@ValueNotDeadYet Didn’t that blonde bimbo in the white house tell us yesterday there was no evidence Russia was supplying intelligence l?
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Stirling
3.4K posts
Stirling retweetledi
PP @PierrePoilievre absolutely nails it. Every young person needs to watch this clip. h/t @Tablesalt13
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@GavMcCracken He also then said there would be a boots on the ground component as well. So not sure how that means it’s over. Who knows for sure…
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Every single day that this war goes on, the more the economic damage just compounds. This is the key line right here from @tracyalloway bloomberg.com/news/newslette…
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While all the headlines are nice, this seems like it can get spicy again...
Stew Peters@realstewpeters
NETANYAHU: “There will be boots on the ground in Iran.”
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@matlamb74 @TheStalwart @tracyalloway Gas prices have almost doubled in the US. Fertilizer way up, soon food and all other products up. Inflation comes back strong. This only helps people directly tied to the Oil and Gas industry otherwise it’s just another tax on the populace.
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@TheStalwart @tracyalloway It’s really not bad for America. The rest of the world, yes. You could make an argument that the US’s energy independence gives it a competitive edge during a situation like this.
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The estimated feasible daily release rate caps out at around 2M barrels per day
This means it will cover ~20% of the shortfall in the best case scenario, and that's assuming more stuff doesn't get blown up in the meantime
x.com/fbirol/status/…
Fatih Birol@fbirol
Following @IEA Member countries' decision to release 400 mln barrels of oil stocks to counter disruptions, initial volumes have already been made available Thank you to countries for their stock contributions & to Canada & Mexico for increased production: iea.li/4rGAVKa
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@capitalistexp The GCC are a bunch of cucks. Do something then, kick them out tell them they can’t use your airspace or they will be shot down.
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LOL.
When does the lynching start?
Ounka@OunkaOnX
Qatar's PM: "This war needs to stop immediately. Everyone knows who the main beneficiary of this war is." Qatar's PM told the world, this war serves someone's interests. And that someone is not in Tehran, Washington, or Doha — it's in Tel Aviv.
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@slyowusu @MyLordBebo I said the same thing the other day. It would take 6 months or more to gather all the men and equipment. And where are you putting them? They have no bases left close. And can’t protect anything at this point. Delusional.
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@MyLordBebo And where do you congregate 500,000 troops with all these satellites, drones (& missiles) flying around? And even 500,000 troops aren’t enough. #daft
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🇺🇸🇮🇷 The chances that the US will invade Iran by the end of 2026 are 54%!
Iran fires more missiles and sets the whole global economy on fire.
So far, there is no way around it for the US, but can they set up the entire logistics flow and organize so many troops so quickly?
Lord Bebo@MyLordBebo
🇮🇷🇺🇸 IRGC releases video of US F-35 getting hit over Iranian airspace "A U.S. F‑35 fighter jet operating in central Iranian airspace at approximately 2:50 AM local time was struck and seriously damaged by the IRGC’s aerospace defense systems. The fate of the aircraft is currently under investigation, but a crash is considered highly likely" — IRGC Public Relations Office
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@BankerWeimar Doesn’t this just signal they are running out of targets. What strategic value is this?
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@calvinfroedge 74D chess man. The US is keeping the stait closed didn’t you know. And then obviously letting Iranian oil go to China. Can’t believe you haven’t seen this master plan.
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So Iran gets its biggest payday in years
Russia also huge windfall from war
Don't worry guys America is winning
First Squawk@FirstSquawk
BESSENT SAYS THERE WERE ABOUT 130 MLN IRAN BARRELS OF OIL ON WATER
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@MPelletierCIO I’ll take things that never happened for $1000 Alex.
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Canada’s social security plan for seniors.
Amanda Achtman@AmandaAchtman
I met an 84-year-old woman who was offered euthanasia at a Canadian hospital practically upon arrival. Miriam didn’t want to die. She recovered well and travelled to Cuba, Mexico, and Guatemala. Stop offering death to people who have adventures to lead!
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@calvinfroedge Saudis are the only ones in this war that still seem to intercept everything. Lol
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Maintain military presence and rapid response near Hormuz without guaranteeing protection to anyone .
Allow risk to raise costs and force dependent states to act.
Intervene selectively on terms that suit , shifting burden outward while retaining control over when and how stability is restored.
If Taiwan needs some LNG then help , if Europe needs some then don’t worry about it .
Leave the burden on the shoulders of those that care about it being open the most - India and China
Regular programming will resume in ……..
John Ʌ Konrad V@johnkonrad
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong. We need to go back to the drawing boards. That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.
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@GavMcCracken Doesn’t cutting rates and printing just make this worse? You can print molecules. I think the central banks are going to be stuck.
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We're all so out of distribution here no investor knows wtf is going on.
Seriously, this fuel crisis could slow the global economy by so much that everyone has to cut rates to negative just to avoid a global depression. Jobs will be lost en masse.
Buy Suncor to hedge $SU
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@hcapinvesting They are currently fracturing global supply chains at the base of virtually all products. This is getting bad fast. Being bearish here is probably valid. It hasn’t stopped yet either this looks like it gets far worse before better.
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I don't think I've seen the consensus narrative this bearish since April last year. The difference this time is that even Antonio is bearish.
If you are fundamental retail investor looking to maximize wealth over the long term like me, your job now is pretty simple.
Antonio Linares@alc2022
I have a feeling the S&P is going to drop 20% soon
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@FinEconGlobal Trump is lying. He knew about and coordinated with Israel on all of this. He wanted this though maybe he thought it would go differently. Now he’s stuck. And Bibi is running the show. If he decides he needs to abandon him now. It’s all over. The ME is lost to the US.
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@FinEconGlobal This seems to be the absolute worst case scenario. Demand destruction you can print and “fix”. Supply destruction at this level and continuing is awful. Printing/lowering rates just makes the problem (inflation) worse.
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Stirling retweetledi
Iran has been bombing perhaps 10 countries for over two weeks, everyday, firing thousands of missiles and drones under heavy attacks, aiming for targets hundreds and thousands of kilometers away -
Didn't hit one school.
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