Tree

[Tree @AlexHaskell]

@TraderJonesy This is a moronic take

[Tree @AlexHaskell]

@MichaelPBento I mean you can say that, but that does not seem to be the case.

MANY opportunities to scale back in to war. Zero response. It’s summer + US military assets have been drawn down. Stocks of weapons are low. There is not going to be a return to major military operations.

[Tree @AlexHaskell]

@MichaelPBento How does it feel being wrong every day? It’s obvious you are seeking confirmation bias.

[Tree @AlexHaskell]

@gelliottmorris @nikicaga You guys suck at detecting sarcasm

[Tree @AlexHaskell]

@jbulltard1 @calvinfroedge But “fight them” is not a winnable strategy.

[Tree @AlexHaskell]

@SamanthaLaDuc Already happened no?

[Tree @AlexHaskell]

@curtismakes @Jessicalessin Anthropic is EBITDA positive

[Tree @AlexHaskell]

@RyanDetrick Of all of your stats and takes, this is clearly the dumbest.

[Tree @AlexHaskell]

@stuartbuck1 He doesn’t have children. There’s your answer.’

[Tree @AlexHaskell]

@rickjeff78 You gonna eat glass?

[Tree @AlexHaskell]

@The_RockTrading What happened to your calls for a major gap fill lower?

[Tree @AlexHaskell]

@gbrew24 You said 5 hours ago Iran wasn’t going to do anything

[Tree @AlexHaskell]

@mattyglesias Good tweet

[Tree @AlexHaskell]

@P_Remarks Does Trump control Hormuz?

[Tree @AlexHaskell]

@tbtb062 @Faytuks This is the relevant question. I don’t see how they agree to that. Maybe some goodwill openings to let friendly ships through.

[Tree @AlexHaskell]

@RHFontaine Why would Iran agree to give up its main point of leverage in exchange for…nothing? A ceasefire?

A better framing is: who can endure war longer?

One side has to be more thoroughly beaten for any agreement to be reached.

[Tree @AlexHaskell]

@DanielTNiles The outcome seems pretty binary: either Hormuz is open, or it not. Seems like Iran won’t give it up, and Trump can’t/wont take it by force. So if you’re basing your analysis on the war being over in 2-3 weeks….just don’t do that.

[Tree @AlexHaskell]

@KobeissiLetter Wow, brilliant analysis here

[Tree @AlexHaskell]

@P_Remarks Except buying/using physical oil is different than stock prices which are entirely sentiment driven.

Sentiment can change but that doesn’t affect buyers who need oil, right now.