FT

Defiant-Plantain1873

Well i mean some guy from a fund was quoted in FT as saying “the fundamentals don’t make any sense but you’d be insane not to buy it” in regards to spaceX so maybe it’s not a bad bet at all

RandomRocketScience

All price targets are just guesstimates. We have 10M barrels a day of reduced supply, and we need to balance and Demand and Supply through price. So far SPR releases have disrupted price discovery. I cant tell you what price leads to that amount of demand destruction, but $115 a barrel was not nearly enough. Im mostly referring to estimates from JPM and GS, this is a screenshot of JPMs oil forcast. Notice how the worst case they are estimating is full opening in july, which seems implausible at this point. FT headlines a couple weeks ago were estimating $200, but I cant find them right now. https://preview.redd.it/tw0jc6zm3t3h1.jpeg?width=1224&format=pjpg&auto=webp&s=f265273bb929100d5579d8650edaff9a430edaf1

NectarineNegative769

Take a look at lse:SYNT Down from 20 pounds to 1gbp but up from 20 pence! Gotta be worth a punt at that discount. I got in at 40p Where to find them: I look at the FT's worst performers. That's right, the bottom of the barrel. That way, the only way is up. Some will go broke, some will stay on life support and some will bounce back. SYNT has tripled in the 6 months I have owned it Generally, companies that make stuff (chemical company in this case) have an actual floor. Especially in uncertain times. They become "dual purpose" (industry and defence). I felt worth a punt and there is more runway in it

NotMe357

"TAVO’s Board of Peace fund is empty," per FT" He YOLO it all on calls? 🤔

NoInstructionManual

This article seems to cover the key points https://www.mediaite.com/media/news/trumps-official-board-of-peace-fund-is-empty-but-dollars-are-moving-beyond-public-oversight-ft/ Trump’s Official ‘Board of Peace’ Fund Is Empty – But Dollars Are Moving Beyond Public Oversight: FT

pysapien

$FT

Spy300

>Real wages start to shrink in developed countries-FT Devalue the debt, they must.

pysapien

$FT flyinn

DeadlySunrise

I believe the president had no choice but to invest in quantum computing. Quantum computing has been considered the next arms race. The top CIA and former FBI director considered quantum computing to be the greatest national threat. Wired, the Atlantic, the economist, FT etc have all covered it. It’s rather simple if you think about it. Quantum’s potential with Ai is truly terrifying.

single_B_bandit

\> US and Iran move closer to extending ceasefire by 60 days, say mediators Read that sentence again. All the way to the end. \> say mediators What part of that is a lie? If someone doesn’t know by now that the source is a pathological liar, they should just save their money and cancel their FT subscription, as they clearly don’t read the news. In fact, did you even read the article you’re saying is a lie? Because it doesn’t sound like you did. They specifically quote Ghalibaf saying: \> Tehran would not step back from its “rights”, especially when dealing with the US, which “has not been sincere and cannot be trusted”. And then Baghaei too, saying: \> we have the experience of the American side’s contradictory statements and shifting positions. They have put forth conflicting stances several times, They’re doing exactly what you’re saying journalists should do. You just need to, you know, actually read the article before complaining about it.

vermilli21

* Mediators believe they are nearing a deal to extend the U.S. ceasefire with Iran by 60 days and establish a framework for nuclear talks, the Financial Times reported Saturday, citing people briefed on the negotiations. The agreement would include a gradual reopening of the Strait of Hormuz, a commitment to discuss Iran’s stockpile of enriched uranium, eased sanctions, and the phased unfreezing of Tehran’s overseas assets, the FT reported. Iran’s foreign ministry spokesman said Tehran is finalizing a “memorandum of understanding” to end the war as a first phase, before moving to broader talks within 30 to 60 days. So its just a very specific ceasefire, LOL

Consistent_Rule101

From FT : The US government will take equity stakes worth a total of $2bn in a slew of quantum computing companies, including a start-up backed by a firm with links to the Trump family and one taken public by a Pentagon official. D-Wave Quantum, an awardee that was taken public in 2022 by Emil Michael — now a top Pentagon official — was up more than 20 per cent. Among the recipients was also PsiQuantum, which last year raised money from a group of investors including 1789 Capital, the venture capital firm at which Donald Trump Jr is a partner. ...several companies have received smaller sums, including [Vulcan Elements](https://www.ft.com/content/952f37ba-78b4-42a4-8d1b-2258de65f2c0), a little-known rare earths start-up with about 30 employees, in which Trump Jr’s venture capital firm has invested. "

RandomRocketScience

Strong agree. Worst case estimates from Goldman and JP Morgan only go up to a full opening by june. We are weeks from operational tank bottoms in Cushing. Strategic reserves are being drawn from at historic rates. We need crazy price hikes to actually achieve demand destruction equivalent to the supply loss. We've lost more than 1B barrels to this crisis, an enormous amount. Even if the strait opened yesterday, the supply crunch is enormous and bound to cause a steep increase in oil. Saudi Aramcos CEO put it like this: “If the Strait of Hormuz opens today, it will still take months for the market to rebalance, and if its opening is delayed by a few more weeks, then normalization will last into 2027” Most commodity analysts estimate $120 a barrel at least. $150 was estimated in the FT 2 weeks ago or so. A couple days ago they were forcasting $180. Call me retarded, but this seems like the easiest trade in history. If you ask me I'd lean towards WTI now. WTI/Brent spread will converge as stategic reserves are shipped to EU and Asia. Eventually I'd move to Brent. Surely the US will decide to stop exporting its strategic reserves at some point, at which point you'd wanna be long Brent.

