Attarian 阿塔洋 🇦🇲🇨🇳

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Attarian 阿塔洋 🇦🇲🇨🇳

Attarian 阿塔洋 🇦🇲🇨🇳

@attarian13

Investor | Energy & Core materials | In China🇨🇳 since 2009 (珠海定居的歪果仁)

珠海 Katılım Mayıs 2012
264 Takip Edilen604 Takipçiler
Won't Tell
Won't Tell@seldomtweet·
@nikstankovic_ I mean… realistically you’ll probably collapse the world’s economy in a year or two. But you’ll be inside your active volcano secret lair surrounded by Trump class ships, DongFeng missiles, and CRISPR mutated super soldiers
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Nik Stankovic
Nik Stankovic@nikstankovic_·
That's 100 hours, four day window. No way. Couldn't last a week. I suppose one thing you could do is hire an agent who is going to go around and buy real estate one by one every day, offering 20% above ask. But sooner or later you'd run out of that too, though as soon as the word got out, prices would go up, which would mean you'd last longer. That's what I'd do.
Hazel Appleyard@HazelAppleyard

How would you manage it?

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Mait
Mait@maityman·
China twitter meetup. Late night in Beijing.
Mait tweet media
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Eric Yeung 👍🚀🌕
Eric Yeung 👍🚀🌕@KingKong9888·
This Mother’s Day, I surprised my wife and her mother with a luxurious stay at the stunning 5-star Jumeirah Guangzhou China — the flagship property of the iconic Jumeirah Group from Dubai. What struck them most was how the hotel was absolutely packed with Middle Eastern guests. The lobby, restaurants, and pool area buzzed with Arabic conversations, traditional attire, and that warm Gulf hospitality vibe. A huge number were sharp buyers in town for the China Import and Export Fair (Canton Fair), making deals by day at Pazhou and unwinding in true luxury by evening. The energy was electric — like a mini Dubai transplanted into the heart of Guangzhou’s Zhujiang New Town, complete with skyline views, Arabic & halal-friendly dining, and the impeccable Jumeirah service we all know from the Burj Al Arab. Seeing them relax and soak in the vibrant atmosphere amid the Canton Fair rush made it the perfect gift. Luxury and culture all in one unforgettable stay. ❤️ #MothersDay #JumeirahGuangzhou #CantonFair
Eric Yeung 👍🚀🌕 tweet media
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First Squawk
First Squawk@FirstSquawk·
IRANIAN PARLIAMENT AND SPOKESPERSON OF THE NATIONAL SECURITY AND FOREIGN POLICY COMMISSION : IN RESPONSE TO THE SAVAGE ZIONIST AGGRESSION AGAINST LEBANON, THE PASSAGE OF SHIPS IN THE STRAIT OF HORMUZ MUST BE HALTED RIGHT NOW, AND WITH A HEAVY AND DECISIVE STRIKE, WE MUST PREVENT THE RABID DOGS AND THE CANCEROUS TUMOR OF THE REGION FROM THEIR SABOTAGE, || THE LEBANESE SACRIFICED THEIR LIVES FOR US, AND WE MUST NOT LEAVE THEM ALONE FOR A MOMENT || CEASEFIRE EITHER ON ALL FRONTS OR ON NO FRONTS.
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Ruth Capital
Ruth Capital@ruth_capital·
people are too obsessed with calling a low or a rally correctly on a pico-scale too many opinions and noise these days regardless of what and which price asset hits - be concerned only with YOUR equity curve and YOUR portfolio and YOUR journey
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The S&P 500 is now set to open above 6,800, trading just 2.9% away from a new record high. The index has added +$1.6 TRILLION today.
The Kobeissi Letter tweet media
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VBL’s Ghost
VBL’s Ghost@Sorenthek·
DONALD TRUMP SAYS MAY BE JOINT US-IRAN VENTURE FOR HORMUZ TOLLS: ABC NEWS -bottom line. we lost, dedollarization continues, and Now Iran has custody of Petroyuan deliveries
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Attarian 阿塔洋 🇦🇲🇨🇳
so because iran killed 2000 americans during the past few decades, that's a good enough reason to wait 2026 to just bomb school, hospitals, civilians and to have your president to threaten a crime against humanity? You can't possibly be serious. Can't you see that the US is the biggest terrorist out there?
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Adam Taggart
Adam Taggart@adamtaggart·
"Bullshit propaganda"? Iran funds Hamas, Hezbollah and the Houthis, making it responsible for countless terrorist atrocities like Oct 7th It has killed over 2,000 American over the past several decades And for crying out loud, it straight up murdered 40,000 of its own people who were protesting back in Jan-Feb of this year
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Dr Mohammed Iqbal
Dr Mohammed Iqbal@MohammedIqbal57·
With due respect @RaoulGMI Hezbollah always “defended” their land against Israeli “aggression” and Iran never wanted to have a Nuke- so you need to read more on history and geopolitics. Your investment advice is usually pretty good @adamtaggart @Investanswers @Scaramucci
Raoul Pal@RaoulGMI

