Charles

@dampedspring Seems like around 26% SOMA monetization in longer term treasury vs about 5.7% SOMA participation in cash management. Has it been like that before or is there a shift in duration?

@AuronMacintyre Sometimes you see the political system in US is most corrupted compared to China

If a Chinese paper wrote a story about how a primary race in Kentucky was the most consequential race for China after pro-China donors poured $35 million in the race What’s would that mean?

@LucasSa56947288 #Massie4President

Should Rep. Thomas Massie run for independent? (A: Yes (B: No

@HawkGuyEnjoyer democracy is dead with voters that dumb

Someone who nobody has ever heard of, declined 8 debates, and took $20 million in donations from Israel “won” a primary from an 8 year constituent. We’re cooked.

@LukeGromen But isn’t fertilizer a national security?

Major US fertilizer company...whose end market product's price is SOARING as a result of the war...and yet 👇. "Supply Chain Breaks 101" class just started; take good notes, the lessons contained in this earnings release will be on the final exam.

@manyapan It looks like the worker trying to avoid tangling the robe on the flag by swing it up and down and accidentally trigger the release mechanism on the down pull. Very unfortunate due to human operator error.

What exactly happened when a 16-year-old girl named Liu fell to her death at the cliff swing attraction at the Maliuyan Adventure Park in Huaying, Sichuan? This incident has been widely shared on social media since it happened on May 3rd, and various explanations have circulated, such as the rope snapping, her not being fastened tightly enough, or the flag she carried being somehow related, or that the girl herself said before falling: "没绑紧!" "Not fastened tightly!"). But a lot about that is not true, so here are a few more details (thread🧵👇).

@ArlanFF101 yeah it takes time for the impact to show over time

Energy & fertilizer shortages will likely still become greater before they ease, with prices needing to bring down demand to the new supply levels after damage assessments. We'll likely see lower fertilizer levels globally over the coming year, although it is too soon to say by how much, or what the full production impact will be globally. #oatt

@HormuzLetter Don't forget the white house tweet confirmation about Strait of Iran

BREAKING: A source close to Iran's Parliament Speaker Ghalibaf says the Hormuz opening will be "practically limited" with three conditions, adding that this is "precisely what Iran has been pursuing since the beginning of the war and is now imposing on America." The conditions: 1. All passage rerouted through Iranian territorial waters via Larak Island, a "historic, unprecedented change ensuring Iran's sovereignty over the strait forever" 2. Only "commercial" ships allowed, with Iran alone deciding which ships qualify, enemy-linked vessels excluded, and tolls still required for security provision 3. All transit coordinated by the IRGC Navy, with Iran's military fully controlling passage through the strait

@WhiteHouse @HFI_Research if you read that with Strait of Iran you get a clearer picture

"IRAN HAS JUST ANNOUNCED THAT THE STRAIT OF IRAN IS FULLY OPEN AND READY FOR FULL PASSAGE. THANK YOU!" - President Donald J. Trump 🇺🇸

@DeItaone so a nothing burger for the past few hours??

🚨 TRUMP TELLS REUTERS U.S. WILL KEEP BLOCKADE OF STRAIT OF HORMUZ IN PLACE UNTIL DEAL WITH IRAN IS FINALIZED

@KobeissiLetter The shipping route is redesigned to route through Iran side and Iran extract a toll. It is literally Strait of Iran and it's not a typo/hype there. I'm glad that this TACO so well and is well received!

BREAKING: President Trump thanks Iran for reopening the Strait of Hormuz.

@energy_blogger @Orangeman1992 Actually he's just telling the truth as the coordinated route is on Iran side and Iran still extract a toll. So Strait of Iran is literally what it is and is recognized by Trump.

@Orangeman1992 😂 Excitement got better of him!

Iran Foreign Minister declaring Strait of Hormuz open for all commercial vessels Few things 1) Mentions commercial vessels only 2) don’t think they can stop a US Naval Ship. 3) Also, means the mining may of Strait be a bluff

@Orangeman1992 @energy_blogger Coordinated route is all in Iran side so calling it Strait of Iran is probably trueful

@energy_blogger It mentions the "coordinated route" which is not mined. It may have minex the Oman side? Also mentioned, "for the duration of the ceasefire".

