Kylemander 🦎

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Kylemander 🦎

Kylemander 🦎

@Bitmander

Hear that? It's the Global Money Printer on turbo. Critical thinking & leveraging socioeconomic networks is what makes us the intelligent life form. #Bitcoin

Canada Katılım Temmuz 2012
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الأحداث الإيرانية | عاجل
🚨 عاجل 🇵🇰🇺🇸🇮🇷 نفت وزارة الخارجية الباكستانية بشدة مزاعم استبعاد لبنان من اتفاق وقف إطلاق النار، مؤكدةً: "تم الاتفاق بين الطرفين على إدراج لبنان". وقال وزير الخارجية الباكستاني، إسحاق دار، إن سوء الفهم بشأن استبعاد لبنان "لا وجود له إلا في تل أبيب وواشنطن". في حين وصفت وزارة الخارجية الإيرانية مزاعم البيت الأبيض بعدم إدراج لبنان بأنها "مثال على التراجع عن الاتفاق". وتُصرّ باكستان على موقفها، وتتهم حليفتها الولايات المتحدة، وكذلك إسرائيل، بالكذب.
الأحداث الإيرانية | عاجل tweet media
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WarMonitor🇺🇦🇬🇧
Some officials in the Middle East believe there is a significant chance that the war between the US and Iran will flare up again with even greater intensity despite the ceasefire-WSJ
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Samantha LaDuc
Samantha LaDuc@SamanthaLaDuc·
'Ceasefires' are easy to do. "Kuwait reports that 3 power and water desalination facilities were hit by Iran, causing significant damage to generation and desalination units." open.substack.com/pub/samanthala…
Al Arabiya English@AlArabiya_Eng

Kuwait’s interior ministry reports “severe material damage” at several vital facilities of the Kuwait Petroleum Corporation and the energy and water resources ministry after an Iranian drone attack. ara.tv/1seic

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Carl Quintanilla
Carl Quintanilla@carlquintanilla·
BTIG, with a “bearish stat”: “.. Since 2003, SPY has opened above both its 50 and 200 DMA while closing below both the day prior just three other times .. “.. Those three periods saw immediate declines of -13%, -16%, and -13% over the next few weeks.”
Carl Quintanilla tweet media
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Marko Kolanovic
Marko Kolanovic@markoinny·
0 tankers have transited the Strait of Hormuz since the ceasefire was struck yesterday - Kpler x.com/FaytuksNetwork…
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Institute for the Study of War
MORE: Iran has continued to threaten shipping in the Strait of Hormuz despite the ceasefire, which is making vessels reticent to transit the strait. Iran is levying these threats so that it can extract tolls on traffic through an international waterway. Traffic through the Strait of Hormuz remains significantly low amid Iran’s lingering threats and uncertainty over a fragile ceasefire. Commercial maritime tracking data showed only five Iranian‑flagged cargo vessels entered the strait, while just three international oil tankers, six international cargo vessels, and one unknown Iranian-flagged vessel exited via Iran’s alternative route between April 7 at 2:00 PM ET and April 8 at 2:00 PM ET. The S&P Global Market Intelligence recorded that Iran permitted only four vessels to transit on April 7, the lowest daily total so far in April. Major shipping companies, including Maersk and Mitsui O.S.K. Lines, continue to suspend or tightly limit transits, citing the absence of clear rules and security guarantees. Shipping and maritime intelligence executives told the Financial Times that daily traffic has fallen to just 10 to 15 vessels, compared with roughly 135 per day before the crisis. Around 800 tankers are now waiting to transit, with an estimated 300 to 400 vessels effectively stranded inside the Persian Gulf.
Institute for the Study of War tweet media
Institute for the Study of War@TheStudyofWar

Iran Update Evening Special Report, April 8, 2026: US President Donald Trump announced on April 7 that the United States and Iran agreed to a two-week ceasefire deal mediated by Pakistan. Trump stated that Iran sent a ten-point proposal to form the basis of upcoming negotiations in Islamabad, Pakistan, on April 10. Other Key Takeaways: Senior US and Israeli officials stated on April 7 and 8 that the Israeli campaign in Lebanon is not a part of the US-Iran ceasefire deal. Hezbollah officials claimed that unspecified actors informed the group that it would be a party to the ceasefire deal. US President Donald Trump told PBS News on April 8 that Lebanon is not included in the US-Iran ceasefire deal. The IDF conducted the largest number of airstrikes against Hezbollah personnel and infrastructure throughout Lebanon, including central Beirut, since the start of the Israeli campaign in Lebanon. The IDF struck over 100 Hezbollah headquarters, command-and-control centers, missile launch sites, and Hezbollah drone unit and Radwan Force sites in Beirut, southern Lebanon, and the Bekaa Valley. Iran has continued to threaten shipping in the Strait of Hormuz despite the ceasefire, which is making vessels reticent to transit the strait. Traffic through the Strait of Hormuz remains significantly low amid Iran’s lingering threats and uncertainty over a fragile ceasefire.· Iranian Foreign Affairs Minister Abbas Araghchi had to convince Islamic Revolutionary Guards Corps (IRGC) commanders to accept the US proposal for a ceasefire, according to a regional source familiar with the talks speaking to Axios. The ceasefire follows reports that a group of veteran hardline IRGC commanders has consolidated power within the Iranian regime in recent weeks and is playing an increasingly central role in decision-making, such as appointments to key positions.

