Also this is precisely what led to the need for the troop surge. If domestic Iranian security collapses, who is going to wear it?

Maybe he's there to explain why Warsh thinks forward guidance is bad but using crank macro theories to signal he favors lower rates is good.

No explanation, but it's him

Larry Fitzgerald sitting behind Warsh

Capital light Blockbuster is not an economic pillar

CPU shortage. GPUs for training CPUs for managing the whole ecosystem. Look at AMD

coucherai a mon blonde ce fin de semaine fair de bbq

Looks like they're filming at dusk and the gators are crawling into the heat of the lamp. There's a reason cold blooded animals don't rule the World.

When an immovable object is contacted by an unstoppable force prior assumptions are challenged

Privatize the system and use tax farmers. Sell the right to collect revenue to the private sector for a fixed sum and let them set the rate and collect.

Pelosi undefeated

With legacy media becoming decentralized these kinds of discussions are bound to become dumber and less important over time.

Broken tackles for a QB has a very high correlation with +EV

Third, Stupider Option: He wants the GCC to ask him to help so he can ask for them to pay for part of the Operation.

You could also conclude from Ukraine, Iran, Iraq, and Afghanistan (American and Russian experiences) that force projection usually comes at a cost to soft power that leaves you less powerful on a global scale.

Stupid Games, Stupid Prizes

This is true but you can replace the helium in other industries. Semis are not the majority of helium use, so the margin on chips will let price dictate who goes short.

Energy to Taiwan could be a problem

Other inert gasses can act as substitutes in some cases and helium isn't a significant enough part of input cost for price to impact demand in the short run.

The trade sucks now. US Gov. can declare an export ban and blow you out at any moment, and it's going to be more of a slow creep to $150. Speculation is a spectre behind it there are only market participants.

Downsides are higher than profit potential for now

This is a physical commodity. Getting paid on tail risk means having oil in storage. Someone in the ME is getting that $150/b and booking the profits while trying to keep enough in the tank to sell more if we hit $180. It's when these physical hedges run out that things get bleak.

The market broke on February VIX options expiry and flushed after the March monthly expiry. 23rd was the Monday after expiry and things got more orderly from there. There was a week of circuit breaker limit up\down in between Feb. 24-28

Iran's leverage in the situation diminishes as this goes from potential economic crisis to full blown famine. Other than embarrassing Trump more, what can they accomplish?

Operation Plowshare YouTube video by Nuclear Vault

Bringing back Operation Plowshare

www.youtube.com/watch?v=kpjF...

From a non sequitur anything follows. If Trump has absolutely no idea what he's doing and acts randomly you can ascribe to him any skill level and ideology you want.

4D Chess

bsky.app/profile/acyn...

Columbia and maybe Brazil too depending on the outcome of their elections.

Melania Trump presiding over a session of the UN Security Council probably not helping

Interior Decorators beg to differ

Best argument against a Draft is Puerto Rican baseball. uerto Ricans used to be International Players and could sign with any team. Since 1989/90 they've been considered North Americans and are drafted, representation declined as teams stopped paying for development.

The Draft creates a Monopsony

Detroit Lions 2024-2025

Not as effective in the Trump Era because most voters are negatively polarized against Congress in general and treat Trump as a a counterweight to their inability to get things done.