SpotlessCheetah

All the sites like Barrons, WSJ, FT, Reuters are there to make you sell, but you have to separate the truth from their nonsense, continuously re-assess, and figure out whether it's actually bullish (usually actually) and keep adding more - those are free discounts. Redditors haven't figured that out. They just panic.

likamuka

OPENAI HAS BEEN LAYING THE GROUNDWORK FOR AN OFFERING EXPECTED TO VALUE IT AT NORTH OF $1 TRILLION - FT Fucking mental. Totally mental. Just like their psychopath CEO.

Last_Membership_1063

>Beijing banned an Nvidia gaming chip while the company’s chief executive Jensen Huang was visiting China with Donald Trump last week, the latest salvo in the superpowers’ battle to dominate AI. The chip was added to a list of banned goods at China’s customs checkpoints last Friday, according to a copy of the document seen by the FT and two people with knowledge of the matter. The move highlights Beijing’s determination to keep out Nvidia’s chips, especially the degraded versions made to comply with US export controls. The Chinese government wants to support domestic chipmakers such as Huawei and Cambricon as they catch up to their US rivals. The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls. It was aimed at Chinese gamers and 3D animators but it has also been bought by AI developers, cut off from the most sophisticated Nvidia products. Nvidia’s Huang said on Monday that he believed China’s market would become accessible to US chip suppliers. “My sense is that over time, the market will open,” he told Bloomberg TV. Sales of other Nvidia chips including the H200 and the H20, another China-specific product that Nvidia sold earlier in the market, have been blocked by Beijing even though the Trump administration has approved sales to Chinese tech groups such as Alibaba and Tencent. Huang joined Trump at the last minute to be part of a US delegation to Beijing, where he was seen eating local delicacies and touring the Chinese capital outside the official summit. Trump said on Air Force One after visiting Beijing that China “chose not to” approve the purchases of Nvidia’s H200 chips because “they want to develop their own”. Huawei is set to capture the largest share of China’s AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese companies seeking domestic alternatives to Nvidia, the FT reported earlier this month. Morgan Stanley forecasts that China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese groups. The US bank estimates the market to be worth about $21bn this year from domestic suppliers. China’s AI chip sector was previously dominated by Nvidia, which sold products worth just over $17bn — mostly H20 chips — in the Chinese market in the 2025 financial year. China’s customs agency and Nvidia did not immediately respond to requests for comment. The chipmaker and world’s most valuable company is scheduled to report earnings on Wednesday afternoon in results regarded as a bellwether for the state of the AI infrastructure boom.

Mahrez-

🥭and sons to be ‘forever’ exempt from tax audits, per FT

bzl33

> DAN SUNDHEIM'S FIRM D1 CAPITAL PARTNERS SET TO HOLD A STAKE WORTH ROUGHLY $20BN IF SPACEX HITS EXPECTED $1.75TN VALUATION - FT $SPCX might maintain the valuation through the lockup. So many people in finance have a stake in it or are planning on investing at the IPO.

leftofdanzig

> Now, the aforementioned court has said that staffing levels required to maintain safety, prevent damage to the facility, and maintain product quality "must remain at normal levels," FT reports. Furthermore, union members and their leaders will not be allowed to occupy or lock company facilities, or to prevent workers from entering them The 2nd part makes sense but am I understanding the first part correctly? The court is requiring the union to go to work?

NectarineNegative769

SYNT chemical company. They made the FT's list of biggest losers after dropping 98% (!!). Only one way it will go from there and it's 5x YTD. A very sweet increase for a stock available at 20 cent!

Low-Award5523

With spacex, openai, and anthropic bringing trillions of new equity to the market, theres gonna be in essence a dilution of the whole fucking thing. An FT article this weekend said its projected to be like a 6% dilution of the total market. So, could it pop a bubble? Could it shock some tickers? I think yah. Deeply. Its going to get messy, no matter what. For these hugely hyped 3 companies that are already overvalued, we retail fools are the EXIT LIQUIDITY.

signaturefor

Doesnt mean they cant announce an agreement even if banking financing needs several weeks as FT article mentions.

haniyarae

Just replying for anyone following, the FT recent had a piece about the big banks bailing from data center debt. https://archive.is/Y3iRn but everyone here knows irrationality pays until it doesn’t.

