Kool-aid McKenzie

I'm bored 😴

[Kool-aid McKenzie @iuubob]

@Fullcarry ISR struck Iran despite Don's conversation with Bibi

[Blake Morrow @PipCzar]

Scammer Below.

I don't use whatsapp or discord for anything. Too many of these fakers running around those platforms.

These people are worse than nameless faceless trolls.

[Kool-aid McKenzie @iuubob]

I'll have some of what he's having.

[OSINTtechnical @Osinttechnical]

Trump to the NY Post on the ongoing situation in the Middle East:

“Things are going very well.”

[Kool-aid McKenzie @iuubob]

Have the BIGs called everyone back to the desks tonight, or are they, eh.

[Kool-aid McKenzie @iuubob]

Kinda sums up the current mileau.

[Danny (Dennis) Citrinowicz ,داني سيترينوفيتش @citrinowicz]

אירועי השעה האחרונה ממחישים עד כמה המערכה האחרונה מול איראן היא ככישלון אסטרטגי מהדהד. ישראל ניצבת כעת בפני דילמה קשה: להגיב ולהסתכן בעימות חזיתי עם נשיא ארצות הברית, או להימנע מתגובה ולאפשר לאיראן לקבע משוואה חדשה שתצמצם משמעותית את חופש הפעולה הישראלי מול חזבאללה בעתיד.

חשוב מכך, ההתפתחויות האחרונות ממחישות כי למרות שתי מערכות צבאיות מול טהראן, איראן רחוקה מלהיות מורתעת. להפך. ההנהגה האיראנית משדרת ביטחון עצמי גבוה ביכולותיה, ובעיקר משוכנעת שאין כיום איום אמין — לא מצד ישראל ולא מצד ארצות הברית, שיכול לכפות עליה שינוי מהותי במדיניותה.

במקביל, הנשיא טראמפ ניצב בפני מציאות אסטרטגית בעייתית במיוחד. האפשרויות העומדות בפניו אינן טובות, והוא נראה כמי שמעדיף להגיע להסכם עם איראן כמעט בכל מחיר על פני הידרדרות לעימות אזורי רחב יותר.

בסופו של דבר, זהו המחיר של מערכה שהניבה הישגים טקטיים מרשימים, אך לא הצליחה להשיג את יעדה האסטרטגי המרכזי: הפלת המשטר. במקום זאת, ישראל מוצאת את עצמה עם פחות חופש פעולה, איראן עם יותר ביטחון עצמי, וארצות הברית עם רצון גובר לסיים את המשבר באמצעות הסדרה מדינית.

[Kool-aid McKenzie @iuubob]

Self-deception is a helluva drug.

[Kool-aid McKenzie @iuubob]

@jedimarkus77 Such a great series

[Kool-aid McKenzie @iuubob]

@Super70sSports Did you see any White Squirrels?

[Kool-aid McKenzie @iuubob]

they'r gonna keep pressing Don . . .

[Barak Ravid @BarakRavid]

An Israeli official told me Israel is going to retaliate to the Iranian attack

[Kool-aid McKenzie @iuubob]

Sounds optimistic, should have a deal "very soon."

[Danny (Dennis) Citrinowicz ,داني سيترينوفيتش @citrinowicz]

Returning back to war?

From Tehran's perspective, the United States and Israel are pursuing a coordinated strategy aimed at weakening both Iran and the broader Axis of Resistance.

This perception, combined with President Trump's continued insistence that no meaningful economic relief will be granted to Iran, reinforces the Iranian leadership's belief that it must take action rather than remain passive.

This dynamic is closely linked to a simple reality: as long as there is no agreement between Washington and Tehran, spoilers on all sides will continue to drive escalation.

The absence of an agreement means there is no sustainable status quo to preserve. Given the profound gaps between the Iranian and American positions on key issues, including uranium enrichment and the future of regional proxy networks, the potential for escalation can only be contained for so long.

If President Trump genuinely seeks a deal with Iran, he will need to create diplomatic space for negotiations. That would require pressuring Israel to halt its military operations in Lebanon and approving at least limited economic relief during the initial phase of negotiations. Without such steps, the likelihood of dangerous escalation remains significantly higher than the prospects for a negotiated settlement.

Above all, it is increasingly clear that Iran is far from being deterred. In fact, the opposite appears to be true. After 39 days of conflict, Tehran is behaving as though it emerged from the confrontation in a stronger strategic position. Rather than projecting caution or restraint, Iranian leaders continue to signal confidence, emphasizing their resilience, their ability to absorb pressure, and their determination to maintain their regional posture.
Whether this perception reflects reality is almost beside the point. What matters is that Iran does not appear to view itself as a defeated or intimidated actor. As long as Tehran believes it can withstand military, economic, and political pressure, the prospects for coercing major concessions through pressure alone remain limited. This reality increases the risk of further escalation and complicates efforts to reach a diplomatic settlement.

The coming hours are likely to be critical in determining whether the current escalation can be contained. With tensions running high and all sides seeking to shape perceptions of deterrence and resolve, the risk of miscalculation remains significant. Decisions made in the immediate future both in Tehran and Washington / Jerusalem, as well as by regional actors, could determine whether the crisis moves toward de-escalation or enters a far more dangerous phase.

#IranWar‌

[Kool-aid McKenzie @iuubob]

I'm sated, let's open dis market, just finished Ahi Tuna Ceviche withfresh Georgia Peach and Burrata Salad, I'm ready to rock LOL.

#Lezzgo

[Kool-aid McKenzie @iuubob]

I can certainly understand a man of 80 with a screwed up sleep cycle nodding off, but that is not the problem. It's because he naps duing press events the HE CALLS. I don't care if you're a big supporter, it at least shows terrible judgement. Especially after happening multiple times. Is there NO ONE that can tell him that such events aren't optimal for him (no there aren't).

[Kool-aid McKenzie @iuubob]

This is beyond clownish, #ChinaDealWritLarge

Trump Says Iran Has Made a ‘Big’ Nuclear Promise. It Isn’t New. https://t.co/HsNVgWE5W8

[Ricardo @R1chardMaur1ce]

3 minutes of pure joy!

Let me be clear: @Crowded_Mkt_Rpt doesn't name or point fingers to any one in particular. He's calling out the grifters out there in a general way.

I love this clip because it applies to one charlatan I've been calling out for years now: @GarethSoloway, a master of keeping his losing trades open forever (and hiding them) and closing his winners real fast to get that PnL stamp.

And as always with Jason, you get a wisdom bomb, this time quoting Seykota: “Win or lose, everybody gets what they want out of the market.”

MUST WATCH CLIP

https://t.co/Hoy2AgYRLY

[Kool-aid McKenzie @iuubob]

The changing nature of war . . .good piece

https://t.co/9mjCj2d6Yr

[Kool-aid McKenzie @iuubob]

My all time favortite, guy's with these bumperstockers always picked you up when hitchhiking. Yes kids in the olden times people did hitchhike.

[Super 70s Sports @Super70sSports]

Before Uber we got there however we could.

👉 https://t.co/wU8BTuqkYV

[Kool-aid McKenzie @iuubob]

WTF is this.

[Polymarket @Polymarket]

JUST IN: Trump announces he will meet with AI leaders next week to discuss possible U.S. government investment in their companies.

[Kool-aid McKenzie @iuubob]

Holy schmokes!

[Kool-aid McKenzie @iuubob]

Might have considered that before your Iranian adventure.

https://t.co/cS7jAFyBWY

[Kool-aid McKenzie @iuubob]

@Super70sSports Maybe not the most underrated, but certainly underappreciated.