Christian Davis

The more man meditates upon good thoughts, the better will be his world and the world at large

[Christian Davis @david_lee_davis]

@conanpopbase Base drum way to loud. Spoiled mix and drowned out the band.

[Michael (Hedge Fund Manager) @HedgeFundFomo]

I've been analyzing the stock market for 50 years

I manage billions of dollars

and I'm an expert in macroeconomics

Here's exactly what will happen from here with the Iran situation:

I have no fucking idea

[Shanaka Anslem Perera ⚡ @shanaka86]

JUST IN: The CEO of CME Group just warned the Trump administration that intervening in oil derivatives markets would cause a “biblical disaster.” The administration’s response to the largest energy disruption in modern history is now fully visible. It has five parts. None of them work together.

Part one: threaten Iran harder. Trump posted that if Iran stops oil flowing through Hormuz, they will be hit “TWENTY TIMES HARDER.” Iran’s new Supreme Leader responded by ordering the Strait permanently closed. Brent hit $100. The threat produced the opposite of its intended effect because the man receiving it is wounded, issuing orders from a hospital bed, and commanding 31 autonomous units that interpret every American threat as confirmation they are winning.

Part two: release reserves. The Department of Energy announced 172 million barrels from the US Strategic Petroleum Reserve over 120 days. The IEA coordinated a total release of 400 million barrels across member nations. Combined: 572 million barrels. The Strait handles 20 million barrels per day. The reserves cover 28 days of full replacement. The war is 14 days old with no end in sight. The reserves are finite. The closure is not.

Part three: offer insurance. The DFC announced $20 billion in political-risk insurance for Gulf tankers. Zero confirmed VLCCs have accepted it. The seven P&I clubs that cancelled war-risk coverage have not reinstated. No private insurer will underwrite transit through a waterway the New York Times reports is mined, the President says is safe, and the Treasury Secretary says is not mined while CENTCOM destroys 16 minelayers in it. The insurance exists on paper. The mines exist on the seabed.

Part four: promise escorts. Energy Secretary Chris Wright said naval escorts are “quite likely” by end of March. The Navy confirmed it is “not ready now.” Three carrier strike groups are deployed. None is running convoy operations. The Gerald R. Ford caught fire in its laundry. A KC-135 crashed in Iraq with six crew missing. The infrastructure that would escort the tankers is itself under strain from a war the escorts would be protecting tankers from.

Part five: tell them to show guts. The President of the United States told civilian tanker crews on Fox News: “Go through the Strait and show some guts. They have no Navy, we sunk all their ships.” Seventeen merchant vessels have been attacked. The SafeSea Vishnu is burning with one dead. Mines are on the seabed. The IRGC Navy that operates the fast boats, drones, and mines was never a fleet of ships to be sunk. It is a coastline.

Meanwhile, the CME’s Terry Duffy warned that any attempt to manipulate oil derivatives would “erode investor confidence” in the commodity markets that underpin the global financial system. The administration heard the warning and backed away. It has no derivatives tool. It has no functioning insurance tool. It has no operational escort tool. It has reserves that last 28 days and threats that produce the opposite of compliance.

Bitcoin is at $71,500, up 7% for the month while gold is down 1.2%. Net ETF inflows reached $619 million in the week ending 8 March. The fixed-supply asset is outperforming the traditional inflation hedge because the market is pricing what the CME warning made explicit: the government cannot intervene in the commodity markets, the reserves are finite, the escorts are not ready, the insurance is not accepted, and the only monetary response left is fiscal spending that debases the currency the oil is priced in. Bitcoin does not transit Hormuz. It does not require a P&I club. It does not need to show guts.

