Morten Iversen

[Morten Iversen @IversenAsia]

🇹🇭

[SMB Attorney @SMB_Attorney]

This is the greatest interview in the history of television.

This man, Ryan Cohen, is worth an estimated $5.1 billion dollars.

He’s the founder of Chewy, the e-commerce pet food brand, and current CEO of GameStop.

You can just do things, guys!

[Morten Iversen @IversenAsia]

🇺🇸

[Michael Kruse @michaelkruse]

“First of all, I have a bad back. I couldn’t get on the floor, and if I did get on the floor, they’d have to bring in people to get me off the floor. And No. 2, I’m a hygiene freak. There was no freaking way I was getting in my new tux on the dirty Hilton floor. It was not happening.” https://t.co/2tOOQH26sx

[Morten Iversen @IversenAsia]

🛢️ 🇯🇵

[Javier Blas @JavierBlas]

You know Asia is truly short of crude oil when Japanese television covers the arrival of a single oil tanker from America as a major news story

[Morten Iversen @IversenAsia]

🍎

[Aaron @aaronp613]

White smoke seen from Apple Park to signify a new CEO

[Morten Iversen @IversenAsia]

🛢️

[Iran Embassy in Thailand ☫ @IranInThailand]

Are you ready folks?

[Morten Iversen @IversenAsia]

European gas & power trading hours expand from 10 to 21 hrs starting Monday, reflecting deeper global integration post-Ukraine war. Prices remain ~40% above pre-Middle East war levels. Move aligns EU with US/Asia, boosts liquidity and longer work days. https://t.co/0w9WZdjtld

[Morten Iversen @IversenAsia]

🇮🇷🇺🇸

[TankerTrackers.com, Inc. @TankerTrackers]

Before everyone gets carried away with the bombing of Kharg Island, there are a few things to know:

- It's got a military presence like everything else in Iran. That's what was struck. They'll most likely get replaced ASAP from the mainland.

- It also has 55 crude oil storage tanks that can capacitate over 34 million barrels. They're most likely unscathed.

- There was a VLCC supertanker today that was wrapping up her 48h loading there of 2 million barrels. A couple of smaller tankers loaded or were just berthed on the east side of the island.

- Kharg Island has been loading tankers non-stop since the war broke out two weeks ago.

- If folks here start posting satellite data showing fires on the island to imply destruction of the oil facilities, then compare them against old images because there's gas flaring happening there daily. You can review them here: https://t.co/vA7XkKnKmY

- Although the island has some offshore oil production, the bulk of the oil actually derives from the mainland via multiple pipelines. The island first began exporting oil during the summer of 1960 and was built to capacitate 7 million barrels per day in exports, to reflect the potential in oil production. Iran hit 6.6 Mbpd in production back in 1976.

- According to our tracking, the island accounted for 96% of the Iran's crude oil exports during 2025; or 1.538 Mbpd of the 1.605 Mbpd total.

- When Saddam Hussein raided the island numerous times forty years ago and destroyed a number of storage tanks, Kharg Island was still able to export over 1.5 million barrels per day. Here's a 40 year old sat pic we keep handy.

Thanks,
/TT

#OOTT #Iran #KhargIsland #Tankers

[Morten Iversen @IversenAsia]

AI companies have accounted for 80 per cent of the gains in US stocks so far in 2025. That is helping to fund and drive US growth, as the AI-driven stock market draws in money from all over the world, and feeds a boom in consumer spending by the rich.
https://t.co/T03DaBMIad

[Morten Iversen @IversenAsia]

Anthropic CEO Dario Amodei says AI could wipe out half of entry-level white-collar jobs in 1–5 yrs — and few are prepared.

“Cancer is cured... the budget is balanced — and 20% of people don’t have jobs.”

Stark, urgent read via Axios👇
https://t.co/ynpxrUrriz

[Morten Iversen @IversenAsia]

5/
The book and author argues:
Apple didn’t just thrive in China. It helped create the China we’re now confronting.
#MustRead

[Morten Iversen @IversenAsia]

4/
McGee’s reporting is sharp, clear, and urgent.
The stakes aren’t just economic — they’re geopolitical.

[Morten Iversen @IversenAsia]

3/
Apple trained over 28 million Chinese workers.
The outcome?
Those skills are now powering Apple’s fiercest rivals.

[Morten Iversen @IversenAsia]

2/
Tim Cook’s bet on China made Apple the world’s most valuable company.
But that same bet also made it dangerously dependent on an authoritarian state.

[Morten Iversen @IversenAsia]

🧵1/
Just wrapped Apple in China by @PatrickMcGee_.
One of the best deep dives into how a tech strategy turned into a geopolitical gamble.

[Morten Iversen @IversenAsia]

Really enjoyed a rare 1988 TV interview with Warren Buffett from Adam Smith's Money World. Offers a great look into his investing mindset, including his skepticism about futures from 1982.
https://t.co/pcMxBRmc58

[Morten Iversen @IversenAsia]

@Ajarncom Check out the Shokz Open Fit Air. THB 4500 (Banana IT/Decathlon/PowerBuy and of course Shopee/Lazada). Open air design. Sony Air Float has the same design (used the Sony daily for 2+ yrars).

[Morten Iversen @IversenAsia]

@JonathanPieNews offers his balanced, professional — and definitely not celebratory — take on the new prime minister https://t.co/7QMsLO5QtB

[Morten Iversen @IversenAsia]

@FPetet Dejlige Danmark

[Morten Iversen @IversenAsia]

@PRingholm Ikke bare i Kina. Nå reiser de internasjonalt, først i Asia. De er nok tilbake i Europa/Norge fra mai. Grafen er fra Thailand, hvor et av få lyspunkter i dagens 4Q/bnp er reiselivssektoren. Tok pulsen i gamlebyen/Phuket i helgen. Ca 30% kinesere, 30% russere.