Tony Tassell

Supply chain disruption will be a big problem from the Iran war and the closing of the Strait of Hormuz - often coming in ways that might not be well known. Ie this example in the FT live blog www.ft.com/content/9a9b...

Energy prices up, markets down

We done a pod innit

Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:

-oil 📈
-Gas 🚀
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? 🚢
-markets 🤮
-sausage rolls 🥧
-2026 is going *just great* 👍🏻

open.spotify.com/episode/3h5w...

sorry....

Guys, the Italian unemployment rate has just fallen below the UK's.

Restarting tanker traffic through the Strait of Hormuz is not going to be quick even with US military escorts and government insurance schemes, experts tell the FT www.ft.com/content/e006...

Iran war presents a different script for markets Investors have been right to identify geopolitics as a rising risk factor

Iran war presents a different script for markets - FT column here from @duncanweldon.bsky.social www.ft.com/content/8ed9...

think Arteta tried to recruit to have has many options for different attack as possible..whether it has worked or not is a different matter

yes and team sit back and defend deep against us - harder to get open play goals in such circumstances

other site even

seen on the other side though

In charts: How serious is the Middle East gas price shock? Qatar LNG shutdown threatens bigger supply hit than the Ukraine war

In charts: How serious is the Middle East gas price shock www.ft.com/content/78fb...

Kevin Warsh’s push to shrink Federal Reserve’s balance sheet would evolve slowly Central bank chair nominee faces scepticism over his hopes to scale back one of policymakers’ most powerful tools

Kevin Warsh’s push to shrink Fed’s balance sheet would evolve slowly, according to people familiar with his thinking. FT Scoop by @senojerialc.bsky.social @pollard.bsky.social www.ft.com/content/6cd6...

Lot to parse here - from the FT live blog on the Iran war www.ft.com/content/459a...

Inside the plan to kill Ali Khamenei Israel spent years hacking Tehran’s traffic cameras and monitoring bodyguards ahead of the assassination of Iran’s supreme leader

Inside the plan to kill Ali Khamenei - remarkable reporting here by Mehul Srivastava and James Shotter. ie "Nearly all the traffic cameras in Tehran had been hacked for years, their images encrypted and transmitted to servers in Tel Aviv and southern Israel." www.ft.com/content/bf99...

Iran war is upending gas markets The disruption to LNG flows has sparked concerns about supply to the key regional customers of Europe and Asia

Iran war is upending gas markets - FT column here from Massimo Di Odoardo, head of gas and LNG analysis at Wood Mackenzie www.ft.com/content/8a9f...

safe haven is a tautology btw

The ‘stick or twist’ moment for UK banks Will high street lenders persist with disciplined growth plans or take riskier bets to boost fee income

The ‘stick or twist’ moment for UK banks - City writer Philip Augar on the choice facing the lenders: do they stick with the discipline of recent years or start to take riskier bets to boost fee income www.ft.com/content/cfab...

After Khamenei, who rules Iran? Under fire from US and Israeli jets, the Islamic republic’s leaders turn to succession

After Khamenei, who rules Iran? an FT look at who could succeed Ayatollah Khamenei www.ft.com/content/6fe5...

Arsenal a long way behind Man City on open play goals - but ranking high with others

It is a very tough league - any weakness is found out. The premium is on consistency. That is what Arteta has tried to build.

Iran war will test the vulnerability of oil markets While there are buffers of supply, spare capacity will come under pressure in the event of any further escalation

Iran war will test the vulnerability of oil markets - column here by oil market expert John Kemp www.ft.com/content/c213...

A dangerous playbook is being revived for the giant US housing agencies Increased buying of mortgage securities by Freddie Mac and Fannie Mae marks a return to a risky business model

@sheilabair.bsky.social here on how the Trump administration has revived a risky model for the US giant housing loan agencies Fannie Mae and Freddie Mac."This could reignite housing inflation while making it more likely that the companies will run into trouble again" www.ft.com/content/8f4c...

Trump has no realistic plan for Iran’s future The US president has not understood the lessons of past wars for regime change in Iraq and Afghanistan

"The US-led invasions of Afghanistan and Iraq in 2001 and 2003 underlined the dangers of “regime change” wars. But those operations look meticulously planned, compared to the current US and Israeli assault on Iran." - oped from @gideonrachman.bsky.social www.ft.com/content/4371...

FT Live blog on the Iran strikes here www.ft.com/content/2fb3...

AI has driven investors to hallucinations Competing visions on the next big technological revolution are discombobulating markets

AI has driven investors to hallucinations @katie0martin.ft.com column here "What will happen first? Will AI kill your investments or kill your job? The competing stories about how the next big technological revolution will play out are putting markets in a spin." www.ft.com/content/a480...

YouTube video by SALSA NOVE - NA MENDEZ U PLASTICO - Willie Colon & Rubén Blades 1978

that song “Plástico” is here www.youtube.com/watch?v=aqlb...

"In a moving tribute after Colón’s death, Blades pointed out that the roll call of Latin American nations that closes “Plástico” anticipated the display of flags by the Puerto Rican artist Bad Bunny at this year’s Super Bowl"

Willie Colón, musician, 1950-2026 The virtuoso trombonist led urban salsa music with a gangster swagger

This is such a great obit - @jprathbone.bsky.social on Willie Colón. "Every musical genre seems to have a hoodlum-genius. Salsa’s was Willie Colón... a god of Latin music, perhaps even “the most necessary in its pantheon” www.ft.com/content/3ba1...

maybe AI has evolved enough to have learnt trolling

I would not normally recommend a five star hotel place but a window seat in the Sea Lounge of the Taj overlooking the Gateway is quite something. Great buffett or just a Bombay toastie with a fresh lime soda. Trishna also famous. Bombay Canteen, fun and modern. Great veggie food everywhere