Jeff Engborg

809 posts

Jeff Engborg

Jeff Engborg

@JeffEngborg

Katılım Kasım 2020
185 Takip Edilen191 Takipçiler
MAGA Truth
MAGA Truth@MAGATruthX·
@atrupar 72 hours, no public appearance—and we’re supposed to panic? Please. Donald Trump is working behind the scenes like real leaders do, not chasing cameras 24/7. Results matter more than photo ops.
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Aaron Rupar
Aaron Rupar@atrupar·
Trump has not been seen publicly since his primetime speech on Wednesday. 72 hours and counting despite the fact he hasn’t left DC.
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Ash K
Ash K@Ash_k_Ash·
The problem is, he has no idea how Americans actually think. I spoke to my neighbor yesterday , an amazing man in his 70s, a veteran, and a strong supporter of the president , and he told me he’s ready to pay even more if it means standing up to the Ayatollah regime. You’re talking about gas prices. Americans see it as the cost of security. Meanwhile, real suffering is happening inside Iran , people who can’t even afford basic necessities anymore. That’s what you should be worried about. #Iran #IranRevolution2026
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محمدباقر قالیباف | MB Ghalibaf
SITREP: Battle-tested generals refuse to be yes-men for a TV host selling out American lives for Israel's delusions. That's the short-term price. Long-term cost? American taxpayers paying at the pump for decades. Real LEGACY.
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OSINTdefender
OSINTdefender@sentdefender·
A U.S. Navy MH-60S “Knighthawk” Multi-Mission Helicopter assigned to the “Island Knights” of Helicopter Sea Combat Squadron 25 (HSC-25), conducts nighttime flight operations on the deck of the America-class amphibious assault ship, USS Tripoli (LHA-7), in the U.S. Central Command Area-of-Responsibility, April 3, 2026.
OSINTdefender tweet mediaOSINTdefender tweet mediaOSINTdefender tweet media
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John Jackson
John Jackson@hissgoescobra·
Imagine being a pilot hunted through 18,000 foot mountains, struggling for breath, and your clown-ass President is tweeting fucking war crimes while his son is making money off gambling whether you’ll live or die on Polymarket.
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@Reformed_Trader So what you’re saying this is a decades long plan? To completely fucking blow it ? Lmao
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
I find it silly that so many really think Trump admin had/has no plan in Iran as if this admin was the first to think about attacking Iran. Have people forgotten that the Pentagon has been wanting to wage war with Iran for decades? This is much bigger than Trump's war. This is a multi decade plan now at work. I would even say most of the planning is likely not even Trump's. Trump pulled the trigger/gave the green light. The DoD/DoW has been waiting to engage for a very long time.
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Cem Karsan 🥐
Cem Karsan 🥐@jam_croissant·
“There’s going to be a generational buy opportunity in oil….” 🔮 -Cem Karsan, May 10, 2025 ———————— “Stagflation, Storytelling, & the Search for a New Hero” player.captivate.fm/episode/4c8aa0… @TopTradersLive —————- In this episode Cem Karsan argues that structural forces—underinvestment in energy, geopolitics, and the broader macro regime shift toward commodities—could soon lead to “a generational buy opportunity in oil.” Across multiple interviews Cem Karsan repeatedly says the bottom will be identifiable through macro positioning and liquidity signals. These are the 5 main indicators he is watching 👀 for that would suggest the “generational oil🛢️ bottom” is forming. ⸻ 1. Supply Destruction in U.S. Shale Why it matters: Oil cycles historically bottom when producers stop drilling. Karsan notes that if oil drops enough: •Rig counts collapse •Capex budgets get cut •Production growth stalls ⸻ 2. Positioning Washout in Energy Markets Because Karsan runs an options-focused macro fund, positioning is one of his biggest signals. He watches for: •Hedge funds aggressively short oil •Long-only investors capitulating •Energy ETFs seeing large outflows This indicates maximum pessimism. The best commodity entries historically occur when: “everyone believes oil is going much lower.” ⸻ 3. Global Liquidity Turning Back Up Karsan constantly emphasizes liquidity cycles. Oil bottoms often occur when: •Central banks begin adding liquidity again •The market transitions from deflation fear → reflation This is when commodities historically launch into major rallies. Examples he references historically: •2009 oil bottom •2020 COVID oil crash Both coincided with massive liquidity injections. ⸻ 4. Energy Equity Capitulation Karsan often says energy equities usually bottom before oil does. Signs he would watch: •Energy stocks severely underperforming the S&P 500 •Dividend cuts or major pessimism in oil company earnings •Institutional investors abandoning the sector When that happens, value investors begin stepping in. Historically this marked the start of big energy bull markets: •1999 •2009 •2020 ⸻ 5. Geopolitical Supply Shock After supply is destroyed, a small geopolitical disruption can trigger a huge move. Potential triggers Karsan discusses: •Middle East conflict •OPEC production cuts •Sanctions on a major producer •Shipping disruptions When supply is already tight, even a minor shock can cause a violent oil rally. ⸻
