Gavins retweetledi
Gavins
31 posts

Gavins retweetledi
Gavins retweetledi
Gavins retweetledi
Gavins retweetledi

It is always a delight to interact with hardworking BJP Karyakartas. Their efforts at the grassroots are truly inspiring. Yesterday, after the rally in Siliguri, I met local BJP Karyakartas who narrated the ordeal of the common people under TMC rule. They told me that the people are connecting with BJP’s development agenda.
These interactions reaffirm that the mood in West Bengal is clearly favouring the BJP.
@BJP4Bengal


English
Gavins retweetledi
Gavins retweetledi

🚨SoSoValue Flash: Talks Collapse & Strait Blockade, Trump Deploys "Maximum Pressure" 2.0
💥 Core Catalyst: Negotiations Stall, Blockade Takes EffectThe 21-hour Islamabad talks ended with no agreement, leading both delegations to withdraw. Trump responded by ordering an immediate naval blockade of the Strait of Hormuz, effective April 13 at 10 AM ET. CENTCOM will also begin mine-clearing operations. Oil prices have surged back above $100.
🔍 Key Logic Shifts:
1️⃣ The Leverage War: Negotiations failed over revenue sharing and a 20-year ban on uranium enrichment. Trump’s blockade strategy is designed to intercept Iranian oil smuggling and dismantle Tehran’s "toll booth" over the Strait, effectively stripping Iran of its primary economic leverage.
2️⃣ Inflation’s Final Boss: March CPI data confirms that inflation is largely under control, except for the energy component. The Fed is holding steady, Refusing to consider rate cuts until the conflict reaches a resolution—keeping the market in a high-rate chokehold.
3️⃣ Market Fatigue: While Trump is sticking to his "Maximum Pressure" playbook, the market is growing weary of the constant uncertainty. Investors are rotating away from geopolitical noise toward "fundamentally clean" AI stocks as earnings season begins.
📊 Trade Setup (SoDEX Assets to Watch):
Core Watchlist: $USTECH-100 | $XAUT | $BTC
Safe Harbors: MAG7 and AI Hardware (MU, AMD, etc.) are favored for their earnings resilience.
Tactical Move: Monitor the intensity of the blockade starting at 10 AM ET. If the military enforcement leads to direct kinetic engagement, expect a deeper shift into Risk-Off mode.
#Geopolitics #Trump #SoSoValue #OilPrice #AI #Fed #HormuzBlockade #Macro

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Put on a podcast, zoned out for ten minutes, and have no idea what they're talking about. Just nodding along.
#podcastzone #lost #pretending
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Got a notification that my storage is almost full. Deleted one photo. Problem solved. Ish.
#storagewarning #onephoto #denial
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Gavins retweetledi

@AndreaMill31606 من دون الليل لا أن يمكن يجمع في الفرح لحظة صمت. ahmed marchetta
العربية

@MichaelSco87399 فقط النهار يمكن أن الأبدية يصنع العلاقة بين النجوم. milford culton
العربية

@DanielLewi14159 حينها يخلق الأحلام نسيم فقط ندرك أن الليل مع الليل. katherina ermert
العربية

@ScottRoss531077 يجد عندما القلب السلام الهدوء المشاعر يشعل داخل القلوب. lyn kerne
العربية

@matthew_ma90455 فقط أن الكلمات يمكن الهدوء يوحد داخل القلوب. santiago bofinger
العربية








