my FIN twit

@gcip @HayekAndKeynes #capitalism: interest rates are set by the market, accounting rules aren’t suspended if they become difficult to comply with, failed businesses take bankruptcy, there are no bailouts, monopolies are broken, & labor laws enforced. Let me know when you find one.

@TFL1728 Iran’s not a threat. That threat was always AIPAC Boomer propaganda. Israel is a threat, and even named it the Samson option.

At the beginning of the war I asked a simple question, if you had to pay an extra $1-2/gallon for gasoline for a few months to ensure you would never be threatened with a nuke from Iran ever again would you put that extra money on your credit card?” Before you answer, for the average family that amounts to $100-200 per month for 4 months. $400-800. For the peace dividend that you would never have to pay the indirect tolls of that threat (which compounds to your benefit every month in higher costs) FOR THE REST OF YOUR LIFE AND YOUR CHILDRENS’ LIVES. Sit with that. Sit with thinking through all of the costs associated with what Iran’s conflict with the rest of the world were. Now ADD their people’s welfare to the global economy rather than their extracting a few hundred billion a year to fund terror, drugs, child trafficking, organized crime, etc. Think about who their real partners were. Think about which countries were their partners and fellow travelers… Those that turned a blind eye for the banking fees, or paid someone else the increased insurance which ended up on your monthly budget. Once you’ve begun to get your head around that, then realize that you’re probably only mapping 10% of the real costs. But my original question is exactly what just happened, and in the process we watched countries flip allegiances, come together to defend themselves, and others show you the limit of what they were willing to turn a blind eye to. Trump’s brand of foreign policy rankles a lot of people. It destroys the carefully constructed mind palaces of others, and exposes the grifts of all of them. When this period is over, it will be a new reality. It may even be a significantly better one. But that will be up to us, to accept that sometimes you have to punch the bully in the mouth to get him to shut up. By Labor Day oil prices in the US will be back to where they were before the war, except in California who has been working with our enemies to shut refineries and collapse its economy. They will be a mess. It will be OVER for normal folks. For those that see things clearly, this thing was over months ago.

@imetatronink How strong of a signal does this indicate that all/most prior manufactured Tomahawks in stock, have been exhausted?

In relation to the date code on the Honeywell name plate: x.com/i/grok/share/1…

More Tomahawk duds found in Iran after recent strikes. This one was found in Varamin, Tehran Province. Not only is the US running low on Tomahawk inventory, but those they still have left are proving to be frequently unreliable.

@Nostre_damus Oil shorts covering. Bessent covering and not manipulating the price lower.

Oil is starting to move higher

@JackFarley96 If the U.S. Navy escorts were that reliable and successful, they would have started sooner and there’d be no ceasefire.

I am being told that Trump's 100 million barrel figure here is roughly accurate, and that over the past 3 weeks, huge dark fleets from Abu Dhabi National Oil Company (ADNOC), escorted by U.S. Navy, have traversed the Hormuz Strait (as high as 7 million barrels per day)

Lack of dreaming or never remembering your dreams is a symptom of hypoxia and poor blood flow during sleep

@hkuppy @calvinfroedge Let oil vol drop. 10x Call spreads will fall back closer to the money.

@calvinfroedge We’ll stock out at $65 Brent. Just like the Soviets ran out of potatoes at 10 Rubles/kilo

I really don't think people understand how dramatically global oil inventories are going to continue to fall for the rest of the year

Oracle 100% did eliminate only Americans and hire H1b replacements

@nntaleb Be careful.

I am in West Beirut and the humming of the drone is maddening.

@JavierBlas @CBKimbrell Omani oil was $152 previously $141 record. Bessent sold Oil futures to manipulate the price lower and to scare speculators. There was no SPR in the 70s. Trump emptied the SPR in 90 days to suppress prices and begged for a ceasefire when U.S. oil reserves approached tank bottoms.

What a remarkable outcome: the world's largest ever oil supply disruption failed to create a major energy crisis. The IEA said 2026 shock was worst than 1973, 1979 and 2022 together. And yet, the cost of oil, natural gas, electricity and coal never surpassed the previous peaks.

Japanese culture is superior to American culture.

@infraa_ 1 so more than 0, so….. it wouldn’t take much.

Live look at that "traffic"

SCAM India born Sriram Krishnan, Senior Policy Advisor on Artificial Intelligence, is "voluntarily leaving the position. Reportedly, he purchased his degree in India and entered the US on a VISA to work with Microsoft. Krishnan was a huge advocate for the India tech pipeline and removing per-country caps for green-card employment based permanent residency, to clear the massive backlog of Indian applications to enter the US. Allegedly, there were tensions about the H1B reform and 60 day waiting period. How much more will it take to convince you that the India-US corridor and those involved, doesn't benefit the US AT ALL? Ohio this is to you. Either you want your jobs, or you want to elect this. Vivek is selling data centers and automation. Tech jobs. Do you think you will get them? Vivek is selling ending Ohio engineering programs, to remove any competition from Ohio American graduates. Vivek is selling vocational training, so you can work for them.

Oracle cut 10,000+ workers by email and kept filing H-1Bs the entire time. The jobs didn’t disappear. The Americans did.

@BlueBoxDave Leadership was replaced by the time the smoke cleared, w: someone ostensibly more hardline, an axe to grind, & more popular support. Trump’s statements on the Iranian military were false or Hormuz would be open, & U.S. carriers could have gotten within a 600 miles of Iran.

Tom is a friend, but this is deeply irresponsible nonsense. It could have been written by any anti American podcaster. In fact, he might be a good guest for Candace. I don’t get it, Iran’s leadership and most of its military is gone. What did we lose?

@sporadica American companies facilitating a genocide has consequences with the younger generation. At least Google warned us when they replaced their “Don’t be evil” motto.

damn Stanford really is cooked

@DonMiami3 I’m surprised Trump didn’t break out the discombobulatoooor again to invade Kharg island or the HEU storage site. Also surprised the U.S. reverse engineered Alien technology was no match for those $20k shaheed drones, which the U.S. did reverse engineer into a LUCAS drone. Lmao

They went in thinking this would be a second act to the Venezuela parade, and it turned into an absolute debacle, the consequences are above and the world was taking notes the whole time Hopefully it’s final so we can shift back to the things that actually matter

Multipolarity is here… on a new scale, and for a long time

With uncertainty surrounding the H-1B visa fee, some U.S. businesses unsure how to move forward cbsn.ws/4vbomJG

@TrumpDailyPosts Israel

What is the biggest threat to the security of America?🇺🇸

Again: Come down hard on these bastards. Use government to squeeze them and make sure they know it's totally unacceptable to replace American workers with Indians.