KOTOV.IN
RRTLXFeb 28, 11 AM UTC

2

1

6
biden, iran

4

2

11
spokesperson, missiles
@AlArabiya_Eng
Catch up: No country other than #SaudiArabia has intercepted this many ballistic missiles and drones, Arab Coalition spokesperson Turki al-Maliki says, adding that the Kingdom has intercepted 526 drones and 346 ballistic missiles so far. english.alarabiya.net/News/gulf/2021

14

10

93
#Bitcoin tested support again this weekend. Note the wedge would remain intact at least initially if there was a break of support. If there is a break it's then a battle between the wedge & the topping pattern. No change in structures as of yet, but this week will likely clarify.

3

2

8
ruling, tanker, suspect
I quickly dropped that tanker as a suspect because that contaminant did not resemble what that vessel had picked up in the Far East. I really wish they would let us know what exactly this contaminant is first. After that, we should be able to properly focus on a few candidates.
@Reuters
Israel widens search for oil spill culprit after ruling out ship in Greece reut.rs/300ByEd

10

13

41
attack, military, national, missile
#KSA "Loud explosions shook Riyadh on Saturday as a Saudi-led military coalition said it thwarted a missile attack launched by Yemen’s Houthi rebels, which sent debris raining down on civilian homes"

6

5

44
“You talked about interest rates and you're right interest rates have been at very low levels, which does allow us to afford slightly higher debt levels," "But that can always change and we're seeing that in the last few weeks," he said. "We have to be acute to that possibility."
@Reuters
UK's Sunak says public finances won't be fixed overnight reut.rs/3stkwdY

3

3

18
arrested, lockdown

6

8

19
biden, minister, president, trudeau
#Norad >Cold War-Era Defense System to Get Upgrade to Counter #Russia, #China President Biden asked Canadian Prime Minister Justin Trudeau to ramp up Canada’s spending on defense, including an upgrade of Norad, during a bilateral meeting wsj.com/articles/cold- #NATO

28

48

203
JPMorgan says investors can put 1% of their portfolios in #Bitcoin despite calling it a poor hedge. Mainstream adoption has increased Bitcoin’s correlation w/risk assets, which rise & fall w/econ changes. This reduces bitcoin’s benefits of diversifier. news.bitcoin.com/jpmorgan-inves


20

48
OPEC+ faces calls to cool #oil market frenzy w/ extra barrels as Brent backwardation reflects tightening markets. Saudi-led alliance to discuss reviving supplies next week. Analysts question whether group will act vigorously enough. bloomberg.com/news/articles/

55

146

367
lockdown, pandemic
Good Morning from #Germany where retail deposits keep rising. Hit fresh ATH of €2.555tn amidst lockdown. Germans put another €19bn into their accounts in Jan2021. This money could fuel inflation when people start spending their money again after the pandemic.


7

7

1

11

54
#Copper Crunch Set to Ease With More Supply Heading to #China Copper smelters grappling with a shortage of semi-processed material are set to see an influx of supply from S. America, a sign that the tightness helping supercharge the rally may be easing. bloomberg.com/news/articles/

1

5

16
#China’s Factory Outlook Slumps Amid Holiday Disruptions - Bloomberg *Link: bloom.bg/2O5pgaQ


4

3
covid, deaths, national, vaccination

6

48

145
pandemic
@Samir_Madani retweeted
BREAKING: According to Pay with GasBuddy data, US gasoline demand WTD through Friday shows the strongest week of gasoline demand since the pandemic started.


7

4
covid


3

11
grants, pandemic


3

4
minister, tax


2

7
biden, covid, lawmakers, president, senate, stimulus


3

4
coronavirus, covid, shot

34

73

126
@Amena__Bakr retweeted
"For the prince’s supporters in Saudi Arabia, the report represented a practical victory, because it contained no new details, didn’t disclose any evidence on which it was based, and used equivocal words like 'probably.'"


