Wake up!

[Ignorance, the root and stem of all evil @ivan_8848]

🚨Ukraine is Destroyed. That Nation is Finished.

🚨Iran is Victorious.

🚨Col Doug Macgregor: The NEW ORDER in the Middle East

I would turn that around and warn everyone that if he indeed does proceed, it's not the end of Iran.
It'll finish us in the Gulf.
That's absolutely certain.
But it will be the end of Israel.
And I think that privately Netanyahu is worried about that. But he doesn't know what else to do.
And the simple truth is the same for Ukraine.
Either we give them more to sustain them for another month or two, or they too will go out of existence.
And if we give them something to sustain them for another month or two, half of which will be stolen and end up in private bank accounts, they too will be destroyed.
The handwriting, as we say, is on the wall.
Ukraine is destroyed. That nation is finished.
And oh, by the way, Iran is victorious.
And a new order is going to emerge in the Middle East.
And I would tell you that over the next few months, it will be obvious that that new order consists of four powerful states, Russia, China, Iran, and Turkey

[The Hormuz Letter @HormuzLetter]

BREAKING: Thousands of Israeli troops were on maximum alert this weekend following US warnings of a pending American strike on Iran's infrastructure, only for Trump to cancel the operation at the last minute. Israeli security officials are now "extremely angry" at Trump and strongly criticize the abrupt cancellation, the second within a week, saying that unpredictable US decision making severely undermines Israeli operational planning and preparedness, per Kan.

[GBC @GBC_Press]

🚨 BREAKING:

​Mearsheimer:

"If Israel loses the war, it could launch a nuclear attack on Iran. Let there be no rogue states left in the world."

​Israel must either be disarmed or destroyed. The world cannot bear this burden.

[The Other 98% @TheOther_9]

This video was deleted from Twitter by Elon Musk.

You know what to do ‼️

[𝕊𝕡𝕣𝕚𝕟𝕥𝕖𝕣 𝕻𝕣𝕖𝕤𝕤 @SprinterPress]

Professor Marandi (Tehran):

- Piers, allow me to offer some advice. I'm not going to debate who is right or wrong – Russia or Ukraine – right now. That's not the point. I simply want to say that your media outlets have been misleading the public for two years, constantly claiming that Ukraine is winning. And then suddenly, it turns out that it is on the verge of collapse. Imposing false narratives ultimately becomes a disaster for yourselves – for the people of England, Europe, and America. Your endless wars, which are based on these false narratives and disinformation, create massive waves of refugees that are overwhelming your own countries. And all of this is happening because of your own actions.

[Bill Madden @maddenifico]

Iran and China are laughing their asses off. Remember, the Strait of Hormuz was open for business before Trump was conned by Benjamin Netanyahu — and made one of the dumbest decisions in American history to start a war of choice against Iran. Now, every day, he's literally begging other nations to help him find a way out of the mess he's created.

Throughout Europe and the world, Trump is a global laughingstock. At this point, to call Trump the WORST president in US history is just stating the obvious. In every way imaginable, the Trump presidency has been a monumental disaster of epic proportion.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's IRGC is considering launching preemptive strikes as Iranian officials are aware of Trump's political vulnerability and are looking to exploit, per WSJ.

[James Surowiecki @JamesSurowiecki]

I don't understand how this does not violate insider-trading laws. Trump is disclosing information (in this case, information about some of his future public statements as president, including statements about policy) that belongs to the US government in exchange for money. That violates his duty of trust and confidence to his employer (the govt), and is illegal.

And anyone who pays for the feed is knowingly paying for misappropriated information, which is illegal as well.

[Travis Biziorek @TravisBiziorek]

I don't want to ruin anyone's weekend but here's what I'm thinking about in terms of a potential liquidation cascade because there's a big part of me that doesn't believe this is over yet.

What if the Korean degens were simply the first act, Leopold was act number two and now we're waiting for the grand finale?

Could it be the Yen carry trade unwind?

Last week we watched two very visible, high-leverage pockets get completely cleaned out. First the Korean retail crowd... margin debt and those crazy single-stock leveraged ETFs on SK Hynix and Samsung got force-liquidated in a matter of days, taking the Kospi down 30-40% from the highs with multiple circuit breakers.

Then Leopold’s Situational Awareness, which was heavily levered into the exact same AI/memory names, hit margin calls and had to fire-sale its entire public book to Citadel.

We got the relief bounce once that forced seller was absorbed. And now everyone expects we'll just continue higher?

Honestly, that seems way too easy to me.

Meanwhile, in the background is Japan.

USDJPY just dropped roughly 4% in three trading days on what looks like coordinated intervention (Japan buying yen, possible US rate checks). That’s a pretty classic trigger for the much larger, quieter positions: the global yen carry trade.

For years people have been borrowing cheap yen to fund long risk assets, especially US tech and AI. When the yen suddenly strengthens, those positions start getting squeezed and the selling can cascade into the same names that just got hit in Korea and at Situational Awareness.

If you were around in August 2024 you probably have PTSD from this. A sharp USDJPY drop (from the 160s toward 145) lined up almost perfectly with a 10-13% Nasdaq drawdown as carry trades unwound.

The correlation between big yen moves and tech liquidations isn’t new, but it’s just been quiet for a while because the carry has been working so well.

Maybe I'm overthinking the whole thing but it's worth keeping an eye on IMO.

[kpak @kpak82]

Time for some honest mental capacity assessment of our commander in chief aka the boy who cried wolf.

He's 80. An age when average Americans are entering nursing homes and retired. An age when it's not unusual to forget and malfunction.
He's lied about things big serious things happening... at least 10-15 times in the past few months. Usually gets you fired or grounded if you are not old enough to work.
He talks with grandiosity like a 10yr old playing battle ships.

Time to consider invoking the 25th amendment.

[Iran News 24 @IRanMediaco]

🚨🇺🇸🇮🇷 Iranian official: ‘Iran has not requested Trump not to attack’

[Geiger Capital @Geiger_Capital]

Trump is now selling market-moving information to institutions and hedge funds in advance of the public for $100,000/month…

So blatantly corrupt, he deserves the coming impeachment after they lose the midterms.

[Jesse Livermore @Jesse_Livermore]

Hard to even process -- a president selling market-moving information to banks and wealthy investors in advance of everyone else, and personally pocketing hundreds of millions of dollars from it. This alone is more worthy of impeachment than 100 Watergate cover-ups.

[Arbaz kakkar @arbazkakkar5]

To the 32% still supporting Trump, you are by far the dumbest people of all time.

[JohnnyNash @JohnnyNash77]

Do not trust anything Trump says at all on Iran.

All BS…

[Mia @MiaForTrump]

🚨 NEW POLL: Nearly 80% of Americans say they feel “ashamed” of Trump.

Do you agree?
Thumbs up 👍 if you feel the same.

[The Hormuz Letter @HormuzLetter]

BREAKING: The U.S. has made a last minute peace offer to Iran through Qatar, and Iran is now reviewing it, per initial reports.

Iran is highly likely to reject the offer, which means this was another TACO.

[Jürgen Nauditt 🇩🇪🇺🇦 @jurgen_nauditt]

Trump is the biggest laughingstock and the biggest piece of scum in the entire world.

In the Netherlands, he tries to kiss Putin.

[Neil Stone @DrNeilStone]

Let's just face it

Trump's Iran strategy has descended into farce

Not good for anyone

[JohnnyNash @JohnnyNash77]

Trump cancels strikes on the Islamic Republic.

He really is looking so pathetic, all empty threats with no follow through.