Anyes Van Volkenburgh

1.8K posts

Anyes Van Volkenburgh

Anyes Van Volkenburgh

@AnyesVIP

🇺🇸 I voted for and used to support Trump. Until he started World War III. Oil prices, stock market, prosperity and peace are all victims of his ego.

Malibu, CA เข้าร่วม Ekim 2024
349 กำลังติดตาม230 ผู้ติดตาม
Anyes Van Volkenburgh
@KobeissiLetter Everything he says is a lie. And he was never going to bomb the power plants anyway. He just likes to hear himself talk. And at this point, nothing he says is going to stop the market from falling.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
At 4:11 PM ET, President Trump extended his “pause” of US strikes on Iranian power plants and oil prices fell -6%. 40 minutes later, that entire decline was erased. Markets are becoming numb to the headlines.
The Kobeissi Letter tweet media
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Walter
Walter@googlexrp·
@KobeissiLetter Trump is an idiot, worst decision ever. This will define his entire legacy as just another neocon war criminal who got suckered into a mideast quagmire. Crusade In the name of Epstein?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran says they have mobilized over 1 million troops to counter a possible US ground invasion. Iranian authorities say that the possibility of a US invasion has prompted "a wave of enthusiasm" among the population.
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Anyes Van Volkenburgh
@TKL_Adam @KobeissiLetter But you’re missing one important point. He is unable to fix it. Because Iran is not going to capitulate. And this idiot is incapable of apologizing and walking away.
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Adam Kobeissi
Adam Kobeissi@TKL_Adam·
The bond market is flashing red. After a brief intermission on hopes that peace talks with Iran would progress, the 10Y Note Yield is up to 4.42%. Mortgage rates are up to a fresh 7-month high, markets are now pricing-in potential rate HIKES, and the S&P 500 has erased -$800 billion today. The bond market is, by far, the biggest problem for the US right now, much bigger than the energy price situation. We have said it before and we will say it again: We cannot afford a 5% yield on the 10Y Note.
Adam Kobeissi tweet media
The Kobeissi Letter@KobeissiLetter

x.com/i/article/2037…

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US. "If this was some great 'present' you’d think both sides would want it known for their own reasons," Bloomberg says.
The Kobeissi Letter tweet media
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Tomi Point
Tomi Point@tomipoint·
@KobeissiLetter Feels like we’re back in headline-driven price action… one tweet away from reversal both ways lately. 🫣
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US markets extend losses, with the Nasdaq 100 now down -1.5%, as Iran War peace talk progress appears to be stalling.
The Kobeissi Letter tweet media
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Noah
Noah@antibearthesis·
@KobeissiLetter Is everybody having a good time?😂😂
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is expected to slow from 3.3% last year to 2.9% in 2026 3. Headline inflation expectations in the G20 have been revised up by 1.2 percentage points in 2026 to 4% 4. Eurozone growth is expected to slow to just 0.8% this year Potential rate HIKES in the US and EU are now back on the table.
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Adam Kobeissi
Adam Kobeissi@TKL_Adam·
US bond markets are under serious pressure. The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks. Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022. The bond market needs serious help.
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Palwinder Singh · CFA · Author
Iran allowing tankers through the Strait is a Gesture of Goodwill to keep Trump from hitting their power plants. It’s worth a tremendous amount of money because it deflates the war premium on every barrel of oil on Earth. Trump calling it a present is his way of saying the Hostage Situation in Hormuz is ending on his terms. He didn't just get a prize, he got a signed confession that the Resistance is looking for an exit
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump reveals the "very big present" which he says Iran gifted to the US on March 24th.
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Anyes Van Volkenburgh
@KobeissiLetter Didn’t he just say a few days ago that we don’t need oil from there? That we are energy independent? And there’s no guarantee that those boats are sailing to the US. So stupid. He’s just trying to get media attention. And safe face after he monumentally embarrassed himself.
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Anyes Van Volkenburgh
@VitalTrades @KobeissiLetter What I’m reading between the lines is that it’s more of the same BS from Trump. He’s a pathological liar. He’s also talking about a final blow today. He’s bipolar at best. Likely psychotic.
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Vital Trades
Vital Trades@VitalTrades·
The "very big present" is 10 oil tankers Iran let through Hormuz. Iran: "We control our strait." Trump: "They gave me a gift." Same boats. Two press releases. This is how the deal gets sold. Both sides already rehearsing their victory speeches before there's even an agreement 😂 Bullish if you're reading between the lines.
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