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Singu
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Singu
@compoundin17
Uncertainty is certain. 无为. I will change my PFP to the most current Wu Wei contrarian trade. Don't seek and you shall find.
Antarctica Katılım Haziran 2017
938 Takip Edilen269 Takipçiler
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BREAKING: The US is considering sending up to 10,000 additional ground troops to the Middle East to give President Trump "more military options," per WSJ.
Details include:
1. These troops would be be added to the 5,000 Marines and the thousands of paratroopers from the 82nd Airborne Division
2. The force would likely include infantry and armored vehicles
3. It is unclear where precisely forces will go in the Middle East, but they will likely be within striking distance of Iran and Kharg Island
4. Trump continues to state he will open the Strait of Hormuz, "with or without the help" from allies
US oil prices are back up to $94/barrel.
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Iran is shifting Hormuz toll payments into yuan via Chinese maritime firms, with legislation underway (today) to lock it in.
Already receiving over 80% of oil revenue in yuan through CIPS, Tehran is now expanding that system to shipping fees, further bypassing SWIFT and anchoring the yuan at a key global chokepoint.
It means the US can’t sanction it.
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Bond markets are telling the future:
1. Trump paused tariffs with the 10Y Yield at 4.60%
2. Trump bought $200 billion of mortgage bonds with the 10Y Yield at 4.30%
3. Trump delayed Iran strikes with the 10Y Yield at 4.45%
4. Trump further delayed Iran strikes with the 10Y at 4.45%
Trump knows the bond market is existential.
The Kobeissi Letter@KobeissiLetter
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BREAKING: President Trump says he is PAUSING the "period of energy plant destruction" in Iran by 10 days, until April 6th.
For the second time, within minutes of our call for bond market "intervention" and the 10Y Note Yield crossing 4.40%, Trump has delayed strikes.
Keep watching the bond market.

The Kobeissi Letter@KobeissiLetter
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IRAN PREPARES 1 MILLION TROOPS FOR U.S. INVASION
Iran is reportedly ready to deploy over 1 million fighters if the U.S. launches a ground invasion, according to Tasnim News Agency citing an IRGC source.
Recent days have seen a surge of enlistment requests to the Basij, Revolutionary Guards, and Army. The source warned that Iran is prepared to counter U.S. attempts to reopen the Strait of Hormuz while maintaining its closure.
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Denial, then anger and in the end acceptance
*Walter Bloomberg@DeItaone
🚨 TRUMP: WE DONT NEED HORMUZ, IT DOESN'T AFFECT US AT ALL
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