AR
2.1K posts


@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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@alpha2021_ar If one party isn’t even planning on showing up to the meeting, what do you call it?
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lol… peace talks already collapsed
Trump & Co have a big day ahead to engineer enough headlines to keep the markets pumped up and jam oil prices lower
Buckle up
First Squawk@FirstSquawk
NO TALKS UNTIL ATTACKS STOP, NO DELEGATION HEADING TO PAKISTAN: IRAN MEDIA
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"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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@leventkemaI Beautiful piece…. The wolfs are out to hunt Trump. Only way out deescalation
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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/…

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ChatGPT US Monthly Active Users Peaks Near 92 Million Before Ticking Down in Early 2026
Andrew Freedman, CFA 🦅@HedgeyeComm
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@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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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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@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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@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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The supply shock by the end of April will be very severe $USO $UCO
عبدالعزيز المقبل@AzizSapphire
The math of the supply shock the world is currently undergoing 🛢🛢
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Because of reroutes you don’t need even a half recovery to stabilize the crude market assuming applied to prior VLCC transits. Even less than that
Bart 🌊⚓️@BartGonnissen
I know people are being jubilant over "Hormuz ship traffic picking up!!" . 10 ships/day compared to over a 130 ships before the war is nothing to be jubilant about.
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@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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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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@unusual_whales Doesnt say much how does it look as % of assets or tangible equity?
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