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KillaDaze
KillaDaze@Killa_Daze·
@KobeissiLetter Things have spiraled so much now that the only light I see at the end of the tunnel is seizing Kharg Island uninterrupted and, along with Venezuela, driving oil prices down to sub-$60 like Larry Fink said. It sounds silly even writing this but thats my prediction.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump tells the Financial Times he wants to “take the oil in Iran” and could seize the export hub of Kharg Island. “To be honest with you, my favorite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people,” Trump said.
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Show
Show@goodstructure·
@zerohedge Iran no longer has air defenses. No Navy. No Leadership. We know we could take it. Maybe this is a big F U to China and Europe via a continued oil spike. Oh yeah and a nice windfall for American oil. Let's not forget Ukraine... maybe Zelensky should have made a deal.
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zerohedge
zerohedge@zerohedge·
*TRUMP SAYS COULD TAKE KHARG ISLAND 'VERY EASILY': FT *TRUMP THINKS IRANS HAVE NO DEFENSE ON KHARG ISLAND: FT
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Martha Bueno
Martha Bueno@BuenoForMiami·
Whats the purpose of a protest? Besides letting people know you’re upset, what do you expect to change?
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@elonmusk It’s probably because you sig heiled on live tv after an authoritarian president got elected. The “Roman Salute” is complete Hollywood fiction , it was never actually used by the Romans. So they’re calling a duck a duck
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@TheMarketDog Or we engage in a protracted ground war. It’s a lose lose for US at this point. Trump blew it. He showed his hand (that he’s very stupid)
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@TheMarketDog He is forced to acquiesce to Iranian demands of withdrawing all military from the region, a “tolling” system in place to give Iranians full control of the strait (a massive loss for us for the next 50 years), and AT BEST, we maybe get half of the old Iran deal back
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The Market Dog
The Market Dog@TheMarketDog·
can someone explains how Trump gets out of this mess?
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ThePatrioticBlonde🇺🇸
ThePatrioticBlonde🇺🇸@ImBreckWorsham·
Here's the thing. We handed Trump everything. On a golden platter. We gave him the House. We gave him the Senate. We gave him the greatest comeback victory in political history with a popular vote never before seen in a presidential campaign. We fought for him. We believed in him. Many of us lost friends. Lost jobs. Lost FAMILY over our support of him. Many of us have dedicated more than a decade of our lives to him in the hopes of seeing him succeed. Some even spent YEARS in prison. Some DIED for the cause. Only to be lied to. Used. Betrayed. So I don't particularly give a fuck what any of you MAGA cultists out there who are too stupid to realize how badly you've been played think of me. I don't think of you at all.
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@leadlagreport Interesting that you’ve been wrong on every macro call since 2018. Probably longer, that’s just when I started paying attention to what you said
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Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
This is the first weekend in a crisis where Black Monday isn’t trending. Interesting…
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@SantiagoAuFund Holy shit this is the stupidest thing I’ve read this year 😂😂 you really are a moron. Would love to discuss Iranian geopolitics with you
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Santiago Capital
Santiago Capital@SantiagoAuFund·
For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@bruegels_muse Are you talking about the military campaign in Iran or the American people protesting authoritarianism?
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Monte🔻
Monte🔻@bruegels_muse·
there is absolutely no political strategy behind the "no kings day" protests. no concrete demands, no organizing to build on, nothing. it's the hollowness of liberal protest amplified to the max
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Jeff Engborg
Jeff Engborg@JeffEngborg·
@evanwch It’s an anti-authoritarian protest. Why are you so willfully ignorant
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Evan Barker
Evan Barker@evanwch·
No Kings protests are not the same as anti war protests. Don’t be fooled by performative virtue signaling disguised as opposing the war but is still just about being a political party with no vision other than Trump opposition
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Marcus Lemonis
Marcus Lemonis@marcuslemonis·
@Jason Not time for jokes. Serious issue that can lead to death of themselves or others
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@jason
@jason@Jason·
Can someone show Tiger Woods and Justin Timberlake the uber app?
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