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الأحداث الإيرانية
🚨 عاجل: جنود إسرائيليون يتخلون عن مدفعية ثقيلة في حالة ذعر - حزب الله يستولي على أسلحة متطورة الآن استولى مقاتلو حزب الله على كميات كبيرة من المدفعية الثقيلة الإسرائيلية المهجورة، بينما يفر الجنود الصهاينة من مواقعهم في حالة ذعر على الجبهة الشمالية. وأكدت وسائل الإعلام العسكرية لحزب الله أن المقاومة تسيطر الآن على معدات صهيونية متطورة. أفادت القناة 12 بأن النظام الإسرائيلي فقد قوة نارية حاسمة. ولم تقدم الولايات المتحدة الجبانة أي بديل. هذه ضربة مُذلة أخرى تُثبت الزخم الذي لا يُقهر لمحور المقاومة. المصادر: وسائل الإعلام العسكرية لحزب الله، الميادين، القناة 12 الإسرائيلية، رويترز
الأحداث الإيرانية tweet media
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ألأحداث ألإيرانية بالعربية
🇺🇸🇮🇷⚠️ عاجل - تحركات أمريكية كبيرة رغم وقف إطلاق النار! لوحظت تحركات عسكرية أمريكية كبيرة باتجاه المنطقة. وتواصل طائرات النقل الثقيلة من طراز C-17 عملياتها بشكل مستمر، حاملةً قوات ومعدات إضافية إلى الشرق الأوسط.
ألأحداث ألإيرانية بالعربية tweet media
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Michael McDonough
Michael McDonough@M_McDonough·
🚢"Will Strait of Hormuz traffic return to normal by May 15?" on @Kalshi spiked from the high-20s to the low-80s overnight on the US–Iran ceasefire announcement, then round-tripped back to the mid-30s by the close as the tape caught up to reality: 🟡Fars reported Iran halted tanker traffic after the IDF's largest Lebanon strike of the war; the White House called the reports "false," with Hegseth insisting "the strait is open" 🟡Transits still require direct coordination with Iranian armed forces, subject to unspecified "technical limitations" per Iran's FM 🟡Ships are moving only through the IRGC-controlled Northern Corridor hugging Iran's coast — dry bulk trickle only, no laden crude, no oil majors. 🟡GCC confirms an Iranian toll regime is already operational, with free transit reportedly extended to China, Russia, India, Iraq and Pakistan 🔭Track markets in real time on MOSP
Michael McDonough tweet media
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Amock_
Amock_@Amockx2022·
BREAKING : Trump is now completely trapped in the game played by Iran FM 🔥 🇺🇸 US : The oil executives are pressurising Trump to reject any deal allowing Iran to charge tolls in the Strait of Hormuz 🇮🇷 Iran : 🔥 Abbas Araghchi has made it clear to tankers to pay $1 per barrel on oil transiting the Strait of Hormuz. Else tankers would be destroyed Trump is stuck on his backfoot 😭
Amock_ tweet mediaAmock_ tweet media
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Roberto Rios
Roberto Rios@peruvian_bull·
$8T of debt is rolling over this year, dwarfing anything coming in the next decade
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Thomas Young
Thomas Young@tomyoungjr·
I read through @NickNemo17 pinned open letter to Bessent and I think that we have a problem. Private credit is the slow-burning fuse on the banking system. Blue Owl’s Q1 2026 redemption surge ($5.4B requested, 40.7% in the AI-hit tech fund, 21.9% in the flagship, now capped at 5%) is an early visible crack. Here’s the structural parallel with 2008 👇
Thomas Young tweet media
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SightBringer
SightBringer@_The_Prophet__·
⚡️The labor market is worse than anyone in finance is willing to say out loud. The Kobeissi data is directionally right even if the recession framing is lazy. A 3.1% JOLTS hiring rate is not “cooling.” That’s the rate at which an economy stops regenerating. Long-term unemployment climbing 322,000 year-over-year while the headline unemployment rate holds steady at 4.3% is a masking effect. The denominator is shrinking because people are leaving the labor force, not because the economy is absorbing them. Labor force participation at 61.9% is a pre-pandemic number. Average hourly earnings at 3.5% year-over-year with core PCE above 3% means real wages are negative or flat. The consumer is running on fumes and credit, and OBBBA just cut the safety net underneath the bottom quintile while handing the top decile a 2.7% income boost they’ll save, not spend. Now here’s what I actually think is happening beneath the surface: The US economy is in a pre-recessionary configuration that doesn’t match any clean historical template, which is why the models keep saying “no recession” while the vibes say otherwise. The labor market isn’t contracting, it’s calcifying. The consumer isn’t collapsing, they’re depleting. The fiscal impulse from OBBBA is real but regressive and front-loaded. The monetary policy transmission mechanism is broken because the Fed can’t cut into an oil shock with sticky core inflation, so the only relief valve is for the shock to resolve itself.
The Kobeissi Letter@KobeissiLetter

The US job market is weakening: The number of unemployed Americans for 15+ weeks is up to 3.3 million, the highest since September 2021. This figure has risen +1.6 million since July 2022. As a % of total employment, this indicator is up to 20.3%, the highest since October 2021. Since the 1950s, each time this percentage has been this elevated, the US economy was already in a recession. As a result, the average duration of unemployment is up to 25.3 weeks, only below the post-pandemic 2021 levels and the post-2008 Financial Crisis recovery. Long-term unemployment is concerningly high.

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