David Ram

Orthodox Jew. Living in Israel. Key twitter interests include macroeconomics, solar energy, israeli politics, US politics, growth investing

[David Ram @davidram]

@yaronbrook @YouTube isnt in our self interest to live in a society that has a safety net for fellow citizens?

[David Ram @davidram]

@johnkonrad thoughtful and interesting. But the one critical country you didn't mention for some reason - Russia. this dramatically helps Russia. and forces perhaps the EU to capitulate to Russian demands, no?

[Hen Mazzig @HenMazzig]

Israelis in Spain report frozen bank accounts amid new royal decree “against the genocide in Gaza.”

Spain’s Banco Sabadell is facing accusations of discriminatory treatment after demanding that all its Israeli clients sign declarations confirming they have no business ties to Israeli settlements.

The forms require transaction details, addresses, an end-user information, and a written confirmation that products “do not originate from Israeli settlements in the occupied Palestinian territories.”

A Sabadell representative said that activity has been restricted and that every payment now requires approval from the bank’s compliance department.

Several companies have received warnings that funds from Israel will not be released unless the declarations are submitted, effectively freezing accounts and leaving clients unable to access their own money.

Critics argue that the bank is applying the royal decree too aggressively, noting that it officially obliges only Spanish companies, not their clients, to confirm compliance.

Do you think Spain applies the same rules to Lebanese businesses with ties to Hezbollah or Iranian companies linked to Tehran, or is this once again the privilege of the Jews?

At this point, “Spain, antisemitic since 1492” should be the country’s new slogan.

[David Ram @davidram]

@rothmar @havivrettiggur Powerful post

[David Ram @davidram]

This is a worthwhile read on Qatar investing in US influence vs. Israel and others. https://t.co/AspZw19fj4

[David Ram @davidram]

Check out my latest article: Goldrock Semi-Annual Letter: Sukkot 5786 / October 2025 https://t.co/Jzmvl0vCQe via @LinkedIn

[David Ram @davidram]

@Go_Rozen

[David Ram @davidram]

One of our better podcast interviews-I had the pleasure of speaking with Adam Rozencwajg of Goehring & Rozencwajg Associates-one of the most insightful and articulate voices on global commodity markets-about where we are in the natural resources cycle. https://t.co/suos4pfNV5

[Michael Oren @DrMichaelOren]

The European Union, together with the governments of Canada, Great Britain, and the Netherlands, has called for the immediate deescalation of the fighting between Israel and Iran. One has to wonder what perverse moral universe they inhabit.

Since its violent takeover of Iran in 1979, the Islamic Republic has called not only for Israel’s destruction but for the annihilation of America and the overthrow of the West. It became the world’s foremost state sponsor of terror, responsible for many hundreds of deaths on multiple continents. It has supplied Russia with the drones and missiles that have killed thousands of Ukrainians. It has financed and trained Hamas and Hezbollah, responsible for the current calamitous war in the Middle East, and backed the Houthis in their campaign to devastate international shipping. It enabled the Assad regime to massacre a half a million Syrians all the while brutally oppressing the Iranian people, especially women, homosexuals, and ethnic minorities. Throughout, the Ayatollahs have routinely lied about their nuclear program and have now amassed enough enriched uranium to make nine atomic bombs.

The world now has the opportunity to end Iran’s record of torture, decimation, and bloodshed. Thanks to Israel’s courage, the Middle East may see an unprecedented era of peace.

Shame on the EU and lame-minded governments for seeking to save the Iranian regime from the punishment it deserves and enabling it to once again threaten humanity. Their universe is deeply perverted indeed.

[David Ram @davidram]

@elonmusk If @elonmusk is quoting Milton Friedman at the beginning of Trump's headline policy implementation...Elon is not gonna last long! I only wish @realDonaldTrump knew or appreciated Milton F.

[David Ram @davidram]

Washington Post Gives Entire Staff Day Off To Mourn Loss Of Hamas Leader https://t.co/1xdi22CSzY via @TheBabylonBee

[Jared Kushner @jaredkushner]

September 27th is the most important day in the Middle East since the Abraham Accords breakthrough.

I have spent countless hours studying Hezbollah and there is not an expert on earth who thought that what Israel has done to decapitate and degrade them was possible.

This is significant because Iran is now fully exposed. The reason why their nuclear facilities have not been destroyed, despite weak air defense systems, is because Hezbollah has been a loaded gun pointed at Israel. Iran spent the last forty years building this capability as its deterrent.

