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@gbrew24 You said 5 hours ago Iran wasn’t going to do anything

Saudi Arabia says that Iranian attacks this week have reduced East-West pipeline capacity by 700,000 bpd. Attacks over the last 40 days have reduced overall production by 600,000 bpd. Statement out today:

@P_Remarks Does Trump control Hormuz?

@tbtb062 @Faytuks This is the relevant question. I don’t see how they agree to that. Maybe some goodwill openings to let friendly ships through.

@DanielTNiles The outcome seems pretty binary: either Hormuz is open, or it not. Seems like Iran won’t give it up, and Trump can’t/wont take it by force. So if you’re basing your analysis on the war being over in 2-3 weeks….just don’t do that.

@KobeissiLetter Wow, brilliant analysis here

@TheRealSopata @MarkHalperin Lmao as if that has ever stopped Trump

@MarkHalperin Perhaps; however: It’s 👀OPTICALLY UNTENABLE for a President to 🛫 takeoff for ANYWHERE — on a holiday weekend — within hours of an American servicemember gone missing & in harms way. PERIOD. ⚖️This incident has the capacity to either: AID or COMPLETELY UPEND ☮️ peace efforts.

@NikLentz Is this just some weird tilting at windmills/straw man thing? If so: who is this attempting to caricature?

“Trump can’t TACO this one... Iran controls the Strait and he can’t do anything about it.” “Alright... you win... I’ll take the short-term pain and let others deal with it.” “NOOOOOO you have to do exactly what I said you couldn’t do or you’re weak! Don't leave now!”

@Jake__Wujastyk I actually think stop the bleeding. Maybe initial fear but we need the straight open, whatever ot takes

Does “Troops on the ground” 1. accelerate market selling or 2. stop the bleeding?

@CGasparino Cope

Im old enough to remember the MASSIVE protests against how Richard Nixon handled Vietnam, how people flooded the streets, how the media portrayed a country in revolt and then how Nixon won an historic landslide against the left's favorite candidate in the '72 election. I know the situations aren't 100 percent analogous, but if anyone thinks these protests represent mainstream American opinion, I have a bridge the connects Manhattan to Brooklyn to sell you

@DrJStrategy Lol

For the record Ignore the noise: this is NOT the 1970s and Trump is NOT launching Iraq 2.0. High‑frequency data show no demand destruction: Americans are still spending, flying and filling hotels. Inflation expectations are well anchored. The “Iran shock” is a short term volatility trade, not a new regime. The real story is unchanged: Supply Side Policy regime shift, AI capex, an industrial renaissance and the One Big Beautiful Bill are far more powerful than a temporary oil spike. Markets are mispricing a squall as a superstorm. Ignore the noise. Ignore the Doomers. Have a nice day.

@DrJStrategy Bro - put down the crack pipe and stop embarrassing yourself.

I’ve seen a lot of moronic takes like this. The US military and its ally achieved operational victory on day one with a mass decapitation strike. What follows can be a political decision to withdraw, but that is not the same as military defeat. Mixing the two is analytically useless.

If the US war on Iran ends up with the Iranian regime still in power and Iran able to charge tolls in the Straits of Hormuz, it will be the quickest and most comprehensive defeat that the US has ever suffered—and alarms bells should start ringing loudly about the future of US power.

@Cball4441 @StealthQE4 Do you mean delusion?

@StealthQE4 I envy your optimism 😂

Trump is pulling the plug. Smart move. Bet we rally on Monday.