wraith

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wraith

wraith

@wraith_

study the hanging gardens of babylon - ai, software, ml, data & financial markets

Katılım Nisan 2022
1.3K Takip Edilen2.1K Takipçiler
wraith
wraith@wraith_·
@dampedspring on the flipside it also removed 10% of the supply that might be sold by retail if they held it
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AE@AlphaExtrema·
@wraith_ All I care is take SOXL back to 30
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wraith
wraith@wraith_·
When this market turns very shortly honestly just press shorts as hard as you can every bounce til about October time
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wraith
wraith@wraith_·
They seem to be hinting at Larak island op in 21 hours
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wraith
wraith@wraith_·
UAE must really be banking on some large guarantees from Israel and the US
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wraith
wraith@wraith_·
Tanker count also now 34 (was 31 at 11:25, 27 at 09:10) -still climbing, +3 in last 90 min.
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wraith
wraith@wraith_·
@CENTCOM Was there any accidental laundry room fires near that time by any chance?
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U.S. Central Command
🚫 CLAIM: Iranian state media claims that Iran's Islamic Revolutionary Guard Corps hit a U.S. warship with two missiles. ✅ TRUTH: No U.S. Navy ships have been struck. U.S. forces are supporting Project Freedom and enforcing the naval blockade on Iranian ports.
U.S. Central Command tweet media
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wraith
wraith@wraith_·
@GarrettBullish AXIOS: TALKS ARE GOING FANTASTIC, DEAL SOON LIKELY! NOTHING TO SEE HERE IT WAS A FRIENDLY PEACE MISSILE
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Garrett
Garrett@GarrettBullish·
Per Fars: two missiles reportedly hit a US warship near Jask Island after it ignored Iranian warnings. Not yet confirmed by CENTCOM. This is exactly the fuse we flagged in "Project Freedom Is the Fuse, Not the Off-Ramp" 3 hours ago. open.substack.com/pub/garrettres…
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wraith retweetledi
First Squawk
First Squawk@FirstSquawk·
IRAN'S FARS NEWS AGENCY REPORTS THAT TWO MISSILES STRUCK A U.S. WARSHIP NEAR JASK ISLAND AFTER IT DISREGARDED WARNINGS FROM IRAN. THE AGENCY ALSO STATES THAT THE U.S. WARSHIP RETREATED FROM THE LOCATION.
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wraith
wraith@wraith_·
@CRUDEOIL231 agreed its 100% been decided to continue strikes and more aggressive ops, just a matter of time which seems ever closer by day
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JH@CRUDEOIL231·
@wraith_ Yeah, I’m keeping an eye on the tanker activity too. There are so many signs pointing to a resume of military action; I’m just surprised nothing has happened yet.
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wraith
wraith@wraith_·
@CRUDEOIL231 Apr 26: 2 → Apr 27: 3 → Apr 28: 2 → Apr 29: 4 → Apr 30: 7 → May 1: 11 → May 2: 14 → May 3: 19 → May 4: 27 (so far) These are US Tanker counts over Israel/Jordan I've been tracking, it's ramping very aggressively 23 KC-135s + 4 KC-46s through there overnight. Strap in
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wraith
wraith@wraith_·
@Ebrahimazizi33 You said they’ve already violated the ceasefire about 5 times and done nothing about it All bark no bite
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ابراهیم عزیزی
ابراهیم عزیزی@Ebrahimazizi33·
⚠ WARNING Any American interference in the new maritime regime of the Strait of Hormuz will be considered a violation of the ceasefire. The Strait of Hormuz and the Persian Gulf would not be managed by Trump's delusional posts! No one would believe Blame Game scenarios!
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wraith
wraith@wraith_·
I’m bearish semis but not because I don’t believe in the AI super cycle but 1) the move is clearly in the froth stage and will have a big pullback 2) valuations are currently built on production volumes that assume perpetually unconstrained inputs (reality check soon)
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wraith
wraith@wraith_·
Markets are running on borrowed time Consumer spending will fall off a cliff and it will feed through to everything like a cancer
Patrick De Haan@GasBuddyGuy

BREAKING: #Michigan has set a new all-time record for average diesel price at $5.990 beating out 2022's record of $5.955

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wraith
wraith@wraith_·
Apr 26: 2 → Apr 27: 3 → Apr 28: 2 → Apr 29: 4 → Apr 30: 7 → May 1: 11 → May 2: 14 → May 3: 18 US tankers count in Israel/Jordan is ramping up over the last few days, something could be brewing
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