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@theodorium_

a centered perspective on economics and news

Katılım Kasım 2025
75 Takip Edilen23 Takipçiler
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Hedgeye
Hedgeye@Hedgeye·
Crude oil reserves in U.S. and Canada
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Iranian officials say Iran is fully prepared to seize the coastlines of the UAE and Bahrain if the UAE attempts to invade and seize Iranian-controlled islands in the Persian Gulf. This is Iran's direct response to Trump administration officials telling the UAE to invade Iran and seize Lavan Island. "Go take 'em! It would be UAE boots on the ground instead of US," a former senior Trump security official told The Telegraph yesterday.
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The Market Mind
The Market Mind@Market_Mind_·
Data Center Stack
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Japanese investors sold -$29.6 billion in US Treasuries, agency, and local authority debt in Q1 2026, the largest quarterly sale since Q2 2022. This marks the first quarterly outflow since Q4 2024 and follows 11 quarters of purchases of the last 12. Agency debt includes mortgage-backed securities (MBS) and bonds from government-sponsored entities, while local authority debt includes municipal bonds issued by US states, cities, and local governments. This comes as rising interest rate expectations, driven by a rebound in inflation, weighed on bond prices and prompted Japanese investors to cut US bond holdings. Japan is the largest foreign holder of US Treasuries, at $1.24 trillion, ahead of the UK, at $897 billion, and China, at $693 billion. Japanese investors are aggressively dumping US bonds.
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Institute for the Study of War
NEW: The Iranian regime is introducing a formalized toll system under the guise of maritime insurance policies and continuing to deploy incentives and threats to vessels in the Persian Gulf as part of their efforts to normalize and solidify Iranian control over the strait. This system appears designed to be more palatable than an outright “toll” by framing it as a “maritime insurance policy.” The insurance presumably insures the vessel against an Iranian attack. Other Key Takeaways: Iran is trying to circumvent the US naval blockade by expanding alternative overland and rail trade routes through the People’s Republic of China (PRC), Pakistan, and Iraq. These alternative trade routes are unlikely to replace the scale and efficiency of maritime trade through the Persian Gulf and the Strait of Hormuz, however. Israel and Lebanon have agreed to continue dialogue and extend the ceasefire but appear to remain at odds over key issues surrounding Hezbollah and its status. Israeli and Lebanese officials have long disagreed on the implementation mechanism, timing, and other political details related to Hezbollah’s disarmament and Israel’s military presence in southern Lebanon.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US has sent a list of "conditions" to Iran for a potential ceasefire deal, per Iranian state media. Terms include: 1. Iran will not be compensated for damages incurred in the war 2. Iran transfers 400kg of uranium to the US 3. Only one nuclear facility is permitted to remain active 4. No release of Iran's frozen assets 5. The ceasefire on all fronts is conditional on holding negotiations It has now been 78 days since the Iran War began.
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Insider Wire
Insider Wire@InsiderWire·
#BREAKING: U.S. Officials warn that Cuban regime drones are now just 90 miles from U.S. shores, raising fears over threats to critical infrastructure.
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Barchart
Barchart@Barchart·
Chinese Holdings of U.S. Treasuries have fallen to their lowest level since the Global Financial Crisis 🚨🚨
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The Iranian Letter
The Iranian Letter@TheIranianzg3z·
BREAKING: The U.S. is reportedly considering a revised nuclear proposal that would allow Iran to continue enriching uranium up to 3.67%, marking a potential shift from Washington’s earlier zero-enrichment position. According to reports, the proposal could give Iran access to more than $25 billion in frozen funds while preserving parts of its enrichment program. Reports also claim Iran has rejected the offer and submitted a counterproposal.
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Open Source Intel
Open Source Intel@Osint613·
The massive U.S. Air Force airbridge into the Middle East shows no signs of slowing today.
