Kim retweetledi
UNITED STATES AND IRAN EXCHANGED FIRE IN THE PERSIAN GULF, WITH DRONES, MISSILES, AND NAVAL CLASHES SHAKING A FRAGILE FOUR-WEEK CEASEFIRE AND ESCALATING TENSIONS ACROSS THE REGION.
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Kim
26.4K posts
Kim
@kimster_76
The world is not prepared for the truth.
Katılım Ocak 2016
76 Takip Edilen167 Takipçiler
Kim retweetledi
U.S. Navy guided-missile destroyers are currently operating in the Arabian Gulf after transiting the Strait of Hormuz in support of Project Freedom. American forces are actively assisting efforts to restore transit for commercial shipping. As a first step, 2 U.S.-flagged merchant vessels have successfully transited through the Strait of Hormuz and are safely headed on their journey.
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Kim retweetledi
Following the announcement of the U.S.-led "Project Freedom," vessel traffic in the Strait of Hormuz remains at a trickle, and the majority of vessels that are transiting are using the Iranian traffic separation scheme and not the "Project Freedom" corridor closer to Oman.
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Kim retweetledi
تنگه هرمز با توییت بسته نشده که با توییت باز شود،
راه باز شدن تنگه هرمز یا پذیرش شکست، رسیدن به یک توافق و قبول سیادت و ریاست ایران بر تنگه هرمز است،
یا بازگشتن به میدان، پذیرش یک شکست خفت بار دیگر و قبول سیادت و ریاست ایران بر تنگه هرمز است،
راهی بهغیر از این نمانده است.
فارسی
Kim retweetledi
Kim retweetledi
Kim retweetledi
IRANIAN FOREIGN MINISTRY: NEGOTIATIONS ONGOING, WE RECEIVED THE US RESPONSE, AND WE WILL ANNOUNCE OUR POSITION VIA THE PAKISTANI MEDIATOR
#BREAKING
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Kim retweetledi
Kim retweetledi
TRUMP ON IRAN'S PROPOSAL: IT IS NOT ACCEPTABLE TO ME — I'VE STUDIED IT THOROUGHLY, I'VE STUDIED EVERYTHING, AND IT'S SIMPLY NOT ACCEPTABLE.
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Kim retweetledi
TRUMP, IN AN INTERVIEW WITH ISRAEL'S KAN NEWS: WE'VE EXAMINED IRAN'S PROPOSAL AND CONCLUDED THAT IT IS NOT GOOD FOR US.
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Kim retweetledi
We've reached the point in the war when neither side has a good card to play and both think they can wait the other out, which would seem like a manageable stalemate except that the oil market is losing circa 10 million barrels of supply each day.
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Berkshire Hathaway's annual shareholder meeting just produced two moments worth paying attention to.
Greg Abel described compounding inflation at 8–9% as a "terrifying scenario." That is the person who will run the largest holding company in the world using the word terrifying — unprompted, on the record, in front of 40,000 shareholders.
The second moment is that Berkshire's cash position is now $397.4 billion. The company has been a net seller of equities for 14 consecutive quarters. They are not finding things worth buying. They are not deploying. They are holding T-bills at a scale that has no historical precedent for this firm.
The connection between those two data points is not a conspiracy. It is a balance sheet. If you believe inflation could reaccelerate to 8–9%, the correct positioning is exactly what Berkshire has done — liquidate equities priced on disinflationary assumptions, hold short duration instruments that reprice with rates, and wait. Cash earning 5% while inflation is 3.5% is not a great real return.
Cash earning 5% while inflation goes to 8% is a disaster — but it is a recoverable disaster. Equities priced at 22x earnings in an 8% inflation world are not.
Abel did not say inflation is going to 8–9%. He said it would be terrifying if it did.
That is a precise and deliberate distinction. But the cash pile says the optionality against that scenario is worth more to them right now than any asset they can find at current prices.