President Trump would often say, “Iran has never won a war but never lost a negotiation.” The Islamic Republic’s regime is much tougher when risking Hamas, Hezbollah, Syrian and Houthi lives than when risking their own. Their foolish efforts to assassinate President Trump and hack his campaign reek of desperation and are hardening a large coalition against them.

Iranian leadership is stuck in the old Middle East, while their neighbors in the GCC are sprinting toward the future by investing in their populations and infrastructure. They are becoming dynamic magnets for talent and investment while Iran falls further behind. As the Iranian proxies and threats dissipate, regional security and prosperity will rise for Christians, Muslims and Jews alike.

Israel now finds itself with the threat from Gaza mostly neutralized and the opportunity to neutralize Hezbollah in the north. It’s unfortunate how we got here but maybe there can be a silver lining in the end.

Anyone who has been calling for a ceasefire in the North is wrong. There is no going back for Israel. They cannot afford now to not finish the job and completely dismantle the arsenal that has been aimed at them. They will never get another chance.

After the brilliant, rapid-fire tactical successes of the pagers, radios, and targeting of leadership, Hezbollah’s massive weapon cache is unguarded and unmanned. Most of Hezbollah fighters are hiding in their tunnels. Anyone still around was not important enough to carry a pager or be invited to a leadership meeting. Iran is reeling, as well, insecure and unsure how deeply its own intelligence has been penetrated. Failing to take full advantage of this opportunity to neutralize the threat is irresponsible.

I have been hearing some amazing stories about how Israel has been collecting intelligence over the past 10 months with some brilliant technology and crowdsourcing initiatives.

But today, with the confirmed killing of Nasrallah and at least 16 top commanders eliminated in just nine days, was the first day I started thinking about a Middle East without Iran’s fully loaded arsenal aimed at Israel. So many more positive outcomes are possible.

This is a moment to stand behind the peace-seeking nation of Israel and the large portion of the Lebanese who have been plagued by Hezbollah and who want to return to the times when their country was thriving, and Beirut a cosmopolitan city. The main issue between Lebanon and Israel is Iran; otherwise there is a lot of benefit for the people of both countries from working together.

The right move now for America would be to tell Israel to finish the job. It’s long overdue. And it’s not only Israel’s fight.

More than 40 years ago, Hezbollah killed 241 US military personnel, including 220 Marines. That remains the single deadliest day for the U.S. Marine Corps since the Battle of Iwo Jima. Later that same day, Hezbollah killed 58 French paratroopers.

And now, over the past six weeks or so, Israel has eliminated as many terrorists on the US list of wanted terrorists as the US has done in the last 20 years. Including Ibrahim Aqil, the leader of Hezbollah’s Islamic Jihad Organization who masterminded the 1983 killing of those Marines.

[David Ram @davidram]

@goldman1007 7) In short, both sides are bad choices, but if Israel and the American Jewish communities are a top priority for you in the short term – Trump seems to be the obvious choice.

[David Ram @davidram]

@goldman1007 6) While the GOP and its conspiracy nuts are socially marginalized and thus have limited power and influence. Even if Trump is president that seems to be the case. And the good news is that we have four years of proof.

[David Ram @davidram]

@goldman1007 5) But it cannot be overlooked that the DEMs have dramatically more institutional power and control in American society. Including universities, media, Hollywood – most of the thought leadership.

[David Ram @davidram]

@goldman1007 4) And the GOP pushes institutional distrust and conspiracy theories, where the Jews are typically the central villain.

[David Ram @davidram]

@goldman1007 3) This year and probably for the past 20 years, the choice between those two has been difficult. The DEMs overtly back Islamist ideas and groups, while saving its criticism for its allies like Israel.

[David Ram @davidram]

@goldman1007 2) As the powers and influence of the President has increased at the expense of the congress (at the hands of the cowards in congress over the past number of decades).

[David Ram @davidram]

@goldman1007 1) Unfortunately, arguably the greatest governmental system in world history (the USA republic) seems to always be a binary choice between two people.

[MEMRI @MEMRIReports]

Palestinian President Mahmoud Abbas Prays for the Soul of the "Martyr" Ismail Haniyeh in a Speech before the Turkish Parliament, Adds: America is the Plague, and the Plague Is America; I Will Go to the Gaza Strip and from There to Jerusalem; We are Implementing Shari'aLaw - Victory or Martyrdom