CMTTrader

\*\* Shares of fast-food chain Wendy's WEN.O up \~10% at $7.41 premarket \*\* Activist investor Nelson Peltz’s Trian Fund Management seeks investor backing for a bid to take Wendy's private, the Financial Times reported \*\* Trian has held discussions with outside investors, including in the Middle East, about funding a potential takeover of Wendy's - FT report

SpotlessCheetah

FT is really bad at everything they publish.

HamSand-a-wich

I mean this wasn’t just a slip of the tongue. From the FT article this guy was quoted in a video interview saying: “I’m not fucking Mahatma Gandhi, I’m not here to talk about morality, OK. I was the best fucking trader in the fucking world and I’m the guy that calls it right every fucking year” I’m sure he’s more qualified than the vast majority on Reddit. That doesn’t make him trustworthy and the FT article outing him is evidence of that.

varingian

The only reason I didn't read is because I can't, it's paywalled 😅 but you got a point, it's the FT after all. I'll dig deeper, thanks for the tip!

WiseIndustry2895

How many times have an article/news alert to come out from FT,the information or WSJ only for Iran state news to rebuttal those fake news?

HamSand-a-wich

He wasn’t. The FT debunked it. He lied about his performance as a banker to increase his profile. https://www.ft.com/content/7e8b47b3-7931-4354-9e8a-47d75d057fff

okenrav

[***Chris Hohn’s hedge fund slashes $8bn Microsoft stake in warning over AI disruption TCI has cut its position in tech giant from 10% to 1%***](https://www.ft.com/content/ac5d90a9-b010-4529-9616-706420920681?syn-25a6b1a6=1) ***- FT*** <-- article argues the opposite direction of the same thesis: MSFT may be fine regardless, because their claim on OpenAI's upside is senior and fixed. Hohn's bet is that AI erodes Microsoft's own product moat. The circular-deals argument says Microsoft gets paid either way. Both can be true simultaneously, which is actually the more uncomfortable read — MSFT's AI exposure is mostly heads-I-win (compute billing) with a smaller tail on equity upside. The $1.15 trillion obligation number is a **ceiling, not a flow** — IDIQ/OTA ceilings inflate aggregate market \~5x vs. actual obligation rate. The same applies here. "OpenAI owes $1.15T to Oracle/Microsoft/Amazon" is a multi-year ceiling on commitments, not a near-term payable. **The real stress-test is whether annual compute spend can be funded from annual revenue.** That's a much smaller number and the article doesn't disaggregate it. **The circularity is also a coordination trap** — hyperscalers cannot let OpenAI fail without pulling the rug on their own cloud demand narrative. MSFT/AMZN/GOOG have already written the equity checks; letting the labs collapse would mark down their own balance sheets and crater the capex justification story. This creates an implicit floor that the **article doesn't credit.**

sandygws

Paywalled so: Rate cuts by the Federal Reserve would be “counter-productive” and the US central bank may even need to lift borrowing costs as policymakers contend with the fallout of Donald Trump’s war in Iran, Pimco warned.  Dan Ivascyn, chief investment officer at the $2.3tn bond giant, said the surge in energy prices triggered by Iran’s closure of the Strait of Hormuz has created new challenges for US policymakers who have struggled for years to reduce inflation to the central bank’s 2 per cent target.  “We’ll want to see measured responses \[from central banks\] or even, if necessary, potentially a tightening of policy,” Ivascyn told the FT on the sidelines of the annual Milken Institute conference in Beverly Hills, California.  “\[The\] US is further away from that, but you are going to see more tightening as it looks today in Europe, the UK and maybe even Japan, and I wouldn’t take it completely off the table for the US either.”  He added that any reduction in US borrowing costs “would be counter-productive . . . given the inflation dynamic and the uncertainty around inflation, the uncertainty around inflation expectations”, noting that any such move “very well could lead to higher intermediate long-term rates”. Jenny Johnson, chief executive of Franklin Templeton, a US asset manager with $1.7tn in assets under management, added in a separate interview at the conference that “inflation is going to be harder to keep control of,” warning that “it’s going to be difficult for the Fed to cut.”  She said that investors were showing an increased appetite for inflation-protected assets, with interest in real estate as rents typically go up with broader price rises. The remarks come amid a fierce debate at the Fed over how to respond to the rise in inflation prompted by the jump in oil prices. Inflation in personal consumption expenditures, the Fed’s preferred gauge, registered 3.5 per cent in March, the highest level in almost three years. The Fed last month held rates steady for the third straight meeting, but its decision featured the highest number of dissents among rate-setters since 1992.  The Fed retained a hint in a statement following the meeting that its next move could still be a reduction in interest rates. This so-called easing bias means most Fed watchers still do not expect rate rises, while trading in futures markets suggests investors are broadly betting that policymakers hold borrowing costs steady this year. The world’s biggest economy is a net exporter of oil and gas, meaning “the pressure in terms of inflation is widely different in the US versus the UK or Germany,” said Pimco’s chief executive Manny Roman. Still, he and Ivascyn said that buoyant corporate earnings and anticipated expenditure on AI projects had continued to propel stock markets higher, adding further heat to US growth. US bond yields have soared as the war upended expectations coming into 2026 that the Fed would cut rates several times this year. The two-year yield, which closely tracks policy expectations, has jumped around 0.5 percentage points since the war began in late February to 3.87 per cent.  Both Pimco and Franklin Templeton said they expected the Fed to remain independent, even as Trump has sharply criticised the Fed and its chair Jay Powell for not sharply reducing US borrowing costs. Powell last week said that he would stay on as a Fed governor after his term as chair ends on May 15, breaking longstanding precedent. At a post-meeting press conference on April 29, he pointed to “legal assaults” by the Trump administration on the world’s most important central bank. Kevin Warsh, the US president’s nominee for the chair position, “will certainly try to narrow the Fed’s scope, likely reduce the amount of communication associated with the Fed process in general”, said Ivascyn.  But the bond fund manager believes that “Warsh will be sufficiently independent in the areas that the market cares about . . . The setting of rate policy, the management of the balance sheet.” Franklin Templeton’s Johnson added that Warsh “is going to care about his long-term legacy, which goes beyond the Trump administration. And so I think he’s going to try to do what he believes is right.” “The courts have ruled; the checks and balances that the Founding Fathers put in the system are kind of working,” she said. “There can be a lot of statements around trying to influence the Fed, but the Fed is still independent.” Warsh’s appointment has been approved by the powerful Senate banking committee and he is broadly expected to be confirmed by the Republican-controlled Senate before Powell’s term ends next week.