2

17
cuts
Some form of cuts easing is highly expected from the opec plus group, the question is how, and the timeline #OOTT #opec

2

5

41
The demand outlook appears encouraging. @energyintel sees oil demand rising 1.4 million b/d in the 2nd quarter, to an average 96.5 million b/d. But adding too much oil too early could still derail the rebalancing process. Refined product inventories remain high. #OOTT #opec


3

6
college, facebook, nytimes
I have a strong hunch that this is going to be a blast. Come join us tomorrow am...
@neilparekh
1/x @ronlieber is the guest on @Sree's Sunday #NYTReadalong. The @nytimes #YourMoney Columnist wrote, "The Price You Pay for College." Watch Sun, 8:30am ET or on replay. FB: facebook.com/sreenet/posts/ YT youtube.com/watch?v=lg9v0p LI: linkedin.com/feed/update/ur TW: Live Sunday
Show this thread

3

22

72
Good morning The week Opec Plus will hold their ministerial meeting on 4 March. @energyintel balances show that Opec-plus has room to add 1 million b/d in new crude in the second quarter. #OOTT #opec

4

32

83
administration
For the first time in the US Energy Information Administration's (EIA) records dating back to 1973, the US shipped more oil abroad than it imported on an average basis in 2020. energyintel.com/pages/eig_arti #OOTT #US



I just lost it again. No tweeting. No snacking. No nothing except running the numbers.
@ronlieber
Raise your hand if you think the 7 second inactivity logout on @AmericanExpress is a wee bit fast.

1

1

8
Raise your hand if you think the 7 second inactivity logout on @AmericanExpress is a wee bit fast.

2

1

2
college, football
What is the definition of success? How much is enough?
@CahillKicking
Every family needs to sit down and ask this single question before stumbling into the world of college admissions and football recruiting: What does success look like for us?
Show this thread

1


4
The next round of the goat rodeo will be all about some people shunning the locations with the J&J jabs and debates over which locations (and which types of people) get what, right?

5

8

14
college, need, students

1


13
college
I want to introduce this dog to the dog who was chewing the book an hour or two ago in that other tweet…
@BenjaminTopp
Reading @ronlieber ‘s “The Price You Pay for College” and I wonder if all the money spent on our dog should go to a 529 plan. I am happy I listened to @karaswisher’s Sway podcast that introduced me to this book.

4

1

18
iran, petroleum
Trying to figure out what the logic was in attacking an Israeli-owned vehicle transporter in the Gulf of Oman when Iran has to supply crude oil and petroleum products to Syria. Guess who they have to get past first to reach Baniyas refinery, or to even reach the Suez Canal first.


1

3
college
@ronlieber retweeted
One never knows if a book is indeed a good read until it’s tasted. Tango decided, “Yes. Good.” @ronlieber #college @HarperCollins

84

37

402
alert, governments, cnn
Best then to increase energy consumption exponentially to solve puzzle codes on the internet.
@CNN
The planet is on "red alert" because governments are failing to meet their climate change goals, the United Nations Secretary-General António Guterres said. cnn.it/37VTOCZ

17

24

296
good night everyone!!
@NaturelsWeird
A young condor is still huge!

7

8

42
administration, armed, attack, forces, military, navy, patrol, tensions, missile
PLA stages live-fire missile drill, US Navy on Paracels patrol Fresh signs from the Chinese and the American armed forces that tensions over the South China Sea will continue under the new US administration

15

11

147
zomg!
@BullandBaird
Most satisfying thing you'll see all weekend

37

84

534
arms, biden, cancel, claim, iran, killing, outrage, president, sanctioned, outraged, bomb
Outraged enough to cancel $350B in arms deals? I didn’t think so. If Syria or Iran had sanctioned a killing like this bombs would be flying non stop. But if it’s Saudi Arabia we don’t bomb we just sell bombs for a profit & claim outrage. Difference in style not in substance.
@business
President Joe Biden called it "outrageous" that Crown Prince Mohammed bin Salman signed off on the killing of Washington Post columnist Jamal Khashoggi trib.al/twc2ET6

14

85

241
Buffett relies on buybacks instead of deals: Berkshire repurchased a record $24.7bn of its own stock as Buffett struggled to find better ways to invest his enormous pile of cash. That should cheer #Berkshire holders as a clear sign that Buffett views the shares as undervalued.



