solco

The year is 2042. President Vance’s second term. Reporters gather in the White House for the daily briefing. The Gulf states were swallowed back into the desert about five years ago. Now only the Kaaba remains on the whole peninsula. One can often see camels circling it and licking the stone—an irrefutable piece of evidence, according to Muslim YouTube apologists, that Sunni Islam is the true religion, since even the animals apparently have the urge to worship Allah. And now, an hour ago, Shahed drone #241393254 hit the last standing building in Israel. Everyone suddenly stands up as the door opens. It’s time. As always, two men enter carrying it on a golden plate to the desk. The routine is known to everyone present—to the whole nation, the whole world… or what remains of it. The purple cloth is slowly removed. His familiar mouth appears first. So many great sentences once came from that mouth. Now it only knows one. "God, it’s so orange," a reporter blurts out in astonishment—a young woman, clearly witnessing the ritual in person for the first time. Finally, the last bit of cloth is removed. His little eyes scan the room as he gives everyone a warm smile. "Hello, Mr. President," Vance breaks the silence. "Good to have you with us again, sir." Trump’s head, floating inside a big vat, excitedly turns to face him. He can’t wait. "The cameras are ready, sir." The rest of him was buried eleven years ago. Over 4000 days of… whatever this is. And no one is sure if it will ever end. Silence fills the room again as the facial expression of the orange ball turns stern. He is ready. "Oh my God… I can’t," the same young reporter whimpers again, then collapses. No one cares. This is common. Some days they drag out a dozen bodies. "Here it comes," an older reporter calmly whispers. His lips begin to move, and the holy words the entire planet has been waiting for are finally uttered: "The war in Iran has been won."

@wmcintyre84 @tiltwave Yes. You. Are. On. The. Sidelines.

@wmcintyre84 @tiltwave I’m in the arena trying stuff. Some will work, some won’t. But always learning. You’re anonymous and afraid of your own shadow. Enjoy the sidelines.

The goat

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@flyguywizard @0xtyle

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@Handsofw_BN Adam

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@MiyaHedge @0xtyle @Diddy good read for you 2 great minds. Ur welcome

The containership recession trade. a thread🧵 One thing that stuck in my head is Trump's and Bessent's vague wordings and their literal contradictions with the official Chinese press regarding tariffs. You might call this unimportant, yet all the information we are currently trading with comes out of their mouths, so every word and every action has to be microanalysed. I am very much certain Bessent & Trump are doing their best possible to borrow time, to be exact, they're trying their best to control volatility until May 10th, the market's deadline for an agreement between the US & China. Why May 10th you might ask. Container Shipping Routes. > why is this topic so important? because container ships can accurately forecast when companies will start to position themselves defensively ahead of the tariff effects. Why? Because goods come from China -> US on container ships. All of the goods you are currently consuming departed before the tariffs announcement, since Ocean shipping takes 25-45 days from Chinese ports to US shelves. So this creates a time window where barely any new ships depart, but everything looks normal in the US economy. Yet behind the scenes we are currently experiencing 42% of scheduled ships between Asia <> US being canceled (blank sailings). This used to be close to 0% a few weeks ago. so simple: if we know how the container ship departures decline, we also know when the US economy will be affected since a container ship has a certain duration travelling through the ocean. So when will the US economy start to be massively affected? Deadline: May 10th, that's when the last Chinese container ship will dock on the East coast. So if everyone knows that, why are we not all already in full panic mode and SPX & NQ are up last week? Trump & Bessent are trying to do their best job in gaslighting you that a) they don't care that much about the stock market, b) that china & us trade war is coming to a deal. Back to my main point, Trump is trying his best to gaslight you that everything is fine to keep volatility down and buy time BEFORE US shelves gradually run out of inventory. A compilation of Trump & Bessent being ultra vague: April 24th: *TRUMP ON TARIFF TALKS: HAD MEETINGS THIS MORNING WITH CHINA (later denied by Chinese Embassy) *TRUMP ON CHINA TALKS: MAY REVEAL LATER WHO TALKS WERE WITH April 25th: Trump: Think Markets Are Adjusting to Tariff Policy CHINA'S FOREIGN MINISTRY ON TRADE TALKS WITH US: CHINA AND US ARE NOT HAVING ANY CONSULTATIONS OR NEGOTIATIONS ON TARIFFS CHINA SAYS US SHOULD NOT MISLEAD PUBLIC ON TALKS CHINA'S FOREIGN MINISTRY SAYS NOT FAMILIAR WITH REPORTS ON CHINA TARIFF EXEMPTIONS April 27th: *TRUMP: THERE’S BEEN A LITTLE BIT OF MOVEMENT WITH CHINA *TRUMP: SOMETHING WILL HAPPEN WITH CHINA THAT WILL BE POSITIVE Bessent Says “Maybe They’ll Call Me One Day” and so on... It's pretty much clear that China has leverage over the US and Trump went from being aggresive regarding tariffs, to being very much defensive when asked so the market doesn't kick him in his balls. Especially since Trump lied about talking to Xi on tariff situation i lost belief in his gaslighting. The US inventory will run out of goods and this is what companies are preparing themselves for. E.g. the ISM Manufacturing Survey e.g. reports record level increase in Inventories since before the dot com bubble. US companies are preparing for inventories that slowly deplete while it they aren't replenished anymore. This running out of goods is a huge issue and probably the start of a new recession if not acted properly. So if Trump doesn't find a deal in the next few days traders will start to act more defensively, since the market won't wait until that deadline. Trump has to throw more bones into the market until participants stop believing his lies or until he found a deal with China. If he doesn't find one quick now, we will see major consequences. Also for layoffs etc. Deadline Expiry is soon. I'm still short.

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@shortmagsmle @0xtyle

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@TrumpDailyPosts welcome back @FloydTerminal

THE OPERATION IS OVER! THE PATIENT LIVED, AND IS HEALING. THE PROGNOSIS IS THAT THE PATIENT WILL BE FAR STRONGER, BIGGER, BETTER, AND MORE RESILIENT THAN EVER BEFORE. MAKE AMERICA GREAT AGAIN!!! Donald Trump Truth Social 4/03/25 08:33 AM

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