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Comments: These are all temp measures Unless you reopen SOH nothing sticks
Comments: and Trump released a bunch of il from the reserves and so the price of Brent Crude is now down to $97.6.
Comments: today 10-year T-note briefly reached 5.3%
Comments: This is sick Reza! ![]() I wonder if Trump has seen this. :)
Comments: Breaking Down the Equations The core formula is Stress = (Weight / Capacity) + Shocks. Here is what each piece means in plain English: The Stress Meter (\Omega(t)): Represents the total financial pressure building up over time (t). Weight (The Pressure): This goes up when the U.S. faces a massive "Maturity Wall" (old government debt coming due all at once), keeps piling on new debt, and faces high interest yields that make borrowing very expensive. Capacity (The Cushion): This shrinks when the Federal Reserve runs out of room to rescue the market, economic growth slows down, and foreign buyers or Wall Street banks stop buying U.S. bonds. Iran Levers (External Shocks): Geopolitical friction—like oil and energy price spikes or market panics tied to tensions with Iran—that throws extra weight onto an already strained system. The Timeline Forecast The final line—\Omega(t_0) < \Omega(\text{Nov}) < \Omega(2027)—is a timeline prediction of how fast things will deteriorate: Right now (t_0): Stress is already elevated. By November: Stress will be noticeably worse (often tied to political elections, policy shifts, or major budget deadlines). By 2027: The financial strain peaks as massive amounts of government debt hit their expiration dates and must be refinanced at higher rates.
Comments: Reza translate the equation. :)
Comments: https://www.youtube.com/watch?v=Z0-_03IaVT0 I am telling u guys, Iran's got something big in the chante. They are obviously poking Trump's eye hoping for the war to restart. By the way, MacGreggor has started calling the middle east the "Greater Persia". I think this is a poke at the Israelis "Greater Israel" Project.
Comments: Reza, if it is confirmed that it was Iran, we are witnessing the beginning of a new phase of the war. Iran taking it to the the GCC and fucking them up. I am telling you guys their backs are warm for a reason.
Comments: BREAKING: Iran appears to have struck ADNOC's Bu Hasa facility southwest of Abu Dhabi, one of the UAE's largest onshore oil and gas fields. Sentinel-3 imagery from today shows a black smoke plume roughly 50 km long over the site. NASA FIRMS recorded a fire radiative power of 143 megawatts at the facility, with the VIIRS mid-infrared channel reading 367 Kelvin, the absolute ceiling the sensor can register, meaning the fire is likely hotter than the data shows. Flights near Abu Dhabi were disrupted earlier today. Bu Hasa crude feeds the Habshan-Fujairah pipeline, the UAE's only export route that bypasses the Strait of Hormuz. Saudi Arabia's East-West pipeline, its own route around Hormuz, has been struck 3 weeks ago.
Comments: https://www.instagram.com/reel/Ddbw1mMHJxT/ A new record for a limited edition hyper luxury watch. This is unbelievable
Comments: He’s at it again 🤔🤔🤔 Trajectory of Stress on the House: Ω(t)=Weight/Capacity+Iran Levers Weight↑=(MaturityWall↑+PileOnDebt↑)×Yields↑+YieldVelocity↑ Capacity↓=FedRoom↓×(FedParkingLot↓+Growth?+ForeignBuyers↓+DealersCapacity↓) Iran Levers↑=Energy↑+Bonds↑+OnFed↑ Ω(t0)<Ω(Nov)<Ω(2027)
Comments: I am not sure any of you are watching UEFA. Here are some summaries:
Georgia - Ireland was a low quality game. Some IPL teams can beat any of these teams: https://www.youtube.com/watch?v=YS1C31ymD4c Spain - Croatia: This was a very good game: https://www.youtube.com/watch?v=mjznsH7xw3w France - Belgium: Check out Zidan's celebration when France finally scores. https://www.youtube.com/watch?v=4fsGpbnpU9Q England - Spain: A relaxed Spain that took it very casually still whooped the brits. https://www.youtube.com/watch?v=704E4qdUcQI
Comments: An Open Letter to the Honorable People of the United States of America https://img9.irna.ir/d/r2/2026/09/29/0/173138753.pdf
Comments: https://www.youtube.com/watch?v=GRmO6_doJPA
Comments: That is a shame. It stains Davoudi's gold medal too. I wish that both athletes would have put in their best effort and the winner came out of that competition.
Comments: At the Asian Games in Nagoya on Tuesday, September 29, 2026, Iraq's Ali Ammar lost a potential gold medal in the men's +110 kg weightlifting event after confusion over the clock caused him to rush and fumble his final clean-and-jerk attempt. Ammar had set a snatch world record by lifting 219 kg to take a strong lead. However, during the clean and jerk, a miscommunication or misunderstanding of the rest time left him believing he had two minutes remaining when the clock was actually winding down. Forced to rush onto the platform, he struggled with his belt and missed his final lift at 246 kg. He finished with a silver medal as Iran's Ali Davoudi claimed the gold with a total of 466 kg.
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Comments: This video also talks about why both sides are letting some ships through.
Comments: https://www.youtube.com/watch?v=Kns7_DwYqyE What Iran is planning to do in October. I do not know this Jones guy but he seems pretty informed.
Comments: Yes that was scary to me too. I think the most scary part is that he is so well connected both in Pentagon and among the politicians because he was both in the military and the assistant to the secretary of state. When he says he knows people who think one way or another, he is not exaggerating! |
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