Jim Bienoc

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Jim Bienoc

Jim Bienoc

@tibbsc

Macro investment research at https://t.co/yb7CaW4EP2 Our total return index is at https://t.co/L6LepXAOrG The ETF WTBN tracks our Index. https://t.co/fD40VcJgzz

Chicago, IL Katılım Haziran 2009
59 Takip Edilen32 Takipçiler
Jim Bienoc
Jim Bienoc@tibbsc·
@biancoresearch I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️ Copy search input Reply “TRADE” to WhatsApp: +14012559748 Here’s the link : api.whatsapp.com/send?phone=140… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Jim Bianco
Jim Bianco@biancoresearch·
The bottom line is the Iran War is "stuck." No War (shooting) No Peace No Shipping No Crude Oil, LNG, Fertilizer, and/or Helium And it will stay "stuck" until circumstances change. The most likely change ... * The US/Israel restart kinetic attacks with the goal of forcing the Iranians to their position * The Iranians hold the stalemate long enough to drive up crude oil prices to intolerable levels for the developed world to get the US/Israelis to accept their positions. I guess a third option is that the blockade imposes unbearable economic pain on the Iranians to force them to accept the US positions. I say "guess" because the thinking now is this might take a long time, which plays into the Iranian point above about holding the stalemate to drive up crude oil prices to intolerable levels. As we are starting to understand, the Iranian regime has a high tolerance for economic pain, and the larger population cannot overthrow them. So, the maximum pain point, the so-called "tank top" of their crude oil storage facilities getting full, might be several weeks away.
Javier Blas@JavierBlas

Trump says Iran is asking for things he "can't agree with." But in reality, what he means is that he doesn't **want** to to agree to them. Ultimately, however, this is a negotiation. Both sides would have to swallow stuff they say they would never accept. The only question is about how would have to be more flexible: Iran or the US.

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Jim Bienoc
Jim Bienoc@tibbsc·
@biancoresearch I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️ Copy search input Reply “TRADE” to WhatsApp: +14012559748 Here’s the link : api.whatsapp.com/send?phone=140… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
Motorists today will spend ~$545 million more on gasoline than they did March 1. The cumulative total is now $22.2 billion since then.
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Javier Blas
Javier Blas@JavierBlas·
Iran is still loading oil tankers at Kharg Island (one of them a VLCC). No sign yet Tehran has run out of storage, despite baseless claims from the White House. Via @CopernicusEU Sentinel-2 🛰️ this morning (May 1) My earlier @Opinion column: bloomberg.com/opinion/articl…
Javier Blas tweet mediaJavier Blas tweet media
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MTS
MTS@MTSlive·
We asked @biancoresearch about the state of markets: His take: The stock market is treating AI as more important than the Strait of Hormuz. "Why is the stock market ignoring 4.41% on the 10 year note?" "Why is the stock market ignoring $120 on crude oil?" "I would argue to you that the stock market believes the single biggest story today is AI. It believes in the power that AI is going to be transformative for the US economy." "That is driving it more than whatever's happening in the Strait of Hormuz."
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محمدباقر قالیباف | MB Ghalibaf
در سال ۱۶۲۲ میلادی، پس از ۱۱۵ سال اشغال، استعمارگران اروپایی را از خلیج فارس بیرون انداختیم و روز خلیج فارس را به افتخار این پیروزی جشن می‌گیریم. امروز نیز ایران با اعمال مدیریت بر تنگهٔ هرمز، خود و همسایگان را از نعمت ارزشمند آینده‌ای بدون حضور و دخالت آمریکا برخوردار خواهد کرد.
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
Americans will spend half a *billion* dollars million more on gasoline over the next 24 hours compared to March 1.
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Jim Bianco
Jim Bianco@biancoresearch·
The saving rate is income minus disposable spending. It does NOT include investment performance (such as stock or housing prices rising). So, I view the saving rate as a sentiment indicator. It is low because households don't need to hold back spending for savings. Their stock ETFs and Zillow estimates are "saving" for them. So ... spend away. Question: Is this a wise approach to saving right now?
zerohedge@zerohedge

The result: US personal savings rate plunges to 4 year low

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Jim Bianco
Jim Bianco@biancoresearch·
A fill-up (20 gallons) now costs an extra $26.
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Jim Bienoc
Jim Bienoc@tibbsc·
Sunny Sunday vibes: baking cookies with my tiny helper—flour on cheeks, laughter in the air, and hearts full of joy. #FamilyTime #SundayFun
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"Derek" • Precise Market Analysis
"A reader lives a thousand lives before he dies." — George R.R. Martin Dive into Pachinko (Min Jin Lee) today: a sweeping tale of love, survival, and family across 4 generations. Which book made you feel alive Drop a !
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Jim Bienoc
Jim Bienoc@tibbsc·
Dipped my hands in flour, shaped dreams into cookies Baking isn’t just mixing—it’s turning simple ingredients into warm, sweet joy. Who’s with me for a cozy bake day
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