@Dcpcooks @moreproteinbars Right on the move wrong on the country?
Roman Levandovsky 🇺🇦 🇮🇱@levandovsky
@Dcpcooks Are they going to announce UST Jihad?
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Roman Levandovsky 🇺🇦 🇮🇱
38.1K posts
Roman Levandovsky 🇺🇦 🇮🇱
@levandovsky
Omnem Movere Lapidem. Sports entrepreneur. Hockey is life!
Calgary, AB Katılım Nisan 2009
580 Takip Edilen886 Takipçiler
🤯🤯🤯 @Dcpcooks
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets. We monitor your portfolios. This is your final notice.
QME
@cullenroche He can’t even use a proper metaphor. Aikido.
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I'm pretty sure the people getting jiu-jitsued by all of this are US consumers. ¯\_(ツ)_/¯
Annmarie Hordern@annmarie
Bessent to @kwelkernbc: “In essence, we are jujitsuing the Iranians. We are using their own oil against them.”
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Hey @commonsenseplay Iran declared Jihad on your portfolio.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians' blood. Purchase them, and you purchase a strike on your HQ and assets. We monitor your portfolios. This is your final notice.
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But what’s next after that? $TSLA very own oil refinery? Imagine this, Elon’s tears are meticulously collected and refined into snake oil. Now that is a quintillion dollar idea.
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@Automoto415792 Soon they will be producing their own oil, oh wait they already do! Snake oil.
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@levandovsky impacts of higher oil prices on activity, of swings in global flows on financial market pricing, etc. this was a comparative statics exercise so to speak
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Petrodollars! Nothing produces more heated discussion and, in my experience, less insight. Myths trump facts, because the actual data is a bit obscure --
But here is the most important thing to know. Before the Hormuz crisis, the flow of petrodollars had more or less dried up
1/many
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$HSY Unfortunately this peanut butter cup grandson is spot on. Haven’t had them in a few weeks but bought a 4 pack of the regular cups today- every few months they get smaller and smaller, and the chocolate is total garbage chocolate now. Eventually all size cups will have regressed to those tiny ass pb cups that are individually wrapped. Big cups that were once a modern marvel are transforming into a relic as well… low quality chocolate is abundant. Very sad but very true.
Odd Diligence@OddDiligence
Big Cups are 🔥
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@Brad_Setser Great thread! What are the second order effects?
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That's my take on the big first order effects on the big regions of the global economy --
There will of course also be important impacts on all the middle powers that are oil importers (Turkey, India, Pakistan, etc) ...
25/25
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Lindsey Graham on Kharg Island: "We did Iwo Jima. We can do this."
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@toiletkingcap @MikeBurgersburg How do you explain him unwilling to say it was inappropriate to shit on Mueller by the president?
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@MikeBurgersburg I actually believe he is and is trying to, but it’s literally impossible
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even the retards in the back know this is insane
Annmarie Hordern@annmarie
Bessent to @kwelkernbc: “In essence, we are jujitsuing the Iranians. We are using their own oil against them.”
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Ok add gaslighting to his resume.
The piper will be paid eventually. He is willingly defending the indefensible. That’s real TDS.
Aaron Rupar@atrupar
WELKER: Do you think it's appropriate for the president to celebrate the death of a Bronze Star, Purple Heart recipient who served in Vietnam? BESSENT: Neither one of us can understand what has been done to the president and his family WELKER: But is it appropriate for the president to celebrate the death of any American citizen? BESSENT: Give what has been done to President Trump and his family, it is impossible for either of us to understand what he's been through WELKER: So you don't think there's anything wrong with a post saying, 'Good. Robert Mueller's dead'? BESSENT: We should have empathy for what's been done to the president and his family
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Only two ways to get that money, raise taxes or print money (raise taxes but in yellow). Of course someone could lend them money, but whom? China? EU? They are kind of pissed off. Journalism is pretty much dead. Did she ask him a follow up to explain who pays?
Aaron Rupar@atrupar
WELKER: Would the administration ever raise taxes in order to fund this war? BESSENT: Again, Kristen, terrible framing WELKER: It's a simple question BESSENT: It's a ridiculous question WELKER: Can you answer it? BESSENT: Why would we do that? We have plenty. We have a trillion dollars.
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The man has a PhD in sophistry. (and apparently a black belt)
Annmarie Hordern@annmarie
Bessent to @kwelkernbc: “In essence, we are jujitsuing the Iranians. We are using their own oil against them.”
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Most people wont make real money on $QURE bc they dont have stomach to hold or get frustrated. That was me in the past on other names. These are the times when you need to refresh your thesis. It is a gift at $16. Risk Reward like no other. Act accordingly. PT $250. Challenge me.
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Trump 2025 was all about
Lower Oil
Weak Dollar
America First
Inflation coming down
This is a completely different animal
Outcomes definitively unknown
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The Mueller post and the Iran 48 hr post is all one post
Trump 3.0 is here and not going away till its all over
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@Macro_First It meaning approval? Cause the drug did work.
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This is going to be either really good for stocks and bonds .... or really really bad!
$spy $tlt
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