We have an apparent cure for most people with pancreatic cancer—a profoundly swift, deadly cancer—and the position of the U.S. government is that it should be banned. This is real fall-of-empire stuff.
Frustratingly they're probably getting double the pre Iran rate per barrel... But still welcome news.
Fair enough, I'll do it for you ! Im such a nihilist about news that it didn't even occur to me that we should expect any kind of standard of probity or relevance!
It did move the mkt tho this one...
Meanwhile, White House must be sending possible tweet draft texts to Sharif because it absolutely does not make sense Pakistanis referring to their own prime minister as Pakistan’s PM. (Screen shot from the first version of tweet which is still accessible)
How many non-politicians regularly go around knocking on strangers' doors asking them what their biggest concerns are? Normal people & journalists are only ever "in touch" with either a) things people in their immediate circle choose to tell them or b) answers to questions they choose to formulate.
Unconfirmed reports suggest that it's 'cocktail time'... More on this story later
Not a fan of parsing Trump's nonsense, but this makes sense in that all other alternatives are manifestly unsustainable, so maybe we can glimpse an out here? Trump does a seagull: makes a lot of noise, shits on everything and then flies off, everyone else pays the toll, and the world keeps turning.
Little known fact, having sex with any of the people in this photo would by itself constitute a hate crime
This is absolutely something I'm focusing on at the moment. And to be honest we started to see it on Friday but I feel like maybe premature. A few twist and turns to come. In option space though I'm already doing it for clients.
Staggering levels of belief amongst market participants that this won't happen... Which given the Houthis have been cracking on and showing they have missiles to launch seems ill founded!
"Do something claude!"
*** snickers in binary ***
I mean now you've told it to be your idiot sidekick isn't it just going to do what it's told?
Please... Gilets so 2015. It's all about the quarter zip.
The tragic irony of the last few years is that, had the USG given Ukraine only a fraction of the weapons that they have expended against Iran in a few weeks (Patriots, Tomahawks, etc), Ukraine would have won, oil prices would not be skyrocketing and the US would be more secure.
He's spent months developing a tolerance to spray tan...
Bad luck to those who told me they used me as a contrarian indicator to buy the dip lol. We're just at the start of the process I outlined in this piece. We may yet avoid it entirely, I don't think it's this weekend that we see the worst of it, Easter weekend look out...
No worries on that thing I just posted about Suez, apparently transit starts in the wee hours (3.30 southbound, 4am northbound) and as it takes roughly 12-16 hrs we shouldn't expect traffic at this time. More you know eh!
"like dude... Everything is portfolio management if you like... Think about it bro"
And then of course the bag makes them get on with it quickly...
It truly does. A pet conspiracy theory of mine is that widespread access to hallucinogens amongst elites without appropriate cultural and intellectual grounding is responsible for a lot of the nonsense we see from elites.
It me it me!
Yeah that's about the size of it isn't it... We all saw the algo flicker right before the big taco tweet
Right now people are not taking risk, the distribution is too symmetrical. We're stuck in a holding pattern - most people believe we're in the endgame. A few days of relative stability can suck them back in. When I start to see it I'll start thinking about chasing risk off again.
I would say, "called it", but it's all so crashingly obvious bsky.app/profile/robi...
Bibi and Trump... surrounded by either weird fascists with hard ons for whatever national or racial superiority narrative they're using to mask their deep self loathing or cowardly attention seekers - the only people who can stand them.
I would never
discourage yoloing one day calls, stuff dreams are made of, get after it king.
Thx dude!
I really hope I'm seeing this wrong but Friday was quite the adventure...
