IRAN WAR, DAY 221 | Trump yaps, Iran strikes | SPR at 283 million barrels |10/7 Hannibal D day! While Trump utters death threats in his speeches to his trumpanzees, Iran handles business. •Iran has hit 12 ships in 5 days •this flies in the face of Trump’s claims ships are getting through. •cost per ship, $330m if full •Half that if empty •the SPR is now at 283 million barrels •Trump is down to his last 13 million barrels. •despite Trump fiery rhetoric, it is Iran and Yemen that have fire control of their respective straights •Spot price on Brent at $100. •energy prices up avg. of 60% since 2/27 Why has the Trump regime been lying about oil supply? They’re broke and need lower interest rates to be able borrow! •it’s not working anymore. They were previously manipulating bond yields, to impact cost to borrow. How it works: Bond yields are correlated to oil futures price. Rate rises with price. •the 10 year yield is at now 5.3%. •5% is considered dooms day •current levels are unsustainable And now, the US trade deficit has surged 13.7% to $105.6 billion, a 17-month high, despite Trump’s illegal tariffs! How’s the stock market doing? Michael Burry (Big Short), warns a stock market crash is coming. •there’s only so much artificial pumping they can do "The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months." Burry has repeatedly said the stock market is going to crash this year. Today, the S&P 500 hit a new all-time high. Even Billionaire investor Ray Dalio says the AI bubble may "burst" soon and crash the market! What is Trump’s solution while presiding over this “amazing economy”, high bond rates, over $40t in debt, and missile and interceptor supplies at critical levels? Trump says the US may attack Iran again! So much for winning 15x already! Trump: “We're doing extremely well in the Islamic Republic of Iran. The whole place is shot. We have to finish up, and it's only a question of which way we want to do it: the nice way or the not-so-nice way. Pretty soon, you'll find out.” Element of surprise only works when you don’t announce your intent first! How badly did Trump get beat last time? US losses in the illegal war on Iran revised from 42 to 81 lost aircrafts by the Congressional Research Service AMAZING how they miscounted by almost double! The total destroyed or damaged US manned and unmanned aircraft from 42 to 81 since Feb 28. •Losses include F-15Es, F-35As, A-10s, KC-135 tankers, E-3 Sentry AWACS, MC-130Js, and helicopters. •MQ-9 Reaper fleet decimated •Reaper losses surged from 24 to over 45, threatening the remaining ~135-unit inventory and accelerating efforts to find cheaper replacements. •four early F-15E losses were due to friendly fire (they say), while two MC-130Js were destroyed by US forces after evacuation failed. •Congressional budget officials estimate replacement costs at $1.9-3.3 billion. How’s Trump going to replace lost hardware without access to refined, raw earth metals? Also, for those thinking about signing up for the draft, the Pentagon refuses to pay additional compensation to the families of soldiers killed in clashes with Iran, arguing that the conflict is not classified as a war. Israel is taking time out to reflect on the Hannibal directive day! Per channel 12, kosher propaganda: on the third anniversary of the October 7 sacrifice day: President Isaac Herzog and his wife lit a memorial candle at the presidential residence Per Maariv: The security and military establishment and the political level have learned absolutely nothing from the 10/7 disaster. •there are protests demanding an investigation into the truth on 10/7 -not to worry, TTM will expose all the facts tomorrow!