Broken Clock
50 subscribers
1.2K photos
2 videos
52 files
370 links
Download Telegram
Correct assessment
Forwarded from The Kobeissi Letter
BREAKING: President Trump is having private discussions with senior aides about potentially declaring the Iran War over, per WSJ.

Aides are reportedly advising President Trump that an escalation of the war beyond recent strikes could cost Republicans the midterm elections.
(@TheKobeissiLetter)
Now the ball is in Iran court, if they don't find a way to get oil prices even higher (the higher the merrier) they are taking a risk that Trump can win the midterms
Trump has the upper hands but he is not the one who decide what happens next
The Kobeissi Letter
BREAKING: President Trump is having private discussions with senior aides about potentially declaring the Iran War over, per WSJ. Aides are reportedly advising President Trump that an escalation of the war beyond recent strikes could cost Republicans the…
i hope he does it because it will the best chance to go very fat in oil, the situation is becoming increasingly dire and trump has not choice but to fully withdraw (which I won't think he will ever do) or come back harder later
Nice price action, only 12 more days of that
the more an asset pump or dump into FOMC the better the RR to take the opposite side
Broken Clock
I will double my size
I did and I will double the put spreads I sold again, not the calls
Signs of a short end to the war
I wouldn't discard the possibility of Trump being dumb enough to think he couldn't survive one week without his golden toilet and extanding the reasoning that Iranian will not tolerate living hands to mouth a lot longer
I'm so tilted by gold
I think if it revisits the lows it's not a buy and chasing here is madness
Maybe punting on btc instead?
Let's see what they do with ETFs
alright
Forwarded from Walter Bloomberg
U.S. SHORT-TERM INTEREST RATE FUTURES JUMP AFTER WALLER SAYS HE'D SUPPORT HOLDING POLICY RATE STEADY IF AUGUST INFLATION DATA EXTENDS RECENT PROGRESS
(@WalterBloomberg)
I was right all along