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Lukasz Tomicki
287 posts
Lukasz Tomicki
@tomicki
Founder and Portfolio Manager of LRT Capital. Teaching FIN 377 at @UTAustin. Deep Dives: https://t.co/K1Y62u9eRN Factors: https://t.co/fDNRvIqILe
Austin, TX Katılım Nisan 2009
922 Takip Edilen4.2K Takipçiler
Lukasz Tomicki retweetledi
This kind of crazy spike in fuel prices is bound to trigger social instability.
The problem is, we’re only just starting to feel it, and the pain is only going to get deeper.
Rich countries will just suck it up and hoard all the barrels by paying higher prices, but poorer nations can’t afford that kind of luxury.
Everyone’s gonna realize real soon "it’s no big deal" was a total load of crap.
#oott #iran
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Lukasz Tomicki retweetledi
@tomicki We fought the Spaniards for 80 years. Anything that fits in 1 generation seems short.
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Lukasz Tomicki retweetledi
Trump compares ongoing Iran war length to World Wars 1 and 2, the Korean War, and Vietnam.
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Can't wait for the midterm campaign slogan: "This war is much shorter than Vietnam!"
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@SultanOf_Swing @SubuTrade More interestingly, today’s tick reading hit its highest level on record dating back to 1989!
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@SubuTrade or @DualityResearch or anyone? Do you have data of the days when $SPY made +2% with an opening $TICK of +1400? Today $SPY+2.83% with a $TICK opening at 1546 is a very rare event.
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Lowest GEX print ever??? squeezemetrics.com/monitor/dix
@SqueezeMetrics
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@johnarnold For a more complex analysis you can se eit here: factorstoday.com/optimizer
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Lukasz Tomicki retweetledi
The important thing is that Trump is out of attractive options. Hormuz has to open, or the global economy dies. Iran won’t negotiate and ground wars are messy. Given the size and population of Iran, we likely need a force generation that is a few times that of Iraq 1. As you can imagine, most Americans want nothing to do with an adventure like this. At the same time, Trump cannot simply go home, as that would be a defeat. As terrible as it seems, Trump is slowly realizing what I said a few weeks ago, the only way out of Iran, is through Iran. Are you ready for what’s coming..?? They’ve been prepping for 45 years…
Kuppy@hkuppy
Trump can TACO, burrito and chimichanga, but nothing will open Hormuz unless Iran wants it open. We can’t go home with Hormuz shut and missiles raining down on our friends. The only way out, is through Iran.. As scary as that sounds, I think we’re going to mobilize serious boots on the ground. That takes 6+ months. No one’s portfolio is positioned for half a year of this chaos…
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Lukasz Tomicki retweetledi
My feed on here is people crashing out about $META down -7% and energy crisis around the world from Iran War and surging inflation in the US.
My feed on IG is girls flying into Miami for Music Week and partying on yachts🛥️ and eating out/clubbing.
The real K shaped economy lol
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Lukasz Tomicki retweetledi
Pizza activity around the Pentagon is experiencing an extreme spike this Thursday evening. Papa Johns Pizza (2.3 mi) at 296%, Domino's Pizza (1.4 mi) at 208%, and Pizzato Pizza (2.2 mi) at 200%. DOUGHCON level is 3.
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Lukasz Tomicki retweetledi
Lukasz Tomicki retweetledi
Lukasz Tomicki retweetledi
Here's the Iran's ceasefire conditions:
— Netanyahu's extradition to the International Criminal Court
— Withdrawal to the October 7th borders
— Cancellation of Trump's Gaza plan
— Lifting all sanctions and releasing frozen assets
— Recognition of Iran's nuclear rights
— Withdrawal from Lebanon, Syria, and Yemen
— Evacuation of all US bases from Arab lands
— Trump must issue a public apology to Khamenei
— Compensation for Iran for every sanction imposed upon it
Good luck to the negotiators ;)
الأحداث الإيرانية | عاجل@vvliiiv
عـــاجل 🚨: شروط وقف إطلاق النار الإيرانية، وهي جادةٌ للغاية: — تسليم نتنياهو للمحكمة الجنائية الدولية — الانسحاب إلى حدود 7 أكتوبر — إلغاء خطة ترامب لغزة — رفع جميع العقوبات، وإعادة الأموال المجمدة — الاعتراف بالحقوق النووية الإيرانية — الانسحاب من لبنان وسوريا واليمن — إخلاء جميع القواعد الأمريكية من الأراضي العربية — يجب على ترامب تقديم اعتذار علني لخامنئي — تعويض إيران عن كل عقوبة فُرضت عليها ثم ختموا كلامهم بالقول: "هذا ليس بالأمر العظيم عند الله". هذه ليست قائمة لوقف إطلاق النار، بل وثيقة استسلام مُقدمة لأقوى جيش في العالم. والأمر المثير للدهشة؟ بعد تعطيل الرادار الأمريكي، وتسليح مضيق هرمز، ورفض جميع دعوات وقف إطلاق النار، قد يكون لديهم بالفعل النفوذ الكافي للوفاء بوعدهم.
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Lukasz Tomicki retweetledi
Prob about 2 more weeks of damage out in the Middle East and Trump can officially kiss House and Senate goodbye. Great work
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Lukasz Tomicki retweetledi
Lukasz Tomicki retweetledi
WSJ: The base case, several oil officials in Saudi Arabia’s said, is that oil prices could soar past $180 a barrel if the disruptions persist until late April.
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