Madison Lackey
4.4K posts
Madison Lackey retweetledi
Read this below. I think my call is re-rating rapidly into correct.
“One key element of the proposed agreement between Iran and the United States is an apparent commitment by Tehran to give up its stockpile of highly enriched uranium, according to two U.S. officials.” - NYT
Gavin@GavMcCracken
I'm calling it. This seems the same as every other weekend, just the TACO is on Saturday instead of Sunday. Iranian news reporting trump told Iranians via third party individuals to ignore his posts which are for media and domestic consumption. I'll be using my Canadian advantage, being Monday stock market is open, to buy the dip in oil producers that should be down on low volume. I'll also buy some oil futures. Check my recent posts to see the information asymmetry here.
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Madison Lackey retweetledi
BREAKING: Iran directly rejects Trump's claim that Hormuz "will be opened" as part of a "largely negotiated" agreement he just posted on Truth Social, saying Trump's claim is "far from the truth" and that Hormuz "will remain under Iranian management" with Iran retaining exclusive permanent authority over route, timing, method, and permits, per Fars.
Iran also confirms the nuclear file has not been discussed and that American officials themselves have told Iran in multiple messages that "Trump's tweets are primarily for domestic American propaganda and media consumption" and "should be disregarded." The "largely negotiated" deal claim therefore has no basis.
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Let the feeding frenzy of tankers commence...
Chris Shipping 🚢🚢@christankerfund
Trump just posted that an agreement with Iran has largely been negotiated with Iran and will be announced shortly ! Final details being discussed.
Bollullos de la Mitación, España 🇪🇸 English
Because he created the biggest shitstorm of the past decade and got played by Iran lol.
Andrew Pollack@AndrewPollackFL
How about we trust President Trump and let him call the shots?
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@JoshYoung @OilHeadlineNews Trump still has to reject this one, hate tweet Iran all weekend, and give one or three extensions by Monday night
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@OilHeadlineNews Do they know the stock market is closed until Tuesday?
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IRAN: DIFFERENCES WITH THE US HAVE NARROWED OVER PAST WEEK
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America is the definition of disproportionate striking back if that is even a thing when someone bombs your country.
Mario Nawfal@MarioNawfal
One thing Trump could do is to greenlight Israel to strike Iran, with the hope of keeping Gulf allies out of it But I don't think it will work. Iran will drag the Gulf into it and will retaliate disproportionately.
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@Henrik115 @NuggetCapital @PressTV I mean US news has been as false as it can possibly be for two months….
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@NuggetCapital @PressTV Yes, absolutely crazy that many people seem to buy in to the Iranian propaganda.
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Anybody who followed Mideast affairs prior to this conflict knows that @PressTV (Iran national press) has always been the king of propaganda and untruthfullless. Western media outlets spin the truth or put their swag on it but don't usually write complete fake news on Iran.
*Walter Bloomberg@DeItaone
IRAN FOREIGN MINISTRY SAYS DEAL NOT CLOSE IRAN FOREIGN MINISTRY SAYS NO IMMINENT AGREEMENT
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Fun fact! US indices are on an 8 week winning streak.
Longest in 2.5 years!
GIF
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When you’ve been wrong for three months but think you can guess one of two outcomes for the weekend…
Mario Nawfal@MarioNawfal
2 POSSIBLE OUTCOMES: 1. Iran accepts Trump's off-ramp. He's already made SIGNIFICANT concessions to be able to walk away 2. Iran rejects it, Trump bombs them one last time to be able to declare 'victory', and leaves the rest of the world to clean up the mess Both options are terrible for the U.S. and their allies, but #2 is disastrous for Israel and the Gulf This war has been a generational win for Iran, China, and Russia, and one of the most damaging wars for U.S. hegemony in decades.
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Madison Lackey retweetledi
- Biggest anti-war voice in the administration, Tulsi Gabbard, resigns.
- Trump is skipping his sons wedding this weekend.
- Gold, Silver, and Bitcoin are dumping.
- Lockheed Martin stock is ripping higher.
- US 2 Year T-Bills selling off
War signals are screaming 🚨
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@christankerfund Well when you’re buying back at .4 cents on the dollar, asset prices are mooning, and you’re making almost a buck a quarter forward….
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$IMPP now +9% on over 1.1M volume.
Harry thinks NAV is around $13.
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Probably just me but I fell like this last couple months with fake news running the market has ruined confidence for a lot of investors. When the market crashes and crashes hard it’ll ruin confidence for the opposite side.
Rory Johnston@Rory_Johnston
**IRAN FOREIGN MINISTRY SAYS DEAL NOT CLOSE **IRAN FOREIGN MINISTRY SAYS NO IMMINENT AGREEMENT Saw these headlines, went to see how oil market was reacting, and, of course, crude was crashing.
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Going to be pushing towards 1.00 EPS q2/3 $IMPP
Meignin Guillaume@MLmeign1
A few weeks ago I published a deep dive on $IMPP with what I thought were reasonable Q1 estimates. I was wrong. Too conservative. Revenue: est $54M, actual $61.7M Net income: est $21M, actual $28M EPS: est $0.47, actual $0.60.
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@christankerfund Tankers not believing strait is opening I guess. Oil equities disagree lol
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Tankers very weak ….
$FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFN
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Madison Lackey retweetledi
Big results from $IMPP
EPS $0.60.
Has repurchased 855K shares.
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Oh, just the two most important parts of the deal are not agree on.
First Squawk@FirstSquawk
A SENIOR IRANIAN SOURCE SAID NO AGREEMENT HAS BEEN REACHED YET, THOUGH DIFFERENCES BETWEEN THE SIDES HAVE NARROWED. IRAN’S URANIUM ENRICHMENT PROGRAM AND CONTROL OVER THE STRAIT OF HORMUZ REMAIN KEY STICKING POINTS IN THE TALKS.
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