callsonreddit

I think this is the reason MU SNDK +15% today. Lmk if not Anthropic weighs fundraising for near $1 trillion valuation, FT reports [https://www.reuters.com/technology/anthropic-weighs-fundraising-near-1-trillion-valuation-ft-reports-2026-05-08/](https://www.reuters.com/technology/anthropic-weighs-fundraising-near-1-trillion-valuation-ft-reports-2026-05-08/)

Fragrant-Data6554

how do hedge fund managers have a FT job generating 12% returns meanwhile i generated 20% YoY growth in the last 10 years i've been investing while just rotating 15 different stonks?

leeuwvanvlaanderen

Fellow FT podcast enjoyer I see 

CD274

10GW of Open AI compute came online already, reported April 29 FT, scheduled to come online 2029. They added 3GW in the last 90d

Mavnas

Have you considered Japanese toilet maker Toto, which the FT reports now makes half its profits by selling electrostatic chucks used in the manufacturing of Nand memory chips? https://www.ft.com/content/38969e97-92e4-4066-a554-27274d32d545?syn-25a6b1a6=1

irishgalintdot

These comments make me wonder wtf happened. I’m the saver and my husband is the spender. We both work FT, I also do the housework, kid stuff, appointments, bills. I really thought my situation is more the norm.

calpol-dealer

No, get the FT, WSJ or bloomberg

winston511

Trump administration accelerates $8.6 bln arms sales to Middle East allies - FT Will this pump my LMT bags please god

2020isgreat

US cautions Europe on delays to arms deliveries as Iran conflict depletes supplies - FT if anyone is wondering why Lockheed Martin is getting slaughtered lmao

Civil_Cheesecake2492

Nice man. I'm a software engineer too... With like 1.5M NW... Gonna grab another FT job soon but have been trading actively a lot more too. Super impressive. I think because I've been consulting and not working full time the last 9 months I've been a bit conservative on some similar big moves I wanted to make during that Iran war correction. Still doing well though compared to the market I'm up almost 30% YTD.

Delicious_Spot_3778

The economy is leaving you behind. To Mars bitches! 

2020isgreat

TRUMP'S SONS HAVE TAKEN A STAKE IN A KAZAKH MINING FIRM THAT SECURED A $1.6 BILLION US CONTRACT. - FT lmfao

SOROKAMOKA

Personally I dont think it matters. The blockade is still on, dumpy is just coordinating with folks to corner the paper oil market. Eventually physical will catch up to paper and there wont be a tweet in the world that can change things. Been long oil since FT reported that UK evacuated ambassadors from Iran. That was the day before the war started. Diamond hands still holding

WorkingHorror99

This bitchass reporter from FT trying to tank market with hypothetically questions.

NotMe357

"Norway’s $2 trillion sovereign wealth fund has ‘no plans’ to reduce US assets, per FT"

jonneh

> (FT) -- 🥭s face to be on all U.S. passports *FAAAAAAAAAHHHHHHHHHH*

Spy300

>US TO PUT DONALD TRUMP’S FACE ON PASSPORTS - FT Im selling everything and buying gold

The_Flaneur_Films

EHang stock was interesting for a while. The FT did a piece on them. They are fully supported by the Chinese government in what they're calling "the low altitude economy". Now I'm not saying it's going to be a thing, but for a government known for being risk adverse, it's very interesting they're behind this. It's early days. But is an automatic eVTOL aircraft any different safety-wise than an airplane? I don't know.

cookingboy

If you can’t read plain English I don’t know what to tell you. I literally spelt out that FT500 companies will remain customers of U.S labs, but the world is so much larger than that.

