@TMTLongShort you're very naive if you think Bessent has much of a pull when it comes to these questions .... your high IQ "chess" thesis is ridiculous and yes rather stick to tech investing
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Just Your Dealer's Dealer
330 posts
Just Your Dealer's Dealer
@pnlmaxxing
BuyLowSellHigh theory tested daily at the @ECB, multistrat HF, @BlackRock, sell-side ⬤ Volatility builds character ⬤ • Macro • stonks • crypto • whatevr matters
Katılım Eylül 2009
2K Takip Edilen166 Takipçiler
The reason I consistently post my mental gymnastics around this admin instead of just going back to what actually pays the bills (tech investing) and acceding that the admin is retarded is that I deeply believe if there is a single individual in a group that is high-IQ and opinionated (Bessent) it doesn’t matter how bombastic Trump is every high-level policy meeting will have Bessent piping up on why an idea is retarded.
That effectively sets a floor on how retarded the strategy can be. Dumb people can still recognize when someone is smarter than them.
If Bessent left the admin I’d just mea culpa and give up decoupling. Until then I look at this as similar to when there is a midwit boomer PM and a savant analyst. The PM will still make a lot of mistakes but the thesis behind each position will be highly complex because simple dumb ideas don’t survive first contact with someone high IQ.
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@EpsilonTheory sometimes things are just simple, perhaps he was a shitty HF manager not because the markets are hard, but because he is stupid?
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The Scott Bessent Humiliation Tour continues.
unusual_whales@unusual_whales
U.S. Treasury Secretary Scott Bessent stated that the U.S. does not view the Strait of Hormuz as a "choke point" for the global economy, per PBS
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@marklevinshow anyone saying anything of "i trust the president" sorts is outright fcking Retard ... even if youre a republican, even if you voted for the guy, jeez just F9 this shit and face that you were wrong? and that the guy is a pathological liar?
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You cannot remove all of the highly enriched uranium, nuclear grade, in Iran without going into the tunnels and facilities deep underground to get it. I don't know what the administration's plan is, but I am guessing this is at least one reason why there are public reports that some of the special forces are being called up and deployed. For Nancy Mace to say no ground troops or I won't support the war effort is, to me, utterly irresponsible. The administration is not talking about amassing troops for some big ground campaign, according to public reports. Mace is now running for governor of South Carolina. I have never been a fan for several reasons. I trust the president to make prudential decisions in the military campaign, as he already has. His use of the military in Iran and Venezuela has been brilliant and precise.
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@tleilax___ thats rookie numbers that wouldnt be able to achieve anything
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My money is on an amphibious assault starting in Chabahar or Jask (Pakistan has their back and avoids pincer moves) then speedrun along the coast to Bandar Abbas destroying whatever mines/drones/naval equipment is left along the coastline, then onward to seize Qeshm/Larak.
First Squawk@FirstSquawk
PENTAGON WEIGHING DEPLOYMENT OF 82ND AIRBORNE BRIGADE (~3,000 TROOPS) CAPABLE OF GLOBAL DEPLOYMENT WITHIN 18 HOURS TO SUPPORT US OPERATIONS IN IRAN - NYT
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Do Americans even realize their president is basically the most hated guy on the planet right now???
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@zerohedge he was better off as perma failed HF manager than a lapdog of the worst president in the US history
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Hi Claude. I want you to open the Strait of Hormuz. You have 48 hours. Make no mistakes.
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@BillAckman isnt that literally what Trump is threatening to do in Iran? gonna post about that too low IQ Bill?
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Politicians should not be able to shut down our country’s critical infrastructure in an attempt to achieve a political outcome.
Rapid Response 47@RapidResponse47
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@TrumpDailyPosts @jyparkway everyone should just en masse unfollow all these maga clowns and the idiot in chief as well
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The clock is ticking. What will the Mullahs do?
Commentary Donald J. Trump Posts From Truth Social@TrumpDailyPosts
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Just Your Dealer's Dealer retweetledi
Liberating the Iranian people by bombing their oil refineries, poisoning their air, destroying their fresh water supplies, exploding their elementary schools, and now "obliterating" their power plants. Who wouldn't be grateful for this?
