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Ted 🇨🇦🇺🇦
14.3K posts
Ted 🇨🇦🇺🇦
@TedSumAtHome
Lawyer and humble student of history. Advocate of freedom and democracy.
Vancouver, British Columbia Sumali Nisan 2020
984 Sinusundan401 Mga Tagasunod
@DonDurrett 2/ further to this topic, Trump walking is not something that ends the crisis, and so Trump will be pulled into a ground war:
QE Infinity@StealthQE4
🤦♂️ Welp peeps. I’m starting to lose hope. It looks like we’re going in. Going to fill up my tank tomorrow. Hit Target and buy some supplies.
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When will Trump end the current military operation in Iran?
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@DonDurrett This language is the prelude to a more extended engagement unless the regime first falls or GCC countries are assured of safe passage without being held hostage by now emboldened Iranian regime.
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Rubio: "The war will only last 2-4 more weeks."
That sounds like we plan to walk within a month, even if we don't get a deal to open the Strait. Or, we will accept a bad deal.
The chance of a good deal in 2-4 weeks seems unlikely.
My reaction: The US economy was already slowing into a recession, and this only speeds that up. The winner? Gold.
Luke Gromen@LukeGromen
10y UST yield (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Choices: 1. Let 10y UST yields spike, hitting stocks, housing, & economy. 2. Print USD into an oil spike to cap 10y yields, hitting USD. 3. Walk away, granting Iran a strategic victory. Let's watch.
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@DonDurrett GCC countries will not accept Iran as a new hegemon holding them perpetually hostage in Hormuz. Trump unlikely to walk for this reason and if he does things likely just get worse. A deal that gives GCCs safe passage is likely the only type of deal that ends this.
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The early vote is in. 22% believe Trump will walk in April. I'm in that camp. I think he walks. The only question is, what deal does he get before he walks? 🧐
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@SpencerGuard @rich_goldberg If the regime doesn’t fall in a few weeks and holds Hormuz hostage then hold Iranian oil hostage (ie. energy for China). Force a cease fire or Iranian oil bound for China stops. A possible scenario that doesn’t drag out a ground war.
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What could possibly be the U.S. options in Iran? Most people jump from today to a full-scale ground invasion to seize Tehran, secure nuclear material by force, and destroy a supposed million-man army. That is shallow thinking. 🧵
President Trump has signaled a 10-day pause on energy infrastructure strikes (now extended to April 6). We are days into that timeline.
The real questions are not just what has been done, but what options remain.
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@harapeko_jpn Wonderful! There used to be a great coffee house called Daibo, in Roppongi area of Tokyo, that made similar coffee with large, hand-chipped ice. My wife & I visited it in 2008 & 2009. It's now closed, sadly. If there are any coffee houses in Tokyo or Kyoto like this please post
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巨大なコーヒー氷で最後まで味が薄まらない飲み終わるのに3時間かかる幻のアイスコーヒー。
元町中華街「炭火焙煎珈琲 無」
日本語
Ukrainian special forces carried out an incredible operation — they allegedly stole several fully fueled and armed combat aircraft directly from Russian airfields. HUR pilots stormed the parking areas, neutralized security, and flew the aircraft to Ukraine.
Impressive footage has already appeared: Russian Su-34s and bombers with Russian markings are seen landing at Ukrainian airfields under the escort of Ukrainian fighter jets.
Russian sources reported that, over time, 59 aircraft and helicopters were stolen, with some of them ending up in Ukraine. This was reported by the Russian outlet Izvestia, adding that some of the aircraft were later used in the war on Ukraine’s side against Russia itself. Because of this, the FSB has reportedly carried out a series of searches within Rosaviatsia as part of related criminal investigations.
According to Rosaviatsia, 36 out of the 59 aircraft disappeared in connection with being sold abroad. Of these, eight were sold to countries considered “unfriendly” by the aggressor. And these are only the confirmed cases — the ones the Kremlin allowed to be made public.
“Three Mi-8 helicopters later took part in the war on Ukraine’s side, while Il-76 aircraft transported cargo with their transponders turned off, concealing information about their movements,” Russian media also report.
It is also known that recently in Russia a Mi-8 helicopter simply disappeared during a training flight over a lake. There were three crew members on board.
The Mi-8 helicopter of Russia’s Ministry of Emergency Situations vanished from radar and stopped responding. This was reported by the Russian Emergencies Ministry, noting that a helicopter from the Northwestern Aviation Rescue Center lost contact during a training flight over Lake Onega.
Thus, the number of cases involving aircraft being transferred to Ukraine together with their crews is likely much higher than what Russian media are allowed to report.
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@igorsushko God Bless those Ukrainian housewives. Don't mess with them!
