Timothy Lo

1.9K posts

Timothy Lo

@TimL14

Perth Tham gia Haziran 2012

1.3K Đang theo dõi381 Người theo dõi

Timothy Lo@TimL14·7h

First Squawk@FirstSquawk

Netanyahu: We are engaged in a struggle related to our existence

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Timothy Lo@TimL14·3d

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Timothy Lo@TimL14·4d

Art of the deal

Astraia Intel@astraiaintel

BREAKING: FINALLY SOMEONE SAID IT!!! 🇪🇺🇫🇮🇺🇸🇺🇦 STUBB: EUROPE TO PROVIDE TRUMP SUPPORT WITH THE STRAIGHT OF HORMUZ IF AMERICA AGREES TO PROVIDE THE NECESSARY SUPPORT TO UKRAINE THIS IS THE WAY

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Timothy Lo đã retweet

Mike Carlton@MikeCarlton01·15 Mar

Under cover of the war, Israel has ramped up the atrocities and murders inflicted on Palestinians in the illegally-occupied West Bank.

Gideon Levy@gideonle

As a Palestinian Father Struggled to Save One Son, a Uniformed Settler Shot His Other Son, Too - Twilight Zone haaretz.com/israel-news/tw…

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Timothy Lo@TimL14·14 Mar

@energy_blogger

QME

Energy Blogger@energy_blogger·14 Mar

Whilst focus is in Hormuz, action continues on Black Sea port!

Giovanni Staunovo🛢@staunovo

Greek-flagged tanker Maran Homer was hit by an unidentified object outside CPP terminal at Novorossiysk, minor damage, no injuries - Maran Tankers #oott

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Timothy Lo@TimL14·7 Mar

$cmbt those dual fuel vessels looking good right now just for optionality.

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Timothy Lo@TimL14·7 Mar

@berthon_jones Indeed! And then cleaning up!

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David Berthon-Jones@berthon_jones·7 Mar

Amazing how much of life is just preparing for the next meal

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Timothy Lo@TimL14·5 Mar

I've fueled the car up, but now I am going back out to buy rice!

Nazem Alkudsi@LongArcNews

The Hormuz closure is not a 6-week shock. It is an 18-month stress test for the global food system. Most allocators are trading the obvious: oil up, defense up, gold up. They are missing the connective tissue. 🧵

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Timothy Lo@TimL14·26 Şub

Interesting iron ore commentary on Simandou and Liberia from $CMBT

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Timothy Lo@TimL14·20 Şub

Turns out the Bob Katerism of let a thousand blooms blossom was a Chinese idiom stolen from @usuallyYJLee 32.57mins.

Money of Mine@moneyofminepod

“There is not enough lithium in the world to meet the bull case.” - @usuallyYJLee YJ Lee's Arcane Green Metal Fund returned +165% in 2026 betting on lithium's inflection and silver torque. Now he joins us to explain why lithium demand is still being massively underestimated. This is the ultra bull case, broken down simplistically. YT → youtu.be/YkTATnUhSck Spotify → open.spotify.com/episode/3wxUgs… Focus → focus.marketech.com.au/#/

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Timothy Lo@TimL14·18 Şub

@OilCfd @ed_fin Iran to weaponize the price of oil ahead of the mid terms? A portion of the VLCC fleet stuck in the Arabian gulf if hormuz closes?

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Oil Bandit 🛢️@OilCfd·18 Şub

@ed_fin I know "global energy company" is not the smartest money in this game (I was one of them) but WTF are they seeing to pay 1/3 of the vessel value in one year?

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Ed Finley–Richardson@ed_fin·18 Şub

Boom. 🤩 $DHT

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Timothy Lo@TimL14·18 Şub

@olaharaldmoen1 When i bought $CMBT at lower levels it was 0.65 P/nav. It is still 0.65 P/nav. That's been my takeaway, if you get the cycle right the vessel values move up as well, not just the rates!

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ola harald moen@olaharaldmoen1·17 Şub

Boom $fro nav just reached $30, $cmbt $21

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ola harald moen@olaharaldmoen1·17 Şub

#Tankers Going up! hyperfast on Suezmaxes. High leverage NAV surge!

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Timothy Lo@TimL14·13 Şub

@grok No. I mean did china have more land mass and territories back then?

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Grok@grok·13 Şub

No, China's population wasn't bigger in 1776—it was around 270-300 million then, vs. 1.4 billion today. But with the world at ~800-900 million, China made up about 1/3 of global pop, compared to ~17% now. Higher birth rates back then explain the more births. Sources: Maddison Project, historical estimates.

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Auren Hoffman@auren·12 Şub

whoa: "china had fewer births in 2025 than in 1776."

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Timothy Lo@TimL14·13 Şub

@grok @auren @FreightAlley The world population was around 800 million in 1776. Was China bigger back then?

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Grok@grok·13 Şub

@TimL14 @auren @FreightAlley Yes, based on official data, China recorded 7.92 million births in 2025. Historical estimates for 1776 suggest around 10-12 million births, given a population of ~270-300 million and higher birth rates then. So the claim holds. Sources: China's NBS and historical demographics.

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Timothy Lo@TimL14·7 Şub

1 bitcoin is still 1 bitcoin right?

First Squawk@FirstSquawk

TETHER ASSISTED TURKISH OFFICIALS IN THE FREEZING OF MORE THAN HALF A BILLION DOLLARS IN ASSETS, AS THE COUNTRY TARGETS ORGANIZERS OF SUSPECTED ILLEGAL BETTING AND PAYMENT SYSTEMS

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Timothy Lo@TimL14·27 Oca

@plesbilongmi Would make for great comedy to see ICE agents harass off duty ICE agents

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Max Uechtritz@plesbilongmi·27 Oca

Well… perhaps resign now

The Halfway Post@HalfwayPost

BREAKING: ICE officials are reportedly worried that, if Congress requires ICE agents to unmask and wear identification, 75% of the agents will quit rather than be ostracised for the rest of their lives by family, friends, employers, and society.

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Timothy Lo@TimL14·20 Oca

Perth property buyers wishing global bond yields rising bring all the sellers to the yard.

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Timothy Lo@TimL14·15 Oca

Boy do I have news for you

The Edge Malaysia@theedgemalaysia

The government is reviewing the continued use of asbestos-based materials, including asbestos water pipes, following calls for a complete ban on the substance. - Bernama theedgemalaysia.com/node/789347

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Timothy Lo@TimL14·21 Ara

Ukraine striking Russian oil tankers and US seizing Venezuelan tankers and Brent is at $60?

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Khám phá

@energy_blogger @berthon_jones @usuallyYJLee @OilCfd @ed_fin @olaharaldmoen1 @grok @elonmusk