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The Boston View

The Boston View

@TheBostonView

Made in Massachusetts | “When it is dark enough, you can see the stars.”

Boston and Kennebunkport 加入时间 Kasım 2014
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The Boston View
The Boston View@TheBostonView·
Your goal is to make your economy less sensitive to the price of oil. You can pursue one of two options: 1. A huge increase in domestic oil production that makes you a net exporter of oil. 2. A great reduction in domestic oil consumption as the energy mix diversifies.
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The Boston View
The Boston View@TheBostonView·
Your goal is to make your economy less sensitive to the price of oil. You can pursue one of two options: 1. A huge increase in domestic oil production that makes you a net exporter of oil. 2. A great reduction in domestic oil consumption as the energy mix diversifies.
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Lawrence Freedman
Lawrence Freedman@LawDavF·
I’ve just got back from a week in Washington DC, where Iran War main topic of discussion. I was struck by how the weakness of the administration means that it is ill equipped to deal south a crisis of this magnitude. samf.substack.com/p/trump-runs-o…
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The Boston View
The Boston View@TheBostonView·
Never seen a T20 professor take to heart the dictum "always be selling" like Robert Pape. Question for Chicago grad @NateSilver538 - what are we to make of this guy? Ace military scholar, or something else?
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Eric Koch
Eric Koch@EricDKoch·
🚨New poll in Alaska shows Mary Pelota up 5 points. 🚨
Eric Koch tweet mediaEric Koch tweet media
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Scott Cullins
Scott Cullins@scott_cullins·
@seanmdav I'm happy to pay more at the pump, because I believe Trump is going to be right...again. The world will be free of the Iranian threat, and oil prices will be very low.
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The Boston View
The Boston View@TheBostonView·
Anecdata: these 5 bets are now weakening, pulling back from the ATH of last week. No surprise.
The Boston View@TheBostonView

I have 5 different bets at @kalshi that directionally play on the same thesis: rapidly draining political power of Trump, the GOP, and GOP's prospects in the mid-terms. Had these on for about 2 months now, and the "portfolio" is hitting new ATH tonight.

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The Boston View
The Boston View@TheBostonView·
@BlacklionCTA But the larger point you make is even more true: the flows of important commodities through the Strait is really sobering. P.S. The US always has the option to run a subsidized domestic oil price like VZ did or Saudi does. That's one arg for domestic production surpluses.
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The Boston View
The Boston View@TheBostonView·
@BlacklionCTA I mean, as you know, the U.S. is like a professor's dream case study in how you can transition from being a net importer of oil to a net exporter while gaining not a single protection from oil prices.
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The Boston View
The Boston View@TheBostonView·
@orrdavid There is nothing about an increase in domestic production that reduces economic damage from higher oil prices, because we run a free market in oil and gasoline. U.S. is now a net exporter. Has zero effect on price. You are in good company with your misunderstanding here.
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David Orr
David Orr@orrdavid·
The Hormuz blockade strategy is from 40 years ago. It only made sense back when it actually hurt the USA. Now that we have cheap shale oil, the strategy is obsolete because Iran blockading the rest of the world's oil doesn't actually hurt the USA.
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The Boston View
The Boston View@TheBostonView·
@CapitalObserver I'll answer that. Cramer didn't just save the market, because the Cramer Contrarian Trade (CCT) is a fun little plaything that works best in normal regimes, and especially wrt to individual stocks. The utility of the CCT breaks down during a big event, like a war.
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Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
The admin is incentivized to take a particular set of steps not to lose midterms. This isn’t rolling of the dice. The people in charge of the most powerful economy on earth don’t want to lose midterms and have a lot to lose if they do. Polling isnt predictive this early on and polymarket is wrong. Bribes and price controls are coming.
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The Boston View
The Boston View@TheBostonView·
I'm with Jesse here. What's critical is that the U.S. halts the attack now, in order to catalyze the key, missing component: collective (world) action. The entire world needs the Strait open, and you have to give collective action room to breathe, to get there.
Jesse Livermore@Jesse_Livermore

My guess as to how this proceeds: Trump walks away, "Mission Accomplished", leaves Strait as a problem for ROW. Iran tolls it, arguing the toll funds are needed to rebuild the country. But they are generous w/ deals and avoid tolling it to a point that provokes crisis or outrage.

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The Boston View
The Boston View@TheBostonView·
@Jesse_Livermore Pretty good call, Jesse. And your scenario also pushes to the side the hyperbolic forecasts that currently dominate.
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Jesse Livermore
Jesse Livermore@Jesse_Livermore·
My guess as to how this proceeds: Trump walks away, "Mission Accomplished", leaves Strait as a problem for ROW. Iran tolls it, arguing the toll funds are needed to rebuild the country. But they are generous w/ deals and avoid tolling it to a point that provokes crisis or outrage.
First Squawk@FirstSquawk

U.S. Vice President Vance: We have achieved the majority of our military objectives in Iran, and it can be said that all of these objectives have been achieved.

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The Boston View
The Boston View@TheBostonView·
@RepLuna The Senate is unable to pass the Save Act because the Save Act is much more than a Voter ID bill, and therefore can't get the votes. Has nothing to do with Thune, or Cornyn, or whatever explanation you are currently selling to your low IQ constituents.
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Rep. Anna Paulina Luna
So now we have a Senate that won’t pass Voter ID and they won’t fund ICE. What the hell did we elect these people to do IF NOT THESE THINGS?!
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