جاد Jad

Nuclear energy, eastern mediterranean politics, football, metals, etc.

[جاد Jad @jadmansour]

@Dan1763 @BarakRavid @jaketapper Investigate and Deny Forces

[جاد Jad @jadmansour]

@YLackstein @khalilyousef7 @BarakRavid You are happily heading into the garbage of history, please continue!

[asad abukhalil أسعد أبو خليل @asadabukhalil]

Somebody needs to explain to us how Iran, by insisting on a ceasefire in Lebanon, is using Lebanon as a bargaining chip. It seems to me that its disregard of Lebanon would be far more beneficial to it. Iran is using its leverage to boost the posture of Lebanon, not the other way

[El Reconqristador ابو شربل 🇲🇽 @crawlings13]

While one Maronite is making a mockery of his country on CNN, another is building the future. Good luck, batal.

[جاد Jad @jadmansour]

@Hanzpal2 ان شاء الله بلّي فيا

[Hanzala @Hanzpal2]

دبّابة إسرائيلية مشتعلة محيط قلعة الشقيف

[RT @RT_com]

IRAQ football STAR Aymen Hussein INTERROGATED for 7 HOURS

Held and questioned before being allowed into US for World Cup

‘Why America hosting World Cup if so hostile to foreign nationals?’

[Barak Ravid @BarakRavid]

Over the last 24 hours:
1. IDF soldier shot an killed a 7 months old Palestinian baby in Hebron
2. IDF kills a senior Lebanese military officer and two other Lebanese soldiers in an air strike in southern Lebanon
3. Israeli Settlers aided by at least one IDF soldier (see video) conduct a Pogrom in the Palestinian village of Huwara. 9 Palestinians wounded

[Jeffrey Currie 🆔++ @CommodMkt]

The HAGO regime is dead.

This trade has a name. Josh Brown gave it one. HALO — Heavy Assets, Low Obsolescence.

Great acronym. Wrong thesis.

This is not an AI-disruption story. It's a deglobalization story. HALO is better read as Hard Assets, Local Operations.

The 2000s super cycle was HAGO — Hard Assets, Global Operations. China assembling, Russia piping, dollars recycling, everything moving across borders frictionlessly.

That regime is dead. This one is HALO. And we are already deep into it.

5/10

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[جاد Jad @jadmansour]

@taraisredacted Why is sobbeys there?

[Steve Sweeney @SweeneySteve]

At least 6 people have been killed and more wounded in an I$raeli strike on a building in Saksakiyeh, southern Lebanon.

There is no ceasefire.

[الجيش اللبناني @LebarmyOfficial]

بتاريخ ٦ / ٦ / ٢٠٢٦، استهدفت غارة عدوانية همجية إسرائيلية آلية عسكرية على طريق كفرتبنيت - الخردلي (النبطية)، أدت إلى استشهاد ضابطيَن، برتبتَي عميد ونقيب، وجندي.
إنّ استمرار العدوان الإسرائيلي الوحشي المتعمد والمتكرر على لبنان وشعبه وعلى الجيش، يزيدنا صلابةً وإيمانًا وعزمًا على التصدي لهذه المحاولات العدوانية، الهادفة إلى إفشال جميع المساعي للوصول إلى حل يتيح إعادة الاستقرار، ووقف إطلاق النار الشامل، والانسحاب الإسرائيلي من الأراضي اللبنانية المحتلة.
#الجيش_اللبناني #LebaneseArmy
https://t.co/cDPGV4okMg

[barry with the NED @bonzerbarry]

Impact at the 5th Fleet Headquarters

[James J. Zogby @jjz1600]

All 3 of Netanyahu’s main opponents in the next election condemned him for surrendering to the US & agreeing to a “ceasefire” in Lebanon. They say he sold out & became a “vassal state” of the US. So if you’re thinking getting rid of Netanyahu makes Israel better - think again

[جاد Jad @jadmansour]

@calvinfroedge Thoughts on Vale?

[Faytuks Network @FaytuksNetwork]

CENTCOM says it intercepted four attack drones and conducted strikes against radar sites along Iran's coast.

[Arya Yadeghaar (Backup) @AryJeayBackup]

❗️BREAKING: A secret that everyone knew, has been exposed and unveiled by CNN.

Israel established a secret base inside of Azerbaijan.

• The secret base includes dozens of Mossad agents, special OP troops, elite heliborne troops, etc.

• The base functioned as both an intelligence base with special hardware and devices & as a drone operations base.

• Israel used Azerbaijan to assassinate Rahman Moghaddam, an IRGC figure within the intelligence division (with drones) — 1 day after the assassination Iran launched drones at Nakhchivan’s airport (which Iran denied responsibility).

• Azerbaijan also hosted secret meetings between ‘Israel’ & Syria

[Gabi 🇮🇹🇪🇦🐊 @gabriel__gjn]

Elseid Hysaj qui a célébré le scudetto de Naples en chantant des chants antifascistes et qui maintenant baffe un israélien qui prend la confiance j'ai un nouveau joueur préféré

[جاد Jad @jadmansour]

Someone threw their shoes at the israelis 😂

[DD Geopolitics @DD_Geopolitics]

🇦🇱🇮🇱 Albanian fans pelted Israeli players with trash and curses during the recent International "Friendly" match.

Tensions over the genocide in Gaza and Lebanon and the Kushner land grab are rapidly growing.