John Nephew

Q: You said the war is 'very complete.' But your defense secretary says 'this is just the beginning.' So which is it?


TRUMP: You could say both

We are utterly wrapped around Bibi's finger.

If Israel keeps the war going, Hormuz will remain closed, and the longer that goes on, the more likely the US will be sucked into extreme measures to reopen the strait, which, from the Israeli point of view, is pretty much the optimal outcome, right? Iran bogged down in war, mostly with someone else

Kolanovic.

ISLAMIC REVOLUTIONARY GUARD CORPS: ANY ARAB OR EUROPEAN COUNTRY THAT EXPELS THE AMBASSADORS OF ISRAEL AND THE UNITED STATES FROM ITS TERRITORY WILL, STARTING TOMORROW, HAVE FULL AUTHORITY AND FREEDOM TO PASS THROUGH THE STRAIT OF HORMUZ

Here's a draft manuscript of the Magic: The Gathering roleplaying game from 1996, and I've giving it away as a fundraiser for Planned Parenthood, with permission from the authors. Not sure how much to ask for. Vanishingly rare. $1,872 raised so far. #mtg #ttrpg

This is a very bad plan for the captains but it also seems like a pretty bad plan for everyone else, unless you want your narrow, critical seaway in the middle of a war zone blocked by a burning hulk the size of a skycraper

I hope the indignities just continue to accrue. Like, Trump buys everyone propeller beanies and strongly suggests that he expects them to wear them at all press conferences.

If I understand correctly, the thing propping up the global economy is Wall Street’s collective belief that a man whose father, wife, and daughter we killed would not want to do anything that would impact our 401ks to us and will make a deal so Mr. Trump can have a good midterm.

UPDATE 009-JMIC-ADVISORY NOTE

www.ukmto.org/-/media/ukmt...

MSC ANNOUNCES A MANDATORY SURCHARGE OF $800 PER CONTAINER TO COVER EXTRA OPERATIONAL AND LOGISTICAL COSTS ASSOCIATED WITH DEVELOPING AND ARRANGING ALTERNATIVE SOLUTIONS. THE SURCHARGE WILL APPLY TO ALL AFFECTED SHIPMENTS.

I love Econ-positng. Dan Habsmith of Guttermeyer Associates posts the most confusing chart you've ever seen and says "Quite surprising VARG numbers, SPLG index showing movement" and you get the context by one of his mutuals quoting it with "Buy a fucking gun and head for the hills. Right now."

Never forget that Goldman Sachs assumed this would all be over and oil flowing again by Monday bsky.app/profile/stea...

It arose as the "TACO Trade" in stocks & bonds last year. Trump announces insane tariff; stocks plummet; buyers of the dip make big $$ when he chickens out a day later after hearing the market dropped.

And boom I've sold

Next spike hit $119.20

Feels a bit icky to profit from this oil crisis but it just offsets the damage elsewhere in my retirement portfolio tbh.

That spike topped at $118.88

Maybe the $200 oil doom brigade has a point

Damn

I have a limit order to sell an oil futures contract at $119.33 and at this rate we may get there before I go to sleep tonight

Nikkei Index Drops 6% in Japan Trading

Night Soil was one of the less successful WoD spin-off games

I remember those ring caps! They were the fancy expensive ones.

It's becoming increasingly obvious why no US president prior to Trump II ever gave Netanyahu the big war with Iran he's been demanding since 2002.

Was there something stuck in your teeth?

Urea/fertilizer ➡️ night soil ➡️ gunpowder ➡️ cap guns

A long train of thought as I drove home from Costco that began with fertilizer shortages ended with me wondering if anyone still sells cap guns or the rolls of paper caps to go in them

Whoops.

It's like we're not really in control of things.

This is incredibly on point.

Spot oil prices grab the news, but it’s the impact we’re about to witness to petrochemical and derivative production that should really scare the shit out of folks.

It’s the sort of shock that could ripple through our global industrial economy for many months.

as someone who does marine insurance I would point to the large gulf between “the USN forcing the strait” and “goods transiting the strait”