTopol @NEJM The worst thing about the Trump administration is their move away from renewable energy worse for American cities/towns overall I think it’s very strategic and important that the United States 🇺🇸 lead the world in renewables instead of China 🇨🇳

"We health professionals must call urgent attention to this silent but deadly assault [EPA dismantling ] on American's health...." @NEJM nejm.org/doi/full/10.10…

@AidanSimardone @BarbarianCap Served with quite a few soldiers who didn’t enlist until their early thirties. This is a win. Especially for those with a new sense of patriotism.

Boomers weren’t quite done with the fucking over Millennials

United States manufacturing activity expands at the fastest pace in months. Both manufacturing and services are in clear expansion. US business confidence and profit outlook rise, and real net wages are rising. via SP Global, Bloomberg

I think if they sold $70T worth of assets (at an insane discount) we’re looking at a much bigger problem than what would realistically happen. What is preventing countries that have LNG supply issues from purchasing US LNG? Does the US not have enough to marginally offset the reduced supply?

@LukeGromen @BTYoung @Loves2Splooge23 @matthew_pines Duh.

mission accomplished…

.@GovPritzker, I saw your post honoring lives lost in Minnesota—standing publicly, naming Alex Pretti and Renee Good, and laying flowers in their memory. But where was that same compassion on January 19, 2025? That is the day my 20-year-old daughter, Katie Abraham, was killed here in Illinois. She was innocent. She did not knowingly put herself in the middle of an ongoing law enforcement situation. She was not making a dangerous choice. She was simply living her life—and it was taken from her. You have never said her name. You have never come to where she died. You have never acknowledged her publicly. And beyond that—you have never even responded to me. I sent you a simple, non-political letter. Not for attention. Not for headlines. Just a father asking for clarity, for answers, and for understanding of the state’s position. You never replied. And now, in the wake of another tragedy here in Chicago, your public display of compassion elsewhere—while remaining silent about victims in your own state—feels deeply disconnected from the reality families like mine are living every day. Instead, you continue to defend sanctuary policies that create the conditions where preventable tragedies like hers can happen. This is not about politics. It’s about leadership and accountability. When you choose to publicly mourn some victims while remaining silent about others—especially those lost under policies you support—it sends a message. Whether intentional or not, it tells families like mine that our loss does not matter the same way. So I am asking you directly: Where is your compassion for my daughter? Where is your acknowledgment of victims here in Illinois? And when will you take responsibility for the consequences of the policies you defend? Say her name: Katie Abraham. Stand where she died. Show the people of Illinois that every life matters.

@KobeissiLetter Some would call this a ransom.

BREAKING: Iran has begun imposing "transit fees" on some commercial vessels passing through the Strait of Hormuz, per Bloomberg. Payments of as much as $2 million per voyage are being sought on an adhoc basis.

@LukeGromen @Loves2Splooge23 @matthew_pines Who will be the buyer(s) of $70T in USD assets?

@Loves2Splooge23 @matthew_pines they sell the $70tn in USD assets they own, including $9.4tn in USTs, sending US equity markets down & UST yields up (as has happened since the start of the Iran war & which is going to get a lot worse from here if nothing changes soon)?

@TMTLongShort Great reason to be long on Elon.

The ChatGPT moment for robotics is going to arrive within the next 18 - 24 months. We are going to need a lot more chips and a lot more commodities.

@wintonARK @elonmusk Favorite part of my day is having a cup of coffee and listening to a podcast while on FSD

It really is bizarre. Most of my friends don't have FSD (or a Tesla). And it is the single biggest lifestyle difference between us. They drive their cars. My car drives me. They don't get how much--even at its current capability-level--the product changes life-feel. FSD truly is a mass luxury product. That it is still so narrowly enjoyed is mind-bending.

@SawyerMerritt He knows he needs to get SEC approval before Dems take back the administration.

A Tesla and SpaceX merger feels inevitable at this point.