Bill Oh'Really🃏

no clue 🤷
fake account, obviously

[Bill Oh'Really🃏 @bill_ohreally]

@CyberSekhmet @MichaelAArouet Because people like cheap excuses blaming others.

[Bill Oh'Really🃏 @bill_ohreally]

@LumpenErnie @MichaelAArouet Why didn't the same thing happen to France then?

The € is just one small puzzle piece. Much more important in the case of Italy:

too many small firms, low specialization
too much bureaucracy
ineffective legal system
bad school/univ./apprentice system
low R&D investment
etc.

[Bill Oh'Really🃏 @bill_ohreally]

@MichaelAArouet

[Bill Oh'Really🃏 @bill_ohreally]

@MichaelAArouet Has any of this changed in a meaningful way since this FT's report from 2018?

[Bill Oh'Really🃏 @bill_ohreally]

@krassenstein Do you really want to know?

[*Walter Bloomberg @DeItaone]

CIA SAYS IRAN CAN OUTLAST HORMUZ BLOCKADE FOR MONTHS – WAPO

A confidential U.S. intelligence assessment says Iran could withstand a U.S. naval blockade of the Strait of Hormuz for 90–120 days, and possibly longer, according to multiple officials cited by The Washington Post.

The report also finds Iran still retains much of its missile and drone arsenal despite sustained U.S. and Israeli strikes, suggesting its military capacity remains significant.

While the White House claims the blockade is causing severe economic damage, the assessment concludes Tehran has enough resilience and workarounds—such as oil stockpiles and alternative smuggling routes—to avoid immediate collapse.

[The Kobeissi Letter @KobeissiLetter]

The next big question tonight:

Tons of major news outlets reported the same information ahead of President Trump's address to the nation, sending markets sharply higher.

Almost all "insider sources" signaled Trump would be "winding down" the war tonight.

What just happened?

[Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸 @jimstewartson]

I annotated it with appropriate paraphrases.

[Bill Oh'Really🃏 @bill_ohreally]

Trump tonight

$SPY $QQQ

[Bill Oh'Really🃏 @bill_ohreally]

@BlackMambaMilli @NoLimitGains lol

[Black Mamba Millionaire @BlackMambaMilli]

@NoLimitGains

[Bill Oh'Really🃏 @bill_ohreally]

@LauraLoomer @DailyMail @nieto_phillip @JDVance @netanyahu Not "his" series. They simply stream a documentary from 2024.

https://t.co/AvSCmfoM2G

[Bill Oh'Really🃏 @bill_ohreally]

@cnnbrk What exactly are the objectives, though?

[Bill Oh'Really🃏 @bill_ohreally]

@Rodol_Kovar @noamscheiber "Race war" has been the loser's anthem since the mid 1800s lol 😂

[FinancialJuice @financialjuice]

US Secretary of State Rubio: We are waiting for further clarification on who we will be talking to on Iran negotiations.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

$SPY oh hello... +3.6% in a few seconds

[Bill Oh'Really🃏 @bill_ohreally]

@MikeZaccardi uhm, why tho?

[Adam Kobeissi @TKL_Adam]

In a sudden turn of events, US 12-month inflation expectations have surged to 5.2%, the highest level since March 2023.

In just 3 weeks, markets have gone from pricing-in rate cuts to rate hikes.