@stevehou And there are bigger issues - billions in sanction releases and billions demanded for domestic reconstruction costs - yet to be confirmed. I have sold some cfd S+P 7520 as the peace talk sounds like a load of bollox.
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Randy Hebert
2K posts
Randy Hebert
@FXSpottrader
Master of Laws & MBA Finance, ex-Interbank FX trader - Trade technical+macro views, FX, FI and Equities. Junior mining co. investor, Commodities Bull
Canada Katılım Şubat 2009
287 Takip Edilen406 Takipçiler
@FXSpottrader Yes, I've long been perfectly ok with the outcome of Iran charging a small toll. Much cheaper than continuing the war or just about any other scenario.
x.com/stevehou/statu…
Steve Hou@stevehou
I’d be ok with this scenario tbh. Handing the Strait of Hormuz to Iran and let them charge a reasonable toll.
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The thing is the US doesn't necessarily need Iran's agreement to reach a peace agreement with Iran. It just needs the rest of us to agree that a "peace agreement" has been reached and move on, which let's be honest we've all long been ready to do.
First Squawk@FirstSquawk
KEVIN HASSETT SAID A POTENTIAL UNITED STATES-IRAN DEAL COULD DRIVE ENERGY PRICES SHARPLY LOWER AND CREATE ROOM FOR THE FEDERAL RESERVE SYSTEM TO CUT INTEREST RATES, WHILE ARGUING THAT RECENT INFLATION PRESSURES HAVE BEEN LARGELY DRIVEN BY HIGH ENERGY COSTS.
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@zerohedge With no peace plan in place yet, and the Hormuz Strait still closed, may be a great place to get long crude
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@GuntherEagleman Maybe 95% on the U.S side....the Iranian side, not until their demands met - and its expensive for the U.S. to agree to terms
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🚨 BIG UPDATE: Trump administration is finalizing a new nuclear deal with Iran, 95% agreement already reached.
The goal is crystal clear: Prevent Iran from ever getting nuclear weapons and keep Americans safe. Details still being finalized, but unlike Obama’s disaster, this won’t be rushed.
Democrats are already criticizing it… because of course they are.
Trump is taking his time to get it right. He knows exactly what he’s doing.
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@MarcNixon24 Billions transferred from Alberta to Ottawa, Ottawa funding the CBC to continue the Liberal narrative , the game continues as Alberta draws the equalization payments short straw every time - it's no surprise mainstream media attacking the independence initiative.
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Over $1 TRILLION has flooded out of Canada over the last decade.
Investors are fleeing a country buried in red tape, anti-energy laws, endless taxes, and political uncertainty created by the Liberal government.
Then Robert Fife calls Alberta separatists a “small fringe minority” while attacking Danielle Smith for even acknowledging them.
Maybe instead of mocking people the media should ask WHY the country is fracturing in the first place.
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IG Weekend Markets - Dow +500. WTI -$6. Awaiting ceasefire confirmation from Iran, seems some confusion on who will control the Hormuz Strait
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@paola_rojas There are a few Peruvian copper plays awaiting drill permits, seems a backlog with elections holding access permits back - hopefully mid-June the floodgates open and companies can get onto their properties
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Among the largest copper projects not controlled by a major, over 80% are located in the Americas.
If you are keen on copper, the region must be part of your portfolio.
$MUX $FOM $ATX
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@3PeaksTrading saving the equities market for another day....
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the smell of taco tuesday in the air...
GIF
*Walter Bloomberg@DeItaone
TRUMP ON IRAN: THERE SEEMS TO BE A GOOD CHANCE THAT A DEAL CAN BE WORKED OUT
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Gold, Silver, Copper, Uranium - metals bull market in its infancy...Lets Go!
Paola Rojas 🐝@paola_rojas
China imported more silver in March, largest in 20 years, turning net importer. Meanwhile, India's PM asks the population to "stop buying gold for a year". Right... Precious metals have plenty of reasons to soar much higher. $PAAS $AEM $SM 📊 @zerohedge
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@jenstilmanydots Perhaps the DOJ already knows who put the trades on, and an embarrassment as to who has access to Trump tweets! The exchange already has the brokerage account information, its not rocket science to figure out those executing the trades
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@zerohedge Along with $100 crude, equities on rug pull alert
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Combined with Japan inflation, bond yield spikes as well as market leveraged long carry trades, the set up for an equity re-rate has surfaced
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They are all maxed equities leverage long, time to hit the ES bids and push global bond yields to multi-year highs - and keep the Hormuz Strait closed to inflict higher oil price pain!
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@zerohedge Maybe equities starting to wake up to the realization global inflation and bond yields spiking - FOMO on stocks rallying might be ending and fundamentals replacing oversized margin positions...
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Great news! 2nd drilling program phase shortly, look forward to results!
Mining.com.au@miningcomau
🎯 @FathomNickel $FNICF says “step by step the project has evolved from a single target exploration story into what is now a multi-target, district-scale nickel discovery opportunity”. 🔗 Read more here: ap1.hubs.ly/y0QFlJ0 #miningnews #nickel #exploration #drilling
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Terrified to raise rates as it will blow up the country's "wealth effect", the BOJ has become an FX daytrader. This will end in absolute disaster
zerohedge@zerohedge
BOJ intervention #3.
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Great property portfolio - Peru copper, Brazil lithium - lets get the drills turning in both countries!
Solis Minerals@SolisMinerals
$SLM.AX due diligence of its new Brazil #Lithium Project confirms a highly prospective early-stage opportunity supported by multiple encouraging indicators. Rio Tinto's work shows significant geochemical anomalies, with auger and soil samples of >330 ppm Li, which is higher than Latin Resources’ initial samples that supported the discovery of Colina. Watch more ➡️ loom.ly/qTNuUoI Announcement ➡️ loom.ly/TyRQ7sA
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@ronmortgageguy Simple game for the Liberal party - borrow $25 billion or take funds from other programs and call it a'sovereign wealth fund'. Liberal govt. competing with those countries with mammoth resource revenues. Get rid of the net zero/carbon capture/regulations and might have a chance.
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Canada Is Getting A Sovereign Wealth Fund WFT? I Thought Countries With Massive Excess Income & NO DEBT Have Sovereign Wealth Funds
Norway, Saudi, UAE have these Funds because they have too much National Income from Energy Sales
Canada runs massive Deficits
I'm confused
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@SolisMinerals - great news, world class lithium and copper portfolios - look forward to Brazil and Peru drilling results soon
Randy Hebert@FXSpottrader
A great listen - Solis with a big Brazil lithium acquisition - thanks Andrew Musgrave/ASX Briefs for the interview.
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A great listen - Solis with a big Brazil lithium acquisition - thanks Andrew Musgrave/ASX Briefs for the interview.
Solis Minerals@SolisMinerals
$SLM CEO, Mitch Thomas joins Andrew Musgrave on the ASX Briefs Podcast to unpack the strategic acquisition from Rio Tinto in Brazil’s #Lithium Valley and what a 93,000ha land position can really mean when the targets are already defined & the plan is to drill. Listen➡️loom.ly/Oco926I
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