3
ufc

26

13

103
die
3 fav quotes Music is the universal language of mankind. Henry Wadsworth Longfellow My music fights against the system that teaches to live and die. Bob Marley Music gives a soul to the universe, wings to the mind, flight to the imagination and life to everything. Plato

5


2
Fact for people criticizing the Poll America Trusts: Froot Loop pizza is the State Dish of Iowa

9

2

8
sausage
Best pizza topping:
Sausage
65.4%
Froot Loops
9.7%
Pineapple
17.8%
Spam
7.1%
538 votesFinal results

3

4

29
The cradle of civilization.
@Reuters
WATCH: Pope Francis is due to hold an inter-religious prayer service at the ancient site of Ur when he visits Iraq next week, local archaeologists hope it will draw renewed attention to the ancient Mesopotamian site and its pyramid-style Ziggurat reut.rs/2MdPM1h

3

1

37
it always does
@sem_banksss
Replying to @TraderGuyUS @chigrl and @DatHuynhTan
it pays more to be optimistic:)

3

26

106

73

38

473
I have faith in mankind. We are one.

6

29

151
“Lock up your libraries if you like; but there is no gate, no lock, no bolt that you can set upon the freedom of my mind.” ― Virginia Woolf

1


22
The days are getting longer. The flowers are blooming. And Gamestop is going up again. The good times are back.

36

30

244
Traders use risk/reward models to decide which trades to take, and the ratio is calculated by dividing the amount a trader stands to lose if the price of an asset moves in an unexpected direction. Maybe we should use this formula for everyday life.

16

8

116
anxiety, covid, lockdowns
this is not right
@switterred
Replying to @euronews and @chigrl
My 8 year old has COVID anxiety. These lockdowns are too much.

4

6

21
If you’re new to Twitter, then you probably have little to worry about, but if veteran: - Do not pile up too many DM’s. Delete them and move your discussions to Signal (preferably)/Telegram/WhatsApp instead. - Enable 2 Factor Authentication (2FA) via SMS. - Avoid links in DM’s

14

21

139
OPEC meeting this week 4-5 March. It is a big one. Remember KSA voluntarily cut 1M BPD for Feb and March in an unprecedented move. With the global market as tight as they are, I expect they will not roll over this. My call addition of ~750K bpd. which the market actually needs

1

6

29
iran, killing

4

24

40
announcement, biden, president
@Samir_Madani retweeted
#US PRESIDENT BIDEN SAYS THERE WILL BE AN ANNOUNCEMENT ON MONDAY AS TO #SAUDI ARABIA IN WAKE OF INTEL REPORT ON THE CROWN PRINCE. #OOTT

18

5

181
I am/have been noting all protests, as people are getting restless. I am merely making a log. I did the same in 2011.

4

21

78
police, lib

7

5

30
political

3

5

35
force
Tick-tock >> Russia’s Wagner mercenaries calls the shots in fight for control of #Libya thetimes.co.uk/article/russia

2

2

12
explosion, iran, missile
I had a look at the quickly-compiled, wonderful photo compilation by @Ambrey_Intel yesterday and did not see the sea through the holes, so how would it be a rocket/missile? And during daylight in the GoO? Unlikely. Likeliest would’ve been time bombs planted on eve of 24th in MEG.
@michaeltanchum
Israel says initial assessment is Iran behind explosion on Israeli-owned ship reut.rs/3sqnJeq

20

48

392
The more things change the more they remain the same

1

1

12
There’s so much going on in here


7

12
president, trump

13

21

66
police

4

18

139
@Samir_Madani retweeted
Full moon rises over Khedive Pavilion, former residence of Ottoman viceroy of Egypt & Sudan.

