Christopher Vecchio, CFA nag-retweet
Oil traders watching the Admin promise the talks are going incredibly well and the Strait is reopening for the 54th time in 2 months
GIF
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Christopher Vecchio, CFA
38.7K posts
Christopher Vecchio, CFA
@CVecchioFX
Head of Futures & FX @tastyliveshow Futures Power Hour M-F 130-230p ET; Overtime M-Th 4-430p ET.
Bedford, NY Sumali Ocak 2010
1.6K Sinusundan52.2K Mga Tagasunod
Christopher Vecchio, CFA nag-retweet
Christopher Vecchio, CFA nag-retweet
My understanding of the US war on Iran:
1. Strait closed - global energy costs up 40 percent +|-.
2. US bases in GCC damaged or severely damaged.
3. US munitions depleted.
4. Profits from new defense contracts directed to Presidents family.
5. US relations with Europe lowest since before WWII.
6. Nuclear material intact in Iran.
7. Israel alienated globally.
8. Adherence to US Constitution increasingly degraded - no war authorization from Congress.
Am I missing something?
What is the benefit to USA of all this?
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We’ve depleted our already-thin munitions to close the Strait of Hormuz
Looking like America’s Suez moment with each passing headline (but worse)
First Squawk@FirstSquawk
Financial Times: The Pentagon has informed European countries of expected long delays in the delivery of weapons
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Christopher Vecchio, CFA nag-retweet
Cost of foregone Gulf oil production alone—not counting LNG, fertilizer, helium supply chain consequences—is currently valued at $60+ billion.
*Walter Bloomberg@DeItaone
U.S. BLOCKADE HAS COST IRAN $4.8 BILLION -AXIOS
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The Strait of Hormuz opens on Sundays at 6pm ET and closes on Fridays at 5pm ET, yada yada
zerohedge@zerohedge
TRUMP ON IRAN: MAYBE BETTER OFF NOT MAKING A DEAL It must be Friday after the close
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News Flash: there wasn’t a plan, it was all hubris
John Arnold@johnarnold
So when the Pentagon war-gamed this out and it got to the closure/blockade point, what happened next?
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I was an early Twitter adopter, so when I read OBL was killed, I found out first and ran through my frat house to share the news.
My roommate, whose dad was killed in 9/11, cried
All of us went to the quad with our American flag, a microphone, and the pledges set off fireworks
Sohaib Athar@ReallyVirtual
Helicopter hovering above Abbottabad at 1AM (is a rare event).
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Christopher Vecchio, CFA nag-retweet
The Mets can still save their season if they pivot to AI
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Bitcoin $BTC looking like it's turning a corner off the April 2025 low & 1-month+50-day EMAs
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Christopher Vecchio, CFA nag-retweet
IRAN DELIVERED ON THURSDAY TO THE U.S. THROUGH THE PAKISTANI MEDIATORS ITS RESPONSE TO THE LATEST U.S. AMENDMENTS ON THE AGREEMENT TO END THE WAR, A REGIONAL SOURCE TELLS ME - AXIOS REPORTER
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Christopher Vecchio, CFA nag-retweet
Christopher Vecchio, CFA nag-retweet
Imagining explaining to the Founding Fathers that the president imposed tariffs without an act of Congress and then removed them at the request of the King of England
Christian Datoc@TocRadio
NEW: Trump dropping all tariffs on Scottish whiskey in honor of King Charles
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Christopher Vecchio, CFA nag-retweet
Japan panicked and intervened after being massively underwater on their oil short
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Christopher Vecchio, CFA nag-retweet
Are markets bored of Trump or have they just stopped trusting him? youtu.be/GuDxPLN-eZo?si… via @YouTube @IGcom @IGItalia @IGJapan @IGBank @tastytrade @tastyliveshow
YouTube
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This is a highly unserious comment coming from an admin official whose admin cares little about norms.
Treasury Secretary Scott Bessent@SecScottBessent
It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the @federalreserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability, management, and sound policymaking in the lead.
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Christopher Vecchio, CFA nag-retweet
getting chills thinking this but I rarely if ever do I see wholesale gasoline prices doing what they’ve done for the Great Lakes states in the last week- MI, IN, IL, WI- retailers for the second day are getting absolutely obliterated. Expect the jump soon. Likely in ~12hrs.
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Christopher Vecchio, CFA nag-retweet
FED CHAIR POWELL: I STAND BY MY POSITION THAT I WILL NOT STEP DOWN UNTIL THE DOJ PROBE IS FULLY CONCLUDED, ADDING THAT HE WILL REMAIN IN HIS ROLE BEYOND MAY 15 AND CONTINUE SERVING AS GOVERNOR — WHILE KEEPING A LOW PROFILE.
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I knew it wasn’t goodbye, not like this
Nick Timiraos@NickTimiraos
Powell: "I will continue to serve as a governor for a period of time to be determined."
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