AR

2.1K posts

AR

AR

@alpha2021_ar

Geopolitics amateur, macro, finance

Katılım Eylül 2019
305 Takip Edilen90 Takipçiler
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AR@alpha2021_ar·
@Analyst_G That’s a fee to get them to Pakistan. Good for optics
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AR@alpha2021_ar·
@Ross__Hendricks 1. It just Iranian TV said so. 2. Not showing up is also part of negotiations. 3. Once we return to ‘hot’ war then we can say that talks collapsed
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Ross Hendricks
Ross Hendricks@Ross__Hendricks·
@alpha2021_ar If one party isn’t even planning on showing up to the meeting, what do you call it?
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AR@alpha2021_ar·
@michaelh992 Iran is the Ukraine of the US.
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Michael A. Horowitz
Michael A. Horowitz@michaelh992·
"ceasefire" Kuwait military: "The Kuwaiti air defenses have been dealing, since 8:00 a.m. today and up to now, with an intense wave of hostile Iranian criminal attacks, where a total of (28) drones were intercepted that targeted the State of Kuwait. The Kuwaiti Armed Forces succeeded in intercepting a large number of hostile drones, some of which targeted vital oil facilities and power stations in the south of the country, resulting in significant material damage to oil infrastructure facilities, power stations, and water desalination plants. The General Staff of the Army affirms its commitment to all efforts of monitoring and confronting these treacherous targeting attempts.'
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Alex Cole
Alex Cole@acnewsitics·
8pm will come and Trump will say he has a structure of an outline of a framework of a possible deal that Iran most likely hasn't seen.
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AR@alpha2021_ar·
@leventkemaI Beautiful piece…. The wolfs are out to hunt Trump. Only way out deescalation
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Levent Kemal
Levent Kemal@leventkemaI·
Trump reportedly decided to strike Iran after Netanyahu’s closed-door regime-change pitch, despite sharp internal pushback. Vance warned the war could spiral and drain U.S. resources, while Rubio said regime change was unrealistic but missile strikes were achievable. Military officials flagged depleted munitions and risks to Hormuz. Despite all warnings Trump’s final call: “We need to do it.” Strikes began two days later. nytimes.com/2026/04/07/us/…
Levent Kemal tweet media
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AR@alpha2021_ar·
@ChoukeirJ That’s part of the trade
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Jana Choukeir
Jana Choukeir@ChoukeirJ·
IRAQ’S KATAIB HEZBOLLAH SAY THEY WILL RELEASE ABDUCTED AMERICAN JOURNALIST SHELLY KITTLESON
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AR@alpha2021_ar·
@Hedgeye Have Claude to compare ?
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AR@alpha2021_ar·
@HotSotin So you compare sanctioned North Korea to South Korea. The question of ‘GDP’ measurements aside
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AR@alpha2021_ar·
@slotscat @DeItaone They all agree. Probably still driving around with US and Israeli flags. I don’t think they think it’s them. The animals are in Iran only. And Trump and co want to Turn into dead humans
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Slotcat
Slotcat@slotscat·
@DeItaone Once again I am very interested in how the Iranian diaspora that was cheering the initial strikes on feels about this. Is it still hopeful for eventual regime change?
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
ASKED HOW STRIKING IRANIAN INFRASTRUCTURE WOULD NOT BE A WAR CRIME, TRUMP SAYS: BECAUSE THEY'RE ANIMALS
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AR@alpha2021_ar·
@Amena__Bakr You should say it more often 😂😁
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Amena Bakr
Amena Bakr@Amena__Bakr·
I never say this… but WTF.
Amena Bakr tweet media
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AR@alpha2021_ar·
@The_Real_Fly Feel sorry for these donkey Iranians all their stupid letters to the ‘International’ Community or UN (talking club). These guys need to wake up. There is no such thing.
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The_Real_Fly
The_Real_Fly@The_Real_Fly·
IRANIAN FOREIGN MINISTER ARAQCHI WARNS OF RISK OF RADIOLOGICAL RELEASE AFTER FOURTH ATTACK NEAR BUSHEHR NUCLEAR POWER PLANT -LETTER TO UN
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AR@alpha2021_ar·
This Sir is just talking shit. Putin saved Assad but he became ungreatful and though he could play with Erdogan and the Gulf monarchies to be reaccepted. And paid the price and in the end lives in Russia! How can Putin help Maduro. Russia has no f navy (Russia just can’t afford it). Does this Sir know geography? And Iran? Iran never saw Russians as saviours. They thought they were equals. The Russians offered them AD but they thought their ballistics gave them deterrence. Thats all.
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Kate from Kharkiv
Kate from Kharkiv@BohuslavskaKate·
BROWDER: Putin has been proven to be a weak regional leader, not a superpower. He claimed “I’m the big superpower” with Syria, Venezuela, Iran — “come with me and everything will be fine.” But none of those countries are fine, and he has not been able to help those leaders.
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AR@alpha2021_ar·
@DitheringWenger Saturday: they have 48h to make a deal or will bomb the shit of them Sunday: the deal is close? (already some ‘noise’ around traffic picking up, fuck knows if true but certainly makes no sense to bomb the shit into Monday open)
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Neel KashCarry’s Biggest Fan 💯🖨💵
(2/2) Wednesday: "I want PEACE. I am a builder, not a fighter. Beautiful harmony!" (Huge bounce) Thursday: "The War is NOT over. Not even close. FAKE PEACE!" (Market crashes.) Friday: "WAR IS ON!" (Total de-risking. Everyone is crying!) $SPY $QQQ
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Neel KashCarry’s Biggest Fan 💯🖨💵
The Official "Art of the Deal" Market Cycle (1/2) Sunday: "Iran is FINISHED! Total disaster for them.We are winning BIG!" (Futures saved) Monday: "The world must step up and help war" (Markets dip) Tuesday: "I don't need anyone’s help. I do it better alone!" (Market crash)
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AR@alpha2021_ar·
@SpecialSitsNews ‘Remaining Hormuz Flows’ and ‘Sanctioned Oil’ is higher as of today. Average understates. Doesn’t removed the deficit but it is less than 10. So that’s where price and demand destruction or substitution have to come in
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AR@alpha2021_ar·
@The_Real_Fly Yeah it getting a bit tiring and boring tbh. It’s like f mental asylum. Biden at least was out of it vegetable. The ginger man is a senile mental case
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The_Real_Fly
The_Real_Fly@The_Real_Fly·
More DEALZ. Everything is a deal to this idiot
The_Real_Fly tweet media
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AR@alpha2021_ar·
Hmmm it’s the opposite as US clearly doesn’t have control of the sky and as this continues expect establishment of supply lines with Chinese (or say North Korean) tech arriving in Iran increasing the cost to the US/Israel. Not saying Russian as they are busy in Ukraine but could send manpads as well
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AR@alpha2021_ar·
@unusual_whales Doesnt say much how does it look as % of assets or tangible equity?
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unusual_whales
unusual_whales@unusual_whales·
US financial institutions exposed to private debt, per Bloomberg:
unusual_whales tweet media
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AR@alpha2021_ar·
@unusual_whales Not negotiating is part of negotiating
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Iran rejects all U.S. demands, and refuses to meet with American officials in Islamabad, per WSJ
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