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06-15-26 panasonic
| Savo, usually a good signal to switch strategies. |
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06-15-26 savo
on a more vernacular matter:
Zerohedge:
The option market has never been more bullish on chips, or more bearish on gold.
Act accordingly.
https://x.com/TaviCosta/status/2066391523697332566 |
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06-15-26 savo
actually wants to destroy us all
yet the ones destroying everybody around are NetanDracula and his gang
These guys are worse than the serbians and deserve the same jail...
I hope beautiful Israel is soon free of them. |
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06-15-26 carib
Cac: reasonable posture.
But one should add.. if someone is neither israeli nor american, his perspective is different, and that explains a lot.
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06-15-26 CAC
I like how this guy sees it
Haviv Rettig Gur
Everyone will have their take on the deal.
Mine is kinda what you'd expect.
1. Trump caved. The early-May naval attempt to break the closure of Hormuz -- Project Freedom -- could have worked. He didn't give it a chance.
2. He may nevertheless have done the right thing from an American perspective. On the larger chessboard, the one where America is curtailing Chinese lines of influence and supply on all fronts, he's gotten everything he needs. Iran's nuclear program is also set back dramatically. And worrying about gas prices come November is an extremely valid concern for an American president.
As I argued back in February, the US and Israel weren't fighting the same war. Roughly 80% of each side's war overlapped with the other's. But toward the end, their interests would diverge and America would bow out.
And so it was.
3. Israel remains in the region, Hezbollah remains ensconced in Lebanon and committed to murdering us all, Iran remains the same muqawama regime it always was, committed to mass-murder and mass-sacrifice of its own people. The decades-long war between the muqawama ideology and the Jews of Israel continues.
4. Israelis owe the United States a vast and abiding debt of gratitude for what it has done to Iran's missile and nuclear programs. That this finished on America's timetable rather than ours, that it was doing it for its own interests and not ours, these don't diminish the fact that we received from America more than we had a right to ask for.
5. And still, #3 remains true. We fight on. Because that regime is undeterrable, actually wants to destroy us all, and like the Nasserist ideology that once sent army after army at us to destroy us, will require a few more wars and perhaps another decade or two to defeat completely.
6. The new IRGC military dictatorship now in charge in Iran is built to survive catastrophe. But not to govern, reform or build anything of value.
Some commentators on the deal have suggested that the most damaging thing you could do to the Iranian regime at this point is send it back to its embittered people to try to govern the peace.
I think they might be onto something. It'd be a much safer and happier and more peaceful region if the regime falls from within and a new and better day dawns for the long-suffering people of Iran.
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06-15-26 panasonic
Carib, Israel political changes will follow.
The immediate problem at hand was to keep the balance of power in the region.
Until see real results on the enriched uranium by IAEA, me won't count chickens, no "thanks" notes...to me this accord is too fragile, unless has the full support of China.
Yes, as wrote several weeks ago, I'm ultra pessimistic on our kids' future under Chinese global supply chain control, seems inevitable. |
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06-15-26 carib
The key takeout, IMHO, is that in the trumpian world there are no allies, but only enemies and servants.
China might perhaps offer a more palatable alternative, in case the US stays in the present mood long term? |
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06-15-26 carib
Panas: IMHO Trump deserves to be thanked.. if Iran ends up without nukes, and Bibi ends up in early retirement.
But, if Iran comes out even more convinced they need nukes, and Israel ends up worse that it started.. no thanks deserved.
On Veny, Trumps deserves to be thanked by creditors.. if we get a decent bonds restructuring. Thanks by venezolanos, if their country turns back into freedom and prosperity. |
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06-15-26 victor
savo, he seems to express your point of view.
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Yair Golan
Former Deputy Chief of Staff, Chairman of the Democrats, the broad governing alternative of the liberal-democratic camp in Israel. We are determined to restore security and hope.
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Yair Golan - יאיר גולן
@YairGolan1
A tough morning for Israel.
This morning, Israeli citizens are waking up to an agreement between the United States and Iran made over Israel's head.
