Keyser Soze

@SaintDom79 @NatSufc99 @William07378284 a Brit who has been to minnesota or iowa is very well traveled a Russian who has been to Alabama and Mississippi is more well traveled than one who has been to Dubai Thailand and Morocco

@capilanorivers @NatSufc99 @William07378284 1 nation, don't care how many states, it's 1 country out of 193 odd. Its certainly not a measure of well travelled

Why do so many Men in their 20's travel to the same handful of Asian countries for an unnecessary period of time and seemingly do so little? Not fancy mixing it up and gonna India, China, Japan etc? Nah i'll just have another 3 weeks in Cambodia.

@SaintDom79 @NatSufc99 @William07378284 yes it is how may US states you’ve been to tells me how curious and in depth you are

@the_P_God Telluride, Jackson Hole, Park City, Aspen

There are only 4 real cities in the U.S. That’s it. The rest don’t count. Sorry not sorry.

@SaintDom79 @NatSufc99 @William07378284 for non americans especially

@capilanorivers @NatSufc99 @William07378284 For an American maybe.

@AlbertoMiguelF5 the map is not the territory bro

Saddam Hussein's air defense 35 years ago was more punishing to US aircraft than anything the Iranian have been able to do in the skies of their country in 2026.

@NatSufc99 @William07378284 now how many US states have you been to? true measure of well traveled

@William07378284 Over 50 and one of them is India 👍🏻

@YIMBYLAND in America we fly

Imagine pounding a 30-rack with the boys here. The fact that I cant do this in America sickens me. x.com/i/status/20367…

@cozenom @HamptonPrezcott @jgmahoney yup this. true ruling class, not the cogs in the wheel

@HamptonPrezcott @jgmahoney @capilanorivers The true ruling class of Boston lives in large estates in parts of Brookline CC/wellesley/weston/Dover. They might have townhomes in back bay beacon hill but doesn’t not spend much time there.

Under-discussed nuance here. Wealthy families (who can afford private school) actually tend to stay in the city (close-in residential enclaves) to raise their kids. The next tier is effectively forced to move 30-45 minutes away to find a decent school system.

@MurrayHillGuy1 loving the dream. sounds amazing

Typical timeline of the American normie: • Varsity athlete in HS (peaked at 17) • Big Ten/SEC school, blacked out Thurs–Sat • Moves to a “fun” city for 3–4 years to continue college lifestyle • Slowly becomes a slave to a normie desk job • Settles for a beautiful mid at 31 because “it’s time” • Promoted a few times, still checks Slack at 9pm • Buys a house 45 min outside the city in the suburbs • Gains 30 lbs and calls it a “dad bod” • Develops a concerning addiction to gardening/lawn care and Costco runs • Sees friends 3x a year if lucky • 2 family vacations a year (one beach, one obligatory holiday) • Pops out a kid to run the exact same script is this the dream or did we all just agree to it?

@JavierBlas a long wait to you a moment in time in history

Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of Hormuz, then the oil market faces a very long wait.

@JakeNomada why would you “escape” to the beach in the hottest months of the year lol

Beach living in Latin America... Many people think they want to live at the beach full-time before they move abroad But after 2+ years doing exactly that in various places, like Guanacaste, Costa Rica 🇨🇷, here's what nobody tells you: → The infrastructure is terrible — everything takes 3X longer, hospitals are hours away, good schools are limited → The heat is relentless — you're not "enjoying the beach lifestyle," you're hiding inside with AC on blast → The tourist economy drives up prices — you're paying California costs for third-world convenience → The isolation gets old fast — beach towns are fun for 2-3 months, suffocating after a year Here's what actually works: Live in a functional city 8-9 months a year (Monterrey, Santiago, Panama City, Buenos Aires) Then escape to the beach for 2-3 months during summer break You get the best of both worlds without the compromise The digital nomad "paradise beach life" is a marketing myth Real life requires hospitals, schools, infrastructure, and functionality Choose accordingly

@NickKristof @vali_nasr loser take there nicolas

I fear @vali_nasr is right. When I met Ali Larijani I found him an absolute insider kingpin of the Iranian regime -- but also the kind of strong and pragmatic leader who just might be able to hammer out a peace deal. Not sure, but I wonder if the war will now be harder to end.

@ReginaDilo35808 @carbo_al boo hoo sore losers

@capilanorivers @carbo_al RIGGED ELECTIONS

Michelle Wu, Zorhan Mamdani these people are your replacement What is sacred to us is not to them, they did come to be apart of our culture, but to supplant it with their own What connection does an atheist Chinese cosmopolitan born in Chicago have to the Irish Catholic roots of New England? The answer is none & they're now beyond the point of even pretending to care

@dampedspring 10dleta??? what about 25 delta

Before we have more nonsense about right tail events are not discounted. They are.

@Rory_Johnston why do they need oil in Dubai right now??

Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.

@blondesnmoney Doesn't ITFS trade in the US?

People are plowing into $LXU, $UAN, $IPI on fertilizer concerns, and if we do end up having a year like 2022 I get why those names would benefit, but $IFOS is already trading at 5x earnings, has a pristine balance sheet with a net cash position, and a heavily aligned management team (Castlelake owns 60%). I think Itafos trades at a sizeable discount to peers likely due to the fact it's listed on the Venture exchange and not accessible to most US investors, but as the company continues to put up record numbers and returns cash via special dividends (now that they have reduced a $250 Million net debt position to close to zero over the last 5 years), I think it'll finally garner some attention. Cheapest in the peer group, clean balance sheet, aligned owners, and now a decent tailwind.

@Greenbackd when these hedges roll off, could there be a "rehedge" selloff???

This chart, which has been doing the rounds, shows one of the most hedged equity markets in years. That usually means fear is already priced in, and the risk asymmetry increasingly favors upside surprises rather than further panic selling. This chart tracks Estimated S&P 500 Customer Put Delta Positioning from 2019–2026. Extreme hedging has often appeared near market turning points. Right now the chart shows ~-$70B, the most negative level in the entire series. A lot of bad news is already hedged. There is potential for a “hedge unwind rally”

@dampedspring in options land but not in underlying

SPX is up 100 handles since Friday close. 10 Delta "right tail" 3 month calls are unchanged. The right tail was more than fully priced. If you are congratulating yourself for "calling" a taco/war cessation or whatever. Everyone on the planet had already more than fully priced that event.