Development Economist @soasalumni @lsealumni |
Joined November 2010
- Tweets 39,796
- Following 2,020
- Followers 4,392
- Likes 318,578
3,217 Photos and videos
Apr 13
CENTCOM Blockade on Iran with NO Warships in the Persian Gulf.
lol
๐บ๐ธ๐ฎ๐ทโก๏ธ- The United States has 16 warships in the CENTCOM area of responsibility, but a U.S. official says none of them are in the Persian Gulf, making it more difficult to block Iranian ports, all of which are located along the Persian Gulf coastline, according to AP.
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Apr 12
Trump went from opening the strait to Further closing the strait.
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Update on the strait of Hormuz.
Today's Strait of Hormuz tanker traffic update is as follows:
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Mar 26
7 Dec 2025
You probably donโt have enough energy exposure.
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Jan 30
Make it Happen!
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Jan 28
Yes, time for Oil outperformance vs Gold into 2027.
$USO
7 Dec 2025
You probably donโt have enough energy exposure.
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Jan 29
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Sean K ๐จ๐ฆ retweeted
16 Dec 2025
Is it like this again?
Late last year, Tesla was breaking out to a shaky tape following the rally in risk-assets off the August '24 lows.
Now, Tesla is breaking out to a shaky tape following the rally in risk-assets off the April '25 lows.
$TSLA $QQQ
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7 Dec 2025
You probably donโt have enough energy exposure.
6 Nov 2025
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6 Nov 2025
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30 Oct 2025
Loose monetary policy coupled with structural issues in the economy, could actually lead to more misallocation of capital.
Further hindering productive investment for economic growth.
Another Great Post my friend.
30 Oct 2025
๐จ๐ฆ is once again at a point where the BoC overnight rate is well under core inflation
Mortgage rates in the 3.6% - 3.99% are nearly breaking even with inflation
This *should* trigger spending and investment, ultimately growing the economy
But it won't. Here's why ๐งต
2/
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7 Oct 2025
Everyone is talking about the Bubble lol
3 Oct 2025
It surely can NOT be a bubble when everyone is talking about a Bubble.
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3 Oct 2025
It surely can NOT be a bubble when everyone is talking about a Bubble.
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8 Aug 2025
China has already won!
Navarro: Don't Want to Hurt Ourselves with Higher China Tariffs
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5 Sep 2025
Canada Lost 65K Jobs in August.
Unemployment rate ticked up to 7.1%.
Sad reality, BoC cutting by 25 bps in September, won't have much impact either.
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2 Sep 2025
$DBA Agricultural Fund had its Highest Monthly close since June 2014.
Cutting rates is a great idea!
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Sean K ๐จ๐ฆ retweeted
22 Aug 2025
The S&P 500 is on track to close at a record high with more than 90% of issues advancing on the NYSE.
That's never happened before.
There were 2 times at least 85% of issues advanced. Both kicked off multi-year bull runs.
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22 Aug 2025
Twitter Space folks with downside targets for Friday in shambles.
20 Aug 2025
Tremendous bearishness/hedging ~1% from ATH into Jackson Hole, downside targets by fintwit all day.
You know what happens next.
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