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@Timodc "When you're a star they let you do it. You can do anything."
"When you're President they let you do it. You can do anything."
-- Donald J. Trump
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Jeff Diamond
13.9K posts
Jeff Diamond
@JeffDiamond3
Citizen, Husband, Father, Investor, Former School Board Member Defend Democracy, Defeat MAGA Return morals, ethics & the greater good to American culture
New York Katılım Haziran 2012
2.6K Takip Edilen952 Takipçiler
It takes a special kind of ignoramus to make comments like these at a time like this...
#unfit
Adam Schwarz@AdamJSchwarz
Japanese PM Sanae Takaichi's reaction as Trump says "Who knows better about surprise than Japan? Why didn't you tell me about Pearl Habour?" Undoubtedly the worst American diplomatic gaffe in post-war US-Japan history.
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Jeff Diamond retweetledi
Here's what I know.
The Iran War will cost $200B. Prices in the U.S. are spiking. The Middle East is on fire. A dozen soldiers are dead, more to come.
And for what? Iran's new leaders are worse than the old ones, and they will keep their missile, drone and nuclear programs.
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@KatrinaWTE @SenatorCollins Susan Collins is feeling the pressure and is running home to where the cowards hide. It's time for Maine to show the GOP that fake moderates have no home there. Same goes for Iowa, Indiana, Florida, and other states that once embraced true moderates and rejected extremism.
#ETTD
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@SenatorCollins Nobody is fooled by your lies
x.com/brianschatz/st…
Brian Schatz@brianschatz
We tried to pass a bill to fund TSA, CISA, FEMA, and the Coast Guard, without ICE funding, but it was blocked by Republicans. If you want to open the other agencies while we negotiate about ICE I personally guarantee you that Democrats will be unanimously in favor.
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The Democrats’ decision to shut down the Department of Homeland Security has caused chaos at our airports, delayed assistance to communities affected by disasters, and forced thousands of frontline employees to work without any guarantee of when they will be paid. The United States is less safe because the Democrats chose to walk away from the bipartisan DHS funding bill and have blocked repeated Republican efforts to pass a short-term funding patch to prevent disruptions while negotiations continue.
The White House made a good-faith offer last month that builds on the reforms included in the bipartisan funding bill negotiated earlier this year, with new safeguards to protect both the American public and law enforcement and increased oversight. Democrats waited 18 days to respond. In that time, we saw violent attacks at Old Dominion University and the Temple Israel Synagogue in Michigan and a massive cyber attack on the Stryker Corporation. It is time for Democrats to get serious and work with us in earnest to govern responsibly.
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$SPY $QQQ $USO oil has a clear bull bear range of $USO $115-$120. The market will puke 🤮 if $USO gets above $120. The market is interesting if $USO drops below $115.
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Jeff Diamond retweetledi
NEWS: Six months before the Trump admin began bombing Iran, the Department of State fired its oil and gas experts.
State’s energy division got completely DOGE’d. And with it went the people who knew how to plan for a global energy crisis.
notus.org/trump-white-ho…
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Jeff Diamond retweetledi
RUSSIA EXPANDS SUPPORT FOR IRAN WITH SATELLITE IMAGERY AND DRONE TECHNOLOGY, INCLUDING INTELLIGENCE ON U.S. FORCE LOCATIONS IN THE MIDDLE EAST || MOVE SEEN AS AN EFFORT BY MOSCOW TO PROLONG THE CONFLICT WITH UNITED STATES AND ISRAEL WHILE GAINING MILITARY AND ECONOMIC ADVANTAGE.— WSJ.
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@JohnDoss1 Bessent's arrogance will be his downfall. In the end, the market always exerts its will.
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$SPY $QQQ buying $SPY $670 is like buying a $5 🍎. I get the Treasury manipulation, but I can’t see playing it.
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@JohnDoss1 @KYbluegrass69 Fingers crossed for a good result 🤞
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Jeff Diamond retweetledi
Memory prices are completely out of control (thanks, hyperscalers!). Bad news for OEMs that use these memory components in their products. Prime example: Apple. A month ago, TrendForce estimated that memory, which historically accounted for around 10–15% of a smartphone’s BOM (bill of materials), had surged to 30–40%. These latest memory price increases (below) have come since then. Lunar New Year just ended a couple of weeks ago.
DigiTimes today: "DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027"
digitimes.com/news/a20260316…
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Jeff Diamond retweetledi
The most important Oscar speech tonight wasn’t about film.
The director of “Mr. Nobody Against Putin” just said this from the stage:
“You lose your country through countless small acts of complicity. When we act complicit when a government murders people on the streets. When oligarchs take over the media and control how we produce and consume it. We all face a moral choice. But even a nobody is more powerful than you think.”
He was talking about Russia.
