nancy

@paulswaney3 @tyillc But the world is obsessed with leveraged returns. The asset class of the future is knowledge, which of course can be applied to any venture, including manufacturing

Unpopular opinion: Manufacturing is the safest way to make money. I've worked inside 30+ industrial businesses across Fortune 100 and PE-backed companies. Here's what the finance world keeps getting wrong about blue-collar industrials:

@SullyCNBC @tyillc Civil war seems likely. Remember a large portion of the country supports the religious control of the country. It is mistake to think Iran is anywhere near ready to go secular or democratic etc. They just want reforms, like the Chinese put in after Tianamen Square

Keep in mind that it is very possible there are multiple people / parties saying *they* are the ruling party of Iran. My sources believe there are some IRCG 'bosses' running various parts of the country but no one is really certain. It also may change day to day. So be mindful of conflicting headlines in the near term.

@TonyNashNerd @tyillc Rolling back the BBB tax cuts would free up the government to put together programs to reduce the burden of tariffs and rising prices. Workers would be better served by having their debt balances reduced than just shoveling money their ways. Special incentives for savings

Raising rates in the wake of supply constraint driven inflation is telling working class families - already stressed at the grocery store - that they need to go on a diet.

@EdButowsky Timing

Oil prices are rising, tensions are escalating, and most indicators are pointing upward. So why would anyone be betting against oil right now? In this teaser from Wealth Transparency, I talk with Bill Lane, Michelle Connell, and Andrew Tang about a perspective that challenges how most people view energy and where prices might head next. If this scenario unfolds, it could have a significant impact on markets and portfolios. Watch this clip and consider that question. Tomorrow, I will release the full Wealth Transparency episode, where we break down how we arrived at this point. youtu.be/lvp0SZLUobI

I can’t get over that the Three Stooges - Trump, Witcoff, and Kushner are in charge of negotiations. So naive about geopolitics. Certainly not dealing with NY real estate developers. BIG CRINGE! I am surprised Trump hasn’t asked Iran for some gold bauble to make nicely

@IsaMary2021 Pretty in pink

Do I look pretty? 💖💖💖 #IsaMary #PrettyInPink #CuteDogs #SmilingStaffy

@KobeissiLetter And they can just as soon pop back up. Just noise. Oil will not settle out until the damage to middle eastern drilling and processing plants - both oil and gas - is actually assessed. Once stopped, it is difficult to bring back on line.

BREAKING: US oil prices extend losses to -11.5% on the day, dropping below $87/barrel, as markets price-in a potential end to the Iran War.

@beaucoupbabka @realmofgrim You

WHAT IS A 🅱️EDUCTIBLE !!!! ?? !!

@Mayhem4Markets The oil market is a big global market but inventories in various regions are often out of balance. Obviously, the reduction in loaded tankers means that arrivals at various destinations have been postponed so oil available can be short in different places.

If it wasn't obvious that the oil market was being 'managed' by outside forces before, it sure should be now.

@lippyent Lunch on the road!

What's the first thing that pops in your 🧠? Hmm 😒 🤔?¿

@lippyent Library card catalog

What's the first thing that pops in your 🧠? Hmm 😒 🤔?¿

@lippyent Kids sniffing glue and killing brain cells

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@RealRussBaker Great insider trading opportunity! NYSE can tell who was trading but SEC has no interest in enforcement

Soon as Trump mentioned holding off on more attacks vs Iran energy infrastructure, stocks soared and oil prices fell. Lesson: when Trump stops doing what he does, everyone approves.

@PressSec @FBIDirectorKash Timing in life is everything.

The Trump Effect.

@Brendan_Duke @daveweigel 2) a cut off in benefits. The more money people make, the more they complain about how much in taxes they pay. They also pay huge amts of money to find ways to avoid taxes. Sometimes I think they prefer to pay tax lawyers rather than pay the taxes due

According to the NYT-Siena poll--widely recognized as the gold standard of published public opinion polls--about 2% of voters say taxes are the thing they worry the most about affording. Something to think about when weighing how to allocate dollars in a legislative agenda.

Feel like this point from @Nate_Cohn on "affordability" has important implications for elected officials considering whether to spend trillions of dollars on middle-class tax cuts or other priorities like child care or health care.

@Brendan_Duke @daveweigel Those are high income voters, others just worry about net income. Many poorer and middle income folks pay little after deductions and specific tax credits.. They have taxes withheld and are happy if they get that money back. Poor people worry about if their income will cause a 2)

@BaldingsWorld @tyillc Few are talking about Iran’s terror networks worldwide. We could win in Bietnam with a vigorous air campaign because there were guerilla rackets on the ground. Terrorist are just guerilla fighters spread worldwide

I would strongly caution against declaring a winner, loser, or explanation. Each side is spinning it as a win and I will be honest I have no idea but I'll also say neither does anyone here. Hold your priors loosely and let's see

@BaldingsWorld @tyillc At the end so much oil and gas infrastructure has been damaged so that the world markets are going to face negative repercussions for a long time.

@hahussain @tyillc Trump lives in fantasy land.

Trump to US networks: Talks with the Iranians will continue for 5 days, but an agreement could come sooner. Iran wanted a deal “badly.” There has already been “regime change, because it’s totally different people that were involved” in talks.

@APompliano @tyillc They can’t pump anything

I am starting to think the White House doesn't care what happens to the stock market in the first half of the year because they know they have tools to pump stocks higher into midterm elections in November. Not a comment on whether it is a good strategy. Just an observation.