Chris Jarrous

[Arsenal @Arsenal]

The Arsenal. Your Premier League champions.

[Chris Jarrous @ChrisJarrous]

“Still, the blockade won't hit Iran's profits quite as fast, with the impact to revenues not due for about three to four months, Kpler said.”

Puts us well past the 🚨 🚨 zone based on @Rory_Johnston comments.

cc Cousins @Geo_papic @JacobShap

[Brett Erickson @BrettErickson28]

New reporting from Bloomberg shows Iran has 22 more days of available storage.

“The Islamic Republic has enough unused storage capacity to last another 12 to 22 days, Kpler analysts wrote in a report Monday.”

But even more importantly, they highlighted the time horizon until Iran would feel that economic pain.

“Still, the blockade won't hit Iran's profits quite as fast, with the impact to revenues not due for about three to four months, Kpler said.”

https://t.co/QMU5p7CzlR

[Chris Jarrous @ChrisJarrous]

@stamatoudism @deemahdee1 I would second this. Your clarity and thought process are fantastic resources in a mostly noise-filled world.

[Chris Jarrous @ChrisJarrous]

@MatthewBerryTMR I need to not trade for Malik Nabers last Friday

[Chris Jarrous @ChrisJarrous]

@Geo_papic @OpulentVocation No. Civ IV was the franchise pinnacle.
On the Mt Rushmore of PC games.

[Chris Jarrous @ChrisJarrous]

@pmje73 You’ll have a fun 3 years

[Chris Jarrous @ChrisJarrous]

@Geo_papic @JacobShap Question for the cousins: if Netanyahu was going for regime change wouldn’t he target the Ministry of Intelligence & Security to make an uprising easier?
Did he do that?

[Chris Jarrous @ChrisJarrous]

@jvisserlabs @theallinpod @BG2Pod 💯 stopped listening weeks ago when the value add became negative and it was about currying favor with the WH.

[Marko Papic @Geo_papic]

This is actually a VERY important point. Most US commentators (particularly those in MAGA camp) are over-indexing on the X-axis below.

But if the X-axis mattered, US would have won Vietnam War, Russia would be in Kyiv, and Afghanistan would not be overrun with Taliban.

[Chris Jarrous @ChrisJarrous]

@Geo_papic That title 🤣

[Chris Jarrous @ChrisJarrous]

@Geo_papic Trump = Teddy KGB
RoW = Mikey

[Chris Jarrous @ChrisJarrous]

@JacobShap @Geo_papic @BillSimmons I can’t tell if that last sentence is a joke.

We finally got some clarity over the plan & it turns out they took 100 days to do 6th grade math [(trade deficit/total exports)/2] while stressing not a negotiation tactic because the WH means business and markets are down 4%.

[Chris Jarrous @ChrisJarrous]

Great stuff!
Between finding out @JacobShap might be Bruce Wayne, @Geo_papic doing Shane Gillis impressions while dropping pop-culture references @BillSimmons style, and getting all the (actually useful) geopolitical analysis one can use- This might be my new favorite podcast!

[Marko Papic @Geo_papic]

I am summoning my Twitter Following Horde! It is Friday afternoon/night/Saturday morning. You literally have nothing to do but listen to the Geopolitical Cousins with yours truly and @JacobShap. Please leave a comment and rate it while you're at it! 🙏

https://t.co/ceXoPrZ4GX

[Chris Jarrous @ChrisJarrous]

@Geo_papic @JacobShap @BillSimmons Uh guys…if you’re doing this right- where’s the emergency pod??

[Chris Jarrous @ChrisJarrous]

@Geo_papic If he doesn’t get the near-term results he wants from tariff war, this could be the perfect opportunity to recapture his tough-guy image.

Timing is bad for Iran.

[Chris Jarrous @ChrisJarrous]

@jvisserlabs This is happening with two huge sectors (housing and autos) at recessionary levels.
What happens when the majority start to normalize the current level of rates and economic activity picks up?

[Marko Papic @Geo_papic]

This chart tells me that if you're working for the federal government, start updating your resume.

Also, trade war is not really supported by the median voter. Particularly not against Canada!!

[Chris Jarrous @ChrisJarrous]

@BeenThereCap I wonder if relative perf of NVDA vs AI- energy speaks more to the active-investor share of the marginal dollar. ie NVDA has much higher algo/passive/etc share of ownership who don’t trade on these events. AI-energy has higher pod/retail/mo traders as % of investor base. 🤷‍♂️

[Chris Jarrous @ChrisJarrous]

@EstateBets1135 Happening just as HBs are starting to pull back SFH building.
And if Trump is serious about deportations, just going to hurt supply response further.
Too bad modular isn’t a thing (yet).

[Chris Jarrous @ChrisJarrous]

@EstateBets1135 In all the discussions about the inflation outlook, I’ve heard almost no one discuss the multi-family cliff coming in ‘26.
Not sure how shelter inflation does anything but go up after that given the building cycle times.