The Cat Lover

If humans were rational, economists would always be right. Se l'umanità fosse razionale, gli economisti avrebbero sempre ragione. Fin substack.

[The Cat Lover @robertocatlover]

Ci sarà un accordo? Lo vedremo. Accordo o no, il prezzo del petrolio non calerà (troppo). https://t.co/1d13Ac2j6o

[The Cat Lover @robertocatlover]

@AndreasSteno I tend to agree.
The comments below, about haters, make me agree also about another opinion I heard few days ago. Musk is now like a Church, he is followed by believers.

[The Cat Lover @robertocatlover]

@AndreasSteno My question is energy or oil? Because if it is oil, we will be two. Just not sure if to wait till Friday or act earlier.

[Avi Roy @agingroy]

Imagine fixing a genetic disease with one IV bag.

Hereditary angioedema causes sudden, suffocating swelling attacks. The new treatment infuses CRISPR straight into the bloodstream, where it edits the broken gene inside you. No lab, no harvested cells.

In a Phase 3 trial of 80 people, one dose cut monthly attacks by 87%, with no serious side effects in the treated group.

One infusion. One edit. A lifelong disease, quieted.

[The Cat Lover @robertocatlover]

@robin_j_brooks If interest rates decline, accorsong to the usual relationships, gold should go up. This in contradiction to your previous post about gold. Do u think that the traditional position of gold is so broken that even this won't work?

[The Cat Lover @robertocatlover]

@robin_j_brooks If this happens, and I tend to agree, Warsh can accomplish is task and lower rates. Gold will fly.

[The Cat Lover @robertocatlover]

@728marines @robin_j_brooks If that was true, there would not be an agreement that apparently plays in Iranian hands. Prices are lower because everyone is using SPR. SPR is not unlimited and Trump is left with few options than finding an agreement. Which, if the below is true, won't be reached so easily.

[The Cat Lover @robertocatlover]

Ecco il problema, se vero, irrisolvibile.

[The Cat Lover @robertocatlover]

@AnthropicAI Good news! Unemployment will happen only in USA, Warsh will slash interest rates and gold will fly!🙂

[The Cat Lover @robertocatlover]

Analisi logica. Però non condivido il lato positivo per gli USA. Avrebbero potuto ritirarsi dal MO evitando questa guerra e risparmiando un sacco di soldi. A me sembra solo una sconfitta tout court.

[Mikkel Rosenvold @RosenvoldGeo]

You can accuse me of having TDS, but this a complete and utter surrender.

🇮🇷 Iran gets (compared to pre-war):
- Almost full sanctions relief
- War reparations worth $300 billion
- Complete US troops withdrawal
- US promise not to attempt regime change anymore
- No concessions on proxy groups, missile program or internal matters

🇺🇸 US gets (compared to pre-war):
- Continued negotiations on the nuclear question

🧾 The end result:
- Enormous victory for the Islamic Republic, who has survived the attack and comes out way stronger.
- The Iranian revolution is subdued for now, especially with the $300 bn cash injection.
- The US is essentially forced out of the Middle East (which is a good thing)
- Israel and Saudi will have to take responsibility and negotiate with Iran and potentially create a more stable long-term situation in the ME

So - if Trump signs this, the war will have been a huge win for Iran, but long-term this could be a blessing in disguise for both the US and the Middle East.

[The Cat Lover @robertocatlover]

Incredibile!

[Barak Ravid @BarakRavid]

🚨 סוכנות הידיעות פארס, המזוהה עם משמרות המהפכה, ציטטה ״מקור יודע דבר המקורב לצוות המשא ומתן האיראני״, שהכחיש את טענת הנשיא טראמפ בדבר הסכמה על הסכם ראשוני, ואמר כי "לא אושר שום נוסח של מזכר הבנות ראשוני עם ארצות הברית"

[The Cat Lover @robertocatlover]

@FirstSquawk Wasn't during the WE till few seconds ago?

[The Cat Lover @robertocatlover]

@robin_j_brooks That reasoning seems illogical to me. If SK imports from Canada this is possible either because Canada & c. expanded production to offset completely the Gulf cut, or because someone else stays without oil. So the oil shock may not ne bad for Korea, but for other pals it is.

[The Cat Lover @robertocatlover]

@gianlucac1bis @andrepaltry Ed i mercati a ruota!

[The Cat Lover @robertocatlover]

@JavierBlas 3,2,1.....Deal!

[The Cat Lover @robertocatlover]

@Reuters 3,2,1.....deal!

[The Cat Lover @robertocatlover]

@AndreasSteno In my view, the funniest thing is the market reaction. I can understand at the beginning, but now.....

[The Cat Lover @robertocatlover]

@FalcoPel01 @emmevilla In verità dimentichi la Cina. Anzi, si può dire che la Cina stia salvando l'economia mondiale, e pure Trump. L'ultimo punto è quello che mi fa pensare, perché?

[The Cat Lover @robertocatlover]

@abcampbell Are u ok?

[The Cat Lover @robertocatlover]

@robin_j_brooks Imho, I would stop speaking about oil prices. It looks like Iran wants Hezbollah to survive, Israel does what it wants and it wants to destroy Hezb. US is caught in the middle, uncapable to stop either of them. If it does not manage to stop them, oil will skyrocket.