*operational in 2027. 👏
I hope you can join us for an amazing Webinar on Thursday March 19 at 11 am EST on spillovers from the Iran war into the Global South featuring @reziemba.bsky.social, Greg Priddy, and me, moderated by @globalsarang.bsky.social. Registration and other details here. quincyinst.org/events/how-b...
The Neo-Royalist theory that all they needed to do was kill Khamenei Senior to win the war turns out to have been incorrect, and now they are discovering they have no palatable off ramp.
Great blog post on a future of productive human agency in the new era. Worth your time. h/t @ruoshuiresearch.bsky.social
*WITKOFF:EVIDENCE SUGGESTS IRAN DOESN'T WANT DIPLOMATIC SOLUTION
$ORCL Oracle is starting to report negative free cash flows (trailing) for the first time in multiple decades.
The driver? AI Infrastructure.
Oil output reduction due to Hormuz "blockage"
Data from this Bloomberg article: www.bloomberg.com/news/article...
FOUR IRANIAN DIPLOMATS KILLED IN LEBANON ON SUNDAY IN ISRAELI ATTACK - NOURNEWS CITING DIPLOMAT
SALESFORCE PLANS TO SELL UP TO $25B OF BONDS TO FUND BUYBACKS
must read
i feel like one problem here is that so many writers take Germany instead of Italy has their model of what it looks like
😂 I hope that’s true.
Same as his voters.
Yes, but they are launching ~90% less missiles per day, so we’ve got that going for us.
CME Clearing recorded eight hours and 31 minutes of outages in Q4 2025 – the longest downtime in a three-month period since Q1 2017
www.risk.net/risk-quantum...
@roryjohnston.bsky.social talks with @weisenthal.bsky.social and @tracyalloway.bsky.social about a certain sea passage
Analog to Westmorland”s ‘body count metric’ truthful lie.
US officials: The Pentagon is transferring parts of the THAAD system from South Korea to the Middle East.-WaPo
I’ll take it as a sign capital wants their money back and are taking the office before picking the next holder.
And I don’t mean to be to negative either, and it’s not just CC. We’ve seen a degradation in talent from Office of President to local school boards.
Industry will have to solve I think and losses will be booked for all future users. First order ridiculous that a nitwit municipality is running water for those enterprises.
Fun ad from the 70s
“Why not Leeroy Jenkins the strait? After all, the worst case is you are incinerated in a sea covered with burning oil, and we get big fiery booms to show on social media.”
Pulitzer level reporting here on water, oil, useful idiots and imbeciles. Enjoyable long and worth your time.
"Since the war began, U.S. and Israeli airstrikes have killed not just [new supreme leader Mojtaba] Khamenei’s father, but also his wife, Zahra Adel; his mother, Mansoureh Khojasteh Bagherzadeh; and a son, the Iranian government said."
BREAKING: Five players defect from Iran women's football team and are being cared for in an Australian Federal Police safe house.
Occurred early on Monday evening with police help. Their absence was discovered at team dinner. Players had been threatened by the regime and called "wartime traitors".
This is a far bigger fuel, fertilizer, food crisis for Asia and Europe than it is for the US.
US dependence on Persian Gulf oil has almost never been lower
A thread by @sstapczynski.bsky.social on how Asia is alreaddy within days facing a destabilizing.
x.com/SStapczynski...
RBOB and Real Rates
RBOB is your early warning system. Because pumps lag RBOB by 1-2 weeks, RBOB is a tell for inflation and consumer spending.
RBOB and real rates have more or less an inverse relationship. When RBOB rises, it tends to catalyse lower real rates in the short term.
Dad Spends Daughter’s Wedding Day Thinking About History Of Oil https://theonion.com/dad-spends-daughters-wedding-day-thinking-about-history-of-oil/
😂 There are grievances from centuries ago still on the books.
