Stable Genius

Olaf Scholz lookalike

[Stable Genius @StableOlSh]

@John_Hempton I bet your longs liked them

[Stable Genius @StableOlSh]

@zerohedge Back to Bidenflation

[Stable Genius @StableOlSh]

@blondesnmoney A repeat of $hood is my guess, also had lots of retail. Can go 5% higher but then dumps

[Stable Genius @StableOlSh]

@zerohedge Kospi almost flat today actually

[Stable Genius @StableOlSh]

@markminervini Good call

[Stable Genius @StableOlSh]

@JavierBlas Significant volumes in small vessels? How does that work?

[Stable Genius @StableOlSh]

The Strait of Hormuz is actually one area where they seem to have reached an agreement

[HFI Research @HFI_Research]

As my friend @PauloMacro said, the North Star.

North Star is to stall for time without being bombed.

[Stable Genius @StableOlSh]

They can claim whatever they want but if in practice there are no tolls and the mines are cleared, the strait can reopen. It could end up like Tiran or even the Bosphorus with sovereignty but regulated passage

[HFI Research @HFI_Research]

Imagine going through the immigration line at an airport, but for tankers.

Welcome to the “new” Strait of Hormuz.

If both sides reach a deal, Iran will throttle traffic via the paperwork mechanism.

What can Trump do? Attack? He’s already TACO 3 times.

This is crazy. And people think the oil math is going to change? 🤦‍♂️

[Stable Genius @StableOlSh]

@BashaReport @AlArabiya No nuclear?

[Stable Genius @StableOlSh]

@cfromhertz Very complacent

[Stable Genius @StableOlSh]

@RockBtmEntries US supply though

[Stable Genius @StableOlSh]

@Alonzo_CTHG Prob better in staples here given recession odds. XSJ still close to the bottom of the range

[Stable Genius @StableOlSh]

@AliceFromQueens @Noahpinion Why is that better than 1871 - 1881 post German unification

[Stable Genius @StableOlSh]

@Noahpinion Hey Noah this one is fake!

[Stable Genius @StableOlSh]

@John_Hempton @CutAdriftFromOz By the way, is this how it felt like in 1999-2000? Are we there yet

[Stable Genius @StableOlSh]

@John_Hempton @StanphylCap Yes, but the recent glut from lower Chinese demand was unexpected and it's likely temporary

[Stable Genius @StableOlSh]

@Merridew__ Did you buy this as a joke?

[Stable Genius @StableOlSh]

@zerohedge We're getting close

[Stable Genius @StableOlSh]

@TheStalwart This headline couldn't be more like the dot com bubble

[Stable Genius @StableOlSh]

@ryu_tay @Edtechx Yeah the 30% minimum is the worst part