Martín

The Times 03/Jan/2009 Chancellor on brink of second bailout for banks

[Martín @martinn14]

@eldaminato Taleb*

[Martín @martinn14]

@eldaminato Es el barbell de Talent, funcionó genial en 1987. Murió por las tasas en 0 2009 2021. Hoy está mucho mejor, pero no encontras los lotto tickets regalados que había en el 87

[Martín @martinn14]

@LukaDoncicStanD Ledecky in the 1500 free

[Martín @martinn14]

@Dohko_1990 Abandonado y dejado a la buena de Dios el long end

[Martín @martinn14]

@TrendSpider It's literally a forced liquidation executed through the primer broker dude, what are you talking about?

[Martín @martinn14]

@gluby123 @JohnGalt_is_www Esta en ambos. El stock va al balance (non marketable equity securities). Si el equity se mueve, la diferencia va al income statement como "unrealized gains/loss".

[Martín @martinn14]

@Dohko_1990 We'll have to wait until tomorrow to assess the damage and how fast they can put it back online

[Martín @martinn14]

Hawiyah gas plant on fire, looks like direct damage triggered a shutdown. Two separate plums.

[Martín @martinn14]

@DeltaVega_ Una MOC de 5B

[Martín @martinn14]

@EricBalchunas Yes, please rename to handegg

[Martín @martinn14]

@lucasllach El art dice "human shareholders may participate but are not required"

[Martín @martinn14]

@ericweinstein Bienvenido doc, nada de eso but I'm up for a beer

[Martín @martinn14]

@TheStalwart Live cattle and lean hogs work fine

[Martín @martinn14]

JCPOA was like 300 pages long and full of technicalities. The Iranians out-credentialed the US team on the science in several rounds btw. We're not getting a one pager on this matter.

[HFI Research @HFI_Research]

JCPOA under Obama took 5 years.

There is no negotiated deal here. Escalation is the only way and even then, it’s unlikely to work. Prolonged conflict should be the base case, but people still think Trump can unilaterally exit the conflict.

Takes two to TACO.

[Martín @martinn14]

@TheStalwart It holds on mkt infrastructure (60/40 portfolio, dollar dominance). It doesn't hold for prices/trends. Regarding Hormuz, it may actually work the other way around.

[Martín @martinn14]

@TheStalwart A proper game, unlike the abomination we witnessed yesterday

[Martín @martinn14]

@Big_Orrin Exported. We should have seen something on the curve if it wasnt the case

[Martín @martinn14]

@WarMonitor3 stirrups