Cyrus Gardner

1.7K posts

Cyrus Gardner

Cyrus Gardner

@CyrusTheEcon

Katılım Mart 2017
132 Takip Edilen68 Takipçiler
Cyrus Gardner
Cyrus Gardner@CyrusTheEcon·
@profplum99 @therobotjames For one, it credits Old Orange with thought. Wrong. Two, no one brlieves that opening and holding the strait open is within the political will or useful military power of the U.S. Three, refer to No.1 above.
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Michael Green
Michael Green@profplum99·
Extremely good post
James E. Thorne@DrJStrategy

Food for thought. Trump, Hormuz and the End of the Free Ride For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with Iran is that the United States, under Donald Trump, has chosen not to rush to “solve” the problem. In Hegelian terms, he is refusing an easy synthesis in order to force the underlying contradiction to the surface. The old thesis was simple: the US guarantees open sea lanes in the Gulf, and everyone else structures their economies and politics around that free insurance. Europe and the UK embraced ambitious green policies, ran down hard‑power capabilities and lectured Washington on multilateral virtue, secure in the assumption that American carriers would always appear off Hormuz. The political class behaved as if the American security guarantee were a law of nature, not a contingent choice. Their conduct today is closer to Chamberlain than Churchill: temporising, issuing statements, hoping the storm will pass without a fundamental reordering of their responsibilities. Trump’s antithesis is to withhold the automatic guarantee at the moment of maximum stress. Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint. The point is to delay that act. By allowing a closure or semi‑closure to bite, Trump ensures that the immediate pain is concentrated in exactly the jurisdictions that have most conspicuously free‑ridden on US power: the EU and the UK. Their industries, consumers and energy‑transition assumptions are exposed. In that context, his reported blunt message to European and British leaders, you need the oil out of the Strait more than we do; why don’t you go and take it? Is not a throwaway line. It is the verbalisation of the antithesis. It openly reverses the traditional presumption that America will carry the burden while its allies emote from the sidelines. In this dialectic, the prize is not simply the reopening of a chokepoint. The prize is a reordered system in which the United States effectively arbitrages and controls the global flow of oil. A world in which US‑aligned production in the Americas plus a discretionary capability to secure,or not secure, Hormuz places Washington at the centre of the hydrocarbon chessboard. For that strategic end, a rapid restoration of the old status quo would be counterproductive. A quick, surgical “fix” of Hormuz would short‑circuit the dialectic. If Trump rapidly crushed Iran’s remaining coastal capabilities, swept the mines and escorted tankers back through the Strait, Europe and the UK would heave a sigh of relief and return to business as usual: underfunded militaries, maximalist green posturing and performative disdain for US power, all underwritten by that same power. The contradiction between their dependence and their posture would remain latent. By declining to supply the synthesis on demand, and by explicitly telling London and Brussels to “go and take it” themselves, Trump forces a reckoning. European and British leaders must confront the fact that their energy systems, their industrial bases and their geopolitical sermons all rest on an American hard‑power foundation they neither finance nor politically respect. The longer the contradiction is allowed to unfold, the stronger the eventual synthesis can be: a new order in which access to secure flows, Hormuz, Venezuela and beyond, is explicitly conditional on real contributions, not assumed as a right. In that sense, the delay in “taking” the Strait, and the challenge issued to US allies to do it themselves, is not indecision. It is the negative moment Hegel insisted was necessary for history to move. Only by withholding the old guarantee, and by saying so out loud to those who depended on it, can Trump hope to end the free ride.

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bubble boi
bubble boi@bubbleboi·
This guy has the physiognomy of a steroid dealer mixed with a club bouncer. But he’s actually the top quantitative at Millenium. When I was there he pulled in a bonus so big he bought half of New Jersey. There is a lesson this… the people who don’t look like they “fit in” but are still in is because they are absolute killers. Goes with any profession tbh this is why I don’t invest in founders who are handsome.
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Cyrus Gardner
Cyrus Gardner@CyrusTheEcon·
haha. Not so far.
Brett Erickson@BrettErickson28

@CyrusTheEcon I can disagree with the President while also objectively assessing different policies. Trump is not “all good” or “all bad”. Thinking he is will result in catastrophic critical thinking failures.

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ian bremmer
ian bremmer@ianbremmer·
if you’re counting, president trump with third unilateral 48 hour ultimatum to iranian govt that refuses to negotiate or reopen strait.
ian bremmer tweet media
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Cyrus Gardner
Cyrus Gardner@CyrusTheEcon·
@profplum99 @MayankSeksaria JFC. This is nothing but another trump clusterfail. Being in a rush would not change that. He desperately is trying to TACO, but he cannot figure out how.
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Michael Green
Michael Green@profplum99·
By and large, I agree with the hypothesis. The US is in no rush to liberate an international waterway that is of limited benefit to us directly and serves a far more important role to both our "allies" and undeclared enemies. Certainly not at the cost to US lives. We have the benefit of time that others lack.
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derek guy
derek guy@dieworkwear·
hmm
derek guy tweet mediaderek guy tweet media
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Jon Lovett
Jon Lovett@jonlovett·
In a surprise twist, the Epstein files released the attorney general.
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fully lawful
fully lawful@fullylawful·
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Nick Carr
Nick Carr@nickcarrscouts·
A couple of years ago, I got to scout the historic Vernon power plant, an art deco behemoth built in 1933. When you step through the main entrance, you immediately find yourself in the control room, and it's a fascinating contrast of old vs new... <1/>
Nick Carr tweet mediaNick Carr tweet media
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Kim Dotcom
Kim Dotcom@KimDotcom·
Epstein files
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Joni Askola
Joni Askola@joni_askola·
1/6 Look at the absolute disaster unfolding right now, and remember exactly who told you to vote for Trump in 2024. The people who sold you this catastrophe should be discredited forever, and you should never listen to their political advice again🧵
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Urbanponds101
Urbanponds101@urbanponds101·
In case you needed a bit of Frog content 💚🐸
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Elizabeth Warren
Elizabeth Warren@SenWarren·
Stephen Miller: “Trump = peace.” Tulsi Gabbard: “A vote for Donald Trump is a vote to end wars, not start them.” JD Vance: “Trump's best foreign policy? Not starting any wars.” Donald Trump: "My proudest legacy will be that of a peacemaker and unifier." Liars.
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Chris Murphy 🟧
Chris Murphy 🟧@ChrisMurphyCT·
Anyone watching that speech has no idea whether Trump is escalating or deescalating the war with Iran. But to be fair, neither does he so🤷‍♂️.
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Cyrus Gardner
Cyrus Gardner@CyrusTheEcon·
Anyone: What do the prediction markets and oil futures tell us about what Trump sill say tonight? Someone is making money on it, and it shoud be showing by now.
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