Wall Street Hipster

Pro Banker By Day | PBR Bro By Night | Finance | Investing | Breaking Down Inflation | The Economy | Market Updates | Mainly for my friends

[Seyed Abbas Araghchi @araghchi]

Statement on behalf of the Supreme National Security Council of the Islamic Republic of Iran:

[Policy Tensor @policytensor]

Iran: Trump has accepted Iranian demands.

[Wall Street Hipster @WallStreetHips]

“This will be a double sided CEASEFIRE! The reason for doing so is that we have already met and exceeded all Military objectives, and are very far along with a definitive Agreement concerning Longterm PEACE with Iran, and PEACE in the Middle East,” Trump wrote on Truth Social.

[*Walter Bloomberg @DeItaone]

*TRUMP: AGREED TO SUSPEND IRAN BOMBING FOR TWO WEEKS

[Wall Street Hipster @WallStreetHips]

@policytensor Don’t think it’s Nukes, it’s been his position to avoid this at all costs. Think it’s an attack on energy infrastructure which has been highly socialized into this deadline. A more discrete way is to blackout their grid via cyber warfare, rather than complete kinetic destruction.

[Wall Street Hipster @WallStreetHips]

@shanaka86 My hot take is US blacks out the energy infrastructure in Tehran tonight via a cyberattack similar to what was done in Venezuela. Show of force, maybe avoids war crimes? Maybe? Extends the deadline.

[Wall Street Hipster @WallStreetHips]

Shot in the dark on 8pm Iran deadline tonight. US will blackout the power grid in Tehran via cyber warfare similar to Venezuela during Operation Absolute Resolve. JD Vance said today “They’ve got to know we’ve got the tools in our toolkit that we so far haven’t decided to use,”.

[Wall Street Hipster @WallStreetHips]

It took one month for Iran to become more powerful than OPEC (if we think allowing tolls is considered reopening the Strait), that’s what the market thought was positive news today…

[Wall Street Hipster @WallStreetHips]

Many discussing which pathways Trump will take but it’s not singular:

1) Negotiate a deal
2) Ground invasion
3) Naval escorts of the Strait
4) Unilateral pullout

He threatens allies with option 4, to do option 3. They will fail. Ultimately ends at a coalition led option 2.

[*Walter Bloomberg @DeItaone]

TRUMP: AT MY DIRECTION, UNITED STATES CENTRAL COMMAND STRUCK KHARG ISLAND

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump has rejected an offer from Russia's President Putin to move Iran's enriched uranium to Russia in a deal to end the war, per Axios.

Details include:

1. In a phone call with Trump, Putin proposed moving Iran's enriched uranium to Russia as part of a deal to end the war

2. Securing Iran's 450 kilograms of 60%-enriched uranium remains a top priority for the US

3. Trump has acknowledged for the first time that Russia is aiding Iran in the war

4. The US position is we need to see the uranium secured," a US official said

[Michael A. Gayed, CFA @leadlagreport]

FUCKED.

[Wall Street Hipster @WallStreetHips]

@maggcapital @BillAckman Bill the thrill!

[Wall Street Hipster @WallStreetHips]

Even if near-term air superiority is accomplished (unlikely), the economic threat still remains. A ground force is required, and given the leverage Iran has over the world, time won’t allow for a forced regime change.

[Wall Street Hipster @WallStreetHips]

Anchoring on Irans missile/drone capabilities, and their control of the Strait. It’s an irreducible threat with no way for the US to eliminate.
Russia likely provides the satellite feed for Iranian targeting systems. US could trade ending support for Ukraine with Russia for Iran.

[Wall Street Hipster @WallStreetHips]

Rally rally the markets name is… $SPY

#markets #economy #trading #inflation #StocksInFocus #stocks

[Wall Street Hipster @WallStreetHips]

So does this now mean “Good news is bad news”? Asking for a friend…

#inflation #stocks #StockMarket #economy #trading

[Wall Street Hipster @WallStreetHips]

Short squeeze of the century sold on the narrative of “Bad news is good news”; bought by the optimists trying to justify their losses from being long in a bear market.

#stocks #trading #inflation #economy

[Wall Street Hipster @WallStreetHips]

There’s an old trader saying “Sell in May” which refers to when institutional traders & asset managers are taking vacation, therefore not actively managing positions. Trading volumes drop & market moves appear more drastic than they really are.

#stocks #economy #trading