i hate x

@Kacper_PK_CH An epic crash may wreck their country

KOSPI - South Korea Equities Full melt-up mode, another +4.5% day, now up almost +70% in 8 weeks. I'm grateful to be honest to trade it. The dot-com bubble happened when I was like 12. I always felt I was missing that experience. I can learn from this. In the meantime, together with Taiwan, it's lifting EM funds, including the one I'm in. Still, what I'll be doing in the coming days is to expand my regular coverage to all countries ETFs. Jurisdiction is playing a far larger role now than ever before. Just look at what tax reform initiated in Korea. $EWY $EMXC

@GavMcCracken We’ll see. This guy can also be full of shit

So the USA is really doing it. They're going to pay Iran to keep their control of the strait. You can't write a drama this good because the audience would never suspend disbelief enough. Iran's totally going to open the strait to all traffic after they get paid btw ;)

@Nostre_damus When the SPR is 10 million barrels from the bottom Trump will give Iran 1 trillion dollars. Art of the deal

@meloathesx Trump’s bottom

Trump is willing to drain the SPR to the last barrel of oil

@TxNativeP23 @SilentlySirs I’ll assume this is just Iranian propaganda until it’s confirmed by an official account

@TxNativeP23 @SilentlySirs I’ve never seen any reports of a failed raid on Kharg. Alleged failed mission to recover the uranium, yes.

BREAKING The IRGC reports: U.S. Marines were captured on Iran’s Kharg Island during a failed landing attempt. The operation was completed successfully.

@adamscochran @FiatElpis Dude you’re just recycling old tweets

The US strikes since the ceasefire though have only been defensive. They’ve made sure to agitate and push up to the line to be able to use that defensive excuse, but we’re at almost 2 months of no new strikes that don’t meet that definition. That’s very helpful to Rubio’s claim. Personally I think Congress lacks the spine to actually do something if Trump crossed the line, but the current state at least helps sell that story.

I’m told this progress is attributable to: * JD Vance being sidelined (which led to his discussion of dropping presidential bid) * Rubio quietly taking over lead * Rubio switch lead mediator from Pakistan to Qatar due to Pakistan’s “discretion” issues * Rubio being able to convince Iranian delegates that the Congressional restraints on military action outside the 60-day window are serious, and that the US can only engage defensively Unlike the talks in Pakistan, we are hearing *a lot* less public claims of progress, but there is apparently substantially more real progress behind the scenes. Trump’s unpredictability, rhetoric and Netanyahu being a loose cannon are still causing material delays, but it sounds like there is at least a round one deal getting close. (And that senior Republican leadership have quickly jumped ship from Vance to Rubio in a potential ‘28 bid, after he showed how little statecraft is needed to move something stable forward here)

@Nostre_damus When has the US ever not said a deal was close? The deal will be close every single day for the rest of our lives. This is hell

Imagine trying to explain to someone 10 years ago that Iranian media will be more trustworthy than US media Mind blowing

@BrettErickson28 It’s called Project Freedom Part Deux. Not the same thing

An update was made to this live reporting in the last few minutes: "A spokesman for U.S. Central Command said that the U.S. wasn’t resuming Project Freedom and that reporting that said it was picking back up is inaccurate. The officials said the Navy plans to help about a dozen vessels including supertankers and container ships to cross through the waterway over the coming days." That to me reads like "same same, but different... but still same."

