scwheeler

[scwheeler @scwheeler84]

@unusual_whales Where the fuck did our $ go. If we shot our wad on 3 weeks of war then everyone in military leadership and the procurement office should be in jail.

Problem is we don't need million dollar missile systems. We need to learn from Ukraine.

[scwheeler @scwheeler84]

@keithedwards You are so right. No one is entitled to Medicare or SS, especially since the beneficiary far outlives the contribution.

Standardization of services needs to occur for recipients.

[scwheeler @scwheeler84]

@amyklobuchar Have you come up with an alternative to ensure only citizens vote in our elections?

[scwheeler @scwheeler84]

@Honeystocks1 I think bearish for chip stocks as some purchasers double ordered out of fear. But, may not know impact until next earnings.

[scwheeler @scwheeler84]

@Crypto_Chase Not so sure semis rally continues. Curious if opening will result in double orders being cancelled by anxious purchasing managers.

[scwheeler @scwheeler84]

@RealSpitfire Israel will be forced to act out of their self interest.

[scwheeler @scwheeler84]

@NiohBerg We need to stop pretending we have influence in this region and pull out all of our military assets.

Turkey, Saudis and Pakistanis will call shots with regional security architecture.

Focus on developing Guyana and Venezuelan oil reserves.

[scwheeler @scwheeler84]

@Ross__Hendricks I can't wait for MAGA to spin this as "peace through strength"

[scwheeler @scwheeler84]

@NoahKingJr Socialism, ushered in with the speed of sound.

[scwheeler @scwheeler84]

@DeItaone Peace is always a better path. But, I hope before we pump our chest and unleash our military again, we do it for the right reasons.

We lost over 13 service members and accomplished what? If the Iranians were ready to fold, they would have done it a month ago.

[scwheeler @scwheeler84]

@DrEliDavid So sad his every move is tied to the stock market. We deserve better. I think it's evident now that his bark has little bite and he's about "quick fixes".

[scwheeler @scwheeler84]

@LeadingReport string out, attack ships that aren't paying tolls, keep oil prices at or near $100, bleed the West, get closer to midterms before lashing out and putting Trump in a corner...

[scwheeler @scwheeler84]

@michaelbar3192 @Kalshi Yeah, you clearly don't understand what's going on. Do you think if they were ready to capitulate they could muster over 1M volunteers to fight us?

[scwheeler @scwheeler84]

@michaelbar3192 @Kalshi Yes, in fact, he's made it 10x worse.

The "deal" Iran is begging for is a weaker version of Obama's. So, we've spent a large portion of our munitions to accomplish what exactly?

IRGC is now more emboldened and has sufficient capability to send oil to $200/barrel.

[scwheeler @scwheeler84]

@KobeissiLetter I think it will last for 24 hours.

[scwheeler @scwheeler84]

@ZeeContrarian1 Nothing about their share buyback or dividend makes sense unless they have plateaued.

They could use free cash flow to invest, particularly given higher relative rates.

[scwheeler @scwheeler84]

@rdd147 If they were organically growing, they'd use the cash flow to invest. Suspicious.

[scwheeler @scwheeler84]

@askslim In 2000, I remember when banks did not want to lend $ for never ending capex projects surrounding fiber build out.

I think we're close to that now with data center. When I hear about the new investment focus towards utilities and power companies that reinforces the delusion.

[scwheeler @scwheeler84]

@najam_ali Reality is that US should lift blockade, allow Iran temporarily to extort the world with its toll while UAE and other producers find alternative ways to get oil to market.

No one wants to hear this.