MacroMongoose

Very famous macro PM.

[MacroMongoose @MacroMongoose]

@shortmagsmle Artificial Artificial intelligence

[MacroMongoose @MacroMongoose]

@convexititties @realKunalAShah 🎯

I wonder how big a gain China may get from alternative energy related exports tho.. Batteries, EVs, solar panels, nuclear

The low tech energy importers r the ones REALLY fucked

[Horse @TheFlowHorse]

https://t.co/KQuNW2erAD

[JH @CRUDEOIL231]

This kind of crazy spike in fuel prices is bound to trigger social instability.

The problem is, we’re only just starting to feel it, and the pain is only going to get deeper.

Rich countries will just suck it up and hoard all the barrels by paying higher prices, but poorer nations can’t afford that kind of luxury.

Everyone’s gonna realize real soon "it’s no big deal" was a total load of crap.

#oott #iran

[Eric Nuttall @ericnuttall]

We are about to, I believe, go through Covid-inverted: the biggest supply (vs. then demand) shock in history, happening so quickly and violently that the average mind just can’t go there….yet. Energy shortages and inflation spike imminent.

[MacroMongoose @MacroMongoose]

@SpacemanStoned @JackPosobiec The plan seems clear to me. 100% destruction of Irans infrastructure. That’s always been the plan… only variable is how much destruction iran can deal to the neighborhood during the process

Buckle up

[MacroMongoose @MacroMongoose]

@EconstratPB He basically said they r gonna destroy all Irans infrastructure, but it’s Irans fault…Only variable is how much destruction iran can deal to the neighborhood in the process

[MacroMongoose @MacroMongoose]

@calvinfroedge Trump basically said they r gonna destroy all civilian infrastructure, but framed it as if it’s Irans fault

If iran doesn’t accept complete destruction, we will destroy it completely

[MacroMongoose @MacroMongoose]

@calvinfroedge Dude is gonna get so bad. All I read in my mkt chats r people saying he said nothing new therefore it’s not bad 🤣🤣🤣

[Donald J. Gorbachev @donaldgorbachev]

Already wrote that one. Here it is:
The five-second epistemology of the counterattack.
Any Gulf state that assists in a direct attack on Iran will have missiles sent to its palaces. Not its infrastructure. Its palaces. The buildings where the kings sleep. The throne itself. Iran said this on day one. The missile hits the palace. The monarchy is over.
And somebody forgot the most basic difference between the Sunnis and the Shia. The one that matters to this war more than any theological dispute. The Gulf is ruled by monarchies. Hereditary kingdoms. Kings and emirs and crown princes who rule because their fathers ruled. Iran is a republic. Elections. Parliament. Supreme leaders chosen by an assembly. Kill a king and the kingdom ends. Kill a supreme leader and the republic convenes and selects the next one and the next one says not the right time for peace.
That’s why nineteen days in, not one Gulf airforce has fired back. Bahrain has intercepted 125 missiles and 203 drones and returned zero. Saudi Arabia intercepts over the Eastern Province and doesn’t retaliate. The UAE absorbs strikes on Fujairah, Shah, Dubai International, Sheikh Zayed Road, and doesn’t scramble a single jet. Qatar takes four ballistic missiles and issues evacuation orders in Doha and doesn’t fire back. Every monarchy making the same calculation every day — absorb the damage, don’t cross the line. The monarchies live there. They understand this. The people tweeting about Gulf airforces counterattacking do not.
Iran has all the leverage and knows exactly how to use it. A country that read Sun Tzu better than the Chinese and Clausewitz better than the Germans and the Quran better than the Arabs the empire is hiding behind. Iran has been under sanctions for forty-five years. Fought an eight-year war while the world armed Saddam with chemical weapons. Built the IRGC during deprivation. Built its missile program under sanctions. Built its drone fleet under maximum pressure. Every program the empire is trying to destroy was built during the deprivation the empire now threatens as consequence. The threat is the environment Iran already operates in. The threat is Tuesday. Even Dalio figured it out. The ability to withstand pain is more important than the ability to inflict pain. The kitchen said it first. Karbala is the pain thesis. Fourteen centuries of not submitting. The empire threatening Iran with the thing Iran has already survived while Iran threatens the Gulf monarchies with the one thing they cannot survive.
The Gulf states recover more easily. The Gulf states whose 95 to 140 jackup rigs are idle. Whose offshore fields are on decline curves. Whose refineries are under evacuation order. Whose force majeures are declared. Whose Strait is closed. Whose LNG terminals are burning. Whose airports are taking drone debris. The recovery hasn’t started because the war hasn’t stopped and the war hasn’t stopped because the dispensationalist Disney World needs the prophecy and the prophecy requires the war.
Day nineteen. The palaces are standing. The thrones are intact. Because Iran said what it would do and every monarchy believed it. The counterattack is a fantasy of someone who doesn’t understand why it hasn’t happened yet. The monarchies are monarchies. The republic is a republic. The Strait is closed.

[MacroMongoose @MacroMongoose]

@aeberman12 He ain’t talking about iran tho

[MacroMongoose @MacroMongoose]

@calvinfroedge People still don’t realize how bad things can get. I’m in Brasil, there’s still no shortages but diesel deliveries are already getting canceled and truckers are threatening a national strike demanding lower prices or a minimum freight rate guarantee. Gonna get wild

[Romeu Zema @RomeuZema]

Vorcaro pode ser solto pelo STF! 🚨

É exatamente isso que você leu. O centrão e toda a turminha de intocáveis estão mobilizados para evitar que o Vorcaro venha a delatar.

Mas a nossa pressão funciona. Compartilha esse vídeo para mostrar que o Brasil não quer mais essa falta de vergonha acontecendo aqui.

Chega de intocáveis.

[MacroMongoose @MacroMongoose]

@INArteCarloDoss At this point he really just wants a scapegoat, not a cut. Might as well try and reappoint Powell later on

[MacroMongoose @MacroMongoose]

@reggaj @untappedgrowth As a cattle farmer in Brasil: sorghum

Highly heat and drought tolerant, a fraction of the input cost (fertilizer, herbicides, pesticides) compared to corn and you can get 2 harvests. Makes for amazing silage.

[Nikolas Ferreira @nikolas_dm]

Interessante…

[David Ágape @david_agape_]

Nesta reportagem, mostro como redes ligadas ao PT e ao PSOL vêm impulsionando uma série de campanhas digitais contra o deputado Nikolas Ferreira (@nikolas_dm).

A apuração identificou que parte da infraestrutura dessas campanhas passa por empresas que também prestam serviços de divulgação da atividade parlamentar para gabinetes da Câmara. Apenas uma delas recebeu cerca de R$ 1,3 milhão em verbas públicas, principalmente de parlamentares do PSOL.

A investigação também identificou a participação de militantes ligados à Fundação Perseu Abramo, fundação ligada ao PT, e pelos núcleos da Pode Espalhar que já denunciamos.

[https://t.co/gh16Q4DfG7]

[Flávio Gordon @flaviogordon]

O relatório deve ter ido morar na mesma ilha em que habitam as imagens das câmaras do 8 de janeiro e as do aeroporto de Roma…

[MacroMongoose @MacroMongoose]

@ValueSeeker_ @dailydirtnap Petrobras has been holding local prices a lot lower than the international mkt for political reasons (election year). Now the gap is massive and they gotta choose between:

A) adjusting it and derailing bacens cutting cycle
B) eating massive losses

[MacroMongoose @MacroMongoose]

@GrainsGorilla