highnstein

Opinions are solely my own. Libertarian & Free Market

[highnstein @highnstein_]

@MarioNawfal From Mario, ship struck outside of the Strait

[Mario Nawfal @MarioNawfal]

🚨🇮🇷 BREAKING: Iran has reportedly struck ANOTHER vessel, this one 40 nautical miles off Oman's coast.

-Reports indicate an Iranian strike on a ship well outside the strait itself, in open water off Oman

-The distance is the escalation: 40 nautical miles out is far beyond the traffic lanes, meaning ships aren't safe even in transit approaches

-It comes as night three of consecutive U.S. strikes pounds Iran's coast, aimed at exactly this capability

Source: UKMTO / Writer: Daniel

[highnstein @highnstein_]

@CarolineMu77095 @MarioNawfal

[highnstein @highnstein_]

@Longhairleeroy @MarioNawfal @CraigM_Regan @JoahSantos https://t.co/Kx1WnhDK8x

[*Walter Bloomberg @DeItaone]

U.S. STRIKES HIT KEY IRAN TRADE LINK

U.S. overnight strikes damaged Iran’s Aq Taqeh Khan railway bridge, according to Fars news agency.

The route connects Iran with China and Russia through Turkmenistan and Kazakhstan and has become increasingly important amid restrictions on Iran’s Gulf ports.

Repairs are expected to be completed quickly.

[highnstein @highnstein_]

@MarioNawfal Some shipping insurance policies required escort by US military. It’s a bit circular

[Mario Nawfal @MarioNawfal]

https://t.co/3qFWtJCQmL

[highnstein @highnstein_]

@MarioNawfal Refinery destruction in Russia has essentially turned the oil shortage into a refined products shortage. Ukraine has intentionally avoided striking oil export terminals since April 5th. Agreed, oil is far less of a concern

[highnstein @highnstein_]

Victim: reacts to officer’s surprise assault, but complies after identifying her authority

Birmingham Police:
Doubles down on their mistake, victimizing the innocent twice.

Morally speaking, the police are worse than the actual perps

[Birmingham Police @BrumPolice]

The incident has been reviewed, and we have no concerns over the officer's actions and we are satisfied that they were reasonable and proportionate in the circumstances.
We would ask that footage is not further shared to allow the legal process to take its course.

[highnstein @highnstein_]

@Josky1NOnly @mitchellvii Not how markets work. As a net importer, the situation is asymmetric. The prompt gas barrel is immediately impacted by the increase in crude for most of US. Places like Houston had pretty cheap gas as a net exporting region and prices are falling quickly in the Gulf Coast.

[highnstein @highnstein_]

@DeItaone Debasement trade always loses when inflation and higher interest rates actually show up. It’s based on forward expectations of a weaker dollar (low interest rates) not current expectations

[highnstein @highnstein_]

@pippaisright https://t.co/X2yIOF96qM

[BRITAIN IS BROKEN 🇬🇧 @BROKENBRITAIN0]

🚨UPDATE: A friend of the man who was slammed into a pole by police in Sheffield has CONFIRMED the man is alive and well 🇬🇧

Previous post has now been deleted but shame on South Yorkshire police for not releasing a statement regarding the man’s wellbeing.

[highnstein @highnstein_]

@cyrusnezakat Nice job in there. Exposed at the end that the Israeli “solution” is incredibly naive. At best Project Freedom could restore 10-15% of the original throughput using a large # of naval assets. Would they like that solution if Iran started striking Israel as an alternative to GCC?

[highnstein @highnstein_]

@MarioNawfal @cyrusnezakat

[highnstein @highnstein_]

@MarioNawfal Brian is intolerably self-righteous

[highnstein @highnstein_]

@MarioNawfal @realazadeh absolute masterclass on herding cats 😂

[highnstein @highnstein_]

@__The__H Bloomberg showing +930k in short interest, now up to 19.66MM

[Mario Nawfal @MarioNawfal]

🚨🇺🇸🇮🇱 Hold these three facts in your head at the same time, because Washington apparently can't...

Fact one:
The Pentagon reportedly raised Israel's counterintelligence threat level to "critical," the highest designation that exists.

That's the tier reserved for top adversaries like China and Russia, rating Israel above every American ally and above some of America's actual enemies.

The White House calls the reporting "false" and Israel categorically denies it, but the accounts are sourced to multiple current and former U.S. officials across two major outlets.

Fact two:
Netanyahu sent a personal letter to Rep. Marlin Stutzman endorsing a resolution to phase out U.S. military aid over a decade and replace it with what he called, in his own words, "my plan": a shift from aid to joint defense partnership spanning missile defense, AI, drones, and cyber.

Fact three:
A separate but parallel measure, Section 224 of the defense bill, would mandate structural integration: joint weapons production, linked military systems, and shared data between the two countries.

Two distinct legislative tracks, one direction: permanent entanglement with the country the Pentagon just reportedly flagged as a critical espionage threat.

Any functioning political system would treat fact one as disqualifying for facts two and three.

You do not wire your military networks into a government your own intelligence agencies say is running an "unhinged" collection campaign against your officials.

Counterintelligence 101 forbids it.

If China's leader sent a personal letter to a congressman describing his plan for U.S.-China defense integration while the Pentagon caught Chinese spyware on American officials' phones, every name attached to the bill would be under investigation by Friday.

Israel does both in the same month and gets a committee markup.

That gap is the most precise measurement we have of how compromised the system actually is.

Source: NYT, Reuters
Writer: Daniel

[highnstein @highnstein_]

@MarioNawfal @anasalhajji What alternatives does Iran have to buy more time before storage fills up? Can they flare or pump it elsewhere? Have they completely filled their floating storage?

[The Kobeissi Letter @KobeissiLetter]

The US auto loan crisis is accelerating:

The average amount owed by underwater car borrowers rose to ~$7,200 in Q1 2026, the highest on record and the 4th consecutive annual increase.

Over the last 4 years, the average amount owed by negative equity car borrowers has risen +71%.

Overall, ~30% of car buyers who traded in a vehicle in Q1 had negative equity.

This comes as pandemic-era vehicles, bought at peak prices, have lost value faster than borrowers can pay down the loans.

This compounds existing pressure on auto buyers amid elevated vehicle prices and interest rates.

Auto credit stress is spreading.