Macro Fund manager..GS prop alum..My interests: markets, politics, foreign affairs, history, philosophy, modern art, poker, yoga, squash, judo 🇺🇸🇺🇦🇮🇱🇪🇸

Joined November 2012
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Ukraine expectations vs. reality 🦁
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Igor Schatz retweeted
> save $15M a year by cutting a screwworm monitoring program > screwworm outbreak almost immediately > $1B to combat it Government efficiency
The Trump administration has announced they'll need to spend an estimated $1 billion to combat the New World Screwworm.
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Igor Schatz retweeted
But it was Zelensky who degraded White House by not wearing a suit...
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Igor Schatz retweeted
Iran Enlisted “Senior Psychologists” to Help Craft Messages to Trump Ahead of Agreement Trump’s “reactions improved noticeably" after the psychiatric professionals joined Iran's negotiating effort dropsitenews.com/p/iran-trum…
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State Duma deputy from the CPRF Vyacheslav Markhaev wrote that Russia stands on the brink of a social explosion, with all responsibility falling on the authorities that cannot be replaced in elections. He compared their actions, including sharp rises in utility tariffs, corruption and elite enrichment, to what an external enemy would do if it occupied the country. Markhaev called for an immediate halt to tariff growth, greater official accountability and a clear public plan to end the war. In early June, a post about a frontline deadlock and upcoming mobilization appeared in deputy Andrei Gurulev's channel, though he later claimed it was hacked.
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Just watch which politicians and influencers push the Ukrainian biolabs narrative, and there's your Russian shill. It's almost neat how all of them are blowing what little cover they had left by choosing to die on this particular hill.
There were secret biolabs in Ukraine (and elsewhere)… realclearpolitics.com/video/…
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Igor Schatz retweeted
Paying Iran not to launch missiles at Israel sure isn’t how something called “Epic Fury” was meant to end. That Iran hawks are now openly comparing Trump to Obama and warning that what’s coming is worse than the JCPOA tells you everything.
Iran has rejected Trump's offer for money in exchange for restraint, saying they will respond soon. - Channel 12
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SpaceX cafeteria workers are about to unload their shares to cafeteria workers working for the rest of SP500 corps
BREAKING: SpaceX's IPO is expected to mint thousand of new millionaires, including cafeteria workers, per Bloomberg.
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Igor Schatz retweeted
As everyone watches the SpaceX IPO today, its worth remembering this advice from Buffett "The idea that a newly issued security (IPO)—brought to market at a time of the seller's choosing and surrounded by massive hype—is the single best bargain among thousands of global businesses is absolute nonsense. When an offering carries a ridiculous 7% commission just to incentivize salespeople, it simply cannot be the most attractive investment available. While people easily get caught up in the excitement of a new launch, look at the reality: you have thousands of existing public companies whose prices are set by a natural auction market, free from aggressive promotion or hidden fees. It makes no sense to buy a security precisely when an insider decides the timing is perfect to sell. Frankly, it isn't worth spending five seconds thinking about IPOs." - Warren Buffett
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Igor Schatz retweeted
Iran’s Mehr news agency publishes the purported text of the draft agreement with Trump. It will keep the Strait of Hormuz under Iranian control, will promise Iran $300 billion in reconstruction money in addition to an immediate cash transfer of $24 billion, a suspension of sanctions and the withdrawal of U.S. forces from the Middle East. Also, a commitment not to bother Iran again about its missiles and proxies, and restraining Israel in Lebanon. The U.S. gets in exchange a pinky promise to respect the NPT. Let’s see what happens in coming days. Link: mehrnews.com/news/6857718 Full text: A permanent and immediate cessation of war on all fronts, including Lebanon. A U.S. commitment not to interfere in Iran’s internal affairs and to respect the sovereignty of the Islamic Republic of Iran. Full lifting of the naval blockade within 30 days. A U.S. commitment to withdraw its forces from areas surrounding Iran. Reopening of the Strait of Hormuz within 30 days under arrangements determined by Iran. Suspension of sanctions on the sale of oil, petrochemical products, and related derivatives, along with full Iranian access to the resulting financial revenues. The United States and its allies would be required to present reconstruction plans for Iran worth at least $300 billion. A 60-day negotiation period aimed at reaching a final agreement covering nuclear issues and the complete removal of U.S. primary and secondary sanctions, as well as the repeal of relevant resolutions of the UN Security Council and the IAEA Board of Governors. Reaffirmation by Iran of its commitment under the Nuclear Non-Proliferation Treaty (NPT) not to produce nuclear weapons. During the negotiation period, the United States would commit not to deploy additional forces to the region and not to impose any new sanctions. The release of $24 billion in frozen Iranian assets during the 60-day final negotiation period. Half of this amount must be made available to Iran before negotiations begin. Establishment of a monitoring mechanism to oversee implementation of the agreement. The final agreement would be approved through a UN Security Council resolution. Final negotiations would not begin before the release of half of Iran’s frozen assets, the suspension of oil sanctions, and the lifting of the naval blockade. The final agreement would focus exclusively on the future of enriched nuclear material and uranium enrichment, sanctions relief, and a program for rebuilding Iran’s economy. Discussion of Iran’s missile program and its support for resistance groups would be definitively excluded from the agenda. As stated by the Foreign Ministry spokesperson, this text still requires review and final approval by the relevant authorities in Iran.
