USIKPA

Full-time observer. Ex- PE, IB, IR. Won't indulge bigotry

[AMK Mapping 🇳🇿 @AMK_Mapping_]

Due to the fact that Ukraine currently cannot shoot down Russian Iskander-M ballistic missiles and Zircons, the Ukrainian Air Force has stopped providing daily reports on the numbers of missiles being shot down so they don't have to admit to a 0% interception rate.

[USIKPA @usikpa]

@Guv999 I' m sorry Guv-ji, why is it thumb's up? History teaches such falls do NOT precede bullish markets...

[USIKPA @usikpa]

@KarelMercx FED is never in control of LT rates.

[SIMPLICIUS Ѱ @simpatico771]

You have a lot to learn about this world

[The Other Side Media @TheOtherSideRu]

🇩🇪🇷🇺 German journalist who asked Zelensky how Europeans can "help kill more Russians" turns out to be the grandson of a high-ranking Nazi

Michael Martens's grandfather was a senior Wehrmacht command officer

He is now facing backlash, with a petition calling for his firing

[USIKPA @usikpa]

@INArteCarloDoss Why hike when there is the balance sheet that needs attention

[USIKPA @usikpa]

@INArteCarloDoss Totally possible to have inflation without labor having price power. What is wrong with that?

[Chay Bowes @BowesChay]

Polish Taxi drivers sign.

"You want to speak Ukrainain? You can walk"

[Elijah J. Magnier 🇪🇺 @ejmalrai]

Iran-Oman 11-points agreement have been concluded. Iran is in total security control of the strait of Hormuz with a passage via the southern crossing (Oman), only when the Iranian authorities have approved the crossing.

No hostile country or entity will have the right of passage and fees will be collected to compensate war damage.

The negotiation between purely between Iran and Oman with no direct role of the US. If Oman consults with Washington, that is not Tehran's business.

This deal, when confirmed and implemented, means that the US has lost the control of the Strait of Hormuz.

[USIKPA @usikpa]

@capitalflows Interest rates rise / don't rise

[USIKPA @usikpa]

@INArteCarloDoss To be fair, that war is not of his making...

[USIKPA @usikpa]

@BobEUnlimited In a world pre-occupied by inflation, gold is not an asset to own for average investor. Some central banks will be buying, for sure, but others will have to sell out time from time in view of food and energy disruptions...

[SIMPLICIUS Ѱ @simpatico771]

Those interceptor missiles did more harm than good. They usually just hit apartment buildings, anyway. Better without them

[USIKPA @usikpa]

@alaidi Gold back to 5000 now?

[Ryan Maue @RyanWeather]

Update: This "Super El Niño" will be perhaps the strongest in 500 to 1000 years, and could legitimately be the most extreme global weather or climate event experienced by humanity since the invention of the printing press. Only more extreme situation is a volcanic winter.

[investingLive @investingLive_]

"Overall costs rising at the fastest pace since May 2025"

[USIKPA @usikpa]

@aeberman12 Not reflected in the PMI yet

[SIMPLICIUS Ѱ @simpatico771]

Zaluzhny thinks NATO will exist in 12 years 🤭
Guess he still needs to feed his people a few fairy tales for the sake of hope

[Prof. Dr. B. Gültekin Çetiner @drcetiner]

Çocuklara borsayı anlatmak için…

[AMK Mapping 🇳🇿 @AMK_Mapping_]

Yesterday, Ukraine's "40 day operation" to force Russia to negotiate through immense economic destruction quietly ended.

The goals of this operation were not achieved, and today Ukraine is in a worse position than they were 40 days ago. While Russia suffered extensive damage to their so-called "Shadow Fleet", their Wildberries warehouses, and their oil infrastructure, they did not suffer any major economic struggles beyond what they have already faced.

The strikes on Crimea have slowed as countermeasures improved, along with the strikes on their oil tankers.

In turn, Russia launched their own wave of attacks on Ukraine's port infrastructure. And unlike Russia, Ukraine's port infrastructure is concentrated in a small part of their coastline along Odesa Oblast. These ports are responsible for 70% of their total exports and over 90% of their agricultural exports. These Russian retaliatory attacks are being carried out with many times more force than Ukraine's, and involve a wide variety of weapons, including drones, jet-drones, cruise missiles, anti-ship missiles, and ballistic missiles.

The 40 day operation has had precisely zero effect on the frontline for Ukraine, with the economic effects slowly becoming less and less significant. This is why we aren't seeing anyone in the U.S., Europe, or Ukraine announce the end of the campaign, as it fades away quietly to soon be replaced by some other PR-oriented campaign to try sway the opinions of the masses. In the end, in a war of attrition, the frontline always takes priority. Strategic-level strikes are only one component of a holistic war.

It's also a good lesson why you should never put timelines on things. It's why we don't ever see Russia doing this.