grogisgood
3.2K posts
grogisgood
@Grog_IsGood
Opinions are my own and all tweets don’t constitute advice or instruction or opinions.
Katılım Nisan 2012
845 Takip Edilen132 Takipçiler
Doesn't look open to me.
Watcher.Guru@WatcherGuru
JUST IN: Video shows ship traffic in the Strait of Hormuz over the last 24 hours.
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grogisgood retweetledi
While Trump dodged the draft, Robert Mueller volunteered for the Marines after graduating Princeton. He was awarded a Bronze Star with combat V, rescuing a wounded Marine while under fire. He was later shot in the thigh, awarded a Purple Heart, and returned to lead his platoon.
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@chamath chamath he's not the bond king
anaconda reveal or gtfo
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💯
Ignore the Bond King at your own risk…
Jeffrey Gundlach@TruthGundlach
People ask about muni’s and I typically don’t have much to say. But now, looking at the deficits caused by absurd spending, and tax policies accelerating revenue erosion, I can say avoid all General Obligation muni’s in California, Illinois & New York. I’ve never bought a GO.
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@MenthorQpro Hope they got every construction crew on earth building pipes across the peninsula
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The first 80 took us to…the top end of a 5 yr range?
Now we are near the bottom of…the 5 year range?
IOW 🥱
Jack Farley@JackFarley96
In just two weeks, Middle East Oil on Water has collapsed by 175 Million Barrels. "Truly staggering" - @Rory_Johnston (it's his chart). "It’s impossible to overstate the magnitude of this dislocation." 1/3
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@Rory_Johnston @Panopticon_KAS How muc time do we have left doc
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Middle Eastern-origin oil on water (crude + products) has fallen by ~175 million barrels over the past two weeks.
That's a truly insane drawdown pace of 12.5 million barrels per day.
GIF
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@ScottIrwinUI 45z production guidance taking its sweet time. Maybe doge was a bad idea
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6. Another perspective is provide by estimates of the difference between FAME market prices and shutdown prices. The tax credits have been important in keeping the industry afloat since 2021. Now what will the future hold?
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1. The FAME biodiesel industry has had a tough go of it in recent years, buffeted by the boom in renewable diesel and uncertainty about RFS mandates. While this is true, the industry benefits from several tax credits and these should be taken into account when estimating the profitability of biodiesel production. That is the subject of my latest FDD: farmdocdaily.illinois.edu/2026/03/biodie…
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@BobEUnlimited Maybe next time actually prep for successful war rather than winging it
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Central Bankers Look Up
The oil shock has dashed hopes across the developed world that persistent elevated inflation would resolve itself even with easy policy. Now those policymakers are forced to tighter policy ahead.
bobeunlimited.substack.com/p/central-bank…
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grogisgood retweetledi
If we didn’t piss off Europe with the tariffs they’d probably be singing a different tune.
Honestly this administration is a complete dumpster fire and I voted for Trump.
There’s absolutely zero thought or analysis before they do anything.
It’s all impulsive and ego.
BRICS News@BRICSinfo
JUST IN: 🇪🇺🇺🇸 Europe tells US President Trump Iran is "not our war."
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@BobEUnlimited Also Dow should rehire the 4k people they laid off
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The most direct way rising oil prices can create a positive economic impulse is through either rising hiring or capex. Despite the surge in profitability after the 2022 shock global capex only rose 0.1% of GDP, making it a pretty minimal growth support.
bloomberg.com/news/articles/…
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@SpecialSitsNews Especially if they keep blowing up the stuff capable of making the exports
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Will take longer than most think for these exports to recover
Oil Bandit 🛢️@OilCfd
This is how it looks like
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@Rory_Johnston @Panopticon_KAS There has already been irreparable damage
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I think that a big part of the reason that people still think Trump will be in for the Iran War long haul is that they don’t appreciate how truly, insanely unhinged the energy market is about to get if this doesn’t end soon.
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The Iran Conflict will end soon
It has been and will be a decisive victory
The "Peace Dividend" will be huge for American and the world (oil prices will get back on track),
There has been no inflation spike.
The Revenge of Irving Fisher@jdftgadsden
To "go off on tariffs" is exactly what he should do. They're paid by the American people, no matter what the Trump apologists say. It's also common sense that oil will spur higher inflation, and it is uncertain since who knows how the war will end.
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"The US economy now requires significantly less energy per unit of GDP than in earlier decades, reflecting efficiency gains and a shift away from manufacturing toward services (chart). As a result, oil price spikes are less inflationary and do less damage to real economic activity than in the past when energy intensity was much higher."
"The economy's resilience means that oil price shocks cause far less persistent inflation and much less severe growth disruptions than in the past. Oil shocks are less likely to trigger the kind of sustained stagflation seen in the past, particularly during the 1970s."
@yardeni
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Citrini polled people and they’re 2/3 bearish
So nobody worry
Market gonna be fine
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