That guy!

[That guy! @TheFinanceLad]

@JavierBlas Btw Trump didn’t cancel the agreement, the agreement was still upheld by other counterparts, i.e. all but the US. So what did the Europeans do as Iran was piling up 60% enriched uranium? Answer: lots of pointless “negotiations”

[That guy! @TheFinanceLad]

@JavierBlas If JCPOA was so good, how did they then end up with hundreds kg of 60% enriched uranium?

[That guy! @TheFinanceLad]

@SemiAnalysis_ @deepseek_ai @vllm_project @inferact I thought there was no internet in Iran??

[That guy! @TheFinanceLad]

@JavierBlas “MUST READ”? “NYT”? No thanks.

[That guy! @TheFinanceLad]

@CliffordAsness @andykessler Excellent article, thanks @andykessler

[That guy! @TheFinanceLad]

@ianbremmer Which seems like most Iranians are happy to pay to get rid of the regime!

[That guy! @TheFinanceLad]

@BobEUnlimited

[That guy! @TheFinanceLad]

@JavierBlas But you assume zero electricity fo demand? Sure price could go to $150, $200, or even $300… but then if demand drops significantly such high levels will be proved unsustainable… high oil prices are good for exporters, too high prices not much!!

[That guy! @TheFinanceLad]

@JavierBlas @CopernicusEU More supply > smaller deficit > less pressure on oil price which is the regime’s only tool?

[That guy! @TheFinanceLad]

@JavierBlas @scottlincicome The facts:
Trump is almost done as he’s achieved what he was after.
The US doesn’t need the strait as much as Asian countries or the EU.
The most beneficiary of the strait however are the Arab countries- don’t you think he’s doing it for their sake?
TDS much??

[That guy! @TheFinanceLad]

@M_McDonough @TheStalwart Hey Michael, do you mind sharing Bloomberg tickers for various crude in your other tweet pls?

[That guy! @TheFinanceLad]

@EdConwaySky Although it matters what has been damaged… hopefully not the critical “bits”

[That guy! @TheFinanceLad]

@TheStalwart Who would? Silly quote Joe

[That guy! @TheFinanceLad]

@BorisBartlog @robin_j_brooks What’s your expectation based on? “I expect the Iranians would be willing to suck it up for at least 3 months”

[That guy! @TheFinanceLad]

@robin_j_brooks That would really piss China off!!

[That guy! @TheFinanceLad]

@henrysgao Joining his fellow terrorist, Bashar Al Assad in Russia?

[That guy! @TheFinanceLad]

@BadMarketTimer @michaelxpettis Doubt it - just check the growth in wealth that AIA, HSBA, STAN, and PRU have been reporting over the past few quarters… China will keep its currency undervalued for trade, which makes Chinese to transfer their wealth from mainland to HK to preserve it.

[That guy! @TheFinanceLad]

@EdConwaySky @SkyNews @aoifeyourell By far the best British journalist

[That guy! @TheFinanceLad]

@JavierBlas @Dodders75 @AswathDamodaran as you were one of the few who called out the fallacy of ESG early on!

[That guy! @TheFinanceLad]

@TheStalwart Agreed but there could be things like voting rights that could be granted only to shareholders with at least x number of years of holding period.