Darren Schlanger

If congress keeps running 6-7% deficits and destroying dollar purchasing power we should expect many more Mamdani’s across the country.

@ces921 Try hopium instead of helium - the glut has never been larger…

Tried to get balloons at the local Publix down here in SWFL for my daughter today. Publix attendant said they are out of Helium because the Strait of Hormuz is closed. Was surprised that helium shortages showed up so quickly. Also was pleasantly surprised that Publix worker knew the reason why.

@financialjuice No UNCLE if TACO…

Trump on Iran: They just don't want to say uncle.

A single meme for Nora to show the world she knows nothing about Judaism or Zionism.

@colossus_cap Peak oil or peak retard? Maybe his stuff makes sense in original old norse?

The duality of man

@tallnfat @TexasOncologist I can’t tell if he’s joking.

@TexasOncologist Rate of change on ships lol

Nope, that’s a fade Because you’ll need far, far more than that to keep WTI/Brent from rising

@PeterBerezinBCA Will be interesting now to track the impact on the gig economy considering ~50% of freelance labor is tied to delivery/transport (read: oil)…

@dampedspring Petrodollar folks to the Eurodollar folks: “May I meet you?”…

Oil experts are an interesting breed of people. They are sorta like gold bugs. For long periods they sit in a distant corner of the financial markets. We pass by their desks and they nod at us and occasionally they get our attention and draw us close. We hear their predictions of chaos and global doom. We slowly back away and go about our business and live life. Episodically once every decade or so these same people are thrust to the center of the stage. They haven't changed. They are the same people. It's us who have decided to pay attention. Their story remains the same. Energy is a physical commodity and real supply shocks will unleash chaos on the global economy for years to come. The thing is they amaze us with their depth and understanding of all things energy. Barrel count, geopolitical alignments of countries, grades, distillates, etc. So many facts. So much depth. So credible. They always had this level of credibility. They have specialized in this topic for their lifetime and we are simply tourists. They are incredibly valuable and always have been. Maybe this time is different. Certainly market prices of oil and scarce immediate supply is "chaotic" and feeds back into the real economy. Heck I care about the path of oil and its impact on the global economy and various market sectors. At the same time I suggest recognizing that YOU are the one who has changed. If your Oil guru or gurus have been saying the same thing for decades despite being wrong for decades it's your job to find the rare one who is pivoting and see their rationale and then for YOU to back slowly away from the perma oil bulls.

@realKunalAShah Wild. I think markets have become conditioned on the premise that more inflation means higher corp profits. Inflationary shocks leading to deflationary busts (“reverse covid” as you call it) is something entirely different…

A reverse COVID situation is about to hit, and I’m shocked markets are where they are?

Trump Has Discussed Firing Attorney General Pam Bondi – NYT nytimes.com/2026/04/01/us/…

@sidprabhu Better than the “Hormuz Collection” of fine drones available at Macy’s and Nordstrom….

"HORMUZ COALITION"

@PeterSchiff Gold and semis are the SAME trade now …

Gold is up another $100 today, with gold stocks already adding 5% to yesterday's 7% surge. It's not because the war is over, but because investors are realizing that regardless of what Trump says or how the war progresses, it will accelerate the move out of dollars and into gold.

@MarkRuffalo When the Iranian regime massacred 50,000 people in two days, you said nothing. Shut up, Mark.

This is something I have been worrying a lot about. We have psychopaths waging this war. We have seen Netanyahu gleefully carry out a genocide in Gaza reducing it to a nuclear bomb site. Why would he not go further now in Iran? There has been absolutely no consequences for his war crimes in Gaza. Trump has only assisted them. This has got to stop. As the citizens of the world we have to stop this. They can not be allowed to carry out a nuclear strike on the millions of innocent people of Iran. These are our fellow human beings, regardless of their leaders. This is insanity.

@BlacklionCTA Tricky level here though imho. If oil stays 80-90 not enough to freeze the economy but more than enough to keep cpi way too high. No mans land. But directionally I’m with you and looking to reload what I unloaded on this move since the 2’s hit 4 handle…

SOFR futures coming around to reality.

@sidprabhu They have the best already… spent 20mm last year, 7th largest after Liberia Saudi japan china marshal islands s Korea…

They need better lobbyists

@TMTLongShort This guy and Mearsheimer are the NY Jets of international relations…

America is amazing because for the right price you can buy anything and anyone. Academics and former economic advisors included. In other countries you’d have to honeypot them with prostitutes and stuff. In the U.S. you just straight up pay them via speaking engagements and consulting projects and they’ll spout whatever retarded worldview you please. The impact on their great-grandchildren be dammed. 🇺🇸

@colossus_cap @hkuppy Everything is one trade...

@hkuppy GCC has been selling gold to plug export losses from Hormuz being shut, so it's been trading opposite how one might expect

Gold rallies on rumors of a potential off-ramp in a war. Markets never cease to surprise me…🤣🤣

@TylerHardt @HedgeFundTips @PapaJohns 74 is a pipe dream. A credible steady state fcf for this business is 100mm annually once real estate, capex, and margins are stabilized. Looking at fcf yields of other highly franchised peers, $47 is a FAIR price providing value to current shareholders and upside to new…

@HedgeFundTips @PapaJohns So, just revisiting this with the stock at $32 now. $PZZA is down -16.7% since your tweet here, far worse than $DPX or $SPY. Your fellow shareholders appear to strongly disagree with your $74 price target. $47 would still be a quick win on your $44 cost basis.

Dear Sheikh Mohamed bin Abdulla Al Thani (Irth Capital): Thank you for your offer of $47/share for our meaningful holding of shares in $PZZA @PapaJohns, but you got it backwards. Anything below $74 is unacceptable. The turnaround has just begun and I will not agree to have all of the upside stolen from me and my clients. #SharpenYourPencil @tpenegor33 @BrianBrenberg

@CliffordAsness To wit: Lobbying $ 2024 1 Liberia - $35m 2 Saudi Arabia - $31 3 Japan - $29 4 China - $27 5 Marshall Islands - $25 6 South Korea - $20… 7 United Arab Emirates - $20 8 Hong Kong - $15 9 Bahamas - $15 10 Turkey - $14 11 Bermuda - $12 12 Israel - $11 13 Canada - $10

The whole AIPAC thing among the left is revolting. Saying “I won’t accept contributions from AIPAC” is their shockingly successful way to say “I’m hostile to mainstream Jews”. It’s way better than saying “I’m not an antisemite, I’m antizionist”. Notice that many sitting elected officials have happily taken this up and their primary voters know exactly what they mean.

@DeepSailCapital Straight of Hummus - what’s that?

Oil and the war gets resolved and we all forget about it like 6-9 months, because nothing ever happens. Then we all say well in hindsight that was pretty clearly gonna happen, even though I have no idea how it actually works out, who owns the Strait of Hormuz, or who runs Iran