Member Info for bonker99

10-year @ 4.47%

Incoming TACO statement from Trump no doubt ...

Tell me you weren't around in 1973 without telling me ...

If they didn't need it to happen they wouldn't have started it - Starmer and co playing ball by not joining in as the "reason" it will be strung out for the forseeable ...

Took some more myself - battle heating up - won't be long.

Monday even perhaps ...

Have also topped up - again.

Perhaps it won't go past April 6th.

Crude @ $96 - only a matter for time until this pops for another quid.

RUSSIA DOES NOT HAVE ANY FREE CAPACITY TO PRODUCE MORE FERTILISERS NOW, HEAD OF LOBBY

https://x.com/DeItaone/status/2037157334175101305?s=20

Couple of £6k buys from me.

I suspect this is about year-end more than anything else - PEEL booking a win with one hand and a tax-loss with the other.

"Fertilizer prices are skyrocketing:

New Orleans granular urea prices, the most widely used nitrogen fertilizer, are up +89% since December, to $660 per short ton, the highest since September 2022.

By comparison, the 2022 peak during the Russia-Ukraine war was $910 per short ton."

https://x.com/KobeissiLetter/status/2036971143018799559?s=20

Trump works for The Bank, not anyone in the US.

I highly, highly doubt the US will put boots on the ground - Russian & China will be forced to act if they do - this thing is as existential for them as it is Iran.

IRAN REJECTS U.S. PROPOSAL, SETS FIVE CONDITIONS FOR WAR END

Iran has rejected a U.S. proposal to end the ongoing war, insisting any resolution will follow Tehran’s own terms and timeline, a senior official told Press TV.

The Money Guys are saving Taiwan for another time but that day will come.

The US tapped it a week or so ago but only lightly - if they take out the island completely then they directly threaten China and we're into an entirely different thing ...

Very overweight here too.

Because:

Every single major oil and gas node in the Gulf has already been hit ....

and markets are still pretending a ceasefire fixes it overnight.

Look at what's already been destroyed 👇

🔴 Kharg Island US struck Iran's main oil export hub. Israeli strike hit South Pars gas field.

🔴 Ras Laffan World's largest LNG export plant damaged. Qatar's energy crown jewel.

🔴 Ras Tanura Saudi Arabia's largest refinery shut after drone strikes.

🔴 Samref refinery Drone hit the Red Sea refinery too.

🔴 Ruwais UAE's largest oil refinery and gas fields targeted.

🔴 Fujairah port Major oil trading hub repeatedly attacked, multiple halts.

🔴 Iraq Closing oil fields.

Saudi Arabia, Kuwait and UAE have all reduced output.

📌 Every major export node in the Gulf has been hit

Markets are pricing a ceasefire.

https://x.com/jackprandelli/status/2036735465605222813?s=20

Really very odd trading .....

IRAN AND TURKEY'S GAS SUPPLY IS REPORTED TO HAVE HALTED FOLLOWING A STRIKE AT THE SOUTH PARS PIPELINE

"Russia's largest Baltic oil export hub.

Up in smoke.

When it is everywhere, it is the agenda."

https://x.com/DarrenPlymouth/status/2036362619204862439?s=20

RUSSIA INTRODUCES SOME LIMITS ON FERTILIZER EXPORTS UNTIL APRIL 21

https://x.com/runews/status/2036359662946132471?s=20

Sounds like good timing to me.

A notable move in price off the rising daily MA200 this AM.

https://x.com/bonker99/status/2036359987543314715?s=20