At least three Oman-bound tankers are making their MEGXIT today via the Strait of Hormuz. They are the DHALKUT (9888601), laden with 2 million barrels of Saudi crude; HABRUT (9500730), laden with 2 million barrels of Emirati crude; and SOHAR LNG (9210816), laden with Emirati LNG. #OOTT #ONGT #IranWar #Tankers #Oman
🇮🇷 WAVE OF DESERTIONS IN THE IRGC SIGNALS COMING REVOLUTION
"On the 11th day of the operation, new indications are emerging of desertions within Iran’s Revolutionary Guards, according to a source close to the terror org clinging to control of Iran.
Who's out? Dror Balazada, Senior Iran Analyst reports:
- This reported wave is occurring among lower-ranking members, mainly at HQs outside Tehran.
And who's fleeing the sinking ship?
- Those with financial means are reportedly fleeing the country by land, while fear spreads inside the regime over what could happen if the government survives and cracks down on activists.
Via Channel 14’s @DBalazada on @MaggieTabibi's evening edition
BREAKING: Cardboard cutout reportedly used during allegiance ceremony for Mojtaba Khamenei — it is currently unknown why the Supreme Leader wasn't in attendance.
i hate video content more than anything
getting information from people talking is like trying to satiate yourself by eating lettuce. near zero value density.
this is an incredible imposition on the infovore's time
@jonnythakkar@the_point_mag Dear Mr. Thakkar, I am looking for your essay on Dylan's 'Visions of Johanna' - ("Visions of Infinity" I believe). It is a brilliant piece of analysis. Your website (https://t.co/CnyG0e5JiI) is no longer accessible, alas. Is there any way I could get a copy?
Kaplan says he wouldn't have hiked in March—and wouldn't do so in May, either.
To him, taking fed-funds from 4.75% to 5.25% doesn't do as much for inflation as the potential harm from overshooting because he thinks the inflation fight will be measured in years, not months.
Former Dallas Fed chief Rob Kaplan thinks we're in the early stage of banking woes.
He gave a recent interview that is striking (and I relied quite a bit in this column) because it hits different notes compared to recent Fed speak teeing up a May hike. https://t.co/TTDaMICCnR
@tracyalloway@chris_salviati@ApartmentList This is obviously a pretty crucial question for the Fed, consumers etc.
We talked about the historically large downturn at the end of 2022.
Whether multi-family rental is in for a hard landing (the @conorsen thesis)
Trends in construction and household formation
+ more
🔥 New Post: Announcing InAppBrowser - see what JavaScript commands get injected through an in-app browser
👀 TikTok, when opening any website in their app, injects tracking code that can monitor all keystrokes, including passwords, and all taps.
https://t.co/TxN1ezZX71