Nerd at Pinecone Macro Research
Joined October 2016
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βBibi shouldnβt have done that,β Trump said of Israelβs strike on Beirut, adding, βI didnβt like it at all.β
He warned that continued retaliation risks prolonging the conflict, saying, βThey have to fire back, then heβll fire back, then the whole thing never stops in the Middle East.β
Source: WSJ
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The US reportedly asked Syria to help intervene in Lebanon - Syrian Presidential advisor to Al Arabiya
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ππ’π§πππ¨π§π ππππ«π¨ retweeted
Valuation change on foreign portfolio holdings of LT USTs (Foreign Non-Official holdings), 1995-present.
Fascinating chart, esp. if we think of it as a global financial system seismograph of sorts (as we should, IMO.)
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Problem is words will not cut it (at least the 3rd time he was big mad at Bibi for doing the exact same thing) - either take something important from Israel or he will keep doing this
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This angle is not getting near enough consideration
At some point itβs also going to be raised that many of the sanctions provisions are within the purview of Congress not Trump & thereβs no way he has the votes to change ISA right now.
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Probably.. but it had to be
Jun 13
Senior Israeli official to N12 on Trump's Iran deal:
This is a shit deal.
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Hopefully this really is over
Jun 13
Satellite imagery shows the complete destruction of AR-327 early-warning radar site at Jabal ad Dukhan, Bahrain, following an Iranian missile/drone attack on June 11.
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We went from βthe Gulf States are pressing the US to finish the jobβ to βshut up and take my moneyβ and not enough people are talking about it
Jun 13
Qatar has proposed a $12 billion package for Iran to break the deadlock in talks: $6 billion would come from releasing Iranβs frozen funds in Qatar, while another $6 billion would be provided as a loan or credit line.
The previously agreed restrictions on the $6 billion released fundsβlimiting them to humanitarian spending under the 2023 Iran-U.S. frameworkβwould remain in place.
Iran would be able to decide how to use the additional $6 billion credit facility.
Source: Mehr
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Jun 12
As Iran and the US may inch closer to a deal, Iran's missile arsenal remains off the table. Swift reconstitution is key to how Iran plans to win a long war of attrition and Tehran will use any lull in fighting to rebuild its missile and drone capabilities.
Quoted in @business:
Western allies believe Iran has most likely added new-build Russian weapons to its inventory and reconstituted large swathes of its missile arsenal during the eight-week ceasefire. bloomberg.com/news/articles/β¦
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