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💥 Ukrainian housewife kitchen drones destroyed 50% of Russian seaborne oil export capacity in a matter of days.
Pictured: Port of Ust-Luga near St. Petersburg continues to burn, 1,000km from Ukraine.
Igor Sushko@igorsushko
In desperation, Rheinmetall CEO Papperger belittles Ukraine's revolutionary drone tech that no other country has. Since the start, Europe has been cynically hesitant to build up Ukraine's defense industry for fear of losing its own mil contracts. 💰IFYKYK theatlantic.com/national-secur…
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Pakistan says it has a deal with Iran for 20 ships to cross the Strait of Hormuz (two per day).
Ishaq Dar@MIshaqDar50
I am pleased to share a great news that the Government of Iran has agreed to allow 20 more ships under the Pakistani flag to pass through the Strait of Hormuz; two ships will cross the Strait daily. This is a welcome and constructive gesture by Iran and deserves appreciation. It is a harbinger of peace and will help usher stability in the region. This positive announcement marks a meaningful step toward peace and will strengthen our collective efforts in that direction. Dialogue, diplomacy, and such confidence-building measures are the only way forward. @JDVance @SecRubio @araghchi @SteveWitkoff
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@wartranslated @Kasparov63 Those are some amazing house wives if they are making such superior equipment!
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Skyfall clapped back at Rheinmetall CEO Papperger’s “housewives” line. A company rep told Simon Shuster that if drones made by Ukrainian “housewives” can wipe out tanks and artillery, then the “housewives era” is officially here.
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@DonDurrett “The war will be over by Christmas”…we just didn’t tell you which Christmas
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@AltstreetBet @TheLastDegree But first a heavy recession likely ahead. Apres moi le deluge. Melt up to follow as the big print is unleashed
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$SILVER potential 2.5x in next 12 months.
I'll be updating silver more frequently in X subs.
ᴀʟᴛꜱᴛʀᴇᴇᴛ ʙᴇᴛꜱ@AltstreetBet
$SILVER potential 5x before 2030.
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@BurggrabenH If this report is accurate it gets worse. US now unilaterally repurposing Swiss funds for US military. How does this not result in all allies rethinking US arms purchases?
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Trump’s Pax Americana funeral will leave nuclear proliferation as his legacy, unwinding decades of U.S. policy.
His under-resourced Iran adventure may also create an oil hegemon, higher for longer oil prices & above-target inflation.
I didn’t make the rules.
Sir William Browder KCMG@Billbrowder
Sounds like the table is being set for the US to withdraw from NATO. Not that this wasn’t obvious before, but it’s now being said pretty explicitly
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@ariel_oseran Infrastructure with classic air defence is no match for cheap drones. This is a problem that needs immediate attention. Hopefully GCC countries adopt Ukraine’s drone defence quickly.
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The Kuwaiti Armed Forces say several Iranian drones hit Kuwait International Airport, causing significant damage to the radar system and a large fire at the Airport’s fuel tanks. No injuries were reported. A total of 15 Iranian drones were launched at Kuwait in the past 24 hours.
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The only thing that reliably renews with wind & solar is the need for subsidies and the steady loss of industrial jobs as Germany deindustrializes.
Staffan Reveman@StaffanReveman
Over the past 25 years, Germany has pursued an energy transition by phasing out nuclear power and expanding solar and wind—at a cost of around €500 billion in subsidies. The result: installed capacity has more than doubled, yet electricity generation has declined. The reason is structural. Reliable, dispatchable power was replaced by weather-dependent sources. The consequences are severe: rising energy costs, falling competitiveness, and growing pressure on energy-intensive industries. The key question remains: How do you run an industrial economy on a system that produces less when it matters most?
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@BurggrabenH It’s a donation to help keep them from being mysteriously sucked out of a high level window. It’s remarkable how well the donation seemingly solves the problem.
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@Kacper_PK_CH You are working with very tight moving averages. As a trader that makes sense.
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Gold Miners - $GDX
I don’t push any asset or stock, and I never will. I also almost always sell too late; that is the price of staying with the trend. What I won’t do is hold downtrends.
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@GoldForecast Well they do have 10x more that they could sell if they really felt the need to do so. But it's hard to imagine they would zero out their gold holdings.
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@GoldForecast Yes but did they solve their technical challenges?
PerpetualValue@PerpetualValue
Further disaster at the 2026 Guidance of PetroTal #PTAL Production guidance down even further Adj. EBITDA guidance of only 30m 33m costs in 'erosion control'
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If you like oil producers and want to go all in, Petrotal has the highest upside and highest leverage of all oil producers.
=>10X leverage🤯
Every 10% increase in the oil price leads to a 100% increase in share price. At $200 oil, Petrotal will go up 10X.
$TAL.TO
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