@RedboxWire Last I check they do not allow non-commercial vessel in ..

TRUMP: IRAN, WITH THE HELP OF THE U.S.A., HAS REMOVED, OR IS REMOVING, ALL SEA MINES! THANK YOU! PRESIDENT DJT

@dolfiniran @anasalhajji

۱۷:۲۰/ ۲۸ فروردین اعلام باز شدن تنگه هرمز با شرایط کاملا خاص و در هماهنگی کامل با نیروهای متولی موضوع انجام شده و عملا بسیار محدود خواهد بود. این عبور که موکول به تداوم اجرای شروط آتش بس است سه شرط خواهد داشت: اول اینکه عبور از مسیر تعیین شده ایران صورت می گیرد. ورود به تنگه از شمال جزیره لارک و خروج از تنگه از جنوب لارک خواهد بود و به این ترتیب تنگه هرمز به طور کامل به آب های سرزمینی ایران منتقل می شود. این یک تغییر تاریخی، بی سابقه ‌و ماندگار در خلیج فارس است و سیادت ایران بر تنگه را برای همیشه تضمین می کند. به این ترتیب در واقع ایران در حال اجرای یک عملیات ‘تغییر مسیر’ بی سابقه در تنگه است. شرط دوم که در توییت وزیر خارجه هم آمده این است که فقط کشتی های ‘تجاری’ حق عبور از تنگه را خواهند داشت. تشخیص اینکه کدام کشتی تجاری است با ایران خواهد بود و این طبعا شامل شناورهای دارای هرگونه ارتباط با دشمن نخواهد شد و بنابراین عبور عملا با تشخیص ایران محدود شده و آزاد نخواهد بود. شناورهای تجاری عبور کننده نیز باید عوارض تامین امنیت را به ایران بپردازند. سومین شرط نیز این است که عبور با هماهنگی نیروهای متولی دریانوردی ایران در تنگه یعنی نیروی دریایی سپاه صورت خواهد گرفت. با در نظر گرفتن مجموعه این شرایط عبور از تنگه محدود، با پرداخت عوارض و با مدیریت ایران خواهد بود و این همان چیزی است که از ابتدای جنگ ایران در پی آن بوده و اکنون آن را به امریکا تحمیل کرده است.

@dolfiniran @HFI_Research

The method used to eliminate the eleven scientists is consistent with established Mossad practices. The agency has long demonstrated a preference for precise, low-visibility operations, including remote-controlled weaponry, orchestrated “accidents,” targeted toxins, and the use of layered intermediaries to maintain deniability. Israel is fully aware that U.S. public opinion is steadily shifting against the “special relationship,” which has entangled the United States in endless wars, and that the existing model of lobbying and intimidation used to sustain it is becoming unsustainable in the face of rising “Israel fatigue.” So by removing key figures in sensitive U.S. military and technological programs, Israel aims to weaken America’s edge in next-generation systems and foster dependency. A U.S. increasingly reliant on Israeli technology, joint development, and intelligence integration becomes easier to influence in matters of policy. Mossad’s infiltration of the CIA will, much like in numerous unresolved cases over past decades, most certainly divert the course of investigations, leaving the public without clear answers. The truth will almost certainly never come to light, and this pattern is likely to persist, even across other high-tech domains.

@RedboxWire So as an alternative to get funding?

OpenAI plans $20B+ spending on Cerebras chips, to receive equity stake, says The Information

@RapidResponse47 @POTUS If you believe 42000 dead I have a bridge somewhere I can sell you.

.@POTUS: "I have nothing against the Pope... If the Pope looked at the 42,000 people that were killed over the last two or three months, as [protesters] with no weapons, no nothing... I have a right to disagree with the Pope."

@DarioCpx today's market definitely feel liquidity rich

Liquidity is so thin in US financial system that banks had to borrow ~10bn$ from the FED standing repo facility to buffer the impact of “Tax Day” - amazing