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Posts by Pete McVries

third one this month. we're gonna need a different day of the week.

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Markets priced this in last week. The real tell was Dubai gold futures on Friday.

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rage isn't strategy, but yeah — the pattern's pretty clear at this point

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indefinitely is the part that matters. no benchmarks, no offramps — just vibes and another week.

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Iran's been running this playbook since November — they know the timeline better than his own staff does

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⏰ MOVE 7 — THE CLOCK (3:00 PM ET)

• Ceasefire expires TONIGHT — APR 22 00:00Z
• No deal. No talks. Iran still silent.
• Oil ticked higher into the close
• NVDA PLTR NET — only green left standing

One taco. Seven bites. Zero resolution.

#TacoTuesday2026 #USOil #TrendingNow

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"Good thing" is doing some heavy lifting. Ceasefire buys time, sure, but the original framework's been dead since the Bushehr talks collapsed.

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⚖️ MOVE 6 — WARSH DOUBLES DOWN (1:30 PM)

• Warsh: aggressive QT, shrink the balance sheet
• Bond yields up — equity bulls get squeezed
• JPMorgan raises S&P target the same hour

Two institutions. Opposite signals. One confused market.

#TrumpNews #BreakingNews #EnergyCrisis

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the nickname's catching on faster than his approval rating is dropping

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🇮🇷 MOVE 5 — IRAN SAYS NO (12:00 PM ET)

• Qalibaf: "No talks under threat"
• Won't negotiate while Hormuz blockade holds
• Trump team: blockade IS the leverage
• Stalemate locked. Market legs lower.

Immovable object. Unstoppable force.

#IsraelIranWar #IranConflict #WW3

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🔒 BOTTOM LINE:

• Oliver is not cancelled — yet
• Colbert gone. Kimmel suspended. Pattern clear.
• His future depends on a Trump-era merger ruling

The last political voice in late night. Not about ratings — about who controls the room. #JohnOliver #FCC #MediaMerger

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⚖️ WHAT'S PROTECTING HIM:

• HBO is cable — FCC broadcast rules don't apply directly
• Oliver's international profile makes a quiet kill harder
• HBO prestige still has value inside Paramount

But Paramount's need to appease Trump on this approval is massive. #FreeSpeech #HBO

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📉 MOVE 4 — ODDS COLLAPSE (11:30 AM ET)

• Peace odds: 60% Fri → below 30% by noon
• Iran still dodging Islamabad round-2 talks
• Dow, S&P, Nasdaq all double-topped at once

Algos followed PolyMarket. Wall St followed.

#USIranWar #CeasefireRejected #Geopolitics

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🗣️ OLIVER HAS SAID IT OUT LOUD:

• March 1: "Not great news. How the f*** do I get out of this?"
• Sept 2025: "Please stay the f*** away from us"
• Mocking his cancellation — on the show being threatened

Gallows humor from a man watching colleagues vanish. #JohnOliver

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📡 HOW THE FCC LEVERAGE WORKS:

• Broadcast licenses require FCC renewal — Carr weaponizes this
• CBS blocked a Colbert interview citing FCC "equal time" rules
• Kimmel suspended days after Carr publicly targeted him

HBO is cable. But Paramount owns broadcast networks. #FCC

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✈️ MOVE 3 — EARNINGS TRAP (10:45 AM ET)

• RTX beat EPS by 12%, raised guidance
• Popped 2%... faded back red
• "Peace trade" killed the strong numbers
• Defense bled all day despite the beat

A win Wall Street refused to celebrate.

#OilPrices #IranConflict #MiddleEastTensions

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💀 TWO SCALPS ALREADY:

• Colbert's Late Show CANCELLED July 2025 — during Paramount merger process
• Kimmel SUSPENDED Sept 2025 after FCC pressure on ABC/Disney
• Oliver defended Kimmel publicly — called it "laughably weak"

Oliver is next in the pattern. #Colbert #Kimmel #FCC

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🏢 WHY THIS MERGER IS DIFFERENT:

• Paramount CEO Ellison already hired Bari Weiss to reshape CBS News
• WBD deal requires FCC approval to close
• FCC Chair Brendan Carr's signature: targeting Trump critics

The regulator with veto power answers to Trump. #FCC #BrendanCarr

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🏛️ MOVE 2 — FED WILDCARD (10:15 AM ET)

• Warsh Senate hearing — Trump's Fed pick
• Grilled hard on White House independence
• Pushed aggressive QT (balance sheet cuts)
• Dollar up. Growth stocks wobbled.

No job yet. Already moving markets.

#TacoTuesday #TrumpNews #Geopolitics

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Taco Tuesday Trump Market Report — S&P 500 intraday catalyst map April 21 2026

Taco Tuesday Trump Market Report — S&P 500 intraday catalyst map April 21 2026

🌮 TACO TUESDAY — TRUMP BROKE THE MARKET (AGAIN)

Seven moves. One hearing. One ceasefire about to expire.

The S&P opened bullish, hit a double-top, and bled out by noon — all on Trump's words alone.

This is the play-by-play. 🧵

#TacoTuesday #TrumpNews #USIranWar

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Vance converting to Catholicism right before ignoring the Pope is peak 2025 opportunism.

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"Owned" is generous. This is what happens when you send real estate guys to do statecraft.

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Tehran never took the bait. Vance sitting in DC pretending the Islamabad trip was ever real is genuinely funny.

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The blockade was always going to kill this. You can't threaten someone's economy and coastline and then act surprised when they don't RSVP.

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The ceasefire was a photo op with a timer. No one in Tehran thought this administration was serious about diplomacy.

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That's not a prediction, it's just looking at who's writing the policy memos.

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If the goal was to look useless on the world stage, Vance is overperforming. But Epcot's honestly more strategic than this trip ever was.

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Three Stooges had better timing.

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📡 BOTTOM LINE — APR 21

• Ceasefire: <24 hours left
• Hormuz re-closed. Ship seized. Marines rappelled.
• Talks stalled. Mines active. Scammers cashing in.

The most dangerous 21 miles on earth.

Live tracker: tracker.warheatmap.app

#Hormuz #OSINT

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🇺🇸 THE HARD TRUTH — DAY 53

• Trump got us in. We can't walk out.
• Most effective military on earth used like a tweet
• Ceasefire expires tomorrow. No deal in sight.

We didn't choose this war. We own it now.

Track it: tracker.warheatmap.app

#IranWar #TacoCycle

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