Curved Yield

How do people in the suburbs genuinely look forward to Friday night on the couch, Saturday morning at Costco, and call that a weekend? Like you really moved out of the city just to LARP as your parents at 34?

In response, the Iranians hit Haifa refinery, instantly. We have climbed the escalation ladder onto the energy and civilian infrastructure targeting stage of this war. The Iranian regime is not collapsing. The US-Israeli side is escalating out of desperation. Yet all this shows: 1) The war isn't going according plan 2) There are no red lines restraining either side. If not stopped, this might soon spiral into a nuclear apocalypse. The first since Japan. What is Washington's plan for restraining Israel from escalating to nukes against Iran? Do we object to their unilateral first use? If so, have we communicated our position to Netanyahu? What is our response for that no longer far-fetched scenario?

Fighting back more effectively is an euphemism to say they are inflicting strategic losses. There must be an urgent debate in Congress about the cost of this war, not the $ 1 b / day bullshit. The $ 1 trillion in radars/military bases that got wiped out so far

NEW: U.S. Treasury Secretary Scott Bessent: Due to the temporary global oil gap, we may also unsanction other Russian oil.

⚡BREAKING 🇨🇳🇮🇷🇴🇲 The Chinese intelligence vessel Liaowang-1 is currently operating near Oman's coast. Analysts indicate it could supply Iran with real-time monitoring of US and Israeli naval and air activities, potentially reducing the element of surprise for future operations. The Liaowang-1, a Dongdiao-class ship, features radar domes capable of electromagnetic and satellite tracking.

Let me tell you what’s going to happen this weekend as soon as US stocks trading ends today 1️⃣The US will initiate a large scale air attack - Trump will likely hold a press conference to announce it with big fanfare 2️⃣Iran will be in full defensive posture till sunrise when swarm of drones and likely more advanced rockets will be used in the counterattack: - Attacks on Israel will remain limited and continue to be just retaliation. Iran and Israel are too far from each other geographically and large scale damages don’t carry a significant yield for Iran since Israel strategic military assets are well defended while a big drain on Iran stockpile of drones and rockets - Iran will continue focusing its attacks on US assets located in the ME where the stockpile of air defence rockets is already virtually depleted and its cheap drones can still successfully yield significant damages. - Likely more advanced and powerful rockets will be used to directly target US military assets. - Another couple of tankers belonging to anyone but China and anchored in the vicinity of the Strait of Hormuz will be hit and sunk to remind everyone not to attempt any crossing. 3️⃣ During the weekend another oil infrastructure will be directly hit in any of the ME countries. Iran will continue to deny the attack came from them. 4️⃣ A ground attack will begin on Sunday from Iraq carried out by Iran anti government forces. At the beginning it will find limited resistance and there will be announcements of successful progress. When these troops will be enough inside Iran territory the IRCG counterattack will begin targeting the supply line first and then moving to close the retreat path to envelop enemy forces. US will respond with strong bombing in the area, but aircraft’s will be facing strong air defences. 5️⃣ By the time GLOBEX futures resume trading on Sunday night 6pm EST the intensity of the fights will be limited and the skirmishes will continue for another week with the US keeping a close eye on stocks volatility that must remain as low as possible to avoid a market panic heading into March OPEX next Friday You are welcome 🙏🏻