Thundercat 360
6.7K posts

Thundercat 360
@panthro360
“Don’t think there are no crocodiles just because the water is calm.”

Behold, the one year chart of the 2yr yield in the UK



BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.






Statement from President Trump on South Pars Gas Field:






The costs of striking Iran are real. But so is the nuclear threat. Iran entered 2026 with enough uranium for 10 nuclear bombs. Before the June strikes, it was days away from enriching enough for 1 bomb—a level far beyond plausible civilian needs. Operation Epic Fury is working. We are systematically dismantling Iran’s war machine: missiles, drones, air defenses, navy, nuclear sites, defense industry, proxy networks, central command. In under 3 weeks, the supreme leader is dead, his successor wounded, and Iranian ballistic missile and drone launches are down 90%+. Iran is losing capacity faster than it can create chaos. "War is never clean. But the strategy—the actual strategy, measured in degraded capabilities rather than cable news cycles—is working." Excellent article. aljazeera.com/opinions/2026/…


Metamorphosis: even Senator Graham is becoming anti-NATO.





Just spoke to @POTUS about our European allies’ unwillingness to provide assets to keep the Strait of Hormuz functioning, which benefits Europe far more than America. I have never heard him so angry in my life. I share that anger given what’s at stake. The arrogance of our allies to suggest that Iran with a nuclear weapon is of little concern and that military action to stop the ayatollah from acquiring a nuclear bomb is our problem not theirs is beyond offensive. The European approach to containing the ayatollah’s nuclear ambitions have proven to be a miserable failure. The repercussions of providing little assistance to keep the Strait of Hormuz functioning are going to be wide and deep for Europe and America. I consider myself very forward-leaning on supporting alliances, however at a time of real testing like this, it makes me second guess the value of these alliances. I am certain I am not the only senator who feels this way.









I don't think the US and Israel will agree to give them anything. The best scenario for them, which to be clear doesn't seem implausible to me, is that eventually the economic pressure will become impossible for Trump to bear and he'll agree to end the war. If or when this happens, I think the Iranians will just agree without getting any formal guarantees, because they are also under a lot of pressure, not only military because the US and Israel are bombing the shit out of them, but also economic because this war is going to destroy their economy.



This doesn't make any sense. Iran always had the ability to close Hormuz, thus indirectly controlling the price of oil, but it wasn't doing it because that's a very risky move. The reason why it's now using that power is that it doesn't have a choice, because it's getting pummeled by far superior military forces, which is obviously not something that makes you more powerful. There is a plausible case that Iran will be able to force the US to end the war by keeping the strait closed, you can say that, but the idea that it's more powerful now than before the war is idiotic.









