Φίλιππος @phileeppos
Joined March 2011-
Tweets7K
-
Followers2K
-
Following143
-
Likes6K
No one has to buy our insurance or use our designated corridor...
۲۲:۵۴/ ۴ تیر نهاد مدیریت آبراه خلیج فارس در پاسخ به استعلامهای مکرر اعلام کرد هرگونه تردد از مسیرهای خارج از چارچوب تعیینشده PGSA، مشمول تضمین عبور ایمن نبوده و از پوشش بیمه و مسئولیتهای مرتبط برخوردار نخواهد بود. تبعات ناشی از تردد از مسیرهای غیرمجاز، برعهده مالک، بهرهبردار
12 hours & 1 drone attack after IRGC complained about the corridor in Omani water, UKMTO announces its suspension. Who controls the strait of Hormuz again ? 🙂
⭕️ IRGC Navy: 'Safe passage through the Strait of Hormuz is only possible via routes announced by the Islamic Republic of Iran.' "A few hours ago, without informing or coordinating with the Islamic Republic of Iran, some authorities announced a new route for ship traffic in the
Big jump in tankers moving into GOO today. The 7d moving average is now at 10.2 mbpd (excluding 2.5 mbpd for Fujairah/Oman). Afaik we're not seeing anything like this move into the Persian Gulf. Seems these vessels are making a vote of confidence it will be safe to do so soon
Tanker capacity flowing into GOO is ticking up. The 7d moving average is now at 8.5 mbpd of potential capacity. Do these ships have booked loadings? Are they going into the Persian Gulf? Not really clear at this juncture
@holzibolzi I should probably qualify that statement a bit. I've been following it since the war started and have seen others say it's IRGC-linked. It also has been pretty spot on when it claims missile attacks are about to be launched etc, so I believe it. But I don't have hard confirmation
The IRGC is now claiming it has halted the flow of vessels through the Omani corridor. Looks like it's for real: about 6 hours ago (7:30 UTC time) several VLCCs that were booking it for this exit pulled a 180 and retreated and no tankers have passed since
I counted like 10m barrels of oil moving through the Omani corridor today, idk if the IRGC realizes how little credibility their threats have at this point. Gonna have to do something crazy or take the L
The fact that non-tanker vessels continued flowing after this is a little telling. Iran intends to keep the oil market constrained, this is its primary weapon and it doesn't intend to let go of it
On that projected increase in flow: maybe not x.com/phileeppos/sta…
The IRGC is now claiming it has halted the flow of vessels through the Omani corridor. Looks like it's for real: about 6 hours ago (7:30 UTC time) several VLCCs that were booking it for this exit pulled a 180 and retreated and no tankers have passed since
Implied Hormuz flow (moving out of GOO less Fujairah/Oman exports) of 15.5 million barrels yesterday bringing the 7d average up to 10.9 mbpd. This number will rise significantly over the coming week with the mass exodus of tankers through the Omani corridor that's now visible
@SameeLiaei @Drexler771 I don't think it's clear what's going on. The fact they all have AIS on shows they're not worried about Iran, which to me would seem to indicate some level of permission/coordination. But at the same time why wouldn't Iran force them to just use the Iranian corridor? It's odd.
I counted like 10m barrels of oil moving through the Omani corridor today, idk if the IRGC realizes how little credibility their threats have at this point. Gonna have to do something crazy or take the L
IRGC WARNS NEW HORMUZ SHIPPING ROUTE IS ‘UNACCEPTABLE’ AND ‘PERILOUS’ Iran’s Islamic Revolutionary Guard Corps said any newly announced shipping route through the Strait of Hormuz that was established without coordination with Tehran is unacceptable and dangerous, signaling
@cwjroberts Some but nothing like this volume (at least on AIS)
@HFI_Research My theory is this is mostly Iran + UAE bound tankers. Iran for obvious reasons, UAE because they've clearly made some kind of deal with the Iranians. Most of the non-IR vessels I've seen do a round trip enter through the Oman corridor, load in UAE then, quickly exit the same way
I've been wrong about a lot of things so humility is warranted but I think we are here. Evacuating these sailors (and their cargo) was bound to happen so I expect to see a geiser of oil flowing out of the gulf in the coming days/weeks, but the real test will be durable in flows
Hormuz Exodus Begins: Ships Finally Sailing As UN-Led Evacuation Corridor Opens zerohedge.com/energy/hormuz-…
@usr_bin_roygbiv @FleischmanMena Let's talk about output then: would you mind sharing the last piece of production grade software you built? I don't mean a repo, I mean a live piece of software with a userbase. Surely you should have dozens of these if one day of your work is worth 27 years of a 2022 engineer's
Seeing mentions of China's continued buyer's strike but are most of those 50 million Iranian barrels just dumped on the market not headed for China? Genuine q. It would be bizarre with prices where they are for China to still not be buying, but the whole thing defies explanation
Implied Hormuz flow (moving out of GOO less Fujairah/Oman exports) of 16.4 million barrels yesterday. Brings the 7d average up to 9.1 mbpd.