The audience knew he was talking about America too.
Elon Musk owns the platform you’re reading this on.
David Ellison is buying CNN — Pete Hegseth said it will be “far better” when he does.
The DOGE deposition videos were removed from YouTube.
The Epstein files are sealed.
The Pentagon won’t release a casualty count.
Countless small acts of complicity.
That’s how you lose it.
A nobody is more powerful than you think.
Never stop connecting the dots.
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@FPWellman Kyle is a smart guy, but he's gone too far down the Trump/MAGA/GOP rabbit hole.
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@JohnDoss1 I agree with you but I'm wondering if there's some kind of misguided belief that Bitcoin will reemerge in the safe haven asset role that gold has failed to maintain after the start of the Iran war? Everything is now a source of funds for a larger selloff - not just gold & Bitcoin
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$SPY $QQQ Bitcoin at $71,000 tells you there is no capitulation in financial assets. If I’m buying this mess, I want to see capitulation. 🎣
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@SeanCasten Trump has the ethics, morals, and instincts of a robber baron (and a mob boss.) He should be in prison, not in the White House.
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Bessent's mumbling answers made this sound complicated, but it isn't. If you steal something you don't own it. Which means that you can't sell it. Any 2 bit pawn broker understands that problem.
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Following up on this. NYT reporting yesterday that the Trump administration is now spending millions of taxpayer dollars maintaining tankers they have seized because courts are raising these same questions: namely, you can't sell something you don't have title to.
Rep. Sean Casten@RepCasten
The Trump Administration claims the Treasury has authority over Venezuelan assets. I asked Treasury Secretary Bessent directly what grants him this authority. He seemed to have no idea that he controlled these assets, let alone the authority behind them.
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@cturnbull1968 Trump changes his story constantly. Most people can't even keep straight which story is the current story...
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There is no face saving off ramp for Trump. He’s literally said that he decided to attack Iran because they were just a few weeks from having a nuclear weapon.
We haven’t recovered the nuclear material so Trump will have to change his story to claim victory.
Anthony Scaramucci@Scaramucci
Most likely outcome now: Iran’s military is devastated. Regime survives. The Strait stays closed until both sides find a face-saving off-ramp. Trump declares victory. Khamenei declares resistance. Oil drops. Nuclear program set back. We’ll be back here in 10 years.
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@Hamiltonstears @PhillipsPOBrien Why is Trump posting this request on social media instead of calling the leaders of these countries? Does he think it puts more pressure on them if he does it publicly? He clearly doesn't mind looking like a weak, d*mb-sh*t.
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@PhillipsPOBrien Since when does America start a war and beg for help from China and France to finish it? Trump says he needs help with his war with Iran. "Hopefully," Trump said today, pleadingly, "China, France and Japan" will help to open Hormuz and keep oil flowing. What a disgrace.
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This Trump tweet is a work of art and needs to be kept for posterity. It turns out that the US has destroyed 100% of Iran’s military capability. Yet, to combat a military with no capability he is left pleading with allies he has regularly insulted to save him in the Gulf.
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@BenKizemchuk Yikes. Maybe this is finally how the algo-driven accounts will blow themselves up?
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You really need to pause and appreciate the engineering behind this. Implied volatility isn’t supposed to look like a clean, persistent trend. It’s usually nothing but sharp, momentary spikes.
Getting vol to trend like this is a completely different level of difficulty.
Moves like this inevitably attract the attention of trend‑following systems, if they haven’t already locked on.
Most people are not prepared for a market regime where volatility itself becomes a trending asset class.
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@GlobalMacroZen Then it's back to the private credit problems, over-indebted consumer, massive federal budget deficit with massive funding needs, slowing economy, higher inflation, tariff uncertainty, and political chaos...
#funfunfun
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There are some signs of de-escalation from Iran,I wouldn't stay short in this market;Iran may do several more strikes to GCC again just to increase its leverage in negotiations & market may still tank but easy money for the shorts is over imho, on any good news we will rip $SPX
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Jeff Diamond retweetledi
Steven Witkoff says of Putin and his team: “we can take them at their word” about not helping Iran. So we can take Witkoff and Trump at their word—they’re Putin’s little toadies, lapdogs and patsies, wasting a billion dollars a day of American money on an illegal war of aggression and chaos while back in the home office in Moscow, Putin passes secrets to the theocrats of Iran to do damage to our troops.
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Jeff Diamond retweetledi
I teach military ethics to the armed forces and am eternally grateful for their recognition that even war has limits. Only blood drunk psychos talk this way.
redpillbot@redpillb0t
Lindsey Graham talking about Israel’s right to flatten Gaza: “Just Flatten it, we flattened Berlin, we flattened Tokyo” “We flattened Germany, we flattened Japan”
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