WAVY MCFLY

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⚡️ Bloomberg: China's unprecedented defiance of US sanctions [against Iran] has sparked a major confrontation 🔹Unlike in the past, when China tried to circumvent US sanctions unofficially or through intermediaries, it has now openly and officially declared that it does not recognize unilateral US sanctions against third countries (such as Iran or Russia) and has increased trade with these countries to an unprecedented level. 🔹The US government has threatened to impose "secondary sanctions" on Chinese banks. However, sanctioning major Chinese banks could cause a massive shock in global financial markets and a collapse of the global supply chain. 🔹This move by Beijing is no longer just a trade rivalry, but a "financial Cold War" to end dollar hegemony. 🔹The world has reached a point where US sanctioning power faces its most serious challenge since World War II. If Washington backs down, the tool of sanctions will be permanently weakened, and if it takes a tough stance, there is a risk of a complete rupture in the global economy.

In a phone conversation a short while ago, President Trump stopped short of saying Iran has violated the ceasefire. Regarding the Iranian drone and missile attacks on UAE today: “They were shot down for the most part,” Trump told me. “One got through. Not huge damage.” Regarding the Iranian attack on a South Korean ship: “We're going to look into it. Shots were fired at a South Korean ship, and I think South Korea should take some action. ... This was a South Korean ship riding by itself. It was not an escorted ship."

FLYGOD @WESTSIDEGUNN 🦂⚖️

Brazil may be now the 5th largest oil producer in the world, given the Iran war that is. $PBR

STOP THE CAR

Amazon Logistics is about to overtake USPS! $AMZN

NEW ALUMINUM DISCOVERY COULD REPLACE EXPENSIVE METALS Scientists in London have created a new reactive aluminum compound that can perform chemistry usually done with rare metals. The material is far cheaper than platinum and palladium and can drive key industrial reactions. Researchers say it could reduce costs and unlock new types of chemical manufacturing. Source: NewsForce Host: @realWillDonahue

Adm. Brad Cooper of @CENTCOM tells me just now that the U.S. has "cleared an effective pathway for ships to leave" the Straight of Hormuz though mines do remain. Rather than escorting ships through, he says that the U.S. has "multiple layers that include ships, helicopters, aircraft, airborne early warning, electronic warfare." Cooper adds that this has proven effective as of this morning after U.S. forces returned fire at Iran. @DailyCaller

🚨 BREAKING: Trump, speaking with Fox News' @TreyYingst, threatens that Iran will be 'blown off the face of the earth' if the Islamic republic attacks US ships guiding vessels through Strait of Hormuz

BREAKING 🔴🔴 The U.S. destroyed 6 Iranian small fast boats that were attempting to disrupt commercial shipping.

Peter Thiel, co-founder of Palantir and PayPal, is leading a $140mn investment in a US start-up that plans to use wave energy to fuel giant fleets of floating data centres. ft.trib.al/BxRK2rJ

Iran just gave Trump the Article II self-defense and ally-defense argument that bypasses War Powers entirely. Attacking a treaty partner. Attacking infrastructure used by US military operations. Claiming to strike a US vessel. The legal path to military response just got significantly clearer. He can now go to NATO and play the victim card

@soonfully That’s the best you got? Lol

@WaveGodMcFly Retard.

The funniest shit I done ever did. $MSTR bitcoin:native $STRC

BTC is leaning into $80k. Nobody is fully in. zerohedge.com/the-market-ear…

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wtf

The European Commission literally just dropped a research on how to collect more taxes without making you angry enough to leave. TLDR: higher wealth taxes, inheritance taxes + exit tax is coming

To summarize Warren's views: he's bullish stocks. Earnings expectations are rising so fast now it's as if we're emerging from a recession (that's what is unprecedented). Analysts are very often right. Yes, earnings upgrades are very concentrated in semis. But that's not bearish He's still very concerned about Hormuz and is bullish oil outright and also thinks it's a great hedge here for stocks. Underweight bonds Fwiw he said 99% of his charts his team & he make are made on Caliban. IDK about this one, this is a pretty wild one. 3/3

We used several charts from Caliban, Warren's company's AI-powered research tool. They've been using it internally for a while & just started giving access to their clients. It's good. My listeners can inquire about a free trial here: 3fourteenresearch.com/monetary-matte… 2/3

OUT NOW - how @WarrenPies sees it: - Stocks: "I'm scared out of my mind & also very bullish" - Earnings "unprecedented" on AI compute scramble - Oil headed higher... "crisis is not over yet" Apple🔊shorturl.at/a0jXA Spotify📽️shorturl.at/6J9Jt 1/3