Implied Hormuz flow of 13.1 million barrels again yesterday (5 million Iranian, 8.1 million other). Brings the 7d average up to 8.1 mbpd. At this point it's clear the closure on Saturday was either posturing or a short-lived negotiating tactic to extract US concessions
Maybe I could hit 50k followers if I started pumping semis instead of my usual beat of responding approvingly to posts about how incompetent the Fed is
I've been tracking Hormuz flows to one degree or another for half of this conflict. Those posts got no engagement until the last two weeks when they started to show a meaningful rise in flow. I have 1300 followers now and most of them are from the last two weeks🤔
@EndTesla True but does Trump just cave immediately and give them whatever they want? Also definitely YES. So the real question is does what they ask require either (a) Israeli compliance or (b) congressional approval, and if so, how do those actors respond to Trump's pressure
MoU may be working as intended, but it's very transactional. The oil flows as long as Trump keeps the money flowing with sanctions relief, unfreezing of assets, "reconstruction". Only real Q is after the money changes hands, does Iran re-leverage the strait for nuclear + Lebanon?
Implied Hormuz flow of 13.1 million barrels yesterday, jumping the 7d average up to 7.1 mbpd. Most of these left GOO early in the 24h period and would have crossed the strait itself around the time of the re-closure, so it could still be a temporary burst but it speaks for itself
Sid Prabhu @sidprabhu
11K Followers 768 Following
Paulo Macro @PauloMacro
193K Followers 372 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Javier Blas @JavierBlas
393K Followers 2K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]
Jake @EconomPic
43K Followers 586 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Aggressive Value @aggresivevalue
8K Followers 159 Following 25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD
Tucker Moore @atmoore75moore
50 Followers 241 Following
justcuzbh @TorontoBubble
189 Followers 306 Following
sandra 🕊️🇵�... @sandraDXB
3K Followers 5K Following Expat abroad. California ❤️ ALWAYS. Free Palestine 🇵🇸 #BDS https://t.co/47m0HR2scT
Light Lawliet @LightLawli58649
134 Followers 559 Following
Real change @Realchange1234
23 Followers 59 Following
CryptoUsopp🩸 @crypto_usopp
76 Followers 594 Following
Greg Canavan @gcanavan2
1K Followers 739 Following Editorial Director at Fat Tail IR. Managing the Permanent Capital Portfolio. Pay the right price and take adv of investor psychology = 💰
Al Villa Smith @CaponeVilla
0 Followers 16 Following
Arthur Seligman @SeligmanMan
397 Followers 5K Following
Fernie @2sigmafx
10 Followers 88 Following
pablo palomares @pablomaresk8
58 Followers 518 Following
Cape @howardgreener1
19 Followers 184 Following
Max J @Deijsberen
31 Followers 244 Following
Fluidity @FluiditySignal
6 Followers 1K Following Global Equities PM | Innovation compounders, attribution & convexity. Signal before consensus. General info only. No financial advice. Only on X.
Matthew Lewis @Mlewis8111
202 Followers 720 Following
Jrex @jrex035
122 Followers 309 Following Came to Twitter for info on the Ukraine invasion, stayed for the "great intellectual discussions" lol
Theodore McMuffin @TheodorMcMuffin
89 Followers 2K Following
MOZAIK-71 @xenospherevhs
70 Followers 3K Following Democracies cannot persist in the 21st century. The choice is Chinese Technocratic Communism or western globalist gay race liberalism.
Scripture Superpower ... @glp1_symbolist
51 Followers 2K Following
Prashanth @PrazRama
102 Followers 227 Following I live in a finite field. Formerly post quantum things @ IBM Research Zurich + CMU. Now building new market primitives that hopefully don’t explode.
