محمدباقر قالیباف | MB Ghalibaf

سرباز امام شهید انقلاب | Speaker of Islamic Republic of Iran’s Parliament

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Happy 5.1% 10Y America 🎉. Mashallah. Celebrate: it’s the floor two years out.

You wanted Iran dragged back to 1970s? Nobody told you Iran isn’t for arrogant amateurs? We’ll return you to 1970s rates, plus high gas prices, diesel shortages and bell-bottoms. Enjoy the nostalgia!

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

President @drpezeshkian spoke not just for a government, but for a 3,000-year-old civilization. He was the powerful voice of courage, resilience, and strength for the Islamic Republic of Iran. Long live the proud, resistant nation of Iran.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

It’s Schrödinger: the empire is in the SOH cabinet with falling plates, projecting hegemony but fully exposed, trying to suffocate Iran without blowback (impossible).

This endgame cannot be modeled. It will be opened, and Iran's hand is already on the lever.

[HFI Research @HFI_Research]

This is the JPM oil report everyone's talking about.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

The era when your F-35s and F-15s get hunted down and you have to report them damaged🤏 has already begun.
What was once pure nightmare fuel is now the daily reality. Live with it.

[Clash Report @clashreport]

General Dan Caine, Chairman of the Joint Chiefs of Staff:

We have to assume from now on that our formations will be hunted by autonomous systems, jammed across the spectrum and tracked in real time.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

The unipolar order in which one side extracts concessions through force and coercion has ended. China and Russia’s vetoes rejected the political abuse of the Security Council and reaffirmed the rule of law. We must defend multilateralism; unilateralism serves no one’s interests.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Straits Taylor Rule:

i = r* + π* + 1.5(π−π*) + 0.5(y−y*) + α(SOH−SOH*) + β(BEM−BEM*), α,β > 0

Let’s see if a hike could open SOH or produce a single barrel :)

You can’t 25bp a chokepoint and r* isn’t neutral. It’s SOH risk premium, and We set it.

Stay unanchored !

[Bloomberg @business]

At a fuel station in San Diego where diesel is retailing for $9.99 a gallon, Californians can take solace in at least this: in theory, prices can’t get worse. https://t.co/DQ5dw3a9WZ

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

سينتصر الشعب اليمني الشجاع حتمًا، بإذن الله تعالى.

[الإمام الخامنئي @ar_khamenei]

نأمل إن شاء الله أن يستمرّ جهاد شعب #اليمن ومقاومته وخطواته حتى النّصر، بإذن الله تعالى.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Here is your daily dose of "forward guidance", in case you don't hear from your regime authorities: the arsenal they will exhaust and the exact order they'll run through it. Act like you don't know what comes next 😉

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Knock! Knock!

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

It’s simple: the oil and gas production chain here is sprawling, accessible, and exposed. American oil and gas companies across these waters and facilities share that exposure. Strike our assets and you get struck. We’ve already proven it. Ask the bases that are no longer viable.

[Pete Hegseth @PeteHegseth]

It’s simple: if Iran shoots at U.S. ships, we will destroy (and sink) their oil tankers. All they have to do is not shoot at @USNavy.

Iran’s oil tanker fleet is defenseless — Iran has no navy or air force. Our planes, ships & subs can strike them all, in @CENTCOM & @USPACOM.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Wheels up. Warm-ups before liftoff:

Diesel ATH: Short it

Your biggest creditor dumping: Good luck with Yentervention++

NOR cutting $80B: Rename Norway to Americaway

Low recruitment: Debt-to-Service w/ DO[Israel's]W, per your puppeteers

Oh. Fed's dot plot flashing red 😁

[Acyn @Acyn]

Lara Trump asks Bessent what’s his message for the midterms. He responds by claiming that oil prices could drop to $40-$50.

“We are in the liftoff phase”

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

China’s emphasis on fostering common security reflects a principle Iran has long championed.
Regional countries must be taking their future into their own hands, and true stability can only come through a new security architecture that is homegrown. Iran stands ready.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

OQX26|USGG10YR|DOESSPR

Short harder, champ. Like your career depends on it (because it does). Or drain below the danger zone and watch your caverns collapse (along with your career). Or pray to the salt gods of Bryan Mound.

The world's already got its popcorn :)

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Minab school: children massacred.
Lamerd sports hall: kids slaughtered.
Kouhestak wedding: children killed with families.

If a power acts like Satan, picks targets like Satan, and kills like Satan, it’s Satan.

Shields a junior Satan that does the same? It’s THE Great Satan.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Liar liar pants on fire.

For real 130s, tell your staffer to pull Moody's showing $130+ billion in war costs, and ask another how much Jane Street burned north of $130 million shorting oil for you in just one futures roll.

Liar liar yields on fire.

[Treasury Secretary Scott Bessent @SecScottBessent]

The Blockade and Operation Economic Outcast will crush the failing Iranian economy.

The USA has guided 130 millions barrels out over the past 14 days.

Iran: 0

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

پیام رهبر معظم انقلاب، نصب العین ما و تمام مسئولان کشور است. باید از دوگانه‌سازی‌های موهوم به هر شکلی پرهیز کرد و هر ��قدامی که به انسجام اجتماعی آسیبی برساند، برای همهٔ ما حرام ملی و شرعی است. با مردم و رهبری عهد می بندیم که تا پای جان خود را وقف خدمت به مردم و پیشرفت ایران کنیم.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

معادلهٔ این جنگ مشخص است: یا همه یا هیچکس!

در منطقه‌ای که ما نفت نفروشیم، کسی نفت نخواهد فروخت. اگر امنیت ما تأمین نشود، هیچ زیرساختی ایمن نخواهد بود و امنیت تنگه در نبود نیروهای آمریکایی است. بارها گفته‌ایم که وضعیت تنگه به قبل از جنگ باز نمی‌گردد.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

Instead of funneling billions to its terrorist proxy, Israel, and 750 bases, this failing empire could spend that cash on its own people, but nah, that'd make too much sense for this regime.

Scotty, man [?], your credibility is on the line. Do something.

https://t.co/zz1x0VWKyQ

[Treasury Secretary Scott Bessent @SecScottBessent]

As the Iranian people struggle to afford basic necessities, the corrupt regime continues to squander enormous sums abroad.

Instead of funneling billions of dollars to its terrorist proxies, the regime should spend that money for its people.

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

We welcome China’s principled statement rejecting illegal sanctions against Iran.
The Iran-China comprehensive strategic partnership is rooted in mutual respect, win-win cooperation, and a shared vision for a multipolar world. This relationship needs no one’s permission.

[CHINA MFA Spokesperson 中国外交部发言人 @MFA_China]

MFA Spokesperson on U.S. “economic D-Day” against #Iran:

China is firmly against sanctions that have no basis in international law or UN Security Council mandate. Economic warfare and maximum pressure provide no solution. They only serve to fuel tensions, disrupt global economic and financial order, and hurt everyone else’s interests. Dialogue and negotiation is the only right way forward.

China’s cooperation with Iran complies with international law. We are closely following the situation and will do everything necessary to protect China’s rights and interests.