Mr-Market-85

Global Macro, Investing, Politics, Sports. Buyside and Sellside experience. Currently at the former . views are my own not employers

[Mr-Market-85 @MrMarket85]

@TheIntelFrog Bottleneck now, but less over time and thus diminishing leverage

[Mr-Market-85 @MrMarket85]

@ForeignAffairs @vali_nasr The best thing about listening to this. Is you can guarantee vali’s take will be wrong .

[Mr-Market-85 @MrMarket85]

The best example of a guy who monetised his supposed “expertise” in Iran but was wrong consistently during the process as failed to read “intent” from Trump consistently and let his VERY biased TRS get the better of him. Basically closet supported IRGC during the war.

[Vali Nasr @vali_nasr]

I told @nytimes that Iran is inclined to make a deal with US because it faces more dire economic conditions but at the same time, US and Israel failed in their strategic objectives in two consecutive wars so Iranians want the US to come to the table with the realization that they’re not defeated, and the military conquest of Iran is not in the cards. And Iran wants to use the framework under discussion to test whether Trump will really implement an accord. They want to see whether he actually will lift the blockade. They want to see whether he can maintain cease-fire in Lebanon, and they want see whether he will deliver some of their money. If all that happens, they could be willing to negotiate something bigger. https://t.co/VrFHrxPWyV

[Mr-Market-85 @MrMarket85]

Guys we had to make this deal now but let’s re arm you with drones and our best Defense tech. You build alternative routes around Hormuz and RIP mullahs in 2028!

[Barak Ravid @BarakRavid]

בכיר אמריקני: הנשיא טראמפ יקיים ביום שלישי בצרפת פסגה עם מנהיגים מהמזרח התיכון. בנוסף יקיים פגישות נפרדות עם אמיר קטאר, נשיא מצרים ונשיא איחוד האמירויות

[Mr-Market-85 @MrMarket85]

Monday or Tuesday in Geneva. Finally. Part 1 over. ✍️

Then nuclear negotiations which will take ages but market won’t care.

[Clash Report @clashreport]

NEW: An electronic signing ceremony is scheduled for tomorrow as US-Iran negotiations enter their final stage, Pakistan's FM Dar and Saudi FM Prince Faisal confirmed in a phone call.

[Mr-Market-85 @MrMarket85]

@clashreport @tparsi Leverage that is diminishing over time too.

Gulf will re arm - deterrence
Hormuz will be less of a choke point.

The mullahs will never have so much bargaining power again.

[Mr-Market-85 @MrMarket85]

@tracyalloway Thanks for the buy signal

[Mr-Market-85 @MrMarket85]

@FL0WG0D Does it explain how to use it also?

[Mr-Market-85 @MrMarket85]

@zeteo_news @mehdirhasan @vali_nasr Very consistently nationalist take from vali. Would honestly think he’s pro IRGC most of the them listening to him. He’s also been consistently wrong on turns and timing

[Mr-Market-85 @MrMarket85]

@gbrew24 It’s called negotiations Greg

[Mr-Market-85 @MrMarket85]

@vali_nasr Hi vali
Didn’t you say some of Irans industrial capabilities were destroyed and set back years ? Including their steel industry?

[Mr-Market-85 @MrMarket85]

@AFTVMedia Finally a referrer who didn’t buy Arsenal dark arts and didn’t all go their way and they talk about the ref. They better get used to it next season.

[Mr-Market-85 @MrMarket85]

@vali_nasr @FT What trump should do:

Make a deal now
Re arm the gulf with drones and laser defense
Re arm the US with drones
Surround them with 500k troops

Go in during his last 6m and take out the mullahs for good.

[Mr-Market-85 @MrMarket85]

@David_Ornstein @TheAthleticFC Another summer . Another arsenal being bad at selling players

[Mr-Market-85 @MrMarket85]

@vali_nasr Vali- thank you very much for being a sceptic and pro mullah commentator in this whole process and misguiding market participants / creating opportunities 🙏

[Mr-Market-85 @MrMarket85]

@gbrew24 Greg you were bullish last week when it was wrong to be now, now you’re bearish when it’s closer than ever 😂

[Mr-Market-85 @MrMarket85]

@business @tracyalloway @TheStalwart This podcast needs a re boot

[Mr-Market-85 @MrMarket85]

@stevehou China aren’t helping the US on Iran… will ppl stop throwing out this lazy narrative !