.

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Cuba has acquired 300 strike drones from Iran and Russia since 2023 and has military planning concepts in place to launch them at the US in the event of crisis according to US officials.

[Velina Tchakarova @vtchakarova]

Good luck!

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[The Spectator Index @spectatorindex]

Jerome Powell's tenure as Federal Reserve Chair officially ends after 8 years.

[First Squawk @FirstSquawk]

MILLIONS OF AMERICANS ARE NOT SELLING EMPTY HOMES BECAUSE THEY FEAR HIGH TAXES ON SALE PER NYT

[Daniel McNamara @danjmcnamara]

Starwood Capital Group Management is halting redemptions from a $22 billion real estate fund aimed at retail investors in a bid to preserve liquidity while it waits for the commercial real estate market to improve #CMBS https://t.co/bs9HlLeGEG

[. @321WakeUp]

@unusual_whales

[Kristin Raworth 🇨🇦 @KristinRaworth]

I've never sen anything more accurate

[. @321WakeUp]

@SantiagoAuFund I get so many good book recommendations from you lol please keep em coming 🙏

[. @321WakeUp]

@EconBerger 👏 😆

[. @321WakeUp]

@Chrisjjosephs @pelositracker It’s had a good run, seems ready for a pullback…

[. @321WakeUp]

RT @hkuppy: Lots of guys talking nonsense on this site. @calvinfroedge knows shipping. His view matches mine. If Itan want to shut Hormuz,…

[The Spectator Index @spectatorindex]

BREAKING: Trump announces strikes against Iran, says goal is to eliminate imminent threats.

[The Spectator Index @spectatorindex]

BREAKING: Israel bombs dozens of targets in Iran

[First Squawk @FirstSquawk]

“AMERICANS ARE DEFAULTING AT A CRISIS-LEVEL PACE,” ACCORDING TO YAHOO FINANCE.

[Kalshi @Kalshi]

JUST IN: Retail investors are buying $NVDA stock at "record" levels

[Blake Morrow @PipCzar]

Doom and Gloomers today.

[Ayesha Tariq, CFA @AyeshaTariq]

A weaker US dollar has been a significant tailwind for corporate sales.

Remember, almost 60% of the S&P 500 derives their sales from overseas sources.

[Markets & Mayhem @Mayhem4Markets]

The dollar short trade is extremely crowded.

Just as we're at a strong support trendline that goes back to 2008.

I'd rather be on the other side of that positioning until it balances out to neutral. 👇

Speculators have turned the most bearish on the US dollar since 2021 - CFTC

[Stocktwits @Stocktwits]

Institutional investors sold $8+ billion in stocks last week.

Second largest sale ever.