Robert Skipwith

Crusty Portfolio Manager/Global Macro- Chicago

[Robert Skipwith @SkipwithRobert]

Sad day in Chicago

[Chicago Bulls @chicagobulls]

We are devastated by the passing of 3x NBA Champion and beloved broadcaster Stacey King.

[Robert Skipwith @SkipwithRobert]

@WhitneyTilson Hunter may be a flawed guy with a sketchy past but he is exceptionally good on this platform.

[Robert Skipwith @SkipwithRobert]

That is a looooooong time from now.

[FinancialJuice @financialjuice]

Trump: Could have the blockade of Iran lifted by Labor Day

[Robert Skipwith @SkipwithRobert]

@JC_ParetsX If people looked at his compensation package, they would understand why he continues to make these absurd claims. I wish my bank account looked like Tom's but I'm glad I am not slimy enough to abandon my morals for a buck.

[Robert Skipwith @SkipwithRobert]

@forzeth @quirked_up_anzu Meanest thing George Lucas has probably ever done, HA!

[Robert Skipwith @SkipwithRobert]

@KyleBrandt Our entire dorm at Illinois was playing multiplayer Bond basically my entire freshman year.

[Robert Skipwith @SkipwithRobert]

Strategy turning from massive net buyer to net seller could mark the beginning of the end for Saylor. BTC already getting punished this morning and as we get lower, this selling could start to feed on itself. His use of share dilution to lever up may end up killing everything.

[*Walter Bloomberg @DeItaone]

$MSTR - STRATEGY INC SELLS BITCOIN, RAISES $128M

Strategy Inc sold 32 bitcoin last week for $2.5M and raised $128.3M via share issuance.

The company holds 843,706 bitcoin with a $75,699 average purchase price.

It also confirmed preferred dividend payments and maintains an $900M USD reserve, with $26.1B capacity remaining under its stock program.

[Robert Skipwith @SkipwithRobert]

All marketing teams on the planet, take note. This is how it’s done.

[Nike Basketball @nikebasketball]

Greetings, @NBA Finals.

[Robert Skipwith @SkipwithRobert]

@EpsilonTheory The brown nosing from grown ass men is absolutely embarrassing.

[Robert Skipwith @SkipwithRobert]

This tournament is as wide open as a slam has been in recent memory.

[ESPN @espn]

Novak Djokovic is OUT of the French Open 😱

This year's tournament would be the first men's Major in the Open Era that didn't feature at least one former Major champion in the Round of 16.

[Robert Skipwith @SkipwithRobert]

@thuhkang I can't tell you how many industry buddies have said the exact same thing in the past few weeks. The spread between the current fact set and how the markets are behaving has never been bigger in my 22 years in this business. Completely bizarre.

[Robert Skipwith @SkipwithRobert]

Great research piece by @HFI_Research on the incoming shitshow in the oil patch:
https://t.co/lMua9Zvt0u

[Robert Skipwith @SkipwithRobert]

@Rory_Johnston It's always interesting to see the diminishing impact of a kinetic conflict in the market. I remember having to force myself to back off of trading Ukraine headlines as that conflict exited its early phase when any headline would launch oil. Feels the same now.

[Robert Skipwith @SkipwithRobert]

Tank bottoms incoming...

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

US Sends Emergency Oil Reserve Cargo to Philippines Amid Middle East Supply Disruptions

A shipment of crude oil from the US Strategic Petroleum Reserve is heading to the Philippines, marking the first delivery of U.S. emergency reserve oil to Asia since 2022.

The cargo includes about 616,000 barrels of sour crude loaded from the Bryan Mound reserve facility in Texas and is expected to arrive in Bataan in early July. The ship is also loaded with about 700,000 barrels of U.S. sour grade Thunder Horse, according to the report. (MT Newswires)

[Robert Skipwith @SkipwithRobert]

@EpsilonTheory Boomers gonna boomer. My parents are boomers and I care for them deeply but that generation has fleeced this country in countless ways.

[Robert Skipwith @SkipwithRobert]

@chigrl @Ferrari When I saw this Luce for the first time, I honestly thought it was some AI driven joke because it basically looks like a Nissan Leaf. I have no idea who Ferrari was designing this car for but to think they're going to get a market for it over $600K seems like a pipe dream.

[Javier Blas @JavierBlas]

Another mammoth SPR release last week, with a flow equal to ~1.3m b/d (nearly 9.1 million barrels over the week).

The weekly release is the **second highest on record**, just a notch below the all-time high set the previous week of 9.9 million barrels.

[Robert Skipwith @SkipwithRobert]

@SullyCNBC My grandfather was similar. Maybe 3 times in my entire life did he speak about his time in the Navy during WW2. That was a hardened generation, and our country was lucky to have them.

[Robert Skipwith @SkipwithRobert]

This would be a categorical loss if accurate.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says contrary to what the US claims, the now fully leaked "Memorandum of Understanding" contains no Iranian commitments to hand over nuclear stockpiles, remove equipment, shut down nuclear facilities, or even commit to not build a nuclear bomb. Instead, all nuclear issues are deferred to a 60 day period of negotiations after signing, per Fars News.

For this period to start, the US would need to accept no nuclear commitments from Iran, agree to release $100 billion of Iranian frozen assets, lift the naval blockade, lift all oil and petrochemical sanctions during the negotiation period, pay $270 billion in war reparations, and accept Hormuz under "full permanent sovereign Iranian management and authority" at pre-war traffic levels with no US presence.

[Robert Skipwith @SkipwithRobert]

Imagine that…

[خبرگزاری فارس @FarsNews_Agency]

🔴ادعای ترامپ درباره بازگشت تنگه هرمز به حالت قبل واقعیت ندارد
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