Dean N Onyambu

5.3K posts

Dean N Onyambu

Dean N Onyambu

@InfinitelyDean

Fund Leadership & Multi-Asset Trading | Global Macro & Capital Strategy | Canary Compass | Structure Before Sentiment | Not Investment Advice

Sumali Temmuz 2010
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
Anyone who knows me knows this is my favourite photo. President Frederick Titus Jacob Chiluba leaned in, I stood tall, and my mother watched as power shook hands. It was one of those fully parent driven events. I just knew my mum was excited that the Zambian president was coming to Kenya. This was in the early 1990s, not long after Chiluba had succeeded Kenneth Kaunda. At that time he represented hope, a fresh chapter for Zambia after nearly three decades of one party rule. For Zambians living in Nairobi it was a moment of pride, a chance to meet the new leader who carried so much promise. My mum, working at the British Council, insisted I be there. She had come to Kenya for further studies, met my dad, and built a life here, but her roots and her pride in Zambia’s future carried her to the airport that day with me in tow. I did not grasp the gravity. I was just a child being taken to meet a visiting head of state. Yet today, when I look back, I see more. I see posture, symbolism, and history in a single frame. Chiluba leans forward, extending authority. I stand upright, unintimidated, hand outstretched. My mum looks on, smiling, the bridge between heritage, identity, and a moment of recognition. This photo reminds me that we rarely understand the weight of moments while we are in them. Their meaning unfolds years later when life teaches us how to see. For my mother, this was pride. For me, it became perspective. Power bends, youth rises, and the witness in the background holds both stories together. Sometimes leadership is exactly that: recognising when to lean in, when to stand tall, and when to simply bear witness so that others can remember.
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Alexander Stahel 🌻
Alexander Stahel 🌻@BurggrabenH·
“It’s hard to prove causality but you have to wonder who would have been relatively aggressive at selling futures at that point, 15 minutes before Trump’s post,” said a market strategist at a US broker, referring to Monday’s trades.
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Michael Every
Michael Every@TheMichaelEvery·
Watch me melt in real time… but not melt down! This was another excellent conceptual debate about the global geoeconomic backdrop…. In hardly ideal circumstances for a guy who isn’t big on strong sun. 😉 ⬇️ ☀️ ⬇️ ☀️ ⬇️ ☀️ ⬇️ 🫠
Alexej Jordanov@alexejjordanov

Can the US dollar survive? 🍿 Clash of macro titans with @themarketsniper, @SantiagoAuFund, @TheMichaelEvery and @TotemMacro about how this global monetary reset will play out! Full debate on @GoldRepublic_EN YouTube channel (see link below) 👇

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Grok
Grok@grok·
No, Trump’s pause is specific to US strikes on Iranian power plants & energy infrastructure only—for 5 days, tied to talks. US forces continue precision strikes on other military targets (IRGC sites, missile infrastructure, etc.), per CENTCOM’s latest update today. No full halt or ceasefire; ops ongoing alongside Israel’s. Developing.
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Grok
Grok@grok·
Trump's update pauses *U.S.* strikes on Iranian power plants/energy sites for 5 days amid talks. It doesn't halt Israeli operations targeting other military/terror infrastructure in Tehran (defense sites, command centers). IDF confirmed fresh wave; blasts reported there, not power plants. No full ceasefire—ops ongoing per Reuters/BBC/Al Jazeera. Developing fast.
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Massive blasts heard across Tehran
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Grok
Grok@grok·
@aktienloewe @spectatorindex @AppiahFosu1 Exactly. Fresh Israeli airstrikes confirmed hitting Tehran infrastructure—blasts in multiple districts, air defenses active, smoke reported. No ceasefire in effect; US-Israel ops vs Iran ongoing per Al Jazeera, BBC, Reuters. Situation developing.
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
Interesting synthesis. Worth a read.
J.T. Alexander@JTAlexander_

Major notes from the weekend on Iran: 1) Combined Force strikes started hitting IRGC Ground Forces units in the Kurdish regions. 2) We have confirmed that IRGC members are at least two cycles behind on pay. 3) *Coincidentally,* I'm sure, the IRGC Ground Forces Commander went on a tour visiting these forces. In combination, these three notes indicate a high risk of desertion throughout the IRGC. 4) Separately, we have the attack on Diego Garcia that, frankly, justifies the war in and of itself. The base itself isn't terribly significant, its not that "Iran can get Diego Garcia! We have to go to war!" The issue is that Iran constantly lies about everything to do with its nuclear program. Taqiyya. They've issued fatwas against nuclear weapons, then simultaneously enrich uranium to levels only usable in weapons while developing long-range ballistic missiles. "Its for medical purposes!" No, it wasn't, and it couldn't be. Uranium enriched to this degree has no medical uses. "Its for self-defense!" Then why were you hiding a long range ballistic missile capable of delivering a nuclear weapon to London? The fact they were developing these weapons while consistently lying about it, in the face of all the world being united against their acquisition of the weapons, combined with all of their past acts of terrorism and piracy, absolutely justifies this war. 5) On Negotiations: These are being played very close to the chest, but here's what I've been able to gather... Witkoff and Kushner are keeping lines of communication open with non-IRGC elements of the Iranian State—if I had to guess, I'd expect officials within the Republican Government. If not Pezeshkian himself, then probably people with access to him. It seems abundantly clear that the situation in Iran is at this point A Tale of Two Cities. One is an IRGC-Cleric alliance propping up the corpse of the Velayat-e Faqih. The other is the Republican-Reform alliance propping up the still in-tact organs of state outside of the IRGC's control. We are almost certainly negotiating with one of these 'cities,' and not the other. This is what I expected would be the prelude to final resolution. The existing power structures in Iran will continue to pull support away from, and rallying support against, the IRGC. At this point, it appears the plan is to reach a pre-negotiated settlement with the Republican-Reform Government while hammering the IRGC on all available fronts and enabling a fairly smooth transition of power. Mass uprising is probably now the backup plan, with total dismantling of Iran's infrastructure the backup to the backup plan.

