Sable Quill Research

Market is not always right.

[Sable Quill Research @SableQuill]

A group of investors just paid $33.4 BILLION to take a power company private.
No tech. No AI. A utility.
Why? Because they know something the stock market doesn't. 🧵

[Sable Quill Research @SableQuill]

Are we going to use Docusign or Adobe Sign? Who pays for the subscription? Will it go to spam?

[Shehbaz Sharif @CMShehbaz]

We are closer to a peace deal than ever before. With finalisation likely expected in the next 24 hours, Pakistan is preparing for the electronic signing of the peace deal immediately after, followed by technical level talks next week.

We would like to thank United States of America and Islamic Republic of Iran for their ongoing commitment during the negotiations, and we extend our sincere appreciation to our brothers in the region for their support. We are confident that this historic peace deal will form a strong foundation for lasting peace.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@araghchi

[Sable Quill Research @SableQuill]

I have bad news…check again.

[Heisenberg @Mr_Derivatives]

$NVDA Just increased their dividend by 2,500%!! Wow.

Stock decently green now in after hrs.

CSP’s should be safe.

[Sable Quill Research @SableQuill]

1) what

[Sable Quill Research @SableQuill]

The word “transitory” would complete the cycle.

[*Walter Bloomberg @DeItaone]

TRUMP: OUR INFLATION IS SHORT TERM

[Sable Quill Research @SableQuill]

@HFI_Research 5 minutes before the futures open: Axios: "SCOOP: Trump looked at the wrong proposal, he's reviewing the new proposal now."

[Sable Quill Research @SableQuill]

Trademark: Project Freedom Pro.

[Sable Quill Research @SableQuill]

The way I see this Iran war potentially ends (red-teaming oil bear case):

The U.S. declares victory. The Axios headline reads something like: Iran’s nuclear pathway has been “successfully degraded” or “indefinitely delayed.” Whether that’s fully true is almost beside the point. The US lifts *official* naval blockade.

Iran, for its part, does not capitulate — it reframes. It absorbs the strike, signals resilience, and avoids any formal concession on its nuclear posture. Declares victory from US naval blockade.

From there, we don’t get peace. We get something much more familiar.

Short term: sporadic retaliation, controlled signaling, asymmetric responses.
Medium term: proxy friction, cyber activity, regional posturing.
Long term: a return to the status quo — a low-grade, persistent shadow conflict.

[Sable Quill Research @SableQuill]

@HFI_Research These are friendly missiles don’t worry!

[Sable Quill Research @SableQuill]

@BowTiedLobster It will be reopened everyday don’t you worry :)

[Sable Quill Research @SableQuill]

@HFI_Research LOLLL

[Sable Quill Research @SableQuill]

@DarioCpx I thought it’s an excursion not a war? ;)

[Sable Quill Research @SableQuill]

Oil isn’t trading fundamentals—it’s trading war beta.
It’s become a proxy betting machine on geopolitics.
Everyone knows it’s detached from physical reality, but they trade the headlines anyway… because they know everyone else is doing the same.

[Sable Quill Research @SableQuill]

As soon as 4:01pm ET.

[Sable Quill Research @SableQuill]

We need real-time fact checking for those news aggregators.

[Sable Quill Research @SableQuill]

Are we just saying the quiet part out loud now

[FinancialJuice @financialjuice]

🔴Israel's Defense Minister Katz: Israel is poised to resume the Iran war.

[Sable Quill Research @SableQuill]

@DonMiami3 I think in this case there was (fake) reports that Tehran was under attack.

[Sable Quill Research @SableQuill]

So…….?

[Sable Quill Research @SableQuill]

This is all the “ceasefire” talk did to JUNE oil market this morning.