James

[Anas Alhajji @anasalhajji]

🔴Will the Strait of Hormuz reopen this year?

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran threatens the US with "complete and absolute closure of the Strait of Hormuz," following tonight’s US attacks warning it will now be "fully responsible for the consequences" on oil and gas exports, per Fars.

With this closure and global oil inventories now weeks away from hitting historic lows after IEA nations drew down strategic reserves faster than at any point in history, $200+ oil is imminent.

[북극성 @PolarisLog]

엘지가 문제 있는 이유

[TESLLIKE @Tesllike]

박종훈의 지식한방 요약

코스피 8,800인데 외국인은 올해만 103조 팔고 나갔음
왜 이게 가능했냐
1.국민연금이 38년 지킨 리밸런싱 원칙 깨고 국내 주식 비중 14%→추정 30%까지 올림
2.금액으로 약 555조, 외국인 물량 통째로 받아낸 것
3.근데 이 결정 회의록을 2030년까지 봉인

부작용은 이미 나오는 중
1.환율 1,550원 돌파 (주식 판 외국인이 달러로 바꿔 나감)
2.국고채 금리 4.2% 돌파 (연금이 채권 안 사니까)
3.대출금리 상승 → 내수 박살

착각하면 안 되는 것
1.국민연금 덩치가 워낙 커서 팔면 바로 폭락 → 평가이익이지 실현이익 아님
2.내수 망하면 기업 실적 악화 → 결국 증시 악재로 돌아옴
3.정책으로 떠받친 지수는 정책이 버티지 못하는 순간 무너짐

지금 봐야 할 지표
1.외국인 매도 지속 여부
2.5년·10년 국고채 금리
3.2개월마다 나오는 국민연금 주식 비중
#국민연금 #코스피 #환율 #국고채 #한국경제

[zerohedge @zerohedge]

Korea on Monday will be a bundle of joy

[First Squawk @FirstSquawk]

TASNIM CLAIMS SMOKE SEEN NEAR U.S. FIFTH FLEET HEADQUARTERS IN BAHRAIN

[First Squawk @FirstSquawk]

IRAN THREATENS FULL STRAIT OF HORMUZ SHUTDOWN AFTER MISSILE ATTACKS ON U.S. BASES

#BREAKING

[James @_silver_boy89]

@andrepaltry No it's just a love tap

[James @_silver_boy89]

@andrepaltry 🤣

[Pentagon Pizza Report @PenPizzaReport]

Nighthawk Brewery & Pizza and Extreme Pizza, two of the closest pizzerias to the Pentagon, are reporting above average traffic.

Freddies Beach Bar, the closest gay bar to the Pentagon, is reporting very low traffic compared to usual.

As of 10:12pm ET

[James @_silver_boy89]

@Paulgas9 @ZmansEnrgyBrain I dont see demand destruction yet, while huge supply loss persisting..?

[James @_silver_boy89]

@Paulgas9 Are you with this comment?

[James @_silver_boy89]

@cap_zay Crude?

[HFI Research @HFI_Research]

Market closed ✅

War on ✅

[The Hormuz Letter @HormuzLetter]

BREAKING: US strikes hit Iran's Sirik Naval Base and radar sites in Goruk and Qeshm Island in the Strait of Hormuz, per CENTCOM.

Iran previously warned the disproportionate response to any new US strikes would be "1.5x harder" and "completely different and heavier."

[James @_silver_boy89]

@NoncePutin @zerohedge Hahaha

[James @_silver_boy89]

@LiveSquawk @DiveBomb321 @andrepaltry Pakis, Barak Raivd, Trump and now Livesquak..

[James @_silver_boy89]

@mandate2049 @yegornaut