3

37

62

1

3

7
college
@ronlieber retweeted
We are talking about @ronlieber’s book, “The Price You Pay for College” and would love for you to join us! twitter.com/i/spaces/1OdKr


2

4
college
Five minute warning. No special equipment required to come listen/talk college, you just hit a button. Watch for it on @kateconger’s feed in 3 minutes - and I will RT a link too.
@ronlieber
Coming to you live at 12:30 eastern today, we'll talk a lot about "The Price You Pay for College" or whatever @kateconger wants to ask or whatever you all bring up... ronlieber.com/books/the-pric

30

35

213
Some market perspectives given this week's bond freakout:
Bond Freakout
To follow on twitter: https://twitter.com/NorthmanTraderFor further details: https://northmantrader.comTo subscribe: https://northmantrader.com/market-services/
youtube.com

1

5

8
college
Coming to you live at 12:30 eastern today, we'll talk a lot about "The Price You Pay for College" or whatever @kateconger wants to ask or whatever you all bring up... ronlieber.com/books/the-pric


5

6

1

5

37
biden, coronavirus, covid, democrats, president, senate, cnbc

1

2

12
suspect
It’s one thing to investigate which vessel transferred oil to another vessel, but it is a completely different thing to investigate which vessel caused an oil spill. The list of candidates immediately shrinks as soon as you find out what the oily substance is. I’d rather wait.
@TankerTrackers
UPDATE: In a situation such as this one where there's a lot of data coming in but no concrete suspect, it is better to wait for a lab test result in order to first identify the contaminant. Once we know what possible grade of oil or bitumen/tar it might be, it'll help narrow down
Show this thread

2

6

23
All these years and I have never met or spoken to Sree. Super excited for our chat over the newspaper tomorrow. I just may bring a sheet pan meal.
@sree
Excited to interview @ronlieber, NYT #YourMoney columnist for #NYTReadalong on Sunday morning at 8:30 am ET. 5+ years of reading the Sunday paper out loud on social video! So grateful for audience we’ve built & our team: @neilparekh @stevederive @biggreenpen @cabara @julialweeks twitter.com/neilparekh/sta…

2

7

29
college
I'm doing a Twitter Spaces conversation about what to pay for college and how the system got so messed up at 12:30pm eastern today with @kateconger. This is Twitter's Clubhouse thing -- an audio only chat. Show up here/there for the link then! (Is that how this works? Kate?)

30

5

383
Went hiking in Hatta today. So good to get out of the house!

12

29

208
treasury
In addition to discussing SLR extension to assist the Treasury market, Zoltan Pozsar on Operation Twist or a weaker USD: bloomberg.com/news/articles/

30

187

502
pandemic
Global stocks have lost $3.5tn in mkt cap this week almost equal to GDP of Germany as especially Tech came under valuation pressure from rising bond yields. Stock mkt P/E valuations have expanded significantly during pandemic & S&P 500 is now trading at 2021e elevated P/E of 21.4


1

3
college
@ronlieber retweeted
This is happening! Tomorrow morning at 9:30 am PT @ronlieber will chat with me about the biggest scariest purchase — college.
@kateconger
now that I've tried Twitter Spaces a few times, I would like to propose 2 upcoming chats: one where the theramin guy comes back and plays for us again, and one where @ronlieber tells us how to pay for college

2


8
In fact, we benefited from the help of this organization too. Thank you...
@AndreaBackman05
I’m so sorry for your loss, @ronlieber, @stephanielieber and @DavidLieber. The planning you describe provides critical knowledge for every family living w #ALS. We at @LesTurnerALS provide this personalized service to hundreds of people living w ALS every year - at no charge. twitter.com/ronlieber/stat…

1


12

3

5

25

8

12

149
stimulus
@C_Barraud
#G20 agrees not to ease fiscal #stimulus to keep up recoveries - Nikkei asia.nikkei.com/Politics/Inter