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@PauloMacro He pretty much told the entire world that tank bottoms were 4-6 weeks away... sure, freeing all the floating barrels stuck in the gulf might add another 2 weeks of supply... but how empty tankers are going to be willing to go back in?

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@aeberman12 @TheMichaelEvery The world at large has not yet suffered enough from the Hormuz closure for Iran to be assured that Israel/America/[insert country here] will never attempt something Iike this again

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@TheMichaelEvery I'll take the over on "ignorance or stupidity"

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@Rory_Johnston Throwback to June of last year:

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@TheMichaelEvery There's no way Iran lets the US escort any non-aligned ship out of the Strait. Their goal is to inflict so much economic suffering on the world that no-one ever dares attack them again -- we' re not yet anywhere near the pain level required.

Give it another 2-3 months.

[The Cytadel @thecytadel]

Message from Grant Williams aka @ttmygh

My account has been hacked. Naturally, it’s now being used to push scam crypto bullshit (what else?).

Please disregard anything you see and any messages you get from me until normal service is resumed.

How will you know? I sincerely hope that you do 🤣🙏

Please RT

[Chris Close @soclose2me]

Counter point --

If you have read, thought about, and looked at the historical implications of anything by the many luminaries that have shared their thoughts on what central bankers primary (unspoken) job #1 is....

It is not only extremely easy to understand the criticism, you will find yourself to be in violent agreement with it.

Full stop

[Marko Kolanovic @markoinny]

Iran endured 6 weeks of bombing while tankers from the gulf were still arriving to their destinations and effect of Hormuz was muted. And they should capitulate now, 1 week before the last tankers arrives and real pain hits the Oil market?Doubt they are that dumb on timing.

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@Rory_Johnston @nottjanetyellen Trump to Vance: 'feel free to slow-roll those negotiations JD, i'm actually getting some good press for once"

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@Rory_Johnston A "horizon for the possibility of an agreement".... I'm sure Asia & Europe will happily delay thier consumption of food and energy to accommodate this process

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@Rory_Johnston Liberation Day 2: Iranian Boogaloo

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@LynAldenContact "poorest countries" 🙃

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@LukeGromen @jmondyak greed & fear... inflation & war... wash/rinse/repeat

The few that study history are doomed to watch the rest repeat it.... but what if the majority became the minority? Could the cycle break? Or is human nature truly unchangeable?

Either way, I think you're doing good work here

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@ttmygh I dunno, he blinks more than anyone I've ever seen....

or maybe it's morse code for "please help me".....

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@Rory_Johnston

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@TheMichaelEvery If victory's the only option and the Strait will remain shut for at least another few weeks while victory's achieved, is a financial crash followed by QE & mega-stagflation simply something that Trump must endure in the short term? Because Markets(TM) will ensure it occurs soon.

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@michaeljburry

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@EpsilonTheory

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@DonDurrett @asp_doug As much as I hate to say it, 6M oz/yr is wildly optimistic -- in Q3 they produced only 457,525 AuEq, and Bolanitos produced only 471,158 for Endeavour.

(457,525 + 471,158) x 4 = 3.7M oz/yr.

They've just replaced their COO though - new guy has a lot of work to do.

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@ttmygh https://t.co/ZM2zTe5DpX

damn all this new-age technology....