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@pineconemacro
Nerd at Pinecone Macro Research
Fox Island, WA Entrou em Ekim 2016
108 Seguindo26.6K Seguidores
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Becca Wasser@becca_wasser
We looked at these scenarios and more โ each one highly risky, highly resource intensive, and highly unlikely to have the effect Trump seeks. For Iran, these will be far from โfinal blowsโ in an existential conflict. On @TheTerminal: blinks.bloomberg.com/news/stories/Tโฆ
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Danny (Dennis) Citrinowicz ,ุฏุงูู ุณูุชุฑูููููุชุด@citrinowicz
There is no silver bullet for the Iran problem. Any major move that expands the scope of the conflict will almost certainly trigger an Iranian response thus raising the cost of the campaign, especially for the global economy. But there is a deeper issue: what is the actual objective behind a so-called โdecisive strikeโ? Such a move will neither topple the regime nor force its surrender. If the goal is to coerce Iran into submission, it would require far more than a single strike. it would mean a prolonged, complex military campaign. And if the real objective is true capitulation, then we should be honest: that implies regime change. The search for a quick, clean solution is understandable given the frustration with a war of attrition. But there is no shortcut hereโand no decisive outcome without accepting the full strategic cost. #IranWarโ
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@naubzie Too hard pile for me right now
I doubt we get hikes but if the strait is closed in May inflation would be high enough to hike for the Fed
If we get two hikes priced and you are convinced it is about to open - yeah buy it!
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This ETF has been incredibly important to usโฆwe flipped from $TLT to $PFIX in the same day weeks ago and it saved our yearโฆalso do NOT sleep on $TUA
ConvexityMaven@ConvexityMaven
My ETF nearing its October 2022 high as rates rise and the Yield Curve steepens Rate exposure is ~$0.27 per basis point, rates higher ETF higher Pays a $1.20/yr dividend You don't buy because you are bearish on rates, you buy it buy because you are bullish and may be wrong
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@KYRRadio Zach and @pineconemacro. I remember a segment from I believe inside stuff of GP, Shawn Kemp, and maybe Sam Perkins at the fish market throwing fish around. I may be wrong on the players but thatโs what comes to mind for me.
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Another great daily show from @pineconemacro - am definitely in your camp, Chase ๐๐๐
Are Peace Talks Comingโor Not? | Know Your Risk youtu.be/KIuYH_IWFS8?siโฆ via @YouTube
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And watching oil make a red candle anyway
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Arun S. Chopra CFA CMT๐ง@FusionptCapital
Watching energy infrastructure being blow up on every part of the globe
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@LukeGromen Yeah the US abandoning strategic gulf bases and them sustaining heavy damage may just be newsworthy
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@pineconemacro Oh wowโฆthanks
I was hearing these things 2 1/2 or three weeks ago and was waiting to see how long it would take to show up in our mainstream media
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โMany of the 13 military bases in the region used by American troops are all but uninhabitable, with the ones in Kuwait, which is next door to Iran, suffering perhaps the most damage.โ
-NYT just now
First MSM admission Iโve seen of this fact
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US surging ground forces and Iran surging island defenses and markets are convinced its over
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