The underpriced right tail is the Middle East finds a long term solution with a no-nuke Iran, no Hezbollah aggression and removal of sanctions over time with Iran back into the global economy. This is the grand prize... Things like this seem impossible but so was Ireland.

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Attarian 阿塔洋 🇦🇲🇨🇳 retweetledi
Justin🦩Boldaji
Justin🦩Boldaji@justinboldaji·
Telling everyone how impressive my first gay bareback orgy was
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Attarian 阿塔洋 🇦🇲🇨🇳
And what would be your plan? to start a war with China by trying to sink chinese ship if they are being escorted? Or to just do the same things you did while blockading Cuba by letting in both Chinese humanitarian aid and Russian tankers? The US already lost enough in Iran. Might be appropriate to consider focusing on your own issues within the country..
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unusual_whales
unusual_whales@unusual_whales·
Reporter: Are you willing to end this conflict with Iran charging tolls for passage through the strait? Trump: Us charging tolls? Reporter: Iran Trump: What about us charging tolls? I'd rather do that. Why shouldn't we? We're the winner. We won.
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Attarian 阿塔洋 🇦🇲🇨🇳
@ObsDelphi Il serait peut etre temps de proceder a un changement de regime en france quand on voit le niveau d'abrutisme des francais... Quel pays de sodomites.
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Louis Duclos
Louis Duclos@ObsDelphi·
🇫🇷🇨🇳Il faut que l'on se débarrasse de notre naïveté à propos de la Chine. Malgré les efforts diplomatiques, ils ont quand même exécuté un ressortissant français sans aucun scrupule. Nous avons peur de les vexer sur Taïwan, eux s'en contrefoutent de notre réaction lorsqu'ils tuent un de nos ressortissants. Il est peut-être nécessaire de rappeler que la Chine est une dictature communiste néo-totalitaire qui entend régner par la force seule. Chaque jour, leur comportement sur leur propre territoire mais également dans toute l'Asie démontre qu'ils sont à l'exact opposé de toutes nos valeurs humanistes. Ils ne veulent qu'une seule chose : obtenir une puissance hégémonique telle qu'ils pourront écraser tous leurs voisins, et au-delà. La Chine dépense ÉNORMÉMENT pour dans son discours de propagande en France en se faisant passer pour le contraire des États-Unis. C'est-à-dire un État qui ne colonise pas, qui ne fait pas la guerre et qui ne souhaite que la paix. Or, c'est absolument faux et il n'y a qu'à regarder ce qu'ils font en Asie pour s'en apercevoir. Génocide des Ouïghours, annexion et oppression du Tibet, répression sanglante à coups de trique de Hong-Kong, menace d'invasion constante et grandissante de Taïwan... La Chine doit être perçue pour ce qu'elle fait, pas pour ce qu'elle dit. Aujourd'hui, elle exécute un ressortissant français malgré la sonnette d'alarme de Paris. Cela devrait nous pousser à sérieusement revoir notre rapport à Pékin.
Louis Duclos tweet media
BFM@BFMTV