Metal_LinksV2

Hell the cost of childcare alone has us thinking twice before having kids, it's practically another college grad FT job around us

Timbo1994

I know that they work differently to equities - I just wonder if you are trying to diversify away from equities, the correlation with equities in a black swan event is worth the 1% extra yield in the good times. Toby Nangle has a good piece in the FT where he says he's chickened out of corporate bonds.

hikibi_hunter

So this list is from my experience following auctions at major auction houses and from reading the Financial Times, which is heavily geared towards the wealthy and investor class (of which I am not even close). Ideas from the reading the FT: * Brazilian Paraiba Tourmaline (Since 1991, Paraiba has grown by more than 10,900%, while gold has only grown by \~1100%) * Colombian emeralds (these have outpaced emeralds from other locations) * Other gems like rubies, sapphires, red beryl, alexandrite, and spinel * Japanese Whisky (Hibiki 21 or Yamazaki 50) * Medieval Armor What I've seen from following the auction houses: * Loose diamonds * Art- This art market for the most part is in a slump, so one might be able to find some good deals. There are a few genres that are currently booming like Indian art. (source: combo of following auctions and the FT) * Old Maps from like the 1800s and prior * Old stock certificates from like the 1700s and prior * Furniture by well known industrial designers * Vintage/Limited edition luxury clothing, handbags, jewellery, and watches * Well preserved textiles from before 1900s. * Old coins * Ancient sculptures * Genuine Persian rugs * Unique and or rare stamps * Old well preserved firearms

xeuropa

BREAKING: Iran’s Foreign Minister Araghchi is traveling to Pakistan today for talks with the US, per FT

SlfImpr

[https://www.reuters.com/world/us/trump-envoy-seeks-replace-iran-with-italy-upcoming-world-cup-ft-reports-2026-04-22/](https://www.reuters.com/world/us/trump-envoy-seeks-replace-iran-with-italy-upcoming-world-cup-ft-reports-2026-04-22/) **Trump envoy seeks to replace Iran with Italy in upcoming World Cup, FT reports** April 22 (Reuters) - A top envoy to U.S. President Donald Trump has asked ​FIFA to replace Iran with Italy in the upcoming ‌World Cup, the Financial Times reported on Wednesday. The plan is an effort to repair ties between Trump and Italy's Prime Minister Giorgia Meloni ​after the two fell out amid the American president's ​attacks against Pope Leo XIV over the Iran war, ⁠the FT reported, citing people familiar with the matter. "I confirm ​I have suggested to Trump and (FIFA president Gianni) Infantino that ​Italy replace Iran at the World Cup. I'm an Italian native and it would be a dream to see the Azzurri at a US-hosted ​tournament. With four titles, they have the pedigree to justify ​inclusion," U.S. special envoy Paolo Zampolli told the FT. The FT reported that Iran ​issued a statement on Wednesday saying it was ​prepared ⁠for the tournament and planned to participate. Reuters could not immediately verify the report.

kim82352

> Iranian Tankers Bypass US Blockade - FT

Deep-Bench-2016

Agree on the recycled news problem. Most paid substacks are just yesterday's Bloomberg headlines with a paywall and an exclamation point. What's actually worked for me: * **Primary sources over commentary.** 10-Ks, 10-Qs, earnings transcripts on SEC EDGAR. Free, and you'll know more than 90% of the people selling "analysis." * **Reuters + FT.** Reuters is free. FT is worth it if you want news before it's been chewed up three times. * **Koyfin** for screening and charting. Free tier covers most of what a retail investor actually needs. * **FRED** for macro data straight from the Fed. Also free. * **Matt Levine's Money Stuff** (Bloomberg, free). Not stock picks — just the sharpest writing on finance that exists right now. * **MKTBox** has been useful for a quick composite read on a name when I'm first looking at it — quality, valuation, momentum, cash flow, etc. all rolled into one score. Saves the spreadsheet work for a first-pass screen. It won't tell you what to buy, which I actually prefer. \+1 on ClearValue being legit, btw. One of the few on YouTube who doesn't hyperbolize for thumbnails. Honest take: the best thing I ever did was unsubscribe from 90% of what I was paying for. Most "insight" is just urgency wearing a blazer. The signal is in primary sources + a couple of sharp writers for context. Everything else is noise.

pennquaker18

The account they're referencing is fake lol. The Hill and FT both got fooled.

livingbyvow2

It got above 30+ twice over the past three years and every time this was a near perfect dip timer. There was litterally an article on this in the FT a couple of days ago that people can read for themselves here: https://www.ft.com/content/c5247ccd-d85f-46e2-bf0c-9c31f7eb65c4 No offence but maybe look into the statistics before being so assertive.

