@FoxNews Oh yeah will you now? Why not read it then what are you waiting for?
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Candid Macro
205 posts
Candid Macro
@CandidMacro
Worked for some of the biggest asset managers who never let me run with my multibagger investment ideas. Here to give them to you. Not investment advice.
شامل ہوئے Mayıs 2026
58 فالونگ31 فالوورز
BREAKING: President Trump vows to hold a press conference to read the full memorandum of understanding with Iran word-by-word to make sure the media covers it fairly.
"I will actually not only release it, I'll probably have a press conference and read it to you word-by-word, so that the press covers it accurately, because it's, it's a very important document."
"And, unlike Obama, who could have destroyed the Middle East with a horrible JCPoA, it is the worst agreement that was a road to a nuclear weapon. Mine is a wall against a nuclear weapon."
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@JesseBWatters I guess a few boomers still listen to this shit and believe it…
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🚨 BREAKING: THE IRAN DEAL IS DONE — AND ALL THE URANIUM GETS DESTROYED 🚨
Buried a SKYSCRAPER deep… and the U.S. is the ONLY country that can dig it out 👀
NO enrichment. NO sunset clause. NO money up front — they PERFORM, then get PAID 💰
Gulf allies just pledged $300 BILLION to rebuild the wreckage 💥
80% of Iran's military DECIMATED — this could be Trump's CROWNING ACHIEVEMENT 🇺🇸
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@scotch_vessel @calvinfroedge You right… yeah we’re pumping anything between 8-10min barrels a week. So itms sustainable for now
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If you take the last 6 weeks of total EIA draws and extrapolate that forward 90 days, we are looking at drawing down another 10% or more of US liquids inventories (~1.5B barrels) and hitting safety / flow minimums on SPR
We are already at the lowest levels in at least 20 years
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@ironimmigrant @DallasTexasTV I recently went to Japan trust me homie isn’t messing with her 😂
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@DallasTexasTV I guarantee he is totally fucking with her. Probably speaks good English.
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Candid Macro ری ٹویٹ کیا
Candid Macro ری ٹویٹ کیا
Theoretically, deal signed Friday - the deal Israel is very unhappy with
60 days to negotiate the final final deal
Weeks-months of mine clearing
Ships take ~1 month to reach east Asia
In the most optimistic case, we're 90 days out from normalization
That's just the math
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@calvinfroedge Exactly, without allowing price discovery this is going to blow up in their face bigger than one could imagine.
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So even in an absolutely perfect scenario over the next 90 days, global inventories continue to draw at very high levels
Theoretically, a higher price would help get more oil into the market, but they won't let the price be high
We're assuming return to normalcy within months
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@calvinfroedge This means that markets basically priced in perfection on this deal. If anything doesn't go according to plan, well you know what this means.
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@calvinfroedge Because the average American is unfortunately a cucked MSM consumer. They’re too lazy to read and think for themselves. It’s the reason why our country is going down the drain at a rapid rate.
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Candid Macro ری ٹویٹ کیا
I just realized this final fake deal will be absolutely incredible for the longs. Omg. Every time I've been a part of a fake move like this, that clears out all the longside and brings in more shorts, it's like rocket fuel for the consolidators who come in and scoop up all the liquidity.
This rally is going to be face-ripping. And it's even more likely to happen extremely soon now.
#oil
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@FinanceLancelot @Bratt_world Bingo. They’ll keep releasing news at the most advantageous times for markets until they find a solution which will not be Iran signing a peace treat.
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@Bratt_world Then the Iran deal fails after OpEx on Friday June 19th when the markets are closed.
Pure orchestrated chaos
x.com/FinanceLancelo…
Financelot@FinanceLancelot
Iran has revealed the details of the 'DRAFT' Memorandum of Understanding between the U.S. and Iran: 1. A complete lifting of all U.S. naval blockade within 30 days 2. Suspension of sanctions on Iranian oil 3. Immediate, permanent halt to war on all fronts, including Lebanon 4. Reopening of the Strait of Hormuz within 30 days 5. U.S. and its allies to present a reconstruction plan for Iran valued at $300 billion or more. 6. 60 days of talks on nuclear disagreements 7. This DRAFT excludes any talks on Iran's missile program or support of resistance fighters 8. The release of $24 billion of Iranian blocked funds 9. Half of Iran's $24 billion blocked funds must be released before final agreement talks can begin 10. Final agreement must be endorsed by the United Nations Security Council
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If Trump knows Bank of Japan and Kevin Warsh are about to crash the stock market with rate decisions this week, I'd pump the market and sign a peace deal too 🤪
SpaceX IPO is done. Mission complete.
Time to blame everyone else for the crisis.
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@EnergzdEconomy @calvinfroedge Unfortunately Trump is being taught how to play the game. Create whipsaw volatility so that it’s impossible for ppl to want to be long. This is the highest degree of manipulation I’ve seen in the market tbh.
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…and when oil prices realize Strait of Hormuz is not actually “open” and will not “open”?
OilPrice.com@OilandEnergy
Oil prices tumble as Iran and the U.S. agree on a deal to reopen the Strait of Hormuz! 🚢🚢🚢🚢🚢 oilprice.com/Latest-Energy-…
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I’m wondering why the MOU won’t be released. Either Iran is getting a sweetheart deal or releasing it will confirm that Trump is absolutely full of shit.
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@bennyjohnson This tweet is going to be really funny when we realize no deal is being made and whatever signing is supposed to take place was pure theater from The Don.
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This is not a meme coin.
These charts are crude oil futures.
Crashing through the center of the earth with terminal velocity.
Crude futures are now at $74 a barrel.
At $65 a barrel gas was $2 a gallon average nationwide.
We’re a few dollars away from pre-war gas prices ⛽️ 🔥
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@calvinfroedge So fighting begins again when no signing takes place Friday in the after hours?
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Is anyone actually buying this deal rn? Am I the only retard out there who thinks this is all theater to make oil incredibly hard to invest in rn despite it probably being a strong performer for the next 6 months? Also, if this deal is legit why is it going to take 5 days to sign. Didn’t realize DocuSign took so long to get to Iran…
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