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@KobeissiLetter President Clown

@KobeissiLetter Easy long x.com/DJDuCk65/status/20868908…

@KobeissiLetter Ok, I’m calling it, we all died in 2020 and this is hell.

@KobeissiLetter Markets react fast when Washington draws a hard line. x.com/i/grok/share/7dbc270a81b…

@KobeissiLetter Damn, oil up 5% that fast is a pretty clear sign the market is nervous. If the Iran situation gets any worse, $90 oil really doesn’t feel that far away.

@KobeissiLetter US oil prices surge over +5% to $82/barrel after President Trump says the US is now demanding compensation from Iran.

@KobeissiLetter A +5% jump to $82 isn’t the market saying supply has already vanished; it’s adding a Gulf risk premium. The follow-through depends on whether barrels and tankers actually stop moving. If they do, it hits consumers through fuel prices and keeps inflation pressure stickier.

@KobeissiLetter What a mess!

@KobeissiLetter Oil and DJT are waiting for you to buy to start dumping the price. Go ahead.

@KobeissiLetter The sharp move in oil highlights how sensitive commodity markets remain to geopolitical developments. Whether this rally holds will likely depend on how the diplomatic situation evolves and whether supply risks become more tangible.

@KobeissiLetter Besset will set it back down on Wednesday

@KobeissiLetter late. truth social api ate first

🚨 Oil just sent a warning. WTI surging above $82 as Trump’s compensation demand adds another obstacle to a U.S.-Iran deal and the reopening of the Strait of Hormuz. This is the geopolitical risk premium coming back fast. If Hormuz stays constrained, $90+ oil becomes a very real possibility. 🛢️🇺🇸

@KobeissiLetter Both sides now demanding compensation before Hormuz reopens. Oil moved on Iran’s comments first. Trump just added the second precondition. European gas up 10% vs crude up 4 tells you who actually believes this ends soon.

@KobeissiLetter Probably heading to 90 soon

@KobeissiLetter Was it Trump or was it Iran saying they’re not negotiating till 2029? Or the 6 million barrels released from an already dwindling US SPR? Oil is going much higher.

@KobeissiLetter Oil jumping to $82 on Trump's Iran comments is headline premium, not physical tightness. The market is pricing in a supply shock that hasn't happened yet. If Iran doesn't retaliate with actual cuts, this spike gets sold fast. Watch the next inventory data for the real signal.

@KobeissiLetter 😢

@KobeissiLetter Oil’s waking up, not sure I am

@KobeissiLetter I always enjoy your posts. You bring a thoughtful perspective that helps people improve the way they think about investing. Glad to follow you and @nickdannunzio.

@KobeissiLetter That's a diplomatic way of saying they're going to sell some missiles to pretend for what looks like a sauna in the middle of the sea 😂

@KobeissiLetter Market manipulation

@KobeissiLetter Back and forth again oh my.

@KobeissiLetter My market view ⬇️⬇️ This is geopolitical risk premium at work, but watch for a sharp reversal if diplomacy opens up. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter Satire Trump meets satire reality 🤡 x.com/PaperApplePie/status/208…

@KobeissiLetter Meanwhile: $TSLA & $RIVN EV owners are as cool as the other side of the pillow! 😎

@KobeissiLetter It’s almost like someone knew lol… way OTM Chevron $CVX call options buyer from this past Friday is up +300% on these

@KobeissiLetter PT $1k

@KobeissiLetter 🎶🎶

@KobeissiLetter Here we go again 🤦‍♂️

@KobeissiLetter Short it baby

@KobeissiLetter There will be no deal.

@KobeissiLetter What how many longs his family and friends put in before he made this statement.

@KobeissiLetter Iran tension is one of the most reliable oil catalysts. $82 feels low if this escalates — market hasn't priced the real scenario yet 👀

@KobeissiLetter This is ridiculous. If this was a reality TV show. I would have turned the channel by now

@KobeissiLetter At this rate 130 oil somewhere in near future won't surprise me.

@KobeissiLetter "surge"?!?

@KobeissiLetter who pays a demand like that, and in what, and by when

@KobeissiLetter And Iran is waiting for Trump presidency to get over to resume talks :)

@KobeissiLetter My market view ⬇️⬇️ The geopolitical premium is back—watch $85 as the next resistance if Iran tensions escalate further. premarketdesks.com/t/tier1-v1-…

@KobeissiLetter 😴

@KobeissiLetter US OIL PRICES SURGE OVER 5% TO $82/BARREL x.com/FreeSites_com/status/208…

@KobeissiLetter The constant and sudden oil shifts will only bring instability to the markets. If this continues to compound it may result in a massive catalyst economically. Something physical and real has to happen soon instead of just words.

@KobeissiLetter every new demand just adds another reason this doesn’t resolve fast. This war is a long way from being Over x.com/TheStockUp_/status/20868…

@KobeissiLetter this is now a classic 🤣🤣

@KobeissiLetter Good stuff, thank you. Your take is always clear and helpful. Along with @meghaan_s you’re one of the two I follow most.

@KobeissiLetter Gone are the days you read about battles, attacks etc the next day in the newspaper. Now we are condemned to be privy to the minute by minute bullshit.

@KobeissiLetter WINNING 😂

@KobeissiLetter x.com/_Hybreed_/status/2083862…

@KobeissiLetter Oil jumps on compensation demands show how policy words move physical markets fast.