Thomas Callahan III

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Thomas Callahan III

Thomas Callahan III

@TommyCIII

VP of Sales @ Callahan Auto Parts

Sandusky, OH Katılım Haziran 2021
143 Takip Edilen275 Takipçiler
BamaVille
BamaVille@Bamaville502·
@charliebilello You do know why right? It’s a one party poll that is in full TDS panic mode.
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Charlie Bilello
Charlie Bilello@charliebilello·
The US consumer sentiment index from the University of Michigan goes back to 1952. It has never been lower than it is today.
Charlie Bilello tweet media
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
*TRUMP SAYS HE'S 'OPTIMISTIC' IRAN PEACE DEAL WITHIN REACH: NBC
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Nick
Nick@hobosquintz·
@IRanMediaco I wonder if these people think that anyone actually believes their bullshit. Even the radical left lunatics cheering for Iran know they got their shit rocked 🤡 they just live in a constant state of denial.
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Iran News 24
Iran News 24@IRanMediaco·
TRUMP: “Open the strait by 8 p.m. or I'll end your civilization” IRAN: “No.” TRUMP: “Okay, fine. You want to play hardball, we'll play hardball. How about I agree to all of your terms?” IRAN: “Yes.” TRUMP: “Then we have a deal, losers.”
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FinancialJuice
FinancialJuice@financialjuice·
Under ceasefire, Iran will allow no more than 15 ships per day through the Strait of Hormuz - TASS cites senior Iranian sources
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Pro-America | Politics & Markets
If Iran is able to charge $2 million per tanker, they're gonna make $280 million a day. That's $500 billion in five years. For comparison, the Obama administration gave Iran $1.7 billion in cash. Not great, guys.
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Andy Constan
Andy Constan@dampedspring·
So we get the strait reopened with Iran controlling it and a toll. And Iran gets a much better deal than JCPOA. And it cost them the death of some old men and some destruction of some stuff. Well played. What am I missing?
Andy Constan tweet media
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Thomas Callahan III retweetledi
HFI Research
HFI Research@HFI_Research·
One of the interesting dilemmas facing the oil market today is that even if the Strait of Hormuz opens fully tomorrow, there are now north of 180 million bbls sitting in tankers. All of those tankers will have to unload first, which would take 35-45 days. After, it needs to travel back to the Middle East, which would be another 25-30 days. Meanwhile, other tankers will be in route to countries like Saudi, UAE, Kuwait, and Iraq to load. This will take 25-30 days. Altogether, flows physically can’t resume to normal even if it opened tomorrow. This is why we are headed for the breaking point in the oil market. The physical dislocation I just explained above saw the reverse take place during COVID when OPEC+ came to a historic production cut agreement of 10 million b/d. The cuts came too late as demand destruction had already taken place. Couple that with the fact that the cuts weren’t going to start until May, and the agreement was in early April, sent oil prices into the depth of hell 2 weeks later. So manage your expectations accordingly.
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Thomas Callahan III
Thomas Callahan III@TommyCIII·
@sunny051488 I’m DCA’ing as well but Kalshi has 80% chance we go under $60k and 71% chance $55k so saving a nice chunk for each of those targets. Saving for $250k by 2029.
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Sunny Po
Sunny Po@sunny051488·
Here is how I would save my money if I was just starting out: - Buy $btc …𝗦𝗵𝗼𝘄 𝗺𝗼𝗿𝗲
Sunny Po tweet media
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CME Group
CME Group@CMEGroup·
After suffering a 50% correction from their October highs, Bitcoin markets are flashing critical signals. Could a Q1 recovery be in the making?
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Kenny
Kenny@AndieAndie54183·
Why do people bend when the blades are evidently higher than them? I'm curious 😫😂
Kenny tweet media
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Simon Staszkiewicz
Simon Staszkiewicz@Stasmo·
@nothoritarian @JavierBlas Most of the oil produced in the world is not exported. Of the roughly 40 million that are exported daily, about 15 million of that has been cut off. This is a very big deal for nations that import most of their energy.
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Thomas Callahan III
Thomas Callahan III@TommyCIII·
@blondesnmoney April 3rd is before April 6th though. The bombing wouldn’t start until the 6th how does this make sense?
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Charlie Marx
Charlie Marx@masterson95621·
@JoshYoung Such rationale assumes it’s ‘okay’ to run global oil reserves to ZERO. So let’s say the world won’t be in barely fathomable panic if half of that supply is used… that’s 410 million barrels, divided by 12 million barrels per day is 34. 34 days before half of all stored oil is gon
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Josh Young
Josh Young@JoshYoung·
There were 8.2 billion barrels of oil in storage at the start of this crisis, and there's 12 million barrels per day of supply disruption via the Strait of Hormuz blockage. It's going to be ok.
Josh Young@JoshYoung

Oil prices will continue to rise if the current Strait of Hormuz blockage continues. However, there are significant commercial and strategic reserves that can be worked through to avoid broad physical shortages for some time. Bullish for oil - but not necessary to panic!

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Mike1010011
Mike1010011@mike1010011·
@sentdefender The man is literally lying through his teeth in order to artificially keep the price of oil down.
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OSINTdefender
OSINTdefender@sentdefender·
Speaking during an event in Memphis, U.S. President Donald J. Trump states that Iran “means business” now in negotiations with the United States, saying that they have had “very good discussions,” which was the deciding factor in his decision to temporarily postpone strikes against power plants in Iran.
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Jean Riachi
Jean Riachi@riachi_jean·
Iran will surrender before the end of the week
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