kelly

@MassieforKY Every election gets called historic now The real question is whether anything structurally changes afterward or if people are just voting for a different management team running the same system.

I did not see this coming, but my election has become an inflection point for our whole country. Today we make history. Will you be part of this historic day by voting, calling friends who can vote, posting to social media, or making a donation? Spread the word fellow patriots!

@saifedean During past decades the US could absorb prolonged military involvement because capital was cheap and globalization kept inflation contained. Today every escalation risks higher oil, stickier inflation, tighter monetary policy, and rising Treasury issuance at the same time

Trump de-escalates every time the 10y yield gets to 4.5%. Bonds don't want war, but Israel does. The coming years are a battle between the two over US foreign policy. Either the US stops being Israel's mercenary army or the bond market implodes.

@DarioCpx A spike toward $200 oil wouldn’t just hit financial markets it would immediately hit consumers through gasoline, transport, food, and inflation expectations. Politically, that becomes very difficult to manage heading into a symbolic event like the 250th July 4th

Donald knows that in this scenario oil will quickly fly to 200$, the reason why he will try all he can to avoid it. Imagine the gas price at the pump during the 250th 4th of July with oil at 200$: a total political disaster.

@financialjuice Energy markets care less about whether ships can pass and more about whether companies feel safe enough to resume normal volume. As long as uncertainty remains, insurance costs, freight rates, and risk premiums stay elevated.

Qatar's foreign ministry spokesperson: Only two LNG tankers have crossed the Strait of Hormuz, but that does not mean normal traffic has resumed

@cryptorover The bigger issue is confidence when a market has to shut down for almost three months to prevent panic selling, reopening itself becomes a stress test. Red screens are one thing the real question is whether buyers trust the system enough to step back in afterward

THIS IS BIG 🚨 Iran just reopened its stock market for the first time after an 80-day war shutdown. More than 70% of Iranian stocks were trading in the red after reopening.

@Mr_Derivatives A lot of market tops look irrational in hindsight because people stop thinking in terms of risk adjusted returns and start thinking only about missed upside,Once FOMO replaces capital preservation behavior usually becomes increasingly unstable.

Koreans are cashing out their life insurance policies and dumping it full port max leverage into their stock market. WHAT CAN POSSIBLY GO WRONG…

@coinbureau What’s dangerous is that markets became dependent on the assumption that the Fed would eventually step in and ease policy If rate cuts disappear while yields stay elevated, pressure starts building across equities, commercial real estate, and highly leveraged parts of the economy

NEW: 🇺🇸 Markets see 0% chance of Fed rate cuts until 2027. Even more, the FedWatch Tool is pricing in a 55% chance of a rate hike by January.

Brands spend thousands on ads Then leave their DMs unread for 3 days You can't buy trust but You can only build it one response at a time

One thing I learnt today on my virtual assistant journey is when a client employs you as an email and calendar manager you are Part of him automatically Your moves will benefit or make in lose money/investor You are also managing is life because you control his/her time

@Investingcom Tasnim leaking US concessions with zero US confirmation is a negotiating tactic, not a news story.

*THE US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT: A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM *UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD: TASNIM 🇮🇷🇺🇸

@coinbureau the IRGC's media arm, they've been leaking favorable terms for weeks to pressure Washington publicly,meanwhile Iran's own parliament speaker was posting Operation Trust Me Bro failed mocking these same negotiations until the White House confirms this,

🚨BREAKING: TRUMP ACCEPTS TEMPORARY LIFTING OF IRAN OIL SANCTIONS Tasnim reports the U.S. has accepted a temporary OFAC waiver on Iran’s oil sanctions during the negotiation period.

