AZMan

29.9K posts

AZMan

AZMan

@DesertArizona

เข้าร่วม Ağustos 2022
362 กำลังติดตาม704 ผู้ติดตาม
AZMan
AZMan@DesertArizona·
@MarioNawfal @grok has russia lost a supply chain for weapons and drones since the war started in iran?
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇷🇺🇮🇷🇺🇸 Putin's praying U.S-Iran peace talks don't happen The Iran conflict has handed Moscow up to $150 million extra per day in oil revenue, at a moment when its budget was already running on fumes. Sweden's military intelligence chief says Russia needs Urals crude above $100 a barrel for a full year just to close its deficit. Right now, the Iran war is doing the heavy lifting. A ceasefire doesn't just end things for Washington and Tehran, it also pulls the plug on one of Moscow's few remaining economic lifelines. Putin has never been more invested in a war he's not fighting. Source: FT
Mario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇪🇺🇮🇷 European natural gas futures just jumped hard up to 11% this morning, hitting €43 per MWh after Iran announced it’s re closing the Strait of Hormuz. They had briefly opened it over the weekend, letting some ships dash out, but now it’s shut again because of the ongoing U.S. blockade. Prices fully reversed Friday’s drop. Hormuz drama keeps swinging energy markets like a pendulum. Europe feeling the heat on gas prices again, as if the war in Ukraine wasn't enough.

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Joel Rayburn
Joel Rayburn@joel_rayburn·
Ghalibaf isn’t running this Twitter account. It’s an Iranian regime info op by person or persons unknown outside Iran. Ghalibaf is a clever guy, but not capable of putting together the idiomatic English statements attributed to him. Same with other Iranian leadership accounts.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf

Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down. EUCRBRDT Index GP <GO>

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🧙‍♀️𝕿𝖍𝖊 𝖂𝖍𝖎𝖙𝖊 𝖂𝖎𝖙𝖈𝖍™✨
Trump pretty much pissed of almost every single country on this planet. The Euro is considered the second world reserve currency. Can you imagine what would happen if all those countries go to the Gulf States and say "Hey you, we buy your oil but in Euro!" How stuff is currently going I think they might be open to it!
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AZMan
AZMan@DesertArizona·
@mb_ghalibaf Who wants to bet if iran or the usa economy collapses first
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محمدباقر قالیباف | MB Ghalibaf
Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down. EUCRBRDT Index GP <GO>
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Latinx Adjacent Doctor PhD
Latinx Adjacent Doctor PhD@TonerousHyus·
Got two full tankers heading out of the Hoor Moose atm Iran still faces challenges with their fake closure
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AZMan
AZMan@DesertArizona·
@POTUS676 @dcg1114 They think people buying and selling off tweets is somehow market manipulation. The obvious issue is free will. Nobody is forcing anyone to make stupid decisions off tweets from iran or the usa.
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Matt Montana
Matt Montana@POTUS676·
@dcg1114 As someone who is stupid, what exactly is happening? Like what are they doing and what is the consequence/ reaction by the markets?
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AZMan
AZMan@DesertArizona·
@WeTheBrandon Oh no, I hope they dont shoot indian ships again to teach the usa a lesson
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AZMan
AZMan@DesertArizona·
@MarioNawfal They spent years helping russia kill Ukraine
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇦🇮🇷 BREAKING: Iran spent years studying Ukraine. 300+ articles in Iranian defense publications analyzing every lesson from drone tactics to 3D-printed weapons to how a smaller force sustains itself against a superpower. The finding's striking: Iran didn't just watch Ukraine, it used it as a blueprint. Cheap mass-produced drones, mobile combat units, decentralized manufacturing, AI weaponry... all recommended by Iranian military analysts before the war with the US even started. Ukraine taught the world how to fight a bigger enemy on a budget and Iran was taking notes in the front row. Source: FT
Mario Nawfal tweet mediaMario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇮🇷🇺🇸 Iran turned the Strait of Hormuz into a toll booth. Pay $2 million or get stuck in line. That's the deal the IRGC is offering ships trying to pass through one of the world's most critical energy chokepoints. 5 LNG tankers already turned back. Zero LNG ships have exited the Strait since February. And now the US fired back in a different way: the USS Spruance disabled and seized the Iranian-flagged Touska on April 19. First Iranian commercial vessel taken during this conflict. Iran is running an extortion racket on global energy supply. The US just started taking ships. This is what a shadow war over the world's most important 21-mile stretch of water actually looks like. Source: @TheStudyofWar