Mark Gordon @Ascentoilfund
283 Followers 794 Following
JM23 @JPMoreno23
0 Followers 339 Following
Tom 🇩🇪🇮🇱 @TomMolitor11
279 Followers 661 Following I work in IT, lived in the US for some years, now back in Germany
John @Lazado777
7 Followers 413 Following
John @EAG_0320
1K Followers 2K Following
kunal goel @sincirony
1 Followers 40 Following
Antonio Lopez @lopez_peru
450 Followers 4K Following Periodista y Analista de la realidad local, nacional e internacional. Seguidor de Noticias, Ciencia, Salud, Politica y Tecnologia.
Aaron Tjoa @AaronTjoa
37 Followers 121 Following
Harrison Witt @harrisonwitt15
237 Followers 287 Following Princeton Track/XC ‘25 | B.S.E: Operations Research and Financial Engineering
Sal E @SalE0tcr
4 Followers 169 Following
Donaldduck🦆 @donaldduck105
91 Followers 880 Following
BWC_1996 @1996Bwc
17 Followers 1K Following
Jay Harrington @jay_harring
463 Followers 5K Following Trader, wheat grower. Short Sharpe ratio, long career risk.
meryl witmer @merylwitmer
40 Followers 1K Following
Adam Caplan @AdamHCaplan
302 Followers 6K Following Co-founder @TryCuriada. Formerly spent a decade as a strategy consultant focused on marketing and sales for MNCs in the US, China, and Western Europe.
Jean Bon @SwissPoppy
64 Followers 181 Following
Jayne Dough @JayneRDough
459 Followers 6K Following Arms embargo on Israel, now. Economic embargo on Israel, now. Embassy closures in Israel, now. Travel ban on Israel, now. Ceasefire, NOW.
YanivT @YanivT4
2 Followers 104 Following
HF168 @HF1686
19 Followers 121 Following
Douglas Stone @Douglas94342267
609 Followers 3K Following
Sid Prabhu @sidprabhu
11K Followers 768 Following
Bob Elliott @BobEUnlimited
261K Followers 790 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
Andy Constan @dampedspring
411K Followers 420 Following https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Double Chin Capital @OffTheRunTrades
37K Followers 230 Following Coming soon : https://t.co/oEeKkqPrPA
Paulo Macro @PauloMacro
193K Followers 372 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Nassim Nicholas Taleb @nntaleb
1.2M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Dario Perkins @darioperkins
76K Followers 3K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Adam Ozimek @ModeledBehavior
92K Followers 915 Following Chief economist at @InnovateEconomy. Host of the EconTwitter Water Cooler, live on twitter spaces and downloadable here: https://t.co/toyjfDruRu
Darren r-σ²/2 @ReformedTrader
15K Followers 140 Following Trend, value, quality, carry, volatility. Tentmaker (eating vol-targeted Sortino to fund Christian work). See the pinned tweet for compound return generators.
Benn Eifert 🥷🏴�... @bennpeifert
120K Followers 1K Following Hedge fund manager (volatility/derivatives), QVR. Personal account. Oathbreaker paladin and Nightreign princess bodyguard. Chief Investment Officer of Antifa.
Clifford Asness @CliffordAsness
251K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
HFI Research @HFI_Research
115K Followers 91 Following Contrarian Investment Research: Energy (Oil & Gas)
Jamie Raskin @jamie_raskin
159K Followers 2K Following Congressman representing #MD08. Training young organizers with @natldemsummer. My official House of Representatives account is @RepRaskin.
Ash @ashvinmelwani
45K Followers 1K Following Co-Founder & CMO of Obvi | Surpassed $100M+ in 5 Years | Managed $100M+ on Paid Ads | Talk To Me on Mentorpass https://t.co/0fQP0VyAWy
Sarah 🦕 @SarahLevinger
32K Followers 2K Following Creative strategy that makes your ad production 80% faster & spend 40% more efficient. 🔥 Creator of the Valence + Intensity Framework, Founder @tetherinsights
Rev Cap @rev_cap
30K Followers 3K Following
Viggy Krishnan @viggy_krishnan
11K Followers 2K Following Public equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan
Parker Ross @Econ_Parker
23K Followers 658 Following Global Chief Economist @ ACGL | ex JPM AIG HUD | Husband to Jamie; Dad to Landon, Greyson & Logan | No investment advice & views are my own 🦬🇺🇸🇮🇱
Nico @nico_jeannen
54K Followers 1K Following Working on the Ahrefs for Ads: https://t.co/2DSyM6rR6L Managed $1M+ in ads, learned to code, grew and sold 3 startups for $290,000 using ads -- 💬 https://t.co/RODp1ZqdtO ✨ https://t.co/UL7l1OYkfH
Pekwat @pekwat
3K Followers 2K Following “A man must know himself thoroughly if he is going to make a good job out of trading in the speculative markets." DM for follow. Tweets will self destruct.