Rapid Response 47@RapidResponse47
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@The_Real_Fly even after that you'd still get some hot Dubai RE chicks on IG shilling you properties, some saying everything is fine and prices are strong, and some others saying that this is a buy the dip opportunity
GIF
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If Iran hits the GCC desalination plants, the region will become uninhabitable
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Just Your Dealer's Dealer retweetledi
At this point if you’re not speaking out against Trump’s errors in judgment, you are complicit
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@WhiteHouse @jyparkway Thank you for your attention on this matter. Kind regards, The worst president in US history ... 🤡🤡🤡
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🚨 “If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST…” - President DONALD J. TRUMP
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@Osint613 @MarioNawfal the fck and you have a grasp? excuse me, you're just a biased israeli propaganda account so how is it any different?
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@MarioNawfal You really don’t have a grasp of the situation,
I highly suggest you don’t comment, not a good look Mario.
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🇮🇷 The "told you so" crowd has it backwards...
Every hawk on the internet is pointing at Iran's missile range and multi-country retaliation as vindication.
"See? We had to hit them. Look how dangerous they are."
That reasoning collapses under its own weight.
Iran didn't launch anything until it was attacked.
Responding to being bombed is not the same as posing an imminent threat.
If self-defense proves you deserved to be attacked, then every country with a military is fair game for preemptive war.
Capability without intent is not a threat.
Brazil has a military. So does Indonesia.
Nobody is suggesting they need to be neutralized.
The moment you start treating the mere existence of weapons as justification for striking first, you've created a world where every nation on earth is either attacking or waiting to be attacked...
Mario Nawfal@MarioNawfal
🚨🇺🇸🇮🇷 BREAKING: Trump gives Iran a 48-hour ultimatum to fully open the Strait of Hormuz or the U.S. will obliterate their power plants, "starting with the biggest one first." Three weeks of "winding down" talk just ended with the most aggressive threat of the entire war. Destroying Iran's power grid would plunge 90 million people into darkness and trigger a humanitarian catastrophe. The next two days will define everything. Source: Truth Social
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@ContrarianCurse are we even really sure there is so much excitement about regime change from the local populace? any chance we might be biased because of all typical diaspora narratives?
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Probably not an idle threat, and this is how you get an uprising.
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For many people asking if such strikes would be considered a war crime, it depends. If strikes were carried out on power plants just because they are power plants and those plants were utilized by civilians, then yes it is a war crime, however, if there is a distinction made and strikes are only carried out on plants supporting military actions, then no it technically is not. Though President Trump does not appear to make a distinction between civilian or military power plants in this post on Truth Social.
OSINTdefender@sentdefender
President Donald J. Trump has posted to his Truth Social platform warning that if Iran fails to reopen the Strait of Hormuz within 48 hours, the US will begin targeting Iranian power plants. The message was posted at 7:44pm EST.
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@The_Real_Fly nice, this desperate orange piece of shit is finally done and will be remembered as the Worst president in US history
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@benhabib6 @macrokurd youre a fcking retard to compare this to Hitler ... the only one behaving like Hitler is the american Idiot in Chief
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Message to all those who fret about the economy because of the war against Iran:
There is always a price for security.
If economies were the only thing that mattered we would have surrendered to Hitler. We didn’t. We fought at great cost in lives and money to preserve our way of life.
People who cite the economy as a price not worth paying understand the value of nothing.
It is that lazy weak thinking which allowed mass migration.
And to those who say it’s not our war:
The regime in Iran has caused mayhem throughout the Middle East for decades.
Our allies have been attacked.
Cyprus was attacked.
Diego Garcia was attacked.
Yet pathetic weak British politicians want to take the easy route.
Some fights are absolutely necessary. The war against the mullahs is one such fight.
Grow a backbone.
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@runews this fcker is retarded more than i have ever thought possible
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Trump on Iran:
I think we’ve won.
- last year, he claimed the same.
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