Melvin Kian

I built and sold an AI consulting firm from scratch. Now a macro-aware value investor.

[Melvin Kian @melvinkian]

🛢️📈Washington cannot tolerate a major oil spike.

Not because oil itself is too expensive.

Because oil-driven inflation forces the market and the fed to price higher rates, higher long yields, and higher refinancing costs across the entire system.

[Melvin Kian @melvinkian]

Strategic Assessment: Iran’s strategic patience has failed. The US has used the time to work on an Iraq coup, and building Lebanon army + Syria against Hezbollah. US has remained below threshold and hasn’t given Iran a clear legitimacy to restart kinetic action.

[Virupaksha Swamy @swamy95000]

The largest oil short squeeze is about to unfold.

[Melvin Kian @melvinkian]

Look at Araghchi’s body language…

[Mario Nawfal @MarioNawfal]

🇮🇷🇮🇶 Iran's FM Abbas Araghchi touched down in Iraq to meet with his counterpart and Iraq's President and PM after the U.S conducted airstrikes on southern Iran

First stop though, was at the memorial site near Baghdad Airport for IRGC General Qassem Soleimani and Abu Mahdi al-Muhandis who were both killed in a U.S airstrike in 2020

His arrival also comes hours after Iraqi PM Ali al-Zaidi launched a massive crackdown on corruption targeting politicians and oil industry executives.

Writer: Ian

[Carolina Lion @CarolinaLion2]

A lot of people gloss over the fact some refineries are built to handle sour crude and others sweet crude. You can run sweet crude in refinery built to handle sour crude but it reduces output and increases production costs

[Melvin Kian @melvinkian]

@tleilax___ The US just wants:
- Europe at war with Russia
- ME in perpetual war with Israel
- Japon in war with China

Then they can sit back, sell energy and weapons to everyone in USD.

[Melvin Kian @melvinkian]

@PH_HERMS Everyone is positioning for the next round

[Melvin Kian @melvinkian]

@Kathleen_Tyson_ Seems about it

[Kathleen Tyson @Kathleen_Tyson_]

Araghchi shows immense bravery.
He flies into Iraq during an internal coup against Iran-aligned Iraqis as the US prepares the next round of war against Iran.

[Melvin Kian @melvinkian]

@calvinfroedge 100% fake. Unfollow!

[Tasnim News Agency @Tasnimnews_EN]

Iran’s Foreign Minister Meets Iraqi Prime Minister

Iran’s Foreign Minister, Seyed Abbas Araghchi, continued his official visits in Baghdad by holding talks with Iraqi Prime Minister Ali al-Zaydi today.

[Melvin Kian @melvinkian]

This is what Demand destruction looks like…

[Giovanni Staunovo🛢 @staunovo]

Number of commercial flights tracked by Flightradar24, per day #oott

[Giovanni Staunovo🛢 @staunovo]

Number of commercial flights tracked by Flightradar24, per day #oott

[Ayatollah Mojtaba Khamenei @MKhamenei_ir]

The path to achieving justice & combating oppression & corruption is an arduous one that can be smoothed with earnest motivation & resolve, increased effort, courage & decisiveness, initiative, proper use of new technologies & implementing intelligent systems in operations.

[Ayatollah Mojtaba Khamenei @MKhamenei_ir]

The confessions and even brazen boasting of some of the leaders of the US-Zionist enemy regarding these crimes, are indisputably an admission of crime, and these effectively pave the way for the vindication of the [Iranian] nation's rights that have been violated.

[Ayatollah Mojtaba Khamenei @MKhamenei_ir]

What is definite is that these criminals must be seized by the collar and brought to justice for their criminal deeds.

[Melvin Kian @melvinkian]

Strait Closed: famine, global economic meltdown, WWIII. Iran looses regional support and China

Strait Fuzzy: Iran exports oil, shows goodwill, eco impact hits US disproportionally

War On: mutual destruction of all infra, apocalypse

War Off: US forced to deal or ground troops

[Melvin Kian @melvinkian]

@awaar30 It might very well still fail.
But the alternative is so dire that it is worth trying.

[Melvin Kian @melvinkian]

🛢️📈Washington cannot tolerate a major oil spike.

Not because oil itself is too expensive.

Because oil-driven inflation forces the market and the fed to price higher rates, higher long yields, and higher refinancing costs across the entire system.

[Melvin Kian @melvinkian]

@bolla_brigitte @EthanLevins2 💯
L’Iran est dépendante des chinois, 90% du pétrole iranien est exporté, et une dependence militaire énorme.
Au delà de ça, la stratégie de transition de l’ordre mondial est coordonnée au plus haut niveau entre l’Iran, la Russie et les Chinois.

[Melvin Kian @melvinkian]

Strait Closed: famine, global economic meltdown, WWIII. Iran looses regional support and China

Strait Fuzzy: Iran exports oil, shows goodwill, eco impact hits US disproportionally

War On: mutual destruction of all infra, apocalypse

War Off: US forced to deal or ground troops