PCE is at 3.5%. Core PCE is 3.2%. Both are three year highs. Brent is at $119. Fertilizer exports through Hormuz have stopped. The people running the most patient capital allocation operation in history are sitting on $397 billion and calling high inflation terrifying.
What do you think they're seeing?
Nicholas Mugalli@RealNickMugalli
Warren Buffett’s Berkshire Hathaway's cash balance just hit $397 billion. Buffett has now been a net seller of stocks for 14 consecutive quarters. He is not finding things worth buying. That is the message. From 1991 to 2020, Berkshire's cash pile grew slowly — a few billion here, a few billion there, building to roughly $130 billion by the time COVID hit. Then something changed. Over the past five years, the balance has gone from $130B to $397B. The acceleration is not a function of earnings. It is a function of selling. Berkshire has been a net seller of equities for 14 straight quarters — including a net $8.1 billion sold last quarter alone. Apple. Bank of America. Quarter after quarter, the portfolio shrinks and the cash pile grows. The conventional read is that Buffett is being cautious. The more precise read is that he cannot find a single acquisition or investment large enough, cheap enough, and safe enough to justify deploying $397 billion. A $10 billion deal barely moves the needle. A $50 billion acquisition — which would be one of the largest in corporate history — would still leave him with $347 billion in cash. Put alongside Paul Tudor Jones's comments this week on market valuations at 252% of GDP, Buffett's cash accumulation is the same signal expressed differently. The two most credible long term capital allocators alive are both saying the same thing—the market is not offering value at current prices. One is saying it in interviews. The other is saying it with $397 billion sitting in T-bills. When the most patient buyer in the history of capital markets cannot find anything worth buying, that is worth sitting with…
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@GustavoBolsa El precio de las commodities está intervenido por el emisor de USD
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Para evitar q los intereses de la deuda consuman todo el presupuesto americano, la Fed tendrá que sacrificar aún más el valor del dólar, comprando deuda de forma agresiva para asegurarse que las las TIR de los bonos caen y con ello se 'alivia' el déficit.
Esta devaluación garantizada de la moneda fiat será el catalizador definitivo para los metales.
Sin prisa, pero sin pausa, Super ciclo de commodities.
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Máximos históricos para mi querido y archi recomendado @azvalor Internacional que sube en lo que va de año un 26%.
Atención, todos los miles de copartícipes de Azvalor ganan dinero con independencia de cuando compraran y el que empezó desde el inicio lleva casi un 13% anualizado.
Aún recuerdo las peleas que tenía con todo el mundo que los criticaba sin tener ni puta idea del verdadero valor del fondo. El tiempo nos dió la razón.
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@LucaMont_ @SantiagoAuFund When the divergence btw physical and screen prices is exposed and the public realises inflation is not 3-4% pa but closer to 10% pa
Gold step ups show the way
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There is not going to be hyperinflation in the USD…
Porter Stansberry@porterstansb
Correct. With one supremely important caveat: one of the parties must stop the hyperinflation that is coming.
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@KarlP46671051 @SantiagoAuFund @LukeGromen Sure it will. It’s just a matter of time. This time will just be more difficult given the level of price intervention never reached ever before
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@SantiagoAuFund Usd won't devalue massively against gold? Like it already has last 4 years? Asking for a friend @LukeGromen
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Kim retweetledi
Iranian Deputy Foreign Minister: We have submitted our proposal to Pakistan to definitively end the war imposed on us.
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@amlivemon The reason you won’t have hyperinflation in USD is because all raw materials prices are intervened. Not because it’s any reserve worth of value.
We live in a simulation.
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@amlivemon Sure. As with the hyperinflation of the Roman Empire's denarius during the Empire’s collapse
Btw, the reserve currency that ultimately survived the fall was the Byzantine Solidus, a gold coin
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You cannot have hyperinflation in the reserve currency. You would would need commodities priced in another currency to stress the monetary system.
This is basic economics. How do people not know this?
Porter Stansberry@porterstansb
Correct. With one supremely important caveat: one of the parties must stop the hyperinflation that is coming.
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