Full time trader with a background in Systems Engineering

Call me crazy but there is an event here that exactly 0 people in finance are talking about that could crash markets in historic amounts in the blink of an eye here and that is an invasion of Taiwan. The entire United States Stock Market and by extension a majority of the world’s global equity markets are being solely pinned up here by the Semiconductor’s and AI adjacent economy. An invasion of Taiwan doesn’t only knock out the sole supporting pillar of the world economy currently it implodes it. Look at how stretched thin the world bandwidth is with current events. You think an adequate response to such an invasion could be carried out here in a timely and efficient manner? Strategically speaking this action would be a formal declaration of WW3 if China chose to do so. Could see a flash crash for the ages. @TuckerCarlson @buckleycarlson @jam_croissant @RealAlexJones
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1692American retweeted
If you made $50,000,000 a year starting the day Christ was born, ending right now, you would have made only 1/3 of the amount of money the US GOV has sent to Israel since 1948.
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1692American retweeted
Wait pause. What?
Community note
The post author confirmed that this is a "joke" and a doctored screenshot. x.com/cairoasmith/st…
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1692American retweeted
Robert Putnam discovered, much to his despair, that diversity has a devastating impact on social cohesion In a diverse society people are less likely to trust the government, less likely to have friends, less likely to get married or have children, and are more likely to spend time watching television Basically, if you want to see everything that makes a country function without a totalitarian government destroyed, diversity is your weapon of choice And now you know why every western nation is attempting to replace their native population Once diversity has worked its magic the only thing left is the Total State
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1692American retweeted
I used to want meritocracy. And then I saw my people get systematically destroyed, careers ruined, families broken up, deaths of despair in the hundreds of thousands, all under a purportedly "meritocratic" system. So now we will take everything. The left and their third world pets can have nothing. I don't give a shit anymore. I'm tired of fighting with both my hands tied behind my back in service to something that doesn't even exist. There is no fucking meritocracy. There's just ethnic cartels looking after their own people at the expense of mine. So fuck you and fuck your fake meritocratic system.
Meritocracy isn't the problem. It's the solution. And the fact that both parties are now moving toward wholesale rejection of meritocracy spells the end of American innovation, freedom, and strength.
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1692American retweeted
Meritocracy is literally illegal in the US The Civil Rights Act, Disparate Impact, preferential admissions and hiring for minorities 98% of new jobs in August went to women, was that all merit? It would be comical if it wasn’t such a malicious lie
Meritocracy isn't the problem. It's the solution. And the fact that both parties are now moving toward wholesale rejection of meritocracy spells the end of American innovation, freedom, and strength.
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1692American retweeted
25 to 40% decline. Cem Karsan @jam_croissant is putting timing and price on the record. The only thing holding it together right now is Bessent keeping the plates spinning for six more weeks. After the midterms, the incentive disappears.
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Bonds Crash Most Since Liberation Day After Catastrophic 5Y Auction; 2nd Biggest Tail On Record zerohedge.com/markets/bonds-…
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Yields are having a generational day. I’m by no means an expert in the markets let alone bonds but I would think a move of this size will bring about significant 2nd and 3rd order effects.
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BREAKING: Iran now announces it directly launched and detonated an advanced anti-ship missile above the USS George Washington “for the first time,” claiming it exploded directly over the US aircraft carrier, per IRIB. CENTCOM said earlier this month that the George Washington and a destroyer “successfully evaded multiple unprovoked Iranian attacks.” SNSC Secretary Mohsen Rezaei is now presenting the overhead detonation as the first such incident. Rezaei also says Iran is reverse-engineering an American submarine capable of conducting surveillance up to 6,000 meters underwater, calling the technology “extremely valuable” and claiming other countries are interested in buying it once Iran obtains it.
