Bobby Axelrod

Macro PM | anonymous account

[Edward Luce @EdwardGLuce]

How to lose a war in three easy steps; 1. have muddled objectives, 2, do not know thine enemy, 3, alienate your friends. My Swamp Notes with Abigail Hauslohner. https://t.co/ZaxdXGztAg

[David French @DavidAFrench]

This is an astonishing document. Not a single war aim has been achieved, but Iran receives enormous financial incentives, and even Hezbollah gets some benefits. What an absolute disaster. https://t.co/uj3990eh6q

[Bobby Axelrod @Compound_Cap]

@piersmorgan If between falling asleep in public meetings, Biden started a war with Iran, spent $100b failing, and then had to give Iran $300b to let him out of the mess - they would guillotine him on the White House lawn.

[Adam Cochran (adamscochran.eth) @adamscochran]

So the entire deal is basically:

* We pay Iran and give them everything they could have dreamed of.

* They open the Strait for only 60 days.

* We would then try and negotiate things like nuclear later… after having given up all our leverage..

Jfc it’s bad!

[NYTPitchbot @DougJBalloon]

Trump promised an unconditional surrender in Iran. Today, he delivered on that promise.

[Lord Immy Kant @KantInEastt]

Americans after paying $300 billion to Iran to reopen the Strait of Hormuz which was never closed

[Chris Perruna @cperruna]

Brunson has entered the room...

NY Legend Status

[New York Basketball @NBA_NewYork]

The Cavs and Spurs announce they will resume the Finals on Tuesday in Cleveland

The Cavs say analytically they would have won 3 games while the Spurs say the would have absolutely dominated all games except for a few mistakes

This puts the Cavs up 3-2 heading into Game 6

[Bobby Axelrod @Compound_Cap]

Snatching defeat from the jaws of disaster 😭

[Yaroslav Trofimov @yarotrof]

Iran’s Mehr news agency publishes the purported text of the draft agreement with Trump. It will keep the Strait of Hormuz under Iranian control, will promise Iran $300 billion in reconstruction money in addition to an immediate cash transfer of $24 billion, a suspension of sanctions and the withdrawal of U.S. forces from the Middle East. Also, a commitment not to bother Iran again about its missiles and proxies, and restraining Israel in Lebanon.
The U.S. gets in exchange a pinky promise to respect the NPT.
Let’s see what happens in coming days.
Link: https://t.co/MFCRLUCHDw
Full text:

A permanent and immediate cessation of war on all fronts, including Lebanon.
A U.S. commitment not to interfere in Iran’s internal affairs and to respect the sovereignty of the Islamic Republic of Iran.
Full lifting of the naval blockade within 30 days.
A U.S. commitment to withdraw its forces from areas surrounding Iran.
Reopening of the Strait of Hormuz within 30 days under arrangements determined by Iran.
Suspension of sanctions on the sale of oil, petrochemical products, and related derivatives, along with full Iranian access to the resulting financial revenues.
The United States and its allies would be required to present reconstruction plans for Iran worth at least $300 billion.
A 60-day negotiation period aimed at reaching a final agreement covering nuclear issues and the complete removal of U.S. primary and secondary sanctions, as well as the repeal of relevant resolutions of the UN Security Council and the IAEA Board of Governors.
Reaffirmation by Iran of its commitment under the Nuclear Non-Proliferation Treaty (NPT) not to produce nuclear weapons.
During the negotiation period, the United States would commit not to deploy additional forces to the region and not to impose any new sanctions.
The release of $24 billion in frozen Iranian assets during the 60-day final negotiation period. Half of this amount must be made available to Iran before negotiations begin.
Establishment of a monitoring mechanism to oversee implementation of the agreement.
The final agreement would be approved through a UN Security Council resolution.
Final negotiations would not begin before the release of half of Iran’s frozen assets, the suspension of oil sanctions, and the lifting of the naval blockade. The final agreement would focus exclusively on the future of enriched nuclear material and uranium enrichment, sanctions relief, and a program for rebuilding Iran’s economy. Discussion of Iran’s missile program and its support for resistance groups would be definitively excluded from the agenda.

As stated by the Foreign Ministry spokesperson, this text still requires review and final approval by the relevant authorities in Iran.

[Knicks Stats @NY_Knicks_Stats]

NBA teams record when trailing by 20+ points in the fourth quarter of playoff game, since 1997

2026 Knicks: 2-0
Rest of NBA: 3-750

[Knicks Stats @NY_Knicks_Stats]

The 29-point comeback is also the Knicks largest comeback in the play-by-play era (regular season or playoffs)

Prior to tonight, they were 0-146 when trailing by 29+ at any point in a game.

[Tom Bonier @tbonier]

I'm not sure what we can do to prepare for this, but given the amount of noise the MAGA echochamber is creating, claiming fraud because they lost an election in an overwhelming Democratic stronghold, we aren't remotely ready for what they'll do when they lose in November.

[Bobby Axelrod @Compound_Cap]

@ShamsCharania Despicable

[Bobby Axelrod @Compound_Cap]

@IanBegley Is there anything the Knicks can do about this, like file a complaint with the NBA? This was egregious and needs to change for Game 3

[Dan Primack @danprimack]

This is basically the Bernie proposal. Really never expected that electing Trump would push U.S. govt so far toward actual socialism (not even a judgment call -- just surprise).

[Kris Pursiainen @krispursiainen]

Knicks win 105-95, take a 1-0 lead in the NBA Finals.

It’s a shame Jalen Brunson isn’t taller. They probably would’ve won, for real, if he was.

[Bobby Axelrod @Compound_Cap]

@Ike_Saul Pulse check on Matt Taibbi

[Bobby Axelrod @Compound_Cap]

@agingroy @PatrickHeizer Think NAMS’ drug is super exciting

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

The chuds were wrong about mRNA.

It's magic.

[Tim Bontemps @TimBontemps]

The Knicks have now outscored their opponents by 262 points across the last 11 games.

That is the best point differential across 11 games in NBA history, regardless of whether it is regular or postseason play.

What an incredible month it has been in New York.