@martyrmade @ProvokedPodcast @scotthortonshow @ArtaMoeini Scott needs a guy. The boomer shtick is funny for a few minutes, but we’re focused on the meat of the issues
English
ChampWithCheese
3.6K posts
ChampWithCheese
@ChampWithChees1
GenX'er trying not to yell at the midwits to keep off his lawn. Will be a losing battle.
Katılım Mart 2021
863 Takip Edilen88 Takipçiler
5% off all-time highs and we're already bringing out the Buffett quotes... meanwhile, Berkshire sits on the largest cash pile ever
Invest In Assets 📈@InvestInAssets
Everyone quotes Buffett: "Be greedy when others are fearful", but fail completely to do so when markets are red.
English
@conksresearch Tell your boys at the Fed to get the powder dry
English
@Dcpcooks @NickWoolos Negative GDP? In wartime? Hard to believe
English
I’m a decent rates trader
I’ve seen a lot since my start in the mid 80’s
The destruction of infrastructure is pretty wild here in the Middle East. I’m not an oil, nat gas, farmer, fertilizer or ag trader.
But between all of those mentioned above and all the different markets impacted just bringing stuff back on line will take months to years if this all stops now, which it won’t.
I find it hard to imagine a deliberate hike cycle to control inflation is an appropriate policy response.
That doesn’t mean yields can’t go higher but it may be a tactical error to do anything here as a CB
I’d think that some targeted special vehicles to address some hot spots is more prudent.
I don’t have confidence in the leadership here unfortunately when we have the sec tres cutting sanctions on Russia and Iran oil to get a two week suppression window of oil price shocks which traders will look past
We are already looking at the potential for negative GDP this year with a massive add to debt to fund this Excursion along with debt servicing
Xi and Putin must be happy
English
@StealthQE4 Take comfort if you live in the US, we have the energy we need. Might need to pull a rickshaw if you’re a poor, but we’ll be generating tokens for Openclaw like a madman
English
Ooof not good.
I see futures are down again too.
Just send the asteroid ☄️
OSINTdefender@sentdefender
Iran is now striking Gulf nation oil and gas infrastructure in earnest, claiming the move is retaliation for the targeting of industry across Iran by a the U.S. and Israel.
English
who the hell is doing this! and why are we going along this!
The Kobeissi Letter@KobeissiLetter
BREAKING: Brent crude oil prices surge to $110/barrel after Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
English
@PrepperCanadian @NickWoolos What did that do to TSM production?
English
Taiwan faces severe energy shortages, with only 11 days of reserves left due to halted Gulf shipments and U.S. delivery failures, heightening its strategic vulnerability to such proposals.
cash4turtles(Waifudev)🌸☢️@WaifuverseAI
China begins it's move to secure Tawain. The pretext is clear. If the USA fails to deliver energy to Taiwan, China will move in and take control.
English
@MarioNawfal It’s almost like they’re doing it on purpose
English
Last night was one of the most dangerous night of the war
The decision by Trump and Netanyahu to strike Iran’s largest gas field, and Iran’s in-kind retaliation, is a shock to global energy markets
I hope the reports that Trump decided to not do this again are true
Mario Nawfal@MarioNawfal
Tonight will be a bad night for the Gulf Iran will retaliate hard for the strikes on their largest gas field
English
@The_Real_Fly The exit strategy is the complete shutdown of your economy and surrender to Russia. You’re welcome
English
AfD leader Alice Weidel on America's war with Iran:
"Trump is now asking for help for Iran, it suggests they launched this mission without a clear plan. They should have thought this through earlier."
"Demanding a mutual assistance obligation from NATO states at this moment would transform NATO from a defensive alliance into an offensive alliance."
"It's obvious the Americans haven't given any thought to an exit strategy."
English
UNITED STATES WEIGHS CRUDE EXPORT TARIFF — AND POSSIBLE BAN — TO CURB SURGING ENERGY PRICES AMID MIDDLE EAST CONFLICT. || POTENTIAL CURBS COULD WIDEN WTI CRUDE–BRENT CRUDE GAP, LOWER DOMESTIC FUEL COSTS BUT DISRUPT GLOBAL SUPPLY AND PUSH INTERNATIONAL PRICES HIGHER.