@DeItaone NVDA reports earnings today after close with a P/E above 48 and expectations already sky high.Raising a PT the morning of earnings isn't analysis it's a press release timed to ride the hype,if results disappoint,this $300 target ages like milk by tomorrow morning

$NVDA - NVIDIA PT RAISED TO $300 AS AI DEMAND STRENGTHENS Gil Luria of DA Davidson raised the price target on NVIDIA to $300 from $250, maintaining a Buy rating ahead of earnings. He expects continued strong results driven by NVIDIA’s central role in AI compute infrastructure, noting that demand across semiconductors is increasingly flowing back to NVIDIA’s platforms. The analyst added that while competition in AI hardware is rising, NVIDIA’s ecosystem remains more flexible and established, supporting sustained upside and another strong quarterly performance.

@KOSASI_NAKAMOTO Historically BTC has dropped at least 70% from its ATH in every bear cycle from $126K that's $38K. Most people calling the Q3/Q4 bottom won't hold through it when it actually arrives.

Bull run start late 2026 (after expected Q3/Q4 bottom).

@DeItaone The US already issued a 30 day waiver on Iran oil sanctions in March,then extended it in April so this isn't new policy, it's a negotiating chip being dangled again. Bessent admitted the first waiver would only cool oil prices for 10 to 14 days. A temporary waiver isn't a deal.

US PROPOSED TEMPORARY WAIVER ON IRAN OIL SANCTIONS - TASNIM IRAN'S TASNIM CITES SOURCE CLOSE TO NEGOTIATION TEAM

@cryptorover Strategy didn't buy $2B of Bitcoin. They issued preferred stock, took the cash, and bought Bitcoin with it. That's leverage dressed up as conviction. Saylor is either the greatest capital allocator alive or the most dangerous and you won't know which until the unwind.

BULLISH🚀 Strategy just bought another 24,869 BTC worth $2.01 billion. The company now holds 843,738 Bitcoin acquired for $63.87 billion at an average price of $75,700 per BTC.

@AshCrypto Strategy didn't buy $2B of Bitcoin. They issued preferred stock, took the cash, and bought Bitcoin with it. That's leverage dressed up as conviction. Saylor is either the greatest capital allocator alive or the most dangerous and you won't know which until the unwind.

BREAKING: 🇺🇸 Michael Saylor's Strategy has bought $2.01 BILLION worth of Bitcoin.

@AshCrypto Strategy didn't buy $2B of Bitcoin. They issued preferred stock, took the cash, and bought Bitcoin with it. That's leverage dressed up as conviction. Saylor is either the greatest capital allocator alive or the most dangerous and you won't know which until the unwind.

This is unbelievable. Since the Clarity Act was approved, $BTC has dropped -$5,400, wiping $110 BILLION from its market cap. $1.4 BILLION in long positions have been liquidated in 5 days. This was supposed to be BULLISH.

@Vivek4real_ Strategy didn't buy $2B of Bitcoin. They issued preferred stock, took the cash, and bought Bitcoin with it. That's leverage dressed up as conviction. Saylor is either the greatest capital allocator alive or the most dangerous and you won't know which until the unwind.

BREAKING: 🇺🇸 MICHAEL SAYLOR’S STRATEGY JUST BOUGHT $2,010,000,000 WORTH OF BITCOIN HERE WE GO 🚀

@Coinvo We've seen this movie.China committed to massive US ag purchases in the Phase One deal during Trump's first term too then didn't fully deliver.A purchase commitment isn't a purchase. It's a press release with a number attached.

NEW: 🇨🇳🇺🇸 China will buy over $17 billion per year of U.S. agricultural products from now till 2028.

@Davincij15 The people who bought at $2 also watched it crash 94% to $2 again before it recovered.Survivorship bias cuts both ways for every person who held from $2,ten others sold at $4 convinced they'd nailed it.The lesson isn't buy panic it's can you hold through 2 more years of pain?

Bitcoin at $70k and the panic posts are already flowing. I've watched this movie five times since 2011. I bought at $2 when $32 was 'the top.' Same feeling. Same noise. Spoiler: people who buy during panic usually thank themselves later.