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Josh Snyder, CFA
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Josh Snyder, CFA
@JSnyd05
Husband, father of 5, "gold bug", strategist, oyster eater & champagne drinker. For economics: only Austrian. For sports, all things Blue - STL Blues, FFF, CFC.
Earth Katılım Nisan 2009
101 Takip Edilen447 Takipçiler
Josh Snyder, CFA retweetledi
European Diesel Futures Hit $200 as Iran War Limits Fuel Supply
Europe’s diesel futures benchmark hit the highest level since 2022, as the Iran war constrains supply of the fuel that powers the global economy.
Futures traded as high as $1,493.25 a ton, more than $200 a barrel, rising as much as 9.4% in London.
With traffic through the Strait of Hormuz largely halted, flows of refined products like diesel through the waterway are blocked, while the impact on crude is forcing some refiners to also throttle back output. Traders around the world are scrambling for supplies, with shipments of the fuel being diverted and sent on epic journeys. (Bloomberg)
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Josh Snyder, CFA retweetledi
Oil prices are soaring today. What's most interesting is that West Texas and Brent are both trading just above $109. That is in sharp contrast to the 23% premium Brent traded at in early March. Trump's wrong. Americans will feel the pain of higher prices as much as Europeans.
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Josh Snyder, CFA retweetledi
Josh Snyder, CFA retweetledi
Trump's speech can be recapped by reading his last 8 Tweets. Iran has already lost. We're gonna keep pounding them, no clear goals, no timeline, no strategy.
Get ready...$200 oil is going to seem cheap in about 6 months.
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Josh Snyder, CFA retweetledi
"The speech was embarrassing, depressing, incoherent and full of contradictions".
Former senior naval officer Harlan Ullman says Trump’s prime‑time Iran address “did not lay out his case” and argues that “taking out Iran’s infrastructure is not the answer.”
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Josh Snyder, CFA retweetledi
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US nat gas at 6-month low (!!!)
While the rest of the world worries about the impact of the US-Iran war on energy costs, American gas consumers enjoy a bonanza.
Benchmark US nat gas (Henry Hub) just ended the day at $2.819 per mBtu, the lowest settlement price since September.
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Josh Snyder, CFA retweetledi
Assuming it’s an Israeli attempt, which is an entirely reasonable assumption based on past 30 days, it would seem Bibi wants to sabotage negotiations. (Also an entirely reasonable conclusion based on past 30 years.)
Nicole Grajewski@NicoleGrajewski
“Two Iranian officials said Kharazi had been overseeing engagement with Pakistan for a possible meeting between Iranian officials and Vice President JD Vance”
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@DavidBCollum @HighbrowHaze Exactly. Broadcom and NVDA were two of the highest P/S companies in the Index. It’s why, by market cap, more than a 1/3 of the S&P trades north of 10x P/S. Eclipsing the 21% of the ‘ol dot com era. We know that worked out well!
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@JSnyd05 @HighbrowHaze Just to pick one: NVDA is 21 times price-to-revenue not price-to-earnings and those revenues are fraudulent vendor financed.
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I am less worried about the influence of the War in Iran (or on Iran) than I am about this...
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Josh Snyder, CFA retweetledi
Josh Snyder, CFA retweetledi
BREAKING: Tonight, in his 9 PM ET address to the nation, President Trump will declare that the Iran War is "winding down," per POLITICO.
Details include:
1. Trump consistently "telegraphed that message" over the past 24 hours
2. The speech is expected to claim that "all military objectives have been met"
3. Trump is expected to "scapegoat" NATO allies for the ongoing closure of the Strait of Hormuz
4. There is still "little evidence" that the US and Iran are "anywhere close to an agreement"
US oil prices are still trading at $100/barrel.
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Josh Snyder, CFA retweetledi
They are actively trying to re-write history in real time.
Jolani was in ISIS. Assad and Iran fought ISIS. Jolani never fought ISIS.
Analytica Camillus@AnalyticaCamil1
Literally was never in ISIS, and he helped the US kill more ISIS dudes than anyone else on the planet.
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@HighbrowHaze @DavidBCollum Bro. I own plenty of gold and silver. Not a big deal.
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@JSnyd05 @DavidBCollum and nothing wrong having gold and silver and some t-bills to sleep at night if that's what it takes
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Josh Snyder, CFA retweetledi
Josh Snyder, CFA retweetledi
Josh Snyder, CFA retweetledi
A one hundred million dollar jet deployed to stop a twenty thousand dollar drone. If you were wondering how we racked up 40 trillion in debt while losing wars over and over again, here's your answer.
Sulaiman Ahmed@ShaykhSulaiman
BREAKING: Crazy footage of a U.S. F-15 fighter jet attempting to intercept an Iranian Shahed drone over Erbil but failing… The drone successfully strikes its target, the British Castrol oil warehouses.
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Josh Snyder, CFA retweetledi
MULTIPLE U.S. INTEL AGENCIES: IRAN NOT WILLING TO ENTER SUBSTANTIAL TALKS TO END WAR – NYT
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Josh Snyder, CFA retweetledi
Iranian President when he finds out that roughly 50% of U.S. adults cannot read a book written at an eighth-grade level.
The Kobeissi Letter@KobeissiLetter
BREAKING: Iranian officials say their President Pezeshkian will be releasing an "important letter" to the American people in "a few hours." This is set to be released just hours before President Trump's 9 PM ET address to the nation. We will be covering it real-time.
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