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AZMan
AZMan@DesertArizona·
@NNTNNews @yashar Wasn't it an iranian ship captured today? Maybe shooting some more indian ships like retards will show us.
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Yashar Ali 🐘
Yashar Ali 🐘@yashar·
Extraordinary. The United Arab Emirates has asked the United States about a wartime financial lifeline in case the war in Iran plunges the oil-rich state into further crisis. Full Story: on.wsj.com/4sHdcu4
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AZMan
AZMan@DesertArizona·
@Michal_Mac How many Sundays will futures be down with oil up to just reverse when the market actually opens? A lot...
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AZMan
AZMan@DesertArizona·
@LoneKonig @MarioNawfal Oh so iran declared war on India yesterday? Or do they get different rules? 🤔
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LK@LoneKonig·
@MarioNawfal firing an oil tanker is an act of war, by definition. are you dumb?
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Mario Nawfal
Mario Nawfal@MarioNawfal·
I REPEAT: THE WAR IS OVER Yes, the U.S. did just fire on and seize an Iranian oil tanker Yes, Iran threatened to retaliate and said they won't attend the peace talks And no, this does not mean the war is about to restart Neither Iran nor Trump can afford this war. They're both just seeing how far they can push the other before they both agree to deal At most we may see limited strikes this month, but even that I have my doubts I could be wrong, but I've been saying the war is close to ending since April 2, and that an off-ramp was coming when Trump posted threats to wipe out the Iranian civilization And this incident today is Trump trying to get Iran to accept his off-ramp so he can move on. I'm still optimistic
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Dr. Notyourboy
Dr. Notyourboy@notyourboyizzy·
@BRICSinfo I’m glad they first attacked. Nobody fears the US anymore.
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇮🇷🇺🇸 Iran launches drone attack toward US military ships.
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Amit Segal
Amit Segal@AmitSegal·
This is the outline currently under discussion between the United States and Iran. I am sharing this with caution, as it hasn’t been agreed upon yet, but based on recent developments, these are the points they have been discussing: A 15-year suspension of uranium enrichment. The United States originally demanded 20 years, while the Iranians wanted much less; they eventually settled on 15. The plan includes converting uranium into fuel, which changes its physical state and makes it harder to re-enrich. While not a simple process, this means the uranium won't necessarily leave Iran, which is a major concern for Israel. Full inspection of nuclear sites and the opening of the Strait of Hormuz are, of course, a given. The deal would also include ending the war, the withdrawal of American forces from the Gulf, and the lifting of economic sanctions. It must be said that, aside from the uranium, the lifting of sanctions is what worries Israel the most. As you recall, the strategic goal of the war was to create the conditions for the regime’s downfall. The regime was in danger of collapsing due to an economic situation that deteriorated primarily because of those sanctions; if they are lifted, the regime is strengthened. Therefore, it seems to me that the perception in Israel remains that the status quo is preferable—a state of "no war, no peace" where U.S. military forces remain on standby in the Persian Gulf. But as we have learned, this does not depend solely on Israel's desires, to put it mildly.
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AZMan
AZMan@DesertArizona·
@SpecialSitsNews Good time to go by fundamentals and data vs headlines. When everyone sold in March, if you weren't buying, get better news sources.
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Special Situations 🌐 Research Newsletter (Jay)
BofA Hartnett: “This rally is transitioning from an oversold recovery to a potential bull trap" Goldman $GS and Bofa $BAC saying the same thing, but Bofa more bearish
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AZMan
AZMan@DesertArizona·
@joekent16jan19 This guy wants us to surrender a war in which we are dominating without getting out of our planes... the most successful and one sided war in modern history. Oh no, iran can suicide boat civilian ships from india...
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Joe Kent
Joe Kent@joekent16jan19·
POTUS is laying out two courses of action—a negotiated settlement, or a major escalation. There is a third option, and he should take it: recognize there is no way to force a positive outcome and simply leave. The region is not ours to fix. President Reagan chose this path in Lebanon in ‘84, withdrawing U.S. forces after the Beirut barracks bombing once it became clear the mission’s stabilization goals could not be met, effectively ending direct American military involvement and avoiding a deeper quagmire and long-term entrenchment in the region. A negotiated settlement is unlikely to work or be taken seriously by the Iranians unless we make concessions on the enrichment issue. As we saw yesterday in the SOH, the IRGC is empowered to act without the consent of the civilian leadership, so it’s likely they won’t honor any deal reached. A major escalation will lead to a very destructive outcome for Iran, the region, and eventually the U.S. If POTUS chooses brute force and targets civilian infrastructure, we will create another generation of radicalized Iranians who will rally around the regime and escalate the war by any means possible. If POTUS opts to strike the civilian infrastructure, declare victory, and then leave, we will only further erode our standing in the world, the petrodollar, and eventually our status as the world’s reserve currency holder. We need to get out now. Don’t double down on failure. Avoid the sunken cost trap, leave now, and put America’s interests first.
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Robert Sterling
Robert Sterling@RobertMSterling·
Democrats, you want DC and Puerto Rico statehood? You want 52 stars on the flag? I’ve got a better—and bigger—idea. Let’s have 102 states. Let’s make our democracy even stronger by splitting each state in half, doubling the size of Congress, and 2x’ing the electoral college. I’ve got a feeling you won’t go for it. After all, nearly every one of the new carve-out states—with the possible exceptions of New California, New Massachusetts, and New New Hampshire—would vote red. Our side would control 75% of Congress and dominate the electoral college every four years. But go big or go home. You guys can put DC and Puerto Rico on the flag, and we get to have New Montana and Texas 2.0. It’s a win-win for everyone. Right?
Robert Sterling tweet media
Morse Report@MorseReport

🚨Top Democrat political consultant and campaign strategist, James Carville, just stated on the Left-wing ‘Policon’ podcast that when the Democrats regain power, they plan to: -Grant statehood to Washington D.C. and Puerto Rico, so that the Democrats can unlock 4 extra seats in the Senate. -Pack the U.S. Supreme Court from 9 Justices up to 13 Justices, adding another 4 Left-wing Justices to the court. -Reopen the U.S.-Mexico border and grant mass-amnesty to every single alien currently inside of the United States. -His advice to Democrat politicians: “Don’t run on it. Don’t talk about it. Just do it.”

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malmesburyman
malmesburyman@malmesburyman·
Can we get an optics check on this? Boarding and seizing enemy vessels is a bad look. Really embarrassing stuff here. America’s soft power is rapidly eroding. Iran will never negotiate now. Hardliners are emboldened. Trump is finished.
Pete Hegseth@PeteHegseth

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