🔴 ALERTE INFO Un Français condamné en 2010 en Chine pour trafic de drogue, exécuté dans le sud du pays, annonce le Quai d'Orsay l.bfmtv.com/gXiu

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Tommy Lee
Tommy Lee@TommyDeepwater·
$SDRL West Polaris extended by 3 years at healthy dayrate from 1Q28 to 1Q31 in Brazil 🇧🇷 Petrobras negotiation processes are seeing drillers take modest rate reductions near-term in exchange for term. Rates healthy above $ 400k levels for SDRL. Brazilian rates holding up well
Tommy Lee tweet media
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Attarian 阿塔洋 🇦🇲🇨🇳
@P14Capital @DynamicMoats @HFI_Research Yep, if you loom at the "Are we running out of. oil" by GS research on part 3 approach there are some. interesting slides about the pace of. arrivals of those tankers in SEA. I'm not sure about the precise delay from arrival to "refined product ", but problems are imminent.
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P14 Capital
P14 Capital@P14Capital·
@DynamicMoats @HFI_Research It really depends on the country but globally we will start to run out soon. My take is we have until Mid-April for strain to be unavoidable for net energy importers. Deliveries have basically stopped since April 1 for major Asian economies
P14 Capital tweet media
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HFI Research
HFI Research@HFI_Research·
I have been in the weeds of oil market modeling for over 10 years. I thought it was a stupid skill to learn. What the fuck do you gain by learning how to model oil market balances? Well, it seems like it’s coming in a bit handy now. To the uninformed observer, the largest oil market deficits in history have only ever reached ~3 million b/d. Here’s a fun fact: Q4 2018 balances was widely considered to be one of the tightest quarters in history. What was the deficit? 1.6 million b/d. Yes, 1.6 million b/d. Oil markets have never had a deficit larger than 3 million b/d. In 2022? Markets started pricing in a structural 2 million b/d deficit, oil spiked, and equity markets sold off. Now? People are talking about sustained 5 million b/d deficit as somehow being manageable? No. That’s not how the oil market works. Because oil is traded on the margin, that last barrel would push prices to the extreme. We are eating into onshore oil inventories now, the market is still asleep.
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Peter Schiff
Peter Schiff@PeterSchiff·
I wish Trump would stop threatening Iranian civilian infrastructure. It's a lose-lose for us: backing down hurts his negotiating credibility (TACO), but carrying it out escalates the war, damages U.S. standing, generates sympathy for Iran, and fuels Iranian hatred for America.
Peter Schiff tweet media
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Attarian 阿塔洋 🇦🇲🇨🇳
@subhavsamarth @blindpig_1966 My point is that healing and so on is subjective... the insane geometry inside can't be argued as pure luck. Especially when considering the polish, working condition if "manual" etc... There are no reason why machineries wouldn't had been used.
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Abdugheni Sabit
Abdugheni Sabit@AbdugheniSabit·
The Brutal Reality of 2009: The Massacre of Uyghurs in East Turkistan This footage shows Chinese 🇨🇳 illegal settlers armed with weapons, searching for and hunting down Uyghurs in the streets of Urumqi during the July 2009 unrest. The Uyghurs who were caught by these mobs were brutally lynched in broad daylight. This is a clear depiction of the state-sponsored terrorism against the Uyghur people. Since the occupation of East Turkistan in 1949, the Uyghurs and other Turkic peoples have been facing a continuous genocide carried out by the Chinese government and government-backed illegal Chinese settlers.
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Attarian 阿塔洋 🇦🇲🇨🇳
Among countries with substantial imports from the persian gulf, asia stands out with most affected countries
Attarian 阿塔洋 🇦🇲🇨🇳 tweet media
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HFI Research
HFI Research@HFI_Research·
@EnergyCynic Goldman is not a contra here. There are far better contras.
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