Mo @PersianMacroGuy
4K Followers 957 Following Living the island life as a macro trader on the beaches of Puerto Rico. Past life: engineering at Google and Facebook.
Maximiliano Firtman @firt
29K Followers 1K Following Developer, author, speaker & trainer. Author of many books & courses. Vanilla Web book in progress! OpenAI Codex Ambassador. Español @maxifirtman @codemiadot
Filip Kowalski @filippkowalski
14K Followers 1K Following Building mobile apps (mostly) & mobile venture studio with @ema_totaro.
ResiClub 🏡📊 @ResidentialClub
17K Followers 3 Following Your data-driven gateway to the heart of the U.S. housing market. An independent news and research firm that covers the housing market. 🏡📊
Eric Basmajian @EPBResearch
129K Followers 284 Following The economy moves in a sequence. Read it before consensus does.
Marilyn Moedinger @mwmoedinger
38K Followers 936 Following Founder @RuncibleStudios. Architect, Designer, Consultant. RE o/o. Former GC and professor. History, art, space, etc. Downloads, Podcast, and more 👇
Operation Enduring Pu... @hump_bear
2K Followers 4K Following
boaz weinstein @boazweinstein
56K Followers 1K Following Boaz Weinstein is the founder of Saba Capital Management.
Jeffrey P. Snider @JeffSnider_EDU
139K Followers 917 Following Host Eurodollar University channel. Monetary science reborn. Putting central banks where they belong.
fed_speak @fed_speak
33K Followers 1K Following Former buy-side gone corporate. Still know a thing or three. Interests include: finance, economics, sports, gambling, dad life, etc #FCOTY #FriedEggTwitter
David. The Trump Depr... @David32375134
2K Followers 119 Following You do not want to follow me. I AM NOT SERIOUS. Don't do it.
Darth Powell @VladTheInflator
248K Followers 592 Following If you had not committed great sins, God would not have sent a punishment like me upon you.
random macro guy @tmnmacro
123 Followers 744 Following
Gringo Investments @GringoInvesting
4K Followers 556 Following Ex Silicon Valley - bounce between SoCal & LatAm. Riding the energy Supercycle since Q1 2020 ✌️😭
Sean Tuffy @SMTuffy
18K Followers 789 Following I tweet mostly about FinReg & crossborder funds. Sometimes I tweet about other stuff. Personal account, all opinions my own and whatnot.
EncoreBubble @encorebubble
951 Followers 154 Following Tracking the excitement of the new Real Estate bubble, circa 2022, from the point of view of a first time home buyer.
coloradotravis @coloradotravis
64K Followers 1K Following gone from here, woe to those who remain. find me at bluesky
Casey Jenks @yeabuddy
1K Followers 1K Following CTO @opexfitness. Formerly founder/CEO at @truecoachco(acq by Xplor) and former co-owner of @crossfitkp. I like building things,🏂🏄🏼♂️🚵🏽🚣🏽🏀🎶 &🏋️♂️.
Mark Gutman @MarkGutman9
20K Followers 845 Following Alter-ego of Marcos Bueno, CIO of @AscentAdvisors. Ex GS, JPM Prop and HF. This is not advice nor recommendations, it's Educational Content and Market Updates
Olly Hudson @oliverwhudson
25K Followers 630 Following The Creative-Led Paid Acquisition Partner Behind £600M In Revenue for Brands Like 47Skin, BPerfect, Heights, Nutrition Geeks, AKT & More | Host of D2C Diaries
Bill McBride @calculatedrisk
89K Followers 382 Following Author of Calculated Risk economics blog. Real Estate Newsletter https://t.co/isotGwh2dc Threads calculatedriskblog https://t.co/e4hR9QBD6w
Quiet Prosperity @QuietProsperity
2K Followers 314 Following global quality investor. simple thoughts on investing, personal finance, business, wellness and some randomness. ⛳️🧙♂️🏞 Quality, Trend & Treasuries ™
Nick (⚠️) @NickatFP
26K Followers 831 Following Market participant grinding for that ̶$̶3̶ ̶$̶8̶ ̶$̶1̶6̶ $40
Kris Sidial🇺🇸 @Ksidiii
85K Followers 810 Following Co-CIO of Ambrus| (Focus: Volatility Trading / Tail risk hedging )| @penn guy ( These are my personal thoughts and not the opinions of Ambrus)