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Igor Schatz retweeted
The S&P 500 closed today at 7267 Nullifying all gains since May 5 Another month of your life Gone forever
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Nasdaq is now more oversold than at the market lows in March
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Igor Schatz retweeted
BREAKING: More than half of the publicly identified donors to President Trump’s White House ballroom project have won new or expanded federal contracts worth more than $50 billion, per WaPo
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Igor Schatz retweeted
Vasily Kashin, director of the Center for Comprehensive European and International Studies at Moscow’s Higher School of Economics, last month published a widely discussed piece in Russia’s foremost foreign-policy journal. He argued that Ukraine will inevitably remain an anti-Russian, pro-Western country, especially after hundreds of thousands of Ukrainians have been killed or maimed in the war. He said the goal of installing a friendly regime in Kyiv—one of Putin’s original war objectives—is no longer realistic. Pointing to the example of the U.S. and Israel’s war against Iran, Kashin said that even a major escalation, such as assassinating President Volodymyr Zelensky and Ukraine’s military and civilian leadership, would likely bring to power a “more active, ambitious and radical” generation of Ukrainian leaders. Nuclear brinkmanship has historically resulted in freezing conflicts along existing front lines, a freeze that Moscow can achieve right now, without the perils of a full-blown nuclear crisis. It also isn’t in Russia’s interest, he wrote, to destroy its technological and human potential “pursuing imaginary objectives” on the front line of Mala Tokmachka, a town in southern Ukraine that has become a byword for Russia’s inability to advance. wsj.com/world/russia/russias…
Important voices in the Russian establishment are starting to argue that the war is at a dead-end, and that time no longer works in Moscow’s favor. But is Putin going to listen? My analysis. wsj.com/world/russia/russias…
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Igor Schatz retweeted
Russia also killed several people in the city of Dnipro, one of Ukraine’s largest, using cluster munitions in a densely populated urban area. Photo of impact from the mayor’s office.
Putin unleashes a massive ballistic and cruise missile barrage on Kyiv. Several residential high-rises, a hospital and a gas station hit so far. Just taking it out on Ukrainian civilians.
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RT @Barchart: Sandisk $SNDK just hit a 99 RSI on the monthly chart, one of the most overbought levels ever recorded for any asset in histor…
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Igor Schatz retweeted
You can do a lot with Gripen fighter jets. But they’re built for one thing. Good luck, Ukraine.
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Obama’s pallets of cash are a rounding error of the rounding error in comparison
NYT Claims: The U.S.–Iran draft deal includes a $300 billion investment fund for Iran. Tehran wanted reparations for war damage. Washington rebranded it as an international investment vehicle. Witkoff and Kushner floated the idea, pitching Tehran real estate and a broader fund as deal sweeteners.
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Igor Schatz retweeted
May 28
Japan urgently deploys troops toward Russia! The most dangerous confrontation since 1989 is beginning. Will it escalate into full-scale combat? Tokyo is seriously concerned that Russia could open a second front in the Far East and is rapidly moving forces toward the Russian border on the island of Hokkaido. And not without reason. Moscow has deployed Su-35 fighter jets and anti-ship missiles on the disputed Kuril Islands. In spring, Russians also showcased “Kinzhal” missiles on aircraft near Japanese waters. Meanwhile, Borei-class nuclear submarines, each carrying up to 160 nuclear warheads, are increasingly operating in the Sea of Okhotsk. Over the past nine months alone, Japan scrambled fighter jets 448 times to intercept aircraft — almost twice a day. A country that is constitutionally barred from possessing offensive weapons is now developing counterstrike missiles and doubling its defense budget. This is the most tense confrontation between Japan and Russia since the end of the Cold War. And it is happening right now, while the world is focused on Ukraine and Iran.
Community note
Japan has not urgently deployed troops toward Russia; no such reports appear in Japanese media, and Russian assets on the Kurils were deployed gradually over years. x.com/ChikaraKawamur… x.com/OKB1917/status… scmp.com/week-asia/poli…
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