@lazyvillager1

car salesman that pitches you for an hour on the best car investment of your life and finishes it off with "Not Carnancial Advice"

hot-crazy scale for iran frame mogging the US https://t.co/c5iVPgejcE

What I continue to not understand about the bearish discourse around "Iran's leverage" RE: Iran will not play ball, they will continue to amp up & escalate... It seems to me it is much more GTO for Iran to extract a positive interim outcome (lift sanctions, extract tolls) and i) clandestinely re-mine the Strait + ii) build up economic strength (via new empowered tools above) + iii) enrich uranium, once the US leaves? And then just re-visit this again (the Hormuz bottleneck, now proven out as a sample size) in the future when they want a new shiny toy later? The shock to oil supply chain has already been consummated. Every incremental week Iran persists is marginally worse from a EV POV than the week before. Why not make a deal at the final table? Iran has multiple shots on goal here - optically, Iran/Israel twice has had an instance 1x/yr from 2024-26

ebitda: earnings before inflation, tariffs and donald’s announcements

is trump-san announcing the attack on paradis tonight or are we in the succession arc yet