Breaking: New reporting from @benoitfaucon and @CostasParis indicates that the United States may be launching an “Operation Freedom 2.0”. This would very clearly break the ceasefire, and any insinuation from the United States that it would not is farcical at best, and an outright lie in all reality. Per the reporting, which cites U.S. military officials: “The Navy plans to help about a dozen vessels including supertankers and container ships to cross through the waterway over the coming days.” A dozen vessels… is this a joke? The United States is going to risk further damage to Gulf energy infrastructure, a complete breakdown of talks, and more global economic damage to help a DOZEN vessels cross the Strait of Hormuz? An idea that was so stupid the first time, that Washington scrapped it a mere 48 hours after it was announced? This strategy seems to completely misunderstand the scale in which traffic would need to increase in order to cover the 13M bpd + 20% of global fertilizer that has dropped offline as a result of the closure of the Strait. Unless Washington intends to permanently occupy the Strait of Hormuz, something that would be extraordinarily costly and likely ineffective, this “Operation Freedom 2.0” will accomplish nothing but even further damage and embarrassment to the United States and the world. wsj.com/livecoverage/i…

@academic_la The Israel escalation of the war has been given a thumbs up by Trump. Don’t put all the blame on Israel

Israel has began to move deeper into Lebanon, moving to bury not only the supposed ceasefire in Lebanon but also talks on Iran. The Israeli policy is an endless and wide regional war.

@palebluedotKy @Rory_Johnston Do not think. Thinking is for losers

@Rory_Johnston Seriously, can anybody PLEASE explain to me why CENTCOM would we be doing round 2 of Operation Freedom if an MOU is about to be signed any minute now that frees up the SOH (as the White House has been claiming for over a month now)?

WSJ: *US NAVY RESTARTS GUIDING SHIPS THROUGH HORMUZ *US SAYS GREEK OIL TANKER WAS GUIDED BY NAVY OFF OMAN COAST *US PLANS TO HELP DOZEN VESSELS CROSS HORMUS IN COMING DAYS Project Freedom redux. Let's see if it goes any better this time—and not a great sign for negotiations.

@Rory_Johnston Trump’s lizard brain will have a new plan every other day

@rickjeff78 We’ll see what happens. There’s no point to a secret deal when everyone will see what’s happening in the strait

The Trump/Iran Deal Iran gets: - Control of Strait of Hormuz and ability to toll it. - Keep all of their enriched uranium. - Unfreeze of all of their sanctioned liquid assets. - Higher oil prices to sell into. Americans get: - Pay $4.50/gallon for gas vs $2.75 in January. I guess we really did get tired of winning.

@Amena__Bakr The 12 billion dollar question is will Trump and the US send pallets of cash to Iran just to sign a MOU

The conflict is still very much stuck in this stalemate state. Some escalation here and there and no details on how any of the agreed terms will work. #Iran

@JoshYoung Even with a deal Iran wants to push back the “opening” of the strait to a later date

Today, we learned that Iran is mining the Strait of Hormuz Despite "being on the cusp of the 'biggest' and 'best' deal ever" to reopen the Strait of Hormuz Interesting.

@lrozen Almost certainly does not mean IAEA

Assuming he means the IAEA, seems potentially positive he is mentioning alternative options for overseeing the disposition of Iran’s HEU than demanding it be sent to the US.

@StLiechtenstein @alexbward Almost certainly the latter since Trump mocks all international agencies

@alexbward Does he mean the IAEA? Or the U.S. Dept of Energy?

After long saying the U.S. would acquire Iran’s “nuclear dust”—the enriched uranium—he now says his preference is the IAEA be present as Iran destroys it at home or “at another acceptable location”

@HormuzLetter It’s obvious Trump doesn’t want to sign any deal and wants Iran to retaliate. Israel will ramp up its war against Hezbollah just to make sure Iran isn’t confused

BREAKING: US forces struck two IRGC boats laying mines in the Strait of Hormuz and missile sites in Bandar Abbas, per CENTCOM spokesperson. A source close to Iran's Ghalibaf says Iran's "decisive response" is now underway. The deal is off.

@Nostre_damus By those confused by what’s going on, Trump is trying to sabotage his own deal

We just attacked Iran in self defense The jokes write themselves

@GavMcCracken Normies don’t understand, when Trump says time is on our side, he means stocks are at all time highs and oil is below 100

Kharg Island hit by missiles. Most bearish oil thing to happen since the strait of Hormuz was opened a few months ago.