In one signature stroke, immense military achievements secured with the courage of our pilots and the blood of our fighters have been erased, while Netanyahu stood on the sidelines—weak, ill, isolated, and powerless.
Trump signs an agreement that funnels billions to the Ayatollahs' regime, leaves the nuclear infrastructure intact, preserves the ballistic threat as is, and throws a lifeline to the murderous regime in Tehran.
This is the culmination of long years of failure. Netanyahu is the man who, for years, sold the public a false image of "Mr. Security," and in reality became the father of Israel's greatest strategic failure in its history. The man who built the notion of "Hamas is an asset," who enabled the flow of Qatari money, who abandoned the diplomatic arena, who dismantled Israel's alliances, and left it isolated at the moment of truth.
Netanyahu is good for Hamas.
Netanyahu is good for Iran.
Netanyahu is good for Hezbollah.
Netanyahu is not good for Israel.
The one who promised "total victory" ends his tenure with Israel's enemies stronger, Israel weaker, and the deterrence built with the blood of our fighters eroding before our very eyes.
Replacing him is not just a political necessity—it is an existential security imperative. |
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06-15-26 spal
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06-15-26 spal
Added MOS
Will bounce on Sulphur price ... which may be reduced as Hormuz opens |
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06-15-26 panasonic
| SOXL calls back from ashes :-) |
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06-15-26 panasonic
Once the enriched uranium controlled, IAEA back inside Iran, the balance of power in the region will be restored (in'shallah).
Nukes in hand of a military power built by China in Middle East was a game changer, we may like or hate DT, he had the balls to go in and stop it, as Vance would ask "Not even thanks?", timeframe is critical bcz of mid-terms, and certainly not achievable under "auto-pens".
Fwiw, pressure on China was exercised by Gulf States, EU absent as usual.
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06-15-26 carib
Victor: I think the agreement was drafted essentially to provide BOTH sides with arguments to declare victory.
Concerning nukes, time only will tell if progress will be made or not.
If Hormuz will be fully re-opened. that will be the only practical good result.
I am sorry for the iranian people, who will remain under a disgusting regime.
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06-14-26 savo
| victor..i think NetanDracula and his gang if assassins have managed to turn lovely Israel into the most hated State in the US and abroad.. i hope they are kicked out soon, tried and jailed and a new leadership emerges. |
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06-14-26 victor
Shehbaz Sharif
Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.
The official signing ceremony will be on Friday, 19 June in Switzerland.
We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict. We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement. I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.
With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony. |
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06-14-26 victor
carib, savo, what do you think?
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The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade. Ships of the World, start your engines. Let the oil flow! President DONALD J. TRUMP |
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06-14-26 savo
| nothing new..NetanDracula doing what he and his gang have always done.. create chaos and assassinate innocent people. DT should have read colores. |
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06-14-26 victor
Former Israeli envoy says Trump feels betrayed by Netanyahu
Former Israeli ambassador to the US, Alon Pinkas, says Trump’s public rebuke of Israel over its latest attack on Beirut reflects a rare rupture between Washington and Israel.
Speaking to Al Jazeera from Israel, Pinkas said Israel had not found itself so visibly at odds with a US president for decades.
“You’d have to go 30, 40 years back,” he said, pointing to earlier crises under the Ford administration in 1975 and George HW Bush in 1991. He added that the current crisis is different.
“There were a lot spats, but nothing like this.”
Pinkas said Trump is furious because Netanyahu sold him false assumptions before the war on Iran.
“Trump is livid, angry, disillusioned and disappointed with what Netanyahu told him,” he said, adding that Netanyahu’s expectations had collapsed.
“The [Iranian] regime has not been toppled. There was no popular uprising, the IRGC was not demolished, Iran’s missile capability has not been destroyed.”
He said Trump’s anger shows he has finally recognised that Netanyahu was trying to undermine him. |
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06-14-26 carib
Supposed text of the MoU..
https://www.bloomberg.com/news/articles/2026-06-14/iran-pushes-differing-versions-of-deal-as-us-sticks-to-timeline |
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