NotMe357

"CEASEFIRE BETWEEN ISRAEL AND LEBANON EXPECTED ‘SOON’, SAY LEBANESE OFFICIALS - FT" --- Walter Bloomberg

Intelligent-Back7062

My guess is that Xi called Trump and told him, game over. The FT also reported today that China transferred use of precision satellites to Iran before the war, which enabled targeting of assets throughout the region. Despite all the “we won” rah rah, our “victory”, if it can even be called that, isn’t what we want to think it was.

Chance-Albatross7809

Iran used Chinese spy satellite to target United States bases FT idk if this is new or just new news on old attack

ColdxWinter

FT, https://www.metaltechnews.com/story/2025/08/07/critical-minerals-alliances-2025/relieving-bismuth-supply-chain-heartburn/2406.html

Scared_Step4051

lol you do realise Iran has massively expanded shadow fleet operations since the start of the war...right that's not even debate, it's a fact and has been well covered by the FT and many others

USNRetColdIron

My bet is that it will pass. Regular mining in Mn. not so much and lawsuits come up every time someone tries. Helium is the one thing everyone seems to agree on much to my surprise and I'm thankful for that. Currently the State has a 18.75% Royalty on Helium in the proposal which personally I feel is too high. But Pulsar seems OK with it. From the Ely Echo: Key details regarding the royalty and Pulsar Helium's activities: * **Applicability:** The 18.75% royalty rate applies to state-owned mineral rights and was designed to be competitive with, yet in the upper range of, royalty fees in other U.S. states. * **Pulsar's Response:** Pulsar Helium has indicated that this new legislative framework provides the certainty needed to move forward, with plans to accelerate work at the Topaz project near Babbitt. * **Context:** While the initial discovery (Jetstream #1) was on private land, it is surrounded by state-managed land. The legislation ensures the state receives royalties if gas is drawn from under public lands (a "straw in a bowl" effect). Was US Navy Nuclear trained and worked in the field for 20 years until I retired from the Navy in 96. Finished a couple of degrees including computer science which is where I am now. My first computer class was in 1976 APL- A Programming Language. In 95 before I retired from the Navy I visited a couple Nuc Plants and thought I could walk out of the Navy on Friday afternoon and start work in Nuc Eng on Monday. Everyone told me the same thing, there were no jobs. Computers were starting to take over and no new reactors had been built for \~20 years. Mainly due to regulatory regulations and frivolous lawsuits causing delay after delay. My concern with Pulsar was the same thing would happen with Mn. regulatory requirements but looks like it is a non issue for the most part, thank goodness. No real opinion on fast fission power plants like OKLO I've been out of the field for too long. D-He3 fusion excites me in large part because the non radioactive issues bypass a lot of resistance. And regulatory requirements. M$FT is good IMO with Active Directory and Azure they aren't going anyplace soon. We use all 3- Microsoft, Google and Amazon Cloud at work. For decades I let my free financial advisors at work manage my retirement account. Occasionally I would request changes like less percentage in bonds, more in foreign "risky" investments, etc. The compound interest thing is real and I've been averaging a yearly increase of 20% annually overall. Once I qualified for an additional 457 pre tax account of $25K a year due to being a high income earner I did that one myself using 60% low-cost S&P 500 index funds, 30% Expanded Investment Options (Foreign Investments) and 10% Capital and Income Funds. My 457 swings double what my managed 403 does, goes down double on red days but up double on green days. They both average out close to the same about 20% growth a year, in an average year. Not sexy or exciting but it worked to get me where I am at today. Which is comfortable and I could retire today if I wanted to but my job don't suck. I moved \~$75K into my IRA Rollover account mainly ASTS awhile back. Trying to keep it at only 5% speculative stocks but I'm up to around 7.5%-10% now and climbing as they increase in value. Pulsar, ASTS, Merlin, NASA and MARS are private after tax investment accounts for me. Full retirement age+ for Social Security so in January started drawing it. And invest it every month. Monday or Tuesday will be putting $2K more into Pulsar once the funds settle in my Fidelity account. And will continue to do so through the summer depending on how things go at Topaz. Excited for the announcements next month, fingers crossed!!

McKoijion

I don't think talks are going very well guys: > Negotiators reach stalemate regarding Strait of Hormuz - FT > Iran slams US report threatening to eliminate negotiators if negotiations fail - Press TV > Netanyahu Says Israel under my leadership will continue to fight Iran’s terror regime and its proxies, unlike Erdogan who accommodates them and massacred his own Kurdish citizens - Post on X

hayleybts

BREAKING: US-Iran negotiations in Pakistan have hit a “stalemate” over the control of the Strait of Hormuz, per FT.

DutyPuzzleheaded2421

According to the FT, US inflation hit a two year high today, jumping from 2.4 to 3.3% in one month. That's not my definition of soft. Honestly, I'd love to be a bull again, but these Pakistan talks are not filling me with much confidence, maximalist demands on both sides, and if they fail, we'll who knows what happens.

potato111a

"Iran War Will Leave A Long-term ‘Scar’ On Wall Street, Investors Warn – FT" .. dam bro.. 6 whole percent.. 🥭 funny tariff tweets did 5x the damage LMAO 🤌

Cansum1helpme

Absolutely this. Co-worker turned me on to FT USA a few years ago and I haven’t looked back.