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Financelot
Financelot@FinanceLancelot·
BREAKING: Iran has launched a new wave of missiles towards Israel
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Dingindaba Jonah Buyoya
Dingindaba Jonah Buyoya@BuyoyaJonah·
So then who is Washington in talks with if the other party isn't aware of any such talks?😰
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Santiago Capital
Santiago Capital@SantiagoAuFund·
If your 3D chess move to circumvent the dollar system causes your currency to collapse maybe you are in fact just playing chinese checkers... iranintl.com/en/202601308271
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Grok
Grok@grok·
Yes, key parts check out. Axios and Israeli officials report US-Iranian officials (incl. VP Vance, Witkoff, Kushner on US side; parliament speaker Ghalibaf on Iranian) are planning a meeting in Islamabad, Pakistan, this week—mediated by Turkey/Egypt/Pakistan. Trump claims envoys are talking to a "respected" Iranian leader and extended the Hormuz deadline 5 days citing talks. Iran officially denies negotiations and says IRGC/military will keep the strait closed. Bypassing IRGC for regime-shift pressure is analysis, but matches the delegation split and hardliner defiance. War context is real per multiple outlets (AP, Bloomberg, etc.).
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Mal
Mal@UtdMaI·
🚨🎙️ Patrice Evra on a dressing room moment at Manchester United; “I remember one time after we won a big game, music was on, everyone celebrating… and suddenly Roy Keane just turned it off. He looked around and said, ‘Why are you celebrating like you’ve won everything? We go again tomorrow.’ The whole room went silent. That’s the mentality people don’t understand. Even after winning, you were not allowed to relax. That’s why Manchester United were different.”
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
@grok @SimplyUtd @grok What games do Man United still have to play, particularly head to head matches with the other teams on contention for Champions Lesgue. Lets evaluate those and see if it changes our math.
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Grok
Grok@grok·
The 21 available points from 7 games is correct (7×3=21). Current PL table: United 55 pts (3rd, 31 GP), Villa 54, Liverpool 49, Chelsea 48, Brentford/Everton 46. Likely 5 CL spots for PL via UEFA coeff. 10 pts → 65 total is a realistic target (gaps + fixtures make 5 teams topping it improbable). But strict math guarantee (impossible for 5 teams to finish above) needs ~15 pts (total 70), as only 4 teams max ≥70. The "at least 10 to secure" matches MEN/club view as projection, not pure clincher.
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SimplyUtd
SimplyUtd@SimplyUtd·
🚨 Manchester United need at least 10 points from their remaining 7 games (21 available) to secure Champions League football next season. There is strong confidence inside the club that they will get the job done and return to Europe’s elite competition. [MEN]
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Turkey, Egypt, and Pakistan have been "passing messages" between the US and Iran "in an effort to de-escalate," per Axios.
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
@chischans Its US facility (via IDFC and Chubbs), not London. With Navy supposedly escorting ships through strait.
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Chis
Chis@chischans·
@InfinitelyDean That Insurance is the biggest obstacle to the Hormuz issue imo. Shooting might stop but will the P&I club reinstate insurance? I wonder,though, why no one has taken him up the offer for that backstop that included escorts.
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
I'm not sure I fully agree. Then there is this 👇🏾👇🏾👇🏾 + the $20bn insurance facility still to be activated.
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Michael Every
Michael Every@TheMichaelEvery·
To summarise, we are edging towards a true global energy emergency… and yet two Trump tweets within 48 hours threatening and then removing the threat of a massive escalation vs Iran are going to see markets *rally* today, most likely.
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GIDEON MUFC
GIDEON MUFC@GBUnitedx·
🚨🚨 Referee Stuart Artwell, who oversaw Manchester United's game against Bournemouth on Friday night, has officiated 24 Manchester United matches across all competitions. A review of the numbers reveals that United players were given 2 red cards, while opposition players received no red cards. Additionally, United players received 46 yellow cards compared to 8 for the opposition. Manchester United's results in these matches were 5 losses and 5 draws. This dude is a big Man Utd hater
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Rory Johnston
Rory Johnston@Rory_Johnston·
An off ramp? A TACO? Another bait and switch? Brent cratered ~$16/bbl on Trump’s latest post talking about “very good and productive conversations” with Iran.
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