Denise Eskildson

🐦🦝🐝🐰Desert dweller, enjoy wildlife, desert flora and fauna

[Investment Wisdom @InvestingCanons]

Warren Buffett:

"The secret to life is weak competition…"

"'How do you beat Bobby Fischer?' You play him at any game except chess."

[𐌁𐌉Ᏽ 𐌕𐌉𐌌𐌉 @OrevaZSN]

Corn uses more water than data centers.”

Yeah, corn is one of the most important commodities in our economy. It’s a versatile crop that feeds humans and livestock, forms the backbone of farming, and creates jobs. Corn is important. AI is not.

[😱 Scary Larry 😱 🇺🇦✊🏻🇺🇸🗽 @aintscarylarry]

Our military just got merged with Israel’s and it was barely a blip on the news radar. That’s how fucked up everything is.

[Ginny Robinson @ImGinnyRobinson]

I wonder what percentage of people are actually smart enough to know how bad this all is.

[Denise Eskildson @DPValley]

Coffee and Conversation

[Blue Georgia @BlueGeorgia]

Susan Rice absolutely schools Bill Maher on Iran.

[Furkan Gözükara @FurkanGozukara]

🚨 DISGUSTING: Brave Rep. Ro Khanna confirms Benjamin Netanyahu literally wrote Section 224 of the US defense bill. The Zionist regime is directly dictating American laws.

Washington bypasses Congress to secretly fuse foreign aid into the Pentagon. Total coup!

[GBX @GBX_Press]

Roger Waters, Pink Floyd co-founder:
"I'm ready to admit I break down in tears every morning for Gaza."
"Because I'm 80 years old — and I've never witnessed the genocide of an entire people before my eyes every single day." 🎸🇵🇸💔🔥

[Future Forecasting Group @TheOfficial_FFG]

The target was supposed to be a boring conference.

Instead, the viewers described:
- war prep
- disclosure
- financial panic
- propaganda
- governments scrambling behind closed doors

Either this is noise…
or something huge is coming.

[Murray Rothbard @MurraySuggests]

The Iranian navy, which has been destroyed eight times, has apparently closed the Strait of Hormuz again, because the United States, for the seventh time, won the war that wasn’t a war, so now the United States has to open the Strait of Hormuz that was already open before the not-war began.

The not-war began because Iran had uranium that was totally, completely, beautifully obliterated, so they can’t build the nuclear bomb they weren’t building, which is why the United States had to start the not-war it definitely didn’t start.

Now the United States, which has nuclear weapons, is threatening to use nuclear weapons to stop Iran from getting nuclear weapons, because nuclear weapons are far too dangerous for countries with nuclear weapons to allow other countries to have.

If the United States saw the United States doing what the United States does in other countries, the United States would invade the United States to liberate the United States from the tyranny of the United States.

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[Denise Eskildson @DPValley]

Peace

[AriannadaTodi @AriannadaTodi]

Oggi è la giornata mondiale dei gatti medievali brutti.

[Art Berman @aeberman12]

All Iran peace deals are dead-on-arrival because they don't meet Iran's core requirement for regime survival.

Most analysts and Western observers assume that Iran wants peace. That may be true at an abstract level, but it misses a crucial point: the Islamic Republic's political and ideological identity is rooted in resistance to what it sees as imperial domination by the existing world order. 

That breaks the US model for peace (whether Trump and his team understand this or not).

Israel is unlikely to sign a binding non-aggression pact. Even if the U.S. made such a commitment, any agreement would be subject to reversal by a future president. From Tehran's perspective, this is a historical truth.

As a result, Iran's objective may not be to eliminate the risk of attack but to maintain enough leverage so that attacking Iran remains prohibitively costly. Some version of control over the Strait of Hormuz is that leverage.

That means that Iran is unlikely to relinquish its Hormuz leverage. If that's true, most of the deals currently imagined in Washington, Jerusalem, and the media are dead on arrival. 

That suggests no durable deal is possible without a commitment to long-term peace and security negotiations that address the underlying relationship—not just the immediate crisis. 

That has a low probability of even happening much less succeeding. But it would at least move the discussion in the right direction by acknowledging the uncomfortable reality: there is no obvious near-term, conventional resolution.

#Iran #IranDeal #WhatDoesIranWant #Hormuz #Geopolitics #Statecraft #MiddleEast #Negotiations

[Douglas Macgregor @DougAMacgregor]

BREAKING: Reports surfacing of multiple strategic US Air Force assets circling the Gulf region.

[Denise Eskildson @DPValley]

Bitcoin Centers are already in Iceland for cooling. We have so many tech things like data centers. Bitcoin mines and social media

[Art Berman @aeberman12]

The Hormuz crisis is serious. But this isn't 1973, writes @DanielYergin

Today's world has shale, LNG, strategic reserves, bypass pipelines & far more diversified supply.

Markets have learned how to absorb shocks.

That may explain why comparative inventory data isn't confirming the most extreme "tank bottom" forecasts.

#OilMarkets #WTI #Hormuz #EnergySecurity #CrudeOil #EnergyMarkets #OilPrices #InventoryData #DanielYergin #Geopolitics

https://t.co/swIXDhmR1R