WrexyWrex

In this clip Kevin Hassett predicts 4-5% GDP growth this year. Comparable 2026 forecasts from... Fed: 2.4% WSJ survey of economic forecasters: 2.1% CBO (from Feb, pre-war): 2.2% FT/Clark Center survey: 1.9% IMF (Jan, pre-war): 2.4% OECD: 2.1% [https://bsky.app/profile/crampell.bsky.social/post/3mj2z4snxbk2u](https://bsky.app/profile/crampell.bsky.social/post/3mj2z4snxbk2u) it's all gaslighting all the way down

hubblebubble7

FT has an article about how business leaders and local govs are already planning how to move away from the strait, so we never get in this mess again

CaffinatedSpiderMonk

There isn't much out in English yet, but here's what Iran’s Oil Gas and Petro Exporters’ Union is saying: >Iran will demand that shipping companies pay tolls in cryptocurrency for oil tankers passing through the Strait of Hormuz, as it seeks to retain control over passage through the key waterway during the two-week ceasefire. >Hamid Hosseini, a spokesperson for Iran’s Oil, Gas and Petrochemical Products Exporters’ Union, told the FT on Wednesday that Iran wanted to collect tolling fees from any tanker passing and to assess each ship. >“Iran needs to monitor what goes in and out of the strait to ensure these two weeks aren’t used for transferring weapons,” said Hosseini, whose industry association works closely with the state. >“Everything can pass through, but the procedure will take time for each vessel, and Iran is not in a rush,” he added. Decisions on the conditions for passing the strait are taken by Iran’s Supreme National Security Council. >Hosseini’s remarks suggest Iran will require any tankers to use the northerly route close to its coastline, raising questions over whether western or Gulf state-linked vessels will be willing to risk transit. >Hosseini said that each tanker must email authorities about its cargo, after which Iran will inform them of the toll to be paid in digital currencies. >He said that the tariff is $1 per barrel of oil, adding that empty tankers can pass freely. “Once the email arrives and Iran completes its assessment, vessels are given a few seconds to pay in bitcoin, ensuring they can’t be traced or confiscated due to sanctions,” Hosseini added. https://www.ft.com/content/02aefac4-ea62-48db-9326-c0da373b11b8?syn-25a6b1a6=1

spsteve

FT on pipeline. FIRMS (and reporting) on the fire on the pipeline - osint for the pumping station geoloc under thef ire. Kuwait government and kuwait PC for the statements on their facility. UAE government on Habshan. This is all public information from official sources (except for the fire and facility on the pipeline being further backed by secondary sourcing)

VyPR78

Ruh roh > Saudi Arabia's vital east-west oil pipeline carrying crude from the Gulf to the Red Sea for export has been attacked - FT

k3t4mine

Saudi East-West Pipeline just hit by drone attack according to FT

SirPanic12

I’m following FT’s live updates and they haven’t reported anything. Meanwhile I’m getting updates on WSB for free

Psychological_Humor6

The “two outcomes only” framing is too binary. History shows wars rarely end at either extreme, they end at negotiated settlements that neither side frames as defeat. The FT investigation into $580 million in pre-announcement bets on falling oil prices placed minutes before Trump’s statement about postponing Iran strikes suggests back-channel deal-making is already happening.

WrexyWrex

Illinois has the best offense in the country. UConn. Is shooting like 13% from 3 in the tourney and Illinois is giving up less than 10 FT a game. Illinois will score and they can just pack the paint defensively and force UConn to brick shots from the outside.

Forward-Ad5608

I subscribe to bloomberg and would recommend. It's less expensive than others (FT) and has a lot of good articles / reasonable fast live updates. Failing that I'd recommend watching the bloomberg surveillance show which is free on youtube. They go quite deep with their discussions, you get up to date thoughts from big fish in the market, and the hosts are good its actually pretty entertaining.

limitbreakse

Go to the FT and Bloomberg and check out some headlines. All for #engagement. People trust these outlets (especially the FT) and don’t like what they’re hearing.

2020isgreat

Trump threatened to stop weapons for Ukraine unless Europe joined the Hormuz coalition - FT

Fit-Guard-5063

Amazon’s cloud business in Bahrain damaged in Iran strike - FT $AMZN

Walking72

*US Defense Secretary Hegseth's broker looked to buy defense fund before Iran attack, FT reports* --- Move along. Nothing to see here.

