Jan Puchnar

Travelling, Investing, Analysing stuff and connecting the dots...

[Javier Blas @JavierBlas]

UAE state owned oil company ADNOC has awarded a tender for ~14 million barrels of crude, and it’s planning a 2nd tender. The sales are a further indication that significant volumes of crude are exiting the Strait of Hormuz in small vessels going dark (AIS beacon off).

[Jan Puchnar @puchnar]

@michalblaha @KTrpkos zboznuju vikendove testovani a hotfixovani na produkci, zatim jsme na 7 novych JHMZ zpravach v datovce

[Jan Puchnar @puchnar]

@skrblik Jsem takhle u Accoru bydlel docela často pracovně v Pullmanu a pak jsem se tam asi dva měsíce neukázal protože jsem si dal sabaticcal a tak mě po navratu začali zahrnovat zajímavými dárky od dobrého alkoholu až po hrneček s mým jménem

[Jan Puchnar @puchnar]

@michalhardyn v Asii pres Grab aplikaci apod. - nahazim obleceni do igelitky, typek odveze a za par hodin priveze ciste, vyzehlene a vonave

[Jan Puchnar @puchnar]

@FinHackercz co je natom tak spatne? Typicke ceske portfolio k tomu bude mit jeste sporak, ktery vyresi likviditu. Drtiva vetsina lidi investovani nerozumi a boji se. ETF by byla lepsi volba, stock-picking pro vetsinu lidi neskonci dobre.

[Jan Puchnar @puchnar]

@skrblik uz par let nedam dopustit na Miłosław Bezalkoholowe IPA, jedno z nejlepsich nealko a super pomer vykon/cena

[Jan Puchnar @puchnar]

@SvobodaAles Good luck, ta cena je oproti podobnym kouskum v DE tak i pul mice prestrelena

[Zineb Riboua @zriboua]

My assessment:

The dollar passed 1.81 million rials on Iran’s open market yesterday, jumping dramatically in one day as the maritime blockade tightened around the economy.
For perhaps the first time in its history, the IRGC cannot buy time. Negotiations with Washington always worked as a delay tactic, a way for the IRGC to rearm, regroup, and dig in while the diplomatic clock ran. Operation Economic Fury have shut that door, and the IRGC now has no real way to do anything that would actually strengthen its position. It has been interesting to see them more silent recently.
All goes back to the weaponization of the Strait of Hormuz which had made things worse for them. IRGC before being an armed militia, is a patronage network at its core, inability to replenish units and recruit is embarrassing for them.

[Jan Puchnar @puchnar]

@xMira69x @maestrosill @AnthropicAI Codex se mi taky podarilo na 3 prompty vycerpat na 5hod :/ ani to nebylo extremne komplexniho

[Jan Puchnar @puchnar]

The Intraday Pullback to “Only” +7–8% (Now ~$15.87, +6.15%)
The stock opened at $17.48, spiked as high as $18.69, then gave back a chunk and is now trading around $15.87.
Mechanically: This is normal (and often healthy) squeeze volatility. Early buyers take quick profits.

[Jan Puchnar @puchnar]

$GRPN in early stage short squeeze, Grok: This exact scenario you described (and which matches real-time data as of midday April 21, 2026) is a classic early-stage short squeeze in action — volatile, high-energy, and still unfolding.

[Jan Puchnar @puchnar]

@dominikkovarik Blbost, to uz je lepsi s temi par tisici zajit do kasina. Sance podobne, ledaze byste stravili tisice hodin studovanim tech firem a to zase s malym kapitalem nedava moc smysl

[Jan Puchnar @puchnar]

@JanBerka8 @portucz vypada to zajimave, ale za ty nabizene penize zkusenejsiho cloveka asi nesezenete

[Jan Puchnar @puchnar]

@OracleNYSE GRPN free float is -2m as per todays proxy, can get ugly for shorts

[Jan Puchnar @puchnar]

@BurggrabenH @Amena__Bakr -700kbd on east-west should have minimal impact as the bottleneck is loading in Yanbu, also some 35mb storage there to soften impact

[John Frank @John_Frank1954]

One war, two screens, two movies.

The movie the West is watching is not the movie the Arab World is watching and Western audiences need to understand their view point.

Strongly encourage people to take the time to read and share .@zriboua's article, because much of the Western commentary is deeply flawed.

cc: .@TheLastRefuge2 .@ArmstrongEcon .@SarahPalinUSA

[Jan Puchnar @puchnar]

@zdenekkubik72 pred 10lety tam byl v lepsich ctvrtich vynos z pronajmu <2%, ted uz se to lepsi a ceny nemovitosti davaji smysl (odliv ruskeho kapitalu plus horsi danove podminky pro HNWI, takze je vice prodavajicich), Londyn je bezpecnostne vpohode, to neni Moelenbeek

[Jan Puchnar @puchnar]

@weblog20 je, ale zatim funguji dobre a ropa tece; utok na potrubi by vyvolal odpovidajici reakci a UAE i Saudi jsou uz ted kousek od toho se aktivne zapojit

[Jan Puchnar @puchnar]

@nakul_sarda useful :)
one note - I don't think the SPR release runs out in mid April, the US SPR release is planned for 4 months (170-ish mb)