James Stuart

None of my posts are investment advice. Nothing posted should be taken seriously. Focus is on REITS, Banks, Pipes, rails. Delete tweets often.

[Wazz @WazzCrypto]

POV: You're about to rob retail in broad daylight

[Crescent Desk @TheCrescentDesk]

🚨BREAKING

EXCLUSIVE 🔴

Video from inside the US aircraft carrier USS Gerald R. Ford after it was struck by Iranian missiles

[Assface Unchained @assface_burner]

Wtf...

[Nostra, House of Gold @Nostre_damus]

Trump says he would be honored to meet the Ayatollah

you bombed his entire family

[James Stuart @JamesJstuartb]

So believable

[FinancialJuice @financialjuice]

Trump on Iran: You will find out what the deal is. The main parts are that the Strait will open immediately.

[Nick DuCate @Nick_duCat]

It should be clear by now that regardless of the endless tweets and claims that a deal is only hours away from being signed, the chances of a deal being reached quickly are very low. I'm starting to wonder if Trump's 'Labor Day' comment might be optimistic....

[FinancialJuice @financialjuice]

Trump on Iran: We do not need a deal with Iran to get their enriched uranium.

[James Stuart @JamesJstuartb]

How lovely

[Giovanni Staunovo🛢 @staunovo]

Iran says it will charge service fees, not tolls, in Strait of Hormuz https://t.co/ADOSZZ6tme

[Ali @MerruX]

Trump planning strikes?

[Andrea Paltry, Ph.D. @andrepaltry]

Here we have the MOU

[Jana Choukeir @ChoukeirJ]

‼️ADVISOR TO IRAN'S SUPREME LEADER MOHSEN REZAEI: TRUMP WANTS TO PRESSURE US INTO ACCEPTING HIS CONDITIONS WHILE KEEPING OURS ‘IN A VAGUE STATE’

REZAEI: CURRENT DRAFT OF CEASEFIRE AGREEMENT HAS AMBIGUITIES THAT NEED TO BE CLARIFIED

[James Stuart @JamesJstuartb]

They are going to keep delaying. Kind of a no brainer from their perspective

[FinancialJuice @financialjuice]

Advisor to Iran's Supreme Leader Mohsen Rezaei: Current draft has ambiguities that have to be clarified.

[JSG @UndervaluedOnG]

I think $CVE is sandbagging it with timing of hitting net debt target. Last Q, net debt headline # change just 234M but that was influenced by 1.1B non-cash working capital. Excess fund flow (EFF) was 1.7B and ~1.3B net of divy payment. So 1.3B-1.B gives us ~net debt change

[Eric Nuttall @ericnuttall]

HRH Prince Abdulaziz, likely the most informed and plugged-in energy expert on the planet: “for me to be silent is a humble admission of the fact that I don’t know what will happen, not tomorrow but in half an hour time.” There is no playbook for what we are going through!

[James Stuart @JamesJstuartb]

Spicy

[Open Source Intel @Osint613]

The U.S. warned Iran: either a deal or a military strike.

Channel 12

[LNG QE 🇨🇦 @BubleQe]

Very likely 'will' vs. 'could'.

Leading indicators are quite clealry pointing towards a very interesting scenario for LNG.

[James Stuart @JamesJstuartb]

Sounds like no deal and Iran wants to make them sweat

[Brian’s Breaking News and Intel @intelFromBrian]

Channel 12 Hebrew:

No progress in the negotiations between Iran and the United States

Washington has asked Tehran to submit its response before the end of the week

Washington has informed Tehran that the signing ceremony of the agreement with it will take place in Switzerland

Washington has warned Tehran "either an agreement or a military strike"

[Jeff Davies, the Energy OG @EnergyCredit1]

Has anyone told him 14 soldiers have died?

[Elijah J. Magnier 🇪🇺 @ejmalrai]

Iran is not sending any answer to the US this week.