Putaineska

At least put sources OP. FT version: https://www.ft.com/content/744ea8dc-6d93-4fe9-a5e3 -36de4f5d06db?shareType=nongift. Reuters version: https://www.reuters.com/business/finance/us-defense-secretary -hegseths-broker-looked-buy-defense-fund-before-iran-attack-2026 -03-30 Hegseth comes across as a dumb individual so it wouldn't surprise me if he was the only one who managed to lose money despite having inside information. >The Nasdaq-listed IDEF fund has risen 28 per cent over the past year, but has not risen on the Middle East war, falling almost 13 per cent in the past month.

ccblr06

According to the FT report, the investment discussed by Hegseth’s broker did not ultimately go ahead as ​the fund, which launched in May last year, was not ​yet available for Morgan Stanley clients to buy. The FT report did not say ‌how ⁠much discretion the broker had to make investments on Hegseth's behalf, or whether Hegseth knew what the broker was doing. "Neither Secretary Hegseth nor any of his representatives approached BlackRock about any ​such investment," Parnell ​said

jonneh

> (FT) — A broker for Pete Hegseth, the US defence secretary, attempted to make a big investment in major defence companies in the weeks leading up to the US-Israeli attack on Iran, according to three people familiar with the matter. > > Hegseth’s broker at Morgan Stanley contacted BlackRock in February about making a multimillion-dollar investment in the asset manager’s Defense Industrials Active ETF, the people said, shortly before the US launched military action against Tehran.

jetbridgejesus

they do suck. bloomberg is much better. FT

ApeAppreciation

Remember Muppets do not matter. “According to the FT report, the investment discussed by Hegseth’s broker did not ultimately go ahead as ​the fund, which launched in May last year, was not ​yet available for Morgan Stanley clients to buy.”

prana_fish

> US Defense Secretary Hegseth's broker looked to buy defense fund before Iran attack, FT reports Yeah, the FT is a shit publication, but Blackrock looks to have flagged it as well. The levels of corruption in this administration know no bounds.

981flacht6

FT is a financial tabloid. They are utter trash. Second, defense stocks are actually not doing well after this war began. They're all down.

PolyglotGeologist

Do you realize that’s like hundreds of stocks, and that the stocks get swapped out periodically? I already work FT 💀 Now I’m curious of the ppl that do individual equities, how much they hold in their portfolio!

ignatious__reilly

He also literally just said this to the Financial times “To be honest with you, my favourite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people,” he said. “Maybe we take Kharg Island, maybe we don’t. We have a lot of options,” Trump told the FT. “It would also mean we had to be there [in Kharg Island] for a while.” When asked about the state of Iranian defence on Kharg Island he said: “I don’t think they have any defence. We could take it very easily.”

ignatious__reilly

He’s lying. He literally just said this to the Financial times “To be honest with you, my favourite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people,” he said. “Maybe we take Kharg Island, maybe we don’t. We have a lot of options,” Trump told the FT. “It would also mean we had to be there [in Kharg Island] for a while.” When asked about the state of Iranian defence on Kharg Island he said: “I don’t think they have any defence. We could take it very easily.”

jetbridgejesus

he literally said it w FT

jetbridgejesus

🌮 said he wanted to “take the oil” in Iran, possibly seizing the export hub of Kharg Island, the Financial Times reported. 🌮 interview with the FT comes as thousands of US troops massed in the Persian Gulf region, including an amphibious assault team that arrived on Saturday. Portions of the 82nd Airborne is also on its way. 🌮 told the Financial Times on Sunday that “his preference would be to take the oil.” He compared the effort to the operation in Venezuela in January, when the US captured the South American country’s leader, Nicolas Mad-uro, and plans to control its oil industry. LMAO just setup iran for 100s of FPV drone deaths of marines. cant make this up lol

Wonderful-Process792

Here is more of the quote from the article: "Trump said: “To be honest with you, my favourite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people.” “Maybe we take Kharg Island, maybe we don’t. We have a lot of options,” Trump told the FT. “It would also mean we had to be there \[in Kharg Island\] for a while.”

jonneh

No way bro announces to the FT “yaaa we’re gonna take Kharg island” and does it

Automatic-Unit-8307

No movement in futures market despite Trump just confirming he is sending in Troop to get that oil. Down 3 percent tomorrow? Trump says he wants to ‘take the oil in Iran’ US President Donald Trump has told the Financial Times newspaper that he wants to “take the oil” in Iran and said Washington could capture the Iranian export hub on Kharg island. Trump compared the potential move to the US approach in Venezuela, where he noted Washington’s intention to control the oil industry “indefinitely” following the abduction of President Nicolas Maduro in January. “To be honest with you, my favourite thing is to take the oil in Iran but some stupid people back in the US say: ‘why are you doing that?’ But they’re stupid people,” he said. “Maybe we take Kharg Island, maybe we don’t. We have a lot of options,” Trump told the FT. “It would also mean we had to be there [in Kharg Island] for a while.” When asked about the state of Iranian defence on Kharg Island he said: “I don’t think they have any defence. We could take it very easily.”

Odd-Spray5046

“Maybe we take Kharg Island, maybe we don’t. We have a lot of options,” Trump told the FT. “It would also mean we had to be there [in Kharg Island] for a while.” Did he just say he’s going to invade?