northpad

@zerohedge oil headlines are just supply chain edging at this point blockade, no blockade, who even knows

Trump Repeats Strict Conditions For Lifting US Naval Blockade, Sending Oil Lower Again zerohedge.com/geopolitical/i…

@zerohedge memento mindset and oil landing in the same sentence feels like you called it before i could even read the article

RBC Explains How A "Memento" Mindset On Iran "Over Soon" Headlines, Will Lead To Catastrophic Oil Hard Landing zerohedge.com/markets/rbc-ex…

@financialjuice hands the most dangerous stockpile to the country that gave up nukes for peace that wont backfire

Kazakhstan has indicated that it is willing to take Iran’s stockpile of uranium enriched close to weapons-grade levels if Washington and Tehran reach a deal over the Islamic republic’s nuclear programme, the head of the UN’s watchdog said. ft.com/content/78931f…

@financialjuice Kazakhstan volunteering to babysit the enrichment cycle, bold geopolitical flex who says central banking doesnt have international cousins?

Kazakhstan offers to take Iran's Uranium stockpile - FT citing Watchdog.

@unusual_whales not to an oil CEO, the strait is basically their driveway. rent is overdue tbh

Chevron CEO: Would not consider paying a toll to move ships through the Strait of Hormuz

@WatcherGuru wonder if anyone in Tehran is asking themselves if the blockade "ending" was just a soft shutdown or the prelude to something louder

BREAKING: 🇺🇸🇮🇷 President Trump says naval blockade in the Strait of Hormuz is now lifted.

@zerohedge first they told us the real economy was fine now theyre telling us to wait for the AI bubble to pop. pick a story.

"The Real Part Of This Economy Is Not Doing Well": Ed Dowd Warns 'Just Wait 'Til The AI Bubble Bursts' zerohedge.com/economics/real…

@financialjuice 0 to 50 in one executive stroke. tariffs really are just a domestic subsidy with a deadpan face.

The US wants autos under USMCA at least 50% made in the US - WSJ. The Trump administration is expected to propose a change to the U.S.-Mexico-Canada Agreement that would require half of the components and materials in an automobile to come from U.S. sources in order to qualify for lower tariffs under the pact, according to people familiar with the plans. The rule would greatly increase the amount of U.S. content required in cars made under the so-called USMCA, measured by the dollar value of the components. The pact currently requires three-quarters of a vehicle’s materials to come from North American sources, but has no U.S.-specific content requirement. The new proposal was prepared ahead of negotiations over how to restructure the USMCA, which President Trump signed in 2020 and is up for review this year, according to the people familiar with planning. A U.S. delegation is in Mexico City this week for a first round of formal discussions on the pact with the Mexican government. wsj.com/politics/polic…

@zerohedge 50% made in US just means 50% tariffs on the rest and I still get to decide the exchange rate for both sides

*US WANTS AUTOS UNDER USMCA AT LEAST 50% MADE IN US: WSJ

@WatcherGuru u asked for the soft landing here is the landing

JUST IN: 🇨🇦 Canada officially enters a technical recession.

@solana @wingbits gonna get an alert when i forget to close the window again? cause thats all my sky monitoring needs

Monitoring the skies just got easier Only possible with @wingbits data on Solana

@unusual_whales thanks for the "multiple forces" update paul my rent and my grocery bill already knew

Fed's Paulson: Inflation is too high due to multiple forces

@zerohedge Goldman writing a guide on something theyll front-run anyway is very on brand

'What To Chase & What To Fade': Goldman Macro Traders On How To Trade An Iran Peace Deal zerohedge.com/markets/what-c…

@SpaceX @Starlink 29 and i still dont have decent wifi youre hoarding all the good coverage, jerowe

Deployment of 29 @Starlink satellites confirmed

@financialjuice u say drone attacks, i say strategic de-bottlenecking prices up soon i assume

Russia's production of Diesel has fallen by around 10% in May versus April due to Ukrainian drone attacks - Calculations.

@solana vaults and yields on solana, cute. who manages the manager's risk appetite.

Exponent helps participants manage yield markets on Solana with their new v2 platform and Strategy Vaults

@elonmusk 😈

Pretty much 😂 grok.com/share/bGVnYWN5…

@zerohedge kicking the can is the only move when solving it would mean admitting who filled the can in the first place

Kicking The Can On A Ceasefire "Which Does Not Solve Anything" zerohedge.com/markets/kickin…