David Russell

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David Russell

David Russell

@davidjrussell

Once a Marine, always a Marine. Global Head of Market Strategy at TradeStation Group. Ideas expressed are my own.

Katılım Nisan 2010
801 Takip Edilen666 Takipçiler
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David Russell
David Russell@davidjrussell·
#Oil down. Now consider: The world had oil surplus before #IranWar. Sanctions will likely ease going forward, boosting oil supplies further. Additionally, recent months have shown countries like Japan the risks of relying on imported hydrocarbons. Is massive change coming?
FinancialJuice@financialjuice

🔴This draft includes an immediate and comprehensive ceasefire on all fronts 🔴The Parties mutually undertake to refrain from targeting infrastructure 🔴Freedom of navigation in the Persian Gulf and the Strait of Hormuz is guaranteed under a joint monitoring mechanism Sanctions will be gradually lifted in exchange for Iran's compliance with the terms of the deal 🔴Negotiations on outstanding issues shall begin within a maximum of seven days

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David Russell
David Russell@davidjrussell·
#Silver just made its 2nd higher low, following a higher high last week. There is growing evidence of the pullback ending, with potential continuation on the intermediate and long-term time frames.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Al Arabiya leaked what it calls the "final draft" of the U.S.-Iran agreement. Immediate full ceasefire, freedom of navigation in the Strait of Hormuz, no more attacks on infrastructure, and gradual sanctions relief. Stocks spiking. Oil sliding hard. Deal or trap? Markets are buying it anyway
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Mario Nawfal@MarioNawfal

🇮🇷🇺🇸 Iran is running the most sophisticated domestic propaganda campaign since the revolution. And for the first time in 47 years, unveiled women on state TV. The same regime that killed women over headscarves is now showing them on screen to prove it's a normal country. Why the sudden rebrand? The old revolutionary ideology "no longer had much traction within society." The war gave them nationalism as a replacement. The verdict from inside: "It's all a game." "After the war, the repression will begin." Power has shifted from clerics to generals. Iran is becoming a military state. The regime is performing unity for a population it doesn't trust. The population isn't buying it. And the generals are now running the show. That's a government most likely buying time. What will Iran look like after a deal (or a bomb)?

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FinancialJuice
FinancialJuice@financialjuice·
🔴This draft includes an immediate and comprehensive ceasefire on all fronts 🔴The Parties mutually undertake to refrain from targeting infrastructure 🔴Freedom of navigation in the Persian Gulf and the Strait of Hormuz is guaranteed under a joint monitoring mechanism Sanctions will be gradually lifted in exchange for Iran's compliance with the terms of the deal 🔴Negotiations on outstanding issues shall begin within a maximum of seven days
FinancialJuice@financialjuice

🔴 The final draft of the US-Iran agreement has been reached with the mediation of Pakistan, which is expected to be announced within the next few hours - Iran IRNA Citing Al Arabiya

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David Russell
David Russell@davidjrussell·
Seeing more solid candles and potential reversal patterns in #energy stocks following yesterday's bearish outside day.
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David Russell
David Russell@davidjrussell·
Small caps have outperformed the last 2 days. Why? Could it be that with megacap #earnings done, attention can focus on other things? The Russell 2000 is above its early 2026 highs. The DJIA is not. Thank you for your attention to this matter. #StockMarket
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David Russell
David Russell@davidjrussell·
A few days ago, #tech went from green to red early.. while energy went from red to green. Today is opposite could be happening. Tight oil is worrisome and hurts the consumer. But it doesn't immediately hurt memory chips, fiber optics and general tech hardware. #AI #StockMarket
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Rory Johnston
Rory Johnston@Rory_Johnston·
A brief [updated] history of presidential oil market jawbones through the Hormuz crisis.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
*CITI SAYS OIL UNDERPRICED ON TAIL RISKS *CITI EXPECTS BRENT TO HIT $120 NEAR TERM *CITI FORECASTS 2027 OIL AT $80–90 BASE CASE *CITI SEES BRENT BULL CASE AT $150
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Catholicism in East Asia
Catholicism in East Asia@TheChurchInAsia·
A watercolor and ink painting of the Virgin and Child on Chinese paper, circa some time after 1950. From the archives of the MEP.
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David Russell
David Russell@davidjrussell·
@biancoresearch People would have known this a year ago by watching The Duran and Daniel Davis! This war's outcome was 100% predictable.
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Jim Bianco
Jim Bianco@biancoresearch·
When the U.S. launched Project Freedom about two weeks ago and sent destroyers into the Strait of Hormuz (protected by ~100 planes at a cost of $50–100 million in just two days), Iran hit Gulf neighbors in retaliation. The media reported that some Gulf states were furious — partly because senior U.S. officers had downplayed their defense as a low priority. Restated: the U.S. military already had its hands full. We don’t have an effective shield against mass, the cheap drones and missiles fired against a large area, like an entire Gulf country (see Ukraine, they do). The Gulf states got so nervous that they suspended U.S. use of their air bases, making them justifiable targets. So the operation was paused after two days. Yesterday, Trump just told them we were about to strike again. They raised the same concern, “Iran will drown us in drones,” and we still don’t have a good defensive answer. They pushed back hard. Trump backed down. By the way, this is classic 21st-century war. Decentralized. Highly mobile attack groups. Mass quantities of cheap, attritable, unmanned weapons designed to overwhelm defenses. Rapidly iterative (like software updates every few weeks). 20th-century war was the opposite: a handful of exquisite, insanely expensive platforms (carriers, F-35s, tanks) that take years to upgrade. The 21st century is about cost-benefit: make attacking so expensive and difficult that even superpowers get frustrated. The U.S. is learning this the hard way right now — and so is everyone else. France & UK gave up on the Bab-el-Mandeb vs. the Houthis. Russia is stuck in Ukraine. Israel is struggling in southern Lebanon (now that they have FPV drones). Even China may hesitate on Taiwan because of its “porcupine” defense (which is getting assistance from Ukraine). 21st-century warfare has found the formula to challenge every major military power on earth.
The Hormuz Letter@HormuzLetter

BREAKING: The Pentagon reveals Trump paused the strikes on Iran not for negotiations as he claimed, but because Iran is becoming rapidly more effective at tracking US air operations, improving its air defenses and becoming too strong at detecting signs of a surprise attack, per NYT. Iran has used the ceasefire to successfully dig out all bombed ballistic missile sites, making them fully operational again. Iran also moved a large number of new mobile launchers across the entire country and adjusted tactics for any resumption of strikes, per a US military official. Iranian commanders studied US fighter jet and bomber flight patterns with close Russian and Chinese help. The recent downing of an F-15E and groundfire striking an F-35 revealed American flight tactics had become "too predictable."

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Keşfet

@biancoresearch @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine