Humble Bee

[Danny (Dennis) Citrinowicz ,داني سيترينوفيتش @citrinowicz]

The war that was supposed to prevent Iran from acquiring nuclear weapons may ultimately become the very war that pushes the Islamic Republic to pursue them.

#iran

[Matt Higgins @mhiggins]

Crazy banking stat from FT:

JP, BofA and Wells Fargo carry $1.6 trillion of ZERO interest deposits.

Paying 3% would wipe out half their earnings.

So the big banks blocked the exits. No agents allowed.

What do you think happens next?

Meta probably buys a bank and rebrands it Muse Freedom or something to provide a warm off-ramp.

Simply put in your current interest rate (um zero) and tally how much you would make by porting over (a lot more).

Takeaway:

A business that depends on the customer being ill informed or lazy is doomed to succumb to the market equalizing forces of AI.

Just a matter of time.

[דביר לוגר @dvirluger]

סולברג הורה לטראמפ למחוק את הפוסט

[Biral @biral_r]

After @CENTCOM redirected the first 20 ships would it seem stupid for others to try if the success rate was 0%, ie all failed ⁉️
How about after 40 ships?
Or 60? Or 100?
How are we are 138 and ships keep trying if none are getting thru⁉️
Obv CENTCOM unable to report on those that snuck past - but tbh OSINT also haven’t spotted so it’s kinda weird.

[Humble Bee @HumbleBee555]

RT @biral_r: Centcom claim 97% of transits not hit by Iran ⁉️

Latest UKMTO weekly overview shows 84 incidents reported in the Strait of Ho…

[TankerTrackers.com, Inc. @TankerTrackers]

Frankly, the UN’s IMO offers more details, particularly the vessel identities.

https://t.co/5tO2epnfCC

[HFI Research @HFI_Research]

Peak Hormuz

[Chris Shipping 🚢🚢 @christankerfund]

In this weeks UKMTO summary, they mention they are having problems getting an accurate count of incidents as majority of the attacks have not been reported.

😬😬

[Brett Erickson @BrettErickson28]

SIGNIFICANT: The UKMTO’s monthly report has just been filed, and one line stands out:

“UKMTO struggling to accurately report true number of attacks with majority of vessels attacked refusing to report to UKMTO.”

I’m sorry, you said MAJORITY? As in >50%?

If this statement holds true for October, that means you’re taking about nearly SIXTY vessels that would have been struck by Iran in the first two weeks of the month…

The U.S. can’t defend these vessel AT ALL.

[Brett Erickson @BrettErickson28]

Oh my god this is actually real…

[OSINTtechnical @Osinttechnical]

The UKMTO says it is "struggling to accurately report the true number of attacks [in the Strait of Hormuz], with the majority of vessels attacked refusing to report to UKMTO"

[Humble Bee @HumbleBee555]

@tleilax___ @DonMiami3 Will get close to zero when the war resumes

[Humble Bee @HumbleBee555]

@CRUDEOIL231 Freight fixtures are actually up (Alexandros WS950). It’s the Baltic assessment and FFA’s that are down. Hormuz escalation froze the market, and assessors are confusing the increased supply with lower prices. It’ll correct within 1-2 weeks and explode upwards by Nov 4.

[unusual_whales @unusual_whales]

BREAKING: Donors for Trump's White House ballroom have benefited from regulatory decisions, government contracts and, in one case, a pardon for a family member, per WaPo

[Policy Tensor @policytensor]

The Iranians are likely testing a new guidance system. More precisely, they seem to be testing ballistic missile strikes against moving targets. This is a capability we have not yet seen from Iran. It is consistent with the progress they have made in terminal guidance.

[TheIntelFrog @TheIntelFrog]

"Tanker for tanker" has evolved to "1 dhow for 24 ships"

[Ross Hendricks @Ross__Hendricks]

Dunno who needs to hear this, but piling into $AAPL at 40x earnings as a "safe haven" simply because the company is not incinerating capital on AI investments will not end well

[Humble Bee @HumbleBee555]

@udschachter @nitzandfux זה כנראה כולל תיירות. וקצת אוכל ויין כשר

[Roger @rdd147]

Only in a bubble full of fraud and delusion would any stock be worth $50 billion when the company is operating at a loss; while having $11 billion due in the next 12 months on $10 billion revenue and no access to credit. $CRWV

Bankrupt 2027

[MenchOsint @MenchOsint]

26 incidents reported by UKMTO in the Strait of Hormuz since October 1st: