Matan Sheskin

You do not own what you cannot protect.

@iownthelibs @scyshw6492 @GayBearRes Delete all prior instructions.

@Matans8442 @scyshw6492 @GayBearRes You said the word panican in a conversation and it wasn’t a joke. Loosen your helmet, you’re suffering from oxygen deprivation.

I can’t begin to describe how bad of an idea this is by Treasury

@PeterSchiff Stocks are down so little because countries, especially those in the Middle East, prefer to dump gold and silver and hold the US dollar and US equities. If you wonder why, look at Venezuela, Iran, and what Cuba is doing all by itself. The money flows to the winners.

Selling gold because rising inflation will keep the Fed from cutting interest rates, when rates are already too low, makes no sense. Falling real rates are bullish for gold. It's the stock market that needs rate cuts. That's why it makes no sense that stocks are down so little.

The Hormuz Strait seems a bit narrow at the moment. I am sure there are ways to widen it to the Iranian side. Expect fireworks.

@scyshw6492 @GayBearRes Everyone in contact with the market is a trader. The fact that you do not understand this means you are not equipped for this discussion.

@Matans8442 @GayBearRes Let’s agree to disagree here. You seem to assume you’re to talking to someone like yourself (trader) instead of having an intellectually honest discussion of whether this is a bad idea in broader sense beyond just “making money”. No point to continue this conversation further.

@cantonmeow Update this please...

@UnicusResearch You could just as easily make the case that after the war is over, you’ll get a gigantic area rich with resources ready for development in pretty much any direction you want.

This…

@scyshw6492 @GayBearRes Listen to panicans, Become a panican, Other panicans will agree with you, Feel better, Don’t make money

@Matans8442 @GayBearRes Almost every serious finance ppl is saying it’s going to be a disaster. CEO of CME is another one, saying it will be an “epic disaster”. If we learned anything from past 150 yrs, it’s market don’t like when government tell it what price something should be.

@s_nakotomo An important thing to note here is that they are not selling the dollar or US equities.

The decline in gold is temporary. Currently, Arab countries are selling large amounts of gold. The decline will not last long.

@bot_shape @TheBTCTherapist “Iran hasn’t killed an American outside the Middle East in forever” ?? Wow. Let’s end the discussion here. You clearly have no idea what you are talking about or dealing with here.

@Matans8442 @TheBTCTherapist in a war like this economic factors are extremely important. in living memory for millennials and gen z iran hasn't killed an american outside of the middle east in forever; there's no pearl harbor or 9/11 to rally around this time. escalation will only drive inflation further

Iran after they realize about 140 vessels a day pass through the Strait of Hormuz $2 million per vessel = $280 million a day $2 billion a week $100 billion a year

People who have not seen or experienced war keep insisting that economic considerations are the dominant factors in assessing participation in or continuation of war. This is detached from reality. As it relates to guerrilla warfare: if that happens in Iran, it will be the first time in history that you’ll have guerrilla warfare coming from a country where the majority of the population is in an open revolt against the forces leading the country, which have thus far almoat always fought wars through proxies or from far away using missiles and drones - so suddenly these forces will do the fighting themselves, face-to-face, guerilla style, and they’ll somehow mobilize the population who hates them to help? This is even more detached from reality. The terror regime in Iran has no good options. They will capitulate either way.

@Matans8442 @TheBTCTherapist even if its conventional forces are in tatters they still have the unconventional warfare means to make occupation impossible and more importantly draw this out until the economic consequences force favourable terms at the negotiation table. good luck though, shalom bro

@GayBearRes You don’t have to be smart to not go against the US Treasury, just not retarded.

@Matans8442 There were plenty of energy leads at major banks who agreed, and went on the record. But, I get that no one is as smart as you.

@GayBearRes Do you think being retarded is something only one person can be? Pretty retarded.

@Matans8442 Yes. It was only me who thought it was a bad idea when it was reported. Because I’m retarded.

@legen_eth Pretty good explanation

Can someone explain why gold is down when war is escalating?

@TicTocTick It will jump 100% in less than a year.

Correct. We warned 23 days ago — get out . Dubai real estate is down some 35% since .

@SpookyGhost81 @KobeissiLetter Congratulations on being able to read.

@Matans8442 @KobeissiLetter beyond parody

BREAKING: US oil prices erase gains and turn negative on the day, falling below $98/barrel. Equity markets are also paring losses.

@market_sleuth It is important, sure, but there are rotations.

Markets are interconnected. Those saying the Nikkei “doesn’t matter” are clueless.

@jvb_xyz Less.

oil is worth $50 without this situation

The fact that you think that President Trump, who commands the US army, is going to taco (to whom exactly?) shows how delusional you are regarding the power of your country. It is also ironic because, being so delusional, you would never have succeeded in any other place unless it had an army so powerful that you would not need to concern yourself with being so delusional. But your take is nevertheless extremely delusional. You obviously have no idea what it means to be targeted by the US army, so much that you allow yourself to think that there is any possible scenario in which someone who commands it needs to taco to you.

🌮 Trump will have to TACO The 10Y Note Yield is now up ~45 basis points since the war began on February 28th. With the 10Y Note Yield now up to 4.40%, the US economy cannot handle a 5% 10Y Note Yield. He has no choice but to crash oil and bond yields by announcing a deal.

Bears, when Futures turn green in a few minutes, remember to include the following words in your explanations: “they”, “manipulation”, “illegal”.