Ryan Thomas

The death of irony.

@RubinReport You’re an idiot. A proper, full-on idiot.

Which Panican wants to hand me my “I told you so” award? Trump has been running the same negotiation playbook forever. Pressure, escalation, chaos… then leverage a deal. We’ve watched it happen again and again. This wasn’t complicated. It was basic pattern recognition. While some people were panicking, others were paying attention. Now we move to Phase 2. Iran is largely neutralized. The Strait is reopening. The war is de-escalating. Markets are already reacting. That’s not a small win—that’s a global reset. This forces movement everywhere else. Russia and Ukraine get pulled closer to a real negotiation. China has to think twice about Taiwan when the U.S. just proved it will apply overwhelming pressure when it matters. And for the first time in decades, there is a real path to stepping back from endless Middle East entanglements. Look at the region. It’s no longer just Israel. You’re seeing alignment across countries that historically were nowhere near each other. The world is safer today than it was yesterday—and it’s about to get even safer over the next few months as this locks in. And yes, let’s be very clear about this: This happened because of Donald Trump. Not the pundits. Not the podcasters. Not the panic merchants. Trump. Now comes the real opportunity. With global stability improving, we can finally refocus inward at full speed. Immigration, housing, affordability, healthcare, infrastructure, AI, rebuilding American strength where it actually matters. We are entering a new American era—economically, technologically, and yes, even in space exploration. This is what the start of a new frontier feels like. So here’s the assignment: Put your phone down. Go build something. Start a family. Create. Get outside. Do something real. Stop listening to the Panicans. Onward 🇺🇸

@MarioNawfal The customer pays, not the GCC.

🇺🇸🇮🇷 Part of the U.S-Iran ceasefire agreement includes tolls on ships passing through the Hormuz Strait. This will mainly affect the GCC, a cost they say they won’t pay.

@RazorOil The human race has a very long history of warfare - with hundreds of examples to choose from. Every war is not a simple repeat of WW2, every opposing leader is not Hitler and every negotiator is not Chamberlain. WW2 is just the last war where you were on the winning side.

After reviewing Iran's 🇮🇷 10 demands that will be negotiated, here are some thoughts: Nobody knows how this will end ! Nobody. Let me share a quick historical example. The Munich Agreement was signed in September 1938. Germany was allowed to annex Sudetenland...and Hitler promised !!! it would be his last territorial demand in Europe. A very happy Chamberlain (reminds me of Trump here) returned to Britain declaring "PEACE OF OUR TIME" !!!! but, just six months later, in March 1939, Hitler broke his promise and occupied the rest of Czechoslovakia... and we all know what happened next...🫡🪒

@polispol Objects can’t start moving without an external force. This sudden movement of an inanimate object defies the laws of motion. Complete and total bullshit.

Este momento es probablemente el mejor anuncio involuntario de nutella que he visto nunca 😂

@MarioNawfal So what?

If the Iranian regime does not accept Trump’s off-ramp, they shift from being the victim to becoming the aggressor

@SantiagoAuFund Tell me, this plan you say exists, is it in the room with us now?

For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?

"U.S NOW FACES 1956 SUEZ MOMENT" - Luke Gromen On Iran War x.com/i/broadcasts/1…

Just to be clear Scott, the oil out at sea has already been sold, the money has already cleared Iranian banks and it's heading to its destination. Did you imagine that Iran ships oil and has it circling the world looking to find a buyer? Do you think that might explain why Iran told you there is no spare capacity? Did you not realise that removing sanctions doesn't compel Iran to sell it to anyone you would like to see it sold too? Do you not realise that Iran sells oil with sanctions in place and the US has been powerless to prevent that happening?

I have an equation: (The longer the conflict goes on) x (the longer it takes people to panic) = the bigger the breakdown. You can read more here - substackfwd.xyz/?url=https://p… Hope you enjoy...

@AverageDipBuyer Landing on Kharg would be a strategic blunder of gargantuan proportions. Any force that succeeded in landing could not be resupplied or extracted. They’d be in a killing zone until they are all dead. Stupid, stupid, stupid - that’s why it will never happen.

People lost their minds when I posted this. The comments were full of insults from people saying it would never happen. Now, just a couple of hours later, here we are. The playbook was always obvious if you were paying attention. When Kharg Island is seized, Iran will be forced to come to terms with Trump. If not, their economy will disastrously collapse into oblivion. They’re acting tough right now, but they’ll be begging Trump for a deal before the market opens on Monday. x.com/mossadil/statu…

@AverageDipBuyer Tell me you know nothing about the military without telling me you know nothing about the military.

The Trump playbook signals the following is going to happen now: >After market close today the US deploys boots on the ground in Iran >Maximum-scale military operations to overthrow Tehran >Strategic targets get hit immediately to shock and overwhelm the regime >The Iranian government is given no room to drag this out into a prolonged conflict >A surrender or coming to terms is forced before the stock market opens Monday >Oil drops heavily as markets realize this will be short-lived >Public markets rip into a monster green day >Trump comes out as the big winner after all This is simply the Art of the Deal. The last thing Trump wants going into the midterms is a falling stock market, Americans’ pensions losing value, and inflation spiking from rising oil prices hitting consumers’ wallets.

Here is everything I have to say on Hormuz along with some thoughts on how it could impact portfolios Key takeaways: - Gas supply is more precarious than oil - It may be easier than some expect to meaningfully disrupt trade - Europe and Asia are big losers - Supply chain issues run beyond energy: Look downstream for the most interesting opportunities hayekandkaynes.substack.com/p/the-20-milli…

@JudgingFreedom Hey Judge - you should try to get Sir Richard onto your show!

@amlivemon You should consider the possibility that your assumption is not correct.

To believe this horseshit is to believe the IRGC will abandon its own oil trade lol Morons on this app I swear

@SantiagoAuFund @vaquerodepapel @the_growler_man You think Trump attacked Iran because they abuse women? Have you read the Epstein files?

@vaquerodepapel @the_growler_man Of course it bother me. It bothers me a great deal. Does the abuse of women by the Iranian regime bother you? Or does it bother you but you know you are powerless to do anything and thus you accept it as a spectator?

What???? Fark me man Just take the "L" 😂

@SantiagoAuFund Well done, mate. Have yourself a slow golf clap.

- the US will not risk shutting the strait - US actions lead to strait being shut - the US cannot reopen the strait - the US Navy escorts ship through the strait - yes the US Navy escorted a ship through the strait but think of the cost (that they print out of thin air) #twitter

@SantiagoAuFund Do you think this is a win for the USA? 🤣

If violence was not an effective form of negotiation then governments wouldn't even exist...