The plan for the largest energy disruption in history is threats that backfire, reserves that expire, insurance nobody accepts, escorts that do not exist yet, and an invitation for civilians to risk their lives in a mined strait on the assurance of a president whose own government cannot agree on whether the mines are there.

https://t.co/eMrt5qYYst

[Christian Davis @david_lee_davis]

@Inquirys_Cs Thank you

[Christian Davis @david_lee_davis]

@Primark hello do you know if you have any stock anywhere of this? Many thanks

[Christian Davis @david_lee_davis]

@OctopusEnergy Thank you

[Christian Davis @david_lee_davis]

@OctopusEnergy We’ve recently had your solar panels installed. The first heavy rain since install last night, & we have rain coming through the roof into our bedroom. Tried calling & emailing this morning but no one picks up.

Can someone urgently contact me as it’s still raining

[Christian Davis @david_lee_davis]

@PhilMickelson It’s now obvious why you lost so much money in Vegas.

[Tara Dublin aka Winona Spyder™️ @taradublinrocks]

The official response from Tylenol is just brutal
😏

[Adam Parkhomenko @AdamParkhomenko]

The president of the United States is a fucking moron.

[Marco Foster @MarcoFoster_]

Dutch talk-show host Lubach put together an absolutely savage takedown of Disney after they bowed down to the Trump administration to take Jimmy Kimmel off the air

[🎸 Rock History 🎸 @historyrock_]

A rock band called RPJ sees a kid with a banner asking to play guitar with them. The singer asks him:

- Do you really know how to play guitar?
- Yeah!
- What's your favorite band?
- Guns N' Roses

What happens next is incredible.

[Governor Newsom Press Office @GovPressOffice]

BIG MISTAKE BY DOZY DON!!!!! SPACE COMMAND BELONGS IN SAN FRANCISCO, NOT ALABAMA (A TOTAL DISASTER OF A STATE). EVERYONE KNOWS SAN FRANCISCO IS THE FUTURE HOME OF "STAR FLEET ACADEMY" ("LIVE LONG AND PROSPER"). THAT’S BECAUSE CALIFORNIA IS #1 FOR AEROSPACE, #1 FOR TECHNOLOGY, #1 FOR AI (ARTIFICIAL INTELLIGENCE, VERY SMART PEOPLE, MUCH SMARTER THAN JD “JUST DANCE” VANCE, WHO HAS LOW IQ). SAN FRANCISCO IS THE BEST IN THE WORLD FOR ENGINEERING AND INNOVATION... ROCKETS, SOFTWARE, "THE STARTUPS.” ALABAMA’S GOVERNOR “KRAZY” KAY HAS NO IDEA WHAT IS GOING ON. JUST LIKE LITTLE HANDS, SHE IS SLOW AND BURPS A LOT. SHE HAS DONE NOTHING FOR HER PEOPLE AND MADE THE STATE VERY UNSAFE!!! A MURDER RATE 190% HIGHER THAN CALIFORNIA’S. "SPACE COMMAND" MUST BE HERE IN CALIFORNIA, THE GREATEST STATE IN AMERICA, WITH ME, THE YOUNG AND BEAUTIFUL GOVERNOR GAVIN C. NEWSOM. THE SLEEPY GOLFER IN THE WHITE HOUSE DIDN’T MOVE IT HERE. HE HAS NEWSOM DERANGEMENT SYNDROME (NDS). SAD!!! — GCN

[Christian Davis @david_lee_davis]

@gazzastreety @callum_cox98 Don’t look a day over 57

[Grimsby Town F.C. @officialgtfc]

Best of luck guys! 🙌

[Grimsby Town F.C. @officialgtfc]

A huge three points on the road! 🤩

#GTFC

[Christian Davis @david_lee_davis]

@fdarena Bands that pick the Manchester Co-op arena, which has basically killed this arena!

[Feargal Sharkey @Feargal_Sharkey]

Fancy a swim at Flamborough, Bridlington or Scarborough this afternoon? I wouldn't. 👇

[Christian Davis @david_lee_davis]

@HansMahncke Did your day care nurse not read the end of the clip to you. Trump got schooled!