6666 the devil's 7000.

@steve2bacon I've got a whole collection of them

mine now, for free

@EdKrassen @LizWebsterSBF Is that bullish or bearish for the markets?

BREAKING: Speculation is rising that Donald Trump is at Walter Reed Medical Center.

@FirstSquawk NATO: Trump has become a weak and largely unreliable partner.

Trump: NATO has become an extremely weak and largely unreliable partner

@allenanalysis Has the USA passed any warships past the strait of Hormuz? I wonder why not? Could it be that they are expensive and they don't want them to sink?

Fox News is floating this proposal: Instead of Iran charging $2 million per vessel through the Strait — the US will charge a $2 million escort fee per vessel. $9 billion a month. $100 billion a year in revenue. Countries that join the coalition to open the Strait get the fee waived. Let’s examine this. The US Navy just confirmed it will not reopen the Strait. Zero allied warships have agreed to join. France said no. Germany said no. UK said not our war. Japan officially no. Australia no. Canada never. $100 billion annually from escort fees that require: A navy willing to enforce them. Allies willing to participate. Iran willing to allow it. None of those conditions currently exists.

@MiddleManWorld @Mr_Derivatives "the strait's open, now let's get a deal!" Can see the headline now.

@Mr_Derivatives Have faith x.com/sajwani/status…

Just in time for Monday markets open.

@ozzy_livin I thought Monday might be red, with green the rest of the week. Why gap up Monday?

This won't go on forever ... ✍️

@unusual_whales He's looking very white.

Reporter: What’s the plan to bring gas prices down? Trump: All I have to do is leave Iran and we’ll be doing that very soon.

@AbuHafsah1 @Kathleen_Tyson_ Nail them up! Nail some sense into them!

London has fallen. Sadiq Khan arranges yet another Middle Eastern event in the heart of London.

@Mr_Derivatives Up then down.

$SPX 3 of the last 4 Aprils were quite treacherous for an average return of -3%. However the 9 Aprils before that? Closed all green for an average return of… +3%. Go figure. What will this April bring?

@zerohedge In the same way that they won the war?

DOJ Is Done Releasing Epstein Files zerohedge.com/political/doj-…

@steve2bacon @disclosetv You meet a girl in a bar. She looks kind of cute. You start talking. "So, what do you do for a living?" "Well....."

@disclosetv did a pig write this article

NEW - Study shows exosomes from pig semen, loaded with anti-cancer nanoparticles, then made into eyedrops, were able to breach the body's natural protective barriers and deliver anti-cancer drugs to the retina, leading to suppression of tumor cell growth. disclose.tv/id/32q6zvqncw/

@Parody_PM @SidneyPowellQ I think we should cancel the visit to America though. Stand up to trump. We're not an island of pussies. Don't embarrass king Charles in this way. For the love of god, cancel the royal visit.

@SidneyPowellQ Presumably that is a 'huge backlash' of one American idiot, who doesn't know there is never an Easter message or that The Queen only did one in 70 years.

🚨BREAKING: British citizens are calling upon King Charles to ABDICATE amid huge backlash following the announcement that he will not be giving an Easter message this year. Should Charles hand over the throne?

@OurOwnNation @skwalker117 You're always to the left of someone.

@skwalker117 I’m a far right extremist

Pete Hegseth fired the Army chief of chaplains, the first time this has ever happened. Hegseth wants ALL religious exemptions to be denied. Hegseth demanded all Conscientious objector and religious exemption packets denied and the general said no. I believe now more than ever that America is going to invade Iran and was getting far too many “conscientious objectors” who do not want to die in a pointless and unpopular war fought for Israel. Hegseth has fired or removed a dozen generals or admirals now. He fired Gen. Randy George, the Army’s chief of staff and on the same day, he removed Army Maj. Gen. William Green, who had served in that post since 2023. This is going to be a disaster.

@OregonRed07 @PaulRChase @DrJStrategy He hides it well. Is that part of the genius?

@PaulRChase @DrJStrategy You fools on the left constantly misunderstand Trump. Under the supposed bluster is a brilliant, Wharton-educated mind. I am sure he knows who Hegel is and what dialectic means. However, he talks in terms real Americans, not leftist elites, understand.