English
@LukeGromen @FreightAlley Is the US going to be the biggest swinging Johnson in this new paradigm?
English
@FreightAlley Yes, and…don’t leave out that US companies and the UST market were the biggest beneficiaries of that
We weren’t doing it out of the goodness of our hearts
English
Globalization was a historical anomaly that only existed because the US Navy was willing to protect shipping across the oceans.
With the US Navy no longer willing to play that role, trade is going to fracture back towards regional trade blocs.
English
Russia has been preparing for this moment for years.
It began transporting oil to China via the Arctic route, using massive icebreaking tankers.
Why this route? It saves around 15 days of travel time and, more importantly, avoids major conflict zones.
Result: Russian oil exports to China have reached a record ~2.5 million barrels per day.
English
@The_Real_Fly Tariffs? Let’s add another as they leave the strait
English
@FurkanGozukara 130 not the end of the world. We had near 150 during Iraq war. It’s the actual physical supply that’s the issue
English
Terrifying warning on live TV: If Iran keeps the Strait of Hormuz closed, the global economy will face an unprecedented collapse worse than 2008. The Western world simply cannot survive sustained $130 oil barrels. Trump's war is a massive gamble with our lives.
English
@TgMacro My brinks truck is made by fisher price at this point
English
This is the part of the metals trade where the silver bugs wish they didn't cheerlead every new handle through $50 last year. If it breaks the 100dma at $73.20 it can go to $57. With the 2025 peak around $54 that's a great place to back up the Brinks truck.
$PSLV $SLV
English
English
Got stuck in Florida with all of the crazy east coast weather. Bonus trip to @WaltDisneyWorld
See you on @CNBCWEX tomorrow!
English
@mtmalinen The winners are the ones who got their assets on the blockchain. Probably can’t now since all the on-ramps are gatekept.
English
Dubai looks done.
The problem with capital controls in an unstable area tends to be is that when you remove them, all the capital that wanted to fly out, will fly out.
Duo Nine ⚡ YCC@duonine
Here is what people won't tell you about Dubai. What took 35 years to build was erased in two weeks: 1. Airspace shut down. No airline will fly there anymore, apart from the national carriers like Emirates and Etihad. The latter do it at tremendous risks. 2. UAE capital controls are in place. Trying to move over 100k out of the country? Good luck. You're locked in, like it or not. 3. Real estate crash. Down >35% already and erased all gains from 2024 to 2026. Even if you sell, you can't take your cash out. 4. The reason everyone else cancelled flights is due to insurance premiums. They 3x to 10x. Same goes for cargo or oil. Unlikely these fall any time soon. 5. With people leaving in masses, what happens to all the businesses left behind? Resorts, hotel, bars, malls, restaurants? Empty. Their staff? Out of a job. 6. You catch a rocket or explosion in Dubai on camera? Bad luck, you're about to go to prison for two years. Freedom? What freedom? 7. Back in the 90s, you could see the desert from any place in Dubai. Today you barely see any people. The uncomfortable fact is that 90% of UAE is made of expats, only 10% are actual citizens. 8. Once capital leaves it's unlikely it will return any time soon. Expats also left in a hurry and left their pets to die on balconies and in empty homes. Too much paperwork to take them out. 9. But the biggest damage is to the reputation of Dubai as a safe, free, no tax paradise for the rich. Turns out it was a carefully curated trap once missiles started flying. Worst, the actual rich left before the conflict even started. They knew. They took their private jets and flew out before the first attack. Dubai sold an image, but that image was never real. The reality is that Dubai was always at risk, but nobody priced it in. They fell for the FOMO narrative, just like in crypto. Dubai is a city in the desert in one of the most unstable regions on the planet. That never works out long term. Dubai is the flagship image, but the same applies to most Gulf countries. Those saying otherwise are coping or selling you a PR narrative. Hit a follow @duonine as I will share more updates as this conflict evolves.
English