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2008 was an oil crisis. 2026 is a refining crisis. 2008 (peak) Oil = $147 Diesel = $4.76 retail Gasoline = $4.16 retail Today Oil = $95 Diesel = $6.53 retail Gasoline = $4.52 retail
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BREAKING: Israel is preparing for escalation with Iran, with Netanyahu urgently convening a security assessment tonight and his departure for the UN now unclear, per Channel 13. A senior Israeli officer says the military is preparing for multiple scenarios, including a full-scale war with US backing or Israel acting entirely alone inside Iran. Senior officials estimate the Iranian front could flare up soon. Netanyahu cut short his US trip on Saturday as Trump cut short his weekend at Camp David, and Trump said at the UN hours ago that his choice is a deal or to "annihilate the Islamic Republic."
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1692American retweeted
It really is all about perspective. Farther you get from the cities, easier it is to breathe, think, ruminate on the beautiful blessings HE has provided us. Despite our society's rot (largely imposed upon us), don't despair: God IS on our side. America & Americans.
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Nick Fuentes reveals who the Left is coming for. "They're coming for us. When they say 'millionaires and billionaires', that's code for White people. When they say 'we're only going to raise taxes on those making more than $400,000 a year', that's code for White people. When the non-White people outnumber us, and outvote us, and take political power, then they're going to take all our shit. It's because they hate White people."
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"So, Spongebob ok, Spongebob lives in a pineapple under the sea. Ok? You've heard of apples, well this is a PINEapple. A pineapple, ok? So how did he acquire this? It's because Spongebob *underlines Spongebob four times* is a freemason."
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BREAKING: Saudi Arabia has informed European refiners that they will be allocated no crude oil next month amid the East-West pipeline shutdown, per Bloomberg. European customers normally receive Saudi Arabian crude oil shipments on "term contracts," which are meant to ensure a steady flow of crude oil supply every month. Countries in Europe imported 577,000 barrels of crude oil per day from Saudi Arabia prior to the shutdown. Europe is facing its worst energy crisis in history.
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Bears repeating: Watch what Trump does not what he says! Another U.S. carrier is headed to the Middle East. #IranWar
Replying to @SamanthaLaDuc
They're loading up another aircraft carrier right now in San Diego. Families were told 8 months minimum deployment. military.com/new-navy-carrie…
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1692American retweeted
JPMorgan says it no longer has a baseline for oil because its assumed political red lines failed. Fair enough. But uncertainty about the war’s endgame does not mean the physical system cannot be modeled. If disruption persists and inventories draw as EIA projects, comparative inventory gives us a conditional roadmap toward much higher prices. My scenario reaches roughly $125 Brent by November. Not a forecast. An if-this-then-that map of the physical system. The better question is no longer “When does the war end?” It is: What happens if it doesn’t? #Oil #Brent #Inventories #ComparativeInventory #Energy #Hormuz #MiddleEast #OilMarkets #Geopolitics
This is the JPM oil report everyone's talking about.
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1692American retweeted
Macron roept morgen Franse veiligheidsraad bijeen. Poolse premier Tusk zegt landgenoten op alles voorbereid te zijn. Duitse regering idem en stuurt troepen naar Baltische staten. Er is beweging achter de schermen en die stemt niet vrolijk.
🚨🇫🇷 FLASH - Emmanuel Macron convoque demain à l’Élysée : - Le Premier ministre - Un représentant de chaque parti présent au Parlement - Les autorités militaires - La DGSI, la DGSE, le Secrétariat général de la défense et de la sécurité nationale (SGDSN) et la Direction du renseignement militaire (DRM) - Le directeur général de l’énergie. (Élysée)
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- Vorige week was de baas van de CIA in Moskou om Putin te waarschuwen: Val de NAVO niet aan, of je bent de lul. Zo'n bezoek gebeurt alleen als er concrete aanwijzingen zijn dat Rusland op het punt staat om de NAVO aan te vallen. Het vorige bezoek van de baas van de CIA was vlak voor Rusland Oekraïne aanviel in februari 2022. - Vandaag gaf de Premier van Polen een toespraak waarin hij zei dat Polen zich op alles voorbereid moet zijn. - Duitsland stuurt opeens onaangekondigd extra militairen naar de Baltische Staten. - Macron roept morgen de Franse Veiligheidsraad bijeen. De CIA weet iets. Rusland bereidt zich voor op een aanval. Europa is bezig om zich te mobiliseren. Er gaat iets gebeuren.
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