Jon Weaks

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Jon Weaks

Jon Weaks

@jonweaks

Proud Dad of amazing daughter NYU ‘25. Past Pres SWAPA (2001-02, ‘16-‘20). Texas Tech ‘83 GO NAVY! HEDGEYE! Dogs!

Lake Tahoe NV شامل ہوئے Nisan 2011
2.1K فالونگ1.3K فالوورز
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Data Driven Stocks
Data Driven Stocks@stockdatamarket·
AXIOS says they do not lie. But after ~66 ‘peace deal’ articles about Iran, reopening the Strait of Hormuz, yet another ‘peace talks,’ and ‘two ships not being hit’ yet somehow ‘being hit’ — is all of this just a ‘nuance’ of modern journalism? 🤣 See the Video to see all the deals so far, until May 6 2026
Data Driven Stocks tweet media
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Nassim Nicholas Taleb
That was the initial Hertzl project.
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Ali
Ali@haramcart·
"Barak Ravid can keep posting longer than you can remain solvent" — Oil Trader's Proverb
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Joe Kent
Joe Kent@joekent16jan19·
One of the many tragedies of this war is that before the war began the U.S. Intel Community, including CIA, was in agreement that Iran wasn't developing a nuclear weapon & that Iran would target U.S. bases in the region & shut down the Strait of Hormuz if they were attacked by Israel & the U.S. The IC also properly assessed that targeting the Iranian leadership would strengthen the regime and embolden the hardliners. Despite the professionalism & accuracy of the IC, the narrative & agenda spun by a foreign government- Israel, won the argument & forced us into this war. We need to understand exactly how this happened to ensure we are never put in this position again.
John Hudson@John_Hudson

🚨 U.S. intelligence says Iran can outlast Trump’s blockade for months. My latest w/ @wstrobel & @nakashimae washingtonpost.com/national-secur…

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bodila
bodila@51bodila·
Ex-Goldman Sachs Quant at $2M/year exposed Wall Street's biggest secret - the same system that erased $862 BILLION in 5 minutes during the 2010 flash crash 45-min documentary about one formula that killed entire companies Bookmark & watch - this is LITERALLY the best lecture on Haim Bodek
bodila@51bodila

Navinder Sarao triggered the 2010 flash crash-US lost $1 TRILLION in 5-min while he was lying in bed - he made ~$70 million on all this deal you will watch 40-minute investigation of that day - filmed before the trader was ever caught. Bookmark - this is the best documentary

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Jon Weaks
Jon Weaks@jonweaks·
@MarioNawfal I thought you were much smarter. Your personal bias comes through loud and clear. He and Axious are often wrong and dirty as hell.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Iranian media is melting down, accusing Axios reporter Barak Ravid of market manipulation He said Iran & U.S. were close to a deal → oil prices crashed. Iran denied it → prices bounced right back. So.. they're blaming the messenger when the narrative flops? Source: Axios, @DeltaOne
Mario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

CEO of one of the world's largest container shipping company, Maersk: “We’re facing an extra $500 million per month because of the Iran war… and we’re passing it ALL on to customers.” 66 ships stuck. Shipping costs exploding. War tax will be hitting our wallets soon. Source: CNN

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Sir Humphrey
Sir Humphrey@pinstripedline·
In 1984 the Director of the CIA was briefed by the Deputy Director Operations on a Soviet source providing detailed information on the TYPHOON class SSBN. New PSL thread will focus on what the US knew about the TYPHOON, long before Red October engaged her caterpillar drive!
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Sir Humphrey
Sir Humphrey@pinstripedline·
"I present you the Soviet Ballistic Missile Submarine Red October" - A line from a superb movie. In reality the CIA knew far more about the Soviet TYPHOON class from the mid 1970s than Clancy could have guessed. Thread on the CIA, Typhoons and spying on the Soviets...
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Jon Weaks
Jon Weaks@jonweaks·
Uh huh. Sure IRAN’S SUPREME LEADER ANNOUNCES NEW HORMUZ TRANSIT RULES SHIPS MUST OBTAIN IRANIAN APPROVAL, PAY IN RIALS, AND USE IRANIAN BANK GUARANTEES; COUNTRIES THAT SANCTIONED OR “DAMAGED” IRAN MAY BE DENIED ACCESS; NON-COMPLIANT VESSELS RISK DETENTION AND FINES OF 20% OF CARGO VALUE
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Brian Allen
Brian Allen@allenanalysis·
🔥🇺🇸BOMBSHELL: The US and Iran are close to a 14-point deal. The terms: Iran pauses uranium enrichment. US lifts sanctions and releases frozen funds. Both sides reopen the Strait of Hormuz. 12-15 year moratorium on Iranian nuclear weapons. 30-day negotiation period begins. Sound familiar? It should. This is Obama’s Iran deal. The JCPOA. The same deal Trump called the worst deal ever made. The same deal he tore up in 2018. $25 billion spent. Thousands dead. A UAE oil port on fire. Oil at $119 a barrel. To get back to where we started. Never stop connecting the dots.
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Goshawk Trades
Goshawk Trades@GoshawkTrades·
Jim Simons: "If you're going to trade using models, you just slavishly use the models. You do whatever the hell it says, no matter how smart or dumb you might think it is at that moment." The best trader in history said this in a 1 hour MIT talk that shaped my entire approach to trading. Bookmark it. Watch it. Then read the article below.
Goshawk Trades@GoshawkTrades

x.com/i/article/2051…

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bodila
bodila@51bodila·
Paul Wilmott predicted the 2008 crash, went 100% to cash, then taught 9,500 Wall Street traders how to trade you will watch the man called "the smartest quant in the world" sit across from a Wall Street programmer who wrote the code that destroyed the economy Bookmark & watch - this 45-min documentary will change how you think about risk forever
bodila@51bodila

Citadel CEO shares a secret with Stanford - how his fund uses AI to control $69B in capital 42-min AI masterclass from the founder of one of the world’s top investment funds Bookmark & watch it - it’s the best interview on the use of AI in finance. Then listen how Ken Griffin

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SS
SS@sshxbt·
top 5 CNBC clips of all time
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Dennis Dick, CFA
Dennis Dick, CFA@TripleDTrader·
The TACO trade is over. It's now the NACHO trade. Not A Chance Hormuz Opens.
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Eric Nuttall
Eric Nuttall@ericnuttall·
Even if the Strait fully opened today, the world would still forfeit ~1.5BN barrels of production. Even with demand reduction, SPR releases, and export workarounds, our base case is that inventory levels approach tank bottoms in certain geographies. The worst is yet to come!
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Krugman
Krugman@krugman87·
🚨BREAKING: Trump gives Iran until market open tomorrow to finalize a deal, otherwise he will pretend they are close to a deal to goose the markets and do it all again the next week.
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Jon Weaks
Jon Weaks@jonweaks·
RT @TheGreenOldDill: Today seems like a good day to dust off this oldy but a goody:
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Breaking Aviation News & Videos
An investigation is underway after a United Airlines Boeing 767-424 struck a light pole on the New Jersey Turnpike as it was landing at Newark Liberty International Airport on Sunday afternoon, the Federal Aviation Administration said. Flight UA169 that originated in Venice, Italy, with 221 passengers and 10 crew members on board, landed safely just after 2 p.m. No injuries were reported. "Upon its final approach into Newark International Airport, United flight 169 came into contact with a light pole. The aircraft landed safely, taxied to the gate normally and no passengers or crew were injured. Our maintenance team is evaluating damage to the aircraft and we will investigate how this occurred," the airline said in a statement. Video: patrickoyulu
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