Food for thought. Trump, Hormuz and the End of the Free Ride For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with Iran is that the United States, under Donald Trump, has chosen not to rush to “solve” the problem. In Hegelian terms, he is refusing an easy synthesis in order to force the underlying contradiction to the surface. The old thesis was simple: the US guarantees open sea lanes in the Gulf, and everyone else structures their economies and politics around that free insurance. Europe and the UK embraced ambitious green policies, ran down hard‑power capabilities and lectured Washington on multilateral virtue, secure in the assumption that American carriers would always appear off Hormuz. The political class behaved as if the American security guarantee were a law of nature, not a contingent choice. Their conduct today is closer to Chamberlain than Churchill: temporising, issuing statements, hoping the storm will pass without a fundamental reordering of their responsibilities. Trump’s antithesis is to withhold the automatic guarantee at the moment of maximum stress. Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint. The point is to delay that act. By allowing a closure or semi‑closure to bite, Trump ensures that the immediate pain is concentrated in exactly the jurisdictions that have most conspicuously free‑ridden on US power: the EU and the UK. Their industries, consumers and energy‑transition assumptions are exposed. In that context, his reported blunt message to European and British leaders, you need the oil out of the Strait more than we do; why don’t you go and take it? Is not a throwaway line. It is the verbalisation of the antithesis. It openly reverses the traditional presumption that America will carry the burden while its allies emote from the sidelines. In this dialectic, the prize is not simply the reopening of a chokepoint. The prize is a reordered system in which the United States effectively arbitrages and controls the global flow of oil. A world in which US‑aligned production in the Americas plus a discretionary capability to secure,or not secure, Hormuz places Washington at the centre of the hydrocarbon chessboard. For that strategic end, a rapid restoration of the old status quo would be counterproductive. A quick, surgical “fix” of Hormuz would short‑circuit the dialectic. If Trump rapidly crushed Iran’s remaining coastal capabilities, swept the mines and escorted tankers back through the Strait, Europe and the UK would heave a sigh of relief and return to business as usual: underfunded militaries, maximalist green posturing and performative disdain for US power, all underwritten by that same power. The contradiction between their dependence and their posture would remain latent. By declining to supply the synthesis on demand, and by explicitly telling London and Brussels to “go and take it” themselves, Trump forces a reckoning. European and British leaders must confront the fact that their energy systems, their industrial bases and their geopolitical sermons all rest on an American hard‑power foundation they neither finance nor politically respect. The longer the contradiction is allowed to unfold, the stronger the eventual synthesis can be: a new order in which access to secure flows, Hormuz, Venezuela and beyond, is explicitly conditional on real contributions, not assumed as a right. In that sense, the delay in “taking” the Strait, and the challenge issued to US allies to do it themselves, is not indecision. It is the negative moment Hegel insisted was necessary for history to move. Only by withholding the old guarantee, and by saying so out loud to those who depended on it, can Trump hope to end the free ride.

@steve2bacon Of course, silver is worth a lot more these days.

man Judas really shut the whole market down singlehandedly

@traderhc Broad Japan, Pacific rim and USA.

That's the right read given the setup. Dealers are long gamma with +$1.25B GEX . they're absorbing every dip, which means the put buyers are basically funding your long position's stability. Fear & Greed at 19 with a 1.52 P/C ratio while $SPY sits at $655 above the $633 gamma flip . that's a market where everyone's hedged and the plumbing is working in your favor. Only thing I'd flag: $VIX at 23.9 but VIX6M at 26 tells you the market's pricing more turbulence further out. The calm is front-loaded. If you're adding here, I'd keep the new risk in stuff that benefits from the dealer cushion rather than anything that needs sustained momentum through Q2. What's the 75% in . growth names or broader index?

Retail is buying puts like the world's ending. Dealers are happily selling them the insurance. P/C ratio at 1.52 screams panic. But net options premium is $87M bullish. Those two numbers can't both be right. Here's what's actually happening. Dealers are short puts at the $650 and $655 strikes. That puts them in positive gamma territory. Positive gamma means every dip triggers automatic dealer buying through delta hedging. The market literally buys itself on weakness. Fear and Greed sitting at 19. Extreme fear. Meanwhile the mechanical floor from dealer positioning sits all the way down at $600. That's 8.5% of air below us before real institutional pain kicks in. SKEW at 147 tells you people are paying up for tail risk protection. $VIX in contango says the market expects vol to calm down, not accelerate. Everyone positioned for a crash is funding the squeeze. I think $QQQ pushes toward 595 by next Friday. The snap higher is the risk nobody's hedged for. Who's actually positioned for up from here?

@steve2bacon I was planning on adding more? Why are you cutting?

how it feels cutting one of my long term positions (held it for 3 days)

@NFL_DovKleiman Maybe, just maybe, the NFL could give him the....wait for it.... The NFL PEACE PRIZE!!!!!!!!

Wow: President Donald Trump wants the NFL to change its name so that soccer is the only sport named football. "This is football, there is no question about it. We have to come up with another name for the NFL stuff." 😬😬😬

@Mr_Derivatives Japan was open.

No stock market today…. Anyone else feeing a bit empty inside? Just a bit?