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Bemused by it all

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Nothing very new about Tether

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@pati_marins64 Patricia, they can't mine it as easily but that doesn't mean they can't attack oil related shipping 1) at the Hormuz choke point or 2) at terminals or 3) on the journey from 1 to 2. Or the oil production facilities/terminals directly. Harder but not impossible

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@imetatronink @policytensor The speed and range of nuclear subs means that they can engage with surface ships without relying solely on positioning and ambush. (problems with historical examples of submarine efficacy) Surface ships also get killed by air, large signature, slow relative speed, radar horizon.

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@Hindenburg0men Sir? Stock charts triggered?

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@John_Hempton Its the cumulative not marginal effect of the loss in supply. They can see what is coming. Just keep getting timing wrong.

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@hussmanjp Appreciate your posting in what is a completely thankless environment for anyone posting fundamentally based analysis. Albeit one with a probability based distribution of possible future outcomes, not a certainty.

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@adamtaggart Iran has never ratified the (UNCLOS). Not being rude but the US treats international law on a a la carte basis, ignoring rules it doesn't like.

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@jasongoepfert

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@academic_la Iran’s greatest weapon is the cumulative effect of time, reducing available stockpiles, at some point the bough breaks and we have an energy/share market with a crisis spiking oil prices. So Iran is incentivised to string the US along. This is the goal. Timing uncertain.

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@pati_marins64 Like him or hate him he has been the most successful politician of his generation. Thomas Friedman for whom I have little respect described him as the worst leader in Jewish history. A bit strong perhaps, but he locked Israel into an apartheid future.This will end l/t US support

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@wolf_vukovic Not sure the negotiation option is possible. Trump probably cannot get sanctions relief though congress given heavy Israeli influence. Hence is maximalist approach.

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@NickJFreitas @SenWarren Nick are you blessed with the ability to accurately discern future intentions? JCPOA certainly had its flaws, but it kind of worked until President Trump pulled out of it.

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@Cycle_Watcher

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@Hindenburg0men thoughts

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@Hindenburg0men Respect your work, however note stock charts has 2 HO? Thoughts?

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@Barchart If they sell they should be required to immediately repatriate funds back to EURO or face confiscation/freeze. This would jack up value of Euro vs $ which would crash the German economy

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@bluewolfpack1 aus rates looking sketchy too

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@hendry_hugh Every whimper ends with a bang

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@pati_marins64 Is the pickup in noise a prop vs pump jet thing, because at 15 knots the electrical motor is still silent? Obvious differences in how long each type can maintain that speed aside.

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@hussmanjp you know its a bubble bursting when you get 2 consecutive hindenbergs

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@TommyThornton One for the record books