Shake N' Bake

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Shake N' Bake

Shake N' Bake

@Blavertron

Reversion Trader. Statistics nerd. My portfolio: Long: Quantum Mechanics & Finite Commodities Short: Politicians

Katılım Aralık 2017
895 Takip Edilen518 Takipçiler
Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 WOW! Kevin O'Leary just STUNNED the experts on the Iran war, saying he expects the Strait of Hormuz to be opened in "PERPETUITY" and is growing very "bullish" 90 days out "I'm thinking ahead 90 days and I LIKE what I see!" "You gotta let this play out! The BIG vision is to finally stop this problem we've had for 60 years." "No enriched uranium. That's got to be found and taken out of the country. That'll be part of the deal." "Hormuz will be open in perpetuity. We've got 22 nations talking about supporting that financially. That's just like the Suez or Panama Canal." "Great for the region. It's a game changer in the sense that all of a sudden you have stability in the fastest growing part of the earth. It's very, very bullish for world markets!"
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Martin A. Armstrong
Martin A. Armstrong@ArmstrongEcon·
They want you to believe Iran is running out of missiles. Iran fired 182 in a single day. Now they're down to single digits - not because they can't, but because they're waiting. Let the US and Israel drain their arsenals. Tehran isn't losing this war of attrition.
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Shake N' Bake
Shake N' Bake@Blavertron·
@ArmstrongEcon Cheetoh and the Frat boy went in with a half-arsed plan, against the Country that invented Chess 🫠
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Seattle Extremist
Seattle Extremist@SeattleIndepen1·
Why I have not been particularly concerned over the Iran war? It’s pretty simple, really. Those who are most worked up tend to be: 1) Putting very high levels of trust in media reports. Stop that. You should know better. 2) Assuming that Israel has some incredible leverage or control over Trump, and that this whole thing is “for Israel.” I’m Not at all convinced. 3) convinced that Hegseth and Trump and others just don’t know the stakes, don’t understand basic strategy, and are rushing towards midterm defeat. Dubious at best. 4) Insistent that there is no exit plan, no strategy, etc. dubious. The first principle of warfare is deception. There’s no point, other than soothing domestic political nerves, of laying out exactly what you’re after and when you intend to achieve specific milestones. When you put aside these assumptions, things become far more ambiguous. Trump has proven an astute political operator who intends to create a long-term legacy. He’s shown himself to be shrewd and unbelievably tenacious. He knows that failure in this endeavor means life in jail. When you factor that in, and that’s a huge variable, and you develop reasonable skepticism towards media reports, and realize there’s endless psyops going on by numerous actors desperate for Trump to fail, you calm down. My prediction remains: Trump holds on or gain seats in the midterms. On a deeper level: Iran may be difficult to invade, but that same terrain makes massing their own forces rapidly very challenging. The US has absolute intelligence superiority in terms of overhead sensors and likely the ability to highly degrade Iran’s communications. Besides, it’s not like the US will try to take over the country. But raids to grab some territory and force an Iranian response and then counterattack, leading to Iranian confusion and demoralization? Yes. The other part, that no one is talking about, is what this administration’s end game is. Whatever it is, 1) they aren’t saying, and 2) they presume it will lead to midterm victory. Other than that, 95% of what has been reported and predicted about this war is likely pure nonsense.
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Shake N' Bake
Shake N' Bake@Blavertron·
@Wanderlust_2024 @FinanceLancelot Redistribution of supplies throughout Asia. Australia gets majority of our Fuels from Singapore and that region. We suffer the tyranny of distance 🫠
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Shake N' Bake
Shake N' Bake@Blavertron·
@dbs0127 @ImBreckWorsham I've deployed to many of those bases over the years champ including Iraq. Majority have been decimated, don't you dare try and tell me that isn't the case either. I have much better Intel than you ever will. You just sit behind your keyboard and stick head in the sand champ.
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ThePatrioticBlonde🇺🇸
ThePatrioticBlonde🇺🇸@ImBreckWorsham·
Iran has rejected US ceasefire talks, stating US talks are “illogical.” This is our new Iraq.
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Rafi Farber
Rafi Farber@RafiFarber·
I’m getting word, unconfirmed just rumors, that this round of the war will end some time within the next 48 hours. If so that means oil crashes Monday morning and gold and silver rocket higher. No guarantees.
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Jim Chalmers MP
Jim Chalmers MP@JEChalmers·
BREAKING: Labor is backing another pay rise for 2.7M minimum wage and award workers. Today we've made a submission to the Annual Wage Review recommending the Fair Work Commission award an economically sustainable real wage increase to Australia’s award workers. The minimum wage is now $175 a week higher than when we came to office. This is just another way we're helping with the cost of living, alongside all the support we’re rolling out like tax cuts and cheaper medicines.
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Gunther Eagleman™
Gunther Eagleman™@GuntherEagleman·
🚨 Trump just nailed it: “Fake news has to change. When you can win in a landslide with 94% negative stories, there’s something seriously wrong with the media.” They’re not reporting, they’re propagandizing.
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Fox News
Fox News@FoxNews·
NEW: White House Press Secretary Karoline Leavitt issues a new warning to the Iranian regime and all of America’s enemies: “President Trump does not bluff, and he is prepared to unleash hell.”
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Guy Berger
Guy Berger@EconBerger·
I’m a dumb economist venturing out of my lane but… Maximalist positions by both sides in the Iran conflict are leading people to underrate the chance of a (temporary?) ceasefire in which both sides agree to very little except to stop shooting/bombing
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Godzilla Trader 🦖
Godzilla Trader 🦖@David_Tracey·
I think they’ll wrap this operation up completely very very soon. That’s my play. We’ll see.
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Shake N' Bake
Shake N' Bake@Blavertron·
@GodsBurnt They want less planes in air to reduce Fuel demands. That's why ICE are also at Airports, to scare passengers away.
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IncomeSharks
IncomeSharks@IncomeSharks·
@GertvanLagen A boring stock market would be great for small caps and crypto
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IncomeSharks
IncomeSharks@IncomeSharks·
@jtsla4 Would have been cool to see it IPO at 100 billion and see everyone ride it up to a trillion. Not launch there and make all the private investors richer
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j@jtsla4·
Nobody wants to hear this but the SpaceX IPO will be the best short opportunity ever…I expect demand for sending billion dollar objects into space will likely go down over time as people realize there is no point in it
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