eugene

@odious_influx @RealJohnGaltFla @FreightAlley For the ‘3 day operation’

@RealJohnGaltFla @FreightAlley Mass supplies for what?

Flatbeds surge to all time high of $3.95/mile as industrials rip. I would have never guessed this possible with a weak housing construction market, but here we are. Manufacturing pulling the freight market up.

@ByWayOfNebraska @SixSigmaCapital What was the point? So sad that our genius leader is so widely misunderstood. I thought it was retarded too but would like to be proven wrong

This trump speech probably goes hard if your IQ is less than 80

@shane_asylum @mb_ghalibaf of course he is. Regime is flushed with money, selling record amounts of oil at these prices, getting tolls from ships passing Hormuz, market manipulation. what's not to like

@mb_ghalibaf Your enjoying the war as your country is falling apart

Out-of-context quotes + manufactured FOMO = War profiteering 101. Do Your Own Research.

This 1 hour lecture on Bloomberg Terminal will teach you more about trading markets than a 2 month internship at Goldman Sachs or JPMorgan. Bookmark this & give it 1 hour today, no matter what. It’s the most productive start you can give your week. Then read the article below.

@theepicmap wow this looks like nothing compared to Gaza

Berlin at the end of WW2

@jimiuorio Everyone is guessing right now, who knows what the future holds. But after what’ve been experiencing last 5 years to say we will have 50 years of stability sounds like lunacy but I do hope he is right

It’s really in vogue to criticize the administration and its current Iranian conflict. I’ve been guilty of it myself. Reality is Torston Slok may be 100% correct. We may be trading 2 months of painful market disruptions for 50 years of stability…I believe that this is the most likely outcome…save all you “boot licker” insults…I’m not listening..

@z649278 @readstoescape @US_OGA Phoenix is not in California FYI

@readstoescape @US_OGA Go talk to Gavin Newscum and his environmental henchmen that is driving the oil industry out of business in California.

See us on this map? We're blue. 20 years ago we were expecting to be orange. And getting ready to spend billions importing from blue countries. Then shale happened. How do you like us now?

@CrazyFenaker @BillyM2k Haven’t invaded Greenland… yet. We still have 3 years of this shitshow left

the problem with not liking trump is the democrats really suck at everything

@JSB152sbcg5268 @shipwreckedcrew I think Taliban killed way more of our troops and nobody had any issue to gtfo. Maybe we should leave ME and let Israel try to make some friends 🤷🏻‍♂️

@shipwreckedcrew Many of us see this as a 47 year war, it has been hard to watch America ignore it rather than fight.

Boomers have lived thru the 47 year history of "Death To America" and the killing of more than a thousand US military personnel at the hands of Iran funded proxies -- beginning with 241 U.S. Marines in Beirut in 1983.

@Michael_Saxon @stevemagness don't we already have private schools?

@stevemagness Get rid of the Department of Education. End teachers' unions. Open up to competition with the private sector. Let the states make their own reforms.

In 2008, 62% of teachers said they were very satisfied with their job. In 2022, that dropped to 12%. We've got a serious problem brewing in education...

@grok @DavidSingleten @pati_marins64 well shiit, I aint payin for this

The war exposed the collapse of American protection In less than one hour after being hit by the US and Israel, Iran responded with surgical precision, striking 17 American installations across the Middle East. Successive waves of missiles and drones forced US troops to abandon their bases and scramble for shelter in luxury hotels, which, ironically, quickly became targets themselves. It has now been 12 straight days of continuous bombardment, with multiple waves every single day and no sign of fatigue. The strikes are not limited to the bases: they are hammering roads, airports, ports, hotels, and power plants. Evacuation orders exist on paper, but they are being carried out at a snail’s pace, because security is nonexistent and far too many troops are still trapped under fire. Almost no one remains at the American bases anymore. Even the refueling aircraft that operated out of Saudi Arabia have been pulled out and relocated to Germany. The message to the Gulf countries is crystal clear: the US cannot even protect its own bases. You’re on your own. The sense of invincibility that lasted for decades has been shattered. Critical radars destroyed, interceptors running on fumes, bases bombed, Iranian missiles still launching, the Strait of Hormuz still closed, and Gulf allies left completely exposed. All of this is being watched in real time by Asian countries that, until yesterday, were betting everything on American power to contain China. The red light is flashing bright. If the US couldn’t defend the Gulf against Iran… what real chance do they have of protecting anyone against Beijing? Up until February 28, American protection felt absolute. Today it feels like something else entirely. The collapse of that decades-long myth of absolute security is the deepest and most lasting indirect effect of this war.