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Bull Theory
Bull Theory@BullTheoryio·
🚨 CENTRAL BANKS ARE ABSOLUTELY LOSING CONTROL OF GLOBAL INFLATION Inflation is now rising in 27 out of 29 major countries at the same time. This is one of the broadest inflation surges the world has seen since the pandemic. Oil above $100 because of the Iran war is making it even worse. Every country that imports oil is now importing inflation through the Strait of Hormuz. Central banks that already hiked are hiking again. The ones that paused are reversing course. The Fed still has not moved while U.S. inflation is now at 3.8% and climbing again. The last time central banks called inflation “temporary,” U.S. inflation eventually surged to 9%. Source (CharlieBilello)
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Cuba has acquired more than 300 military drones and has begun discussing plans to attack the US base at Guantanamo Bay, US military vessels, and possibly Key West, Florida, per Axios. Details include: 1. The threat is being described as potential "pretext for US military action" 2. CIA Director John Ratcliffe traveled to Cuba on Thursday and warned officials against engaging in hostilities 3. More US sanctions against Cuba could be announced this week 4. US intelligence says Cuba has been acquiring attack drones of "varying capabilities" from Russia and Iran since 2023 Key West is just 90 miles north of Cuba.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran has responded to the US' list of "conditions" to reach a peace deal to end the war. Iran's conditions include: 1. Ending the war on all fronts across the Middle East 2. Lifting of US sanctions on Iran 3. Releasing of all Iranian frozen funds 4. Compensation for war damages 5. Recognition of Iran’s sovereignty over the Strait of Hormuz The US explicitly lists two of Iran's five conditions as NOT occurring in their "pre-conditions" for a deal.
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Trump and Netanyahu just spoke for 30 minutes by phone. Netanyahu immediately entered a limited-security cabinet meeting after the call, per Ynet. White House reporters have also been called to an "unknown event" on the South Lawn.
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: 11 US Air Force C-17A aircraft are now leaving the Middle East toward Europe. The same mass departure pattern happened a few hours before the war began on February 28 and last week, when Channel 12 reported Trump cancelled the strikes "at the last minute," on Saturday.
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ted@theodorium_·
@JasenMykel @antireligionism @Skeemin13 the way i understand it is that although you’re right that the 14th amendment technically only protects you from government discrimination, we reference it in court cases where the CRA is violated. ultimately, it comes down to what you’re able to prove in court.
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Jasen Mykel
Jasen Mykel@JasenMykel·
@theodorium_ @antireligionism @Skeemin13 people have successfully sued over discrimination many times. If you thought the 14th amendment protected, then the 1st should too. Courts have ruled that speech is protected outside of government many times. All Americans should be concerned when they discriminating for speech
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ted@theodorium_·
@JasenMykel @antireligionism @Skeemin13 the civil rights act, in a practical sense, doesn’t protect you from discrimination because it’s hard to prove that someone kicked you out over your race. i think the CRA was an appropriate move, but it’s not really enforceable from logistics standpoint.
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Jasen Mykel
Jasen Mykel@JasenMykel·
@theodorium_ @antireligionism @Skeemin13 From what I read, the 14th Amendment prevents government from discriminating while the Civil Rights Act prevents private organizations from discriminating. If you say the 14th Amendment protects, then why would the 1st not also?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: SpaceX is now expected to raise as much as $75 billion in its IPO which could debut as soon as June 12th. That's 2.5 TIMES larger than Saudi Aramco's IPO, the current largest IPO ever. Nothing in history has ever come close to what SpaceX is about to do.
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ted@theodorium_·
@JasenMykel @antireligionism @Skeemin13 the 14th amendment. and, i hope you do realize amendments are still a part of the constitution. the first (amendment) states that the government cannot prosecute you for your speech. has nothing to do with private businesses. founding fathers believed in free enterprise.
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Jasen Mykel
Jasen Mykel@JasenMykel·
@theodorium_ @antireligionism @Skeemin13 What makes it illegal? The Civil Rights Act, a federal law, which is inferior to the Constitution. Speech is supposed to be protected by the supreme law of the land 🤔
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Pew Research Center
Pew Research Center@pewresearch·
Ahead of the United States’ 250th anniversary, do Americans think the country’s best years are behind us?
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