hexlint

1.7K posts

hexlint

hexlint

@hexlint

Las Vegas, NV Katılım Kasım 2022
870 Takip Edilen314 Takipçiler
hexlint retweetledi
DD Geopolitics
DD Geopolitics@DD_Geopolitics·
🇮🇷 BREAKING: Initial reports of an IRGC Navy attack on the U.S. naval fleet in the Strait of Hormuz and Sea of Oman.
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
US Navy blasted an Iranian ship with IRGC personnel onboard ceasefire is over
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hexlint@hexlint·
@duediligenceguy They couldn't afford to build a bridge to nowhere, so they built a pipe to nowhere!
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Lobo Tiggre
Lobo Tiggre@duediligenceguy·
For more years than I care to count, I’ve seen this ugly pipe sticking out of the river Neris. I thought it was an industrial relic from Soviet times. Today, I found out that it’s… art. The city paid a fortune for it. Had to laugh. Guess I should stick to kicking rocks.
Lobo Tiggre tweet media
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hexlint@hexlint·
@RealRickRule She wants your house in particular! Could use a more spacious abode after moving out of the basement
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Yet another commodity guy
I estimate at least for crude about 2.8 billions barrels of linefill and tank bottoms. This is from known pipeline infrastructure and measurable inventories. That inventory is unavailable for commerce and can't be drawn. This is from GEM data and @Kayrros
Yet another commodity guy tweet mediaYet another commodity guy tweet mediaYet another commodity guy tweet media
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hexlint@hexlint·
@RealRickRule Rick you handled a 130% drawdown incredibly well. Under similar circumstances, I'd curl up in my bathtub, not sure if I'd ever leave.
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hexlint
hexlint@hexlint·
@jam_croissant At least with tulips and crypto, you have speculative upside. Here you are guaranteed to lose money with arithmetically certain negative real rates!
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Ethan Levins 🇺🇸
Ethan Levins 🇺🇸@EthanLevins2·
The explosion in Israel moments ago occurred near the Sdot Micha airbase. It holds Nuclear material…
Ethan Levins 🇺🇸 tweet media
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WW3 Monitor
WW3 Monitor@WW3_Monitor·
A MASSIVE EXPLOSION HAS OCCURRED IN BEIT SHEMESH, ISRAEL UNCLEAR WHAT THE EXPLOSION IS 🇮🇱🇮🇱‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️
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hexlint@hexlint·
@RealRickRule Rick, you need to start speculating like you did back in the 1970's, because they will need another order of magnitude expansion of your balance sheet (to be appropriated for the common good) to plug the budget hole
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Clash Report
Clash Report@clashreport·
Trump on Taiwan: When you look at the odds, China is a very, very powerful, big country. That’s a very small island. Think of it; it’s 59 miles away. We’re 9,500 miles away. That’s a little bit of a difficult problem. If you look at the history, Taiwan was developed because we had presidents that didn’t know what the hell they were doing. They stole our chip industry.
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COKE❄️
COKE❄️@0xcoked·
There goes oil and bond yields All that's lacking is a Barak Ravid tweet to catalyze the process and trip circuitbreakers Aerial surveillance craft patterns in Iranian airspace periphery suggests impending large-scale operation too. The NASDAQ might see a historic crash.
COKE❄️ tweet media
COKE❄️@0xcoked

A lot of suspicious multi-billion oil trades just took place -- suggests that Trump insiders have been informed that the Iran war resumes after the Trump-China trip is over very soon. This has been the best way to detect advanced-warning so far in the conflict.

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hexlint@hexlint·
@RobProvince Now fly by night, asset stripped judgment proof brokers who don't pay insurance have a huge advantage over legit brokers. This is a bigger problem since empty shell brokers don't even need to hold physical assets like trucks
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COKE❄️
COKE❄️@0xcoked·
A lot of suspicious multi-billion oil trades just took place -- suggests that Trump insiders have been informed that the Iran war resumes after the Trump-China trip is over very soon. This has been the best way to detect advanced-warning so far in the conflict.
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hexlint@hexlint·
Stock up on food before the fertilizer deprived planting season gets priced in
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hexlint
hexlint@hexlint·
@jam_croissant Cem can I pitch on the best way to play an export ban? Exec summary is petrochem companies like $DOW $LYB effectively export energy derivatives that are highly unlikely to be export banned unlike fertilizers from $CF, petrochem competitors in Middle East blown up, Asia curtailed
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