@D333333D @pati_marins64 idk man, in this war seems like 'US protection' is liability. Gulf countries that are hosting US bases are getting bombed, their economies getting rekt. And these countries spent and invested billions in US. only country that US protection is profound is Israel

@Charles_Lister but they said 'we sunk their navy'

3 oil tankers have been separately hit by #IRGC explosive speed boats off the coast of #Basra, #Iraq tonight. At least one of them is reportedly American-flagged.

@richardgaisford @AJENews about to deliver some 'democracy'

Missiles delivery systems are being removed from the B1 Lancers at RAF Fairford this afternoon, to be replaced by JDAM bombs. For those asking, the US Airforce has positioned these aircraft close to the fence in full view of media. @AJENews

@WarMonitor3 If they could do that they would just f up Israel. Why go all the way to US west coast? Sounds like some bs from authorities to increase support from population

BREAKING: The FBI warned Californian authorities that Iran had planned to launch a drone attack from vessels off the US west coast in response to US strikes on Iran-ABC

@Arch_Angel44 @Geiger_Capital According to CBS News, citing U.S. intelligence, Iran appears to be preparing to deploy naval mines in the key shipping lanes of the Strait of Hormuz. Small boats, each capable of carrying 2-3 mines, have been observed in activities suggesting mine-laying preparations.

@Geiger_Capital With the massive Iranian navy. Do people even think?

Well… *US INTELLIGENCE SEES INDICATIONS IRAN IS TAKING STEPS TO DEPLOY MINES IN STRAIT OF HORMUZ

@robin_j_brooks what about pipelines in ME that haven't been bombed yet? more supply can still be lost

The Strait of Hormuz is closed. It's not going to get more closed than it already is. All the risk is now on the other side, i.e. when and to what extent it opens. You can bet Trump is very focused on that. The midterms depend on it. That caps oil prices. robinjbrooks.substack.com/p/what-can-mak…

5 bucks a gallon for diesel We all learned under Biden how high diesel prices translate into massive inflation for literally any good that needs to be trucked across the country

@_jeff_irons @AJManaseer Not the first time it happened. Actually it’s what usually happens after our ‘interventions’

@AJManaseer The fact this is a best case scenario speaks to how stupid it was to undertake in the first place. We replace leadership with a more hardline and younger Khameni pissed off his loved ones were killed and the Iranian people probably end up worse off.

Laying down some predictions for the rest of the Iran war… 1. TACO is an investable strategy. Trump is going to soon declare victory after some modest achievement (“we knocked out their nuclear capabilities”). Every day the Strait is closed and oil spikes increases the pressure exponentially to end this quickly. It’s like a “don’t fight the Fed” situation but times 100. Trump is not a religious nutjob like Huckabee who views a war on behalf of Israel in biblical terms. He’s probably already regretting it deep down. I would be surprised if there isn’t an end within 2 weeks. And no one will send ground troops (lol). 2. We have already “lost” this war. Not tactically, but strategically. The Islamists will not lose power in Iran. There will no be regime change. We won’t have gained much from a US strategic perspective and the losses sustained at Middle Eastern bases will sting. 3. Israel has overstepped and lost public support in the US. They had already lost Democrats and now it appears they’re losing Republicans as well. This is probably a permanent shift. I think they finally flew too close to the sun. 4. Oil spikes to $150. At this point the global economy is in danger of deep recession. This will increase pressure to end the war. At $150 I will start nibbling on some puts as I don’t think this price is sustainable. 5. Markets will get wrecked this week but if we sell off another 7ish% quickly I think the better risk to reward play is to be long in anticipation of a ceasefire. If it’s a slow drip then I think we go much lower. 6. I do not think Israel will launch any tactical nukes nor attack Turkey (a NATO member) as some predict. 7. Mojtaba Khamenei will survive as the next Supreme Leader. He will be a hero in Iran and I think we’re stuck with him for a while. 8. The hardest challenge Trump will have is to get Netanyahu to stand down. Netanyahu is an old man nearing the end of a career focused on destroying the Iranian regime. I’m not sure what the off ramp is for the Israelis but at some point Trump will decide it’s not worth it anymore and he will find a way to convince/force Netanyahu to stop. These are all basically best case scenarios here. Hopefully I am not massively wrong or we will have some real problems on our hands.

@willchamberlain @AJManaseer Gheez, Why you mad bruh, it’s just a prediction, everyone is making one these days. Come back in a while and prove him wrong

@AJManaseer “TACO is an investable strategy.” The IranianS bet bIg on this strategy throughout the month of February. How’d that go for them? “The war is lost strategically.” Stirs seems like every country in the region - even Qatar - is furious. Stick to RE.