My very initial thoughts on the huge liquid fuel Missile displayed by North Korea. My estimates are likely within a plus/minus 10%, and loaded with some basic engineering assumptions. Much remains to be learned.... 1/n
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THREAD
1)
Newsweek — #Iran has sent deadly "Shahed-136 suicide/kamikaze drones" to the Houthis in #Yemen. These advanced UAVs are deployed to the Houthi-controlled northern Yemeni province of Al-Jawf.
More reason why the West should not appease Tehran.
https://t.co/gtNDCGbtQs
2)
#Iran has long provided drones to the Houthis
March 22, 2017
“… seven Houthi Qasef-1 drones and one drone engine recovered by forces from the UAE. Six of the drones were captured in October on a known Iranian smuggling route that runs through
3)
US to designate #Iran-backed Houthis in #Yemen as a foreign terrorist org (FTO)
https://t.co/ILBCg3Pfvs
Iran’s IRGC long funded/armed/trained/provided for the Houthis.
Dec 30—Missile attack on Aden airport. Yemen gov holds Houthis
4)
#Iran provides at least $360 million, ballistic missiles, other ordnance, technology and training to the Houthis in
5)
The Houthis recently claimed responsibility for a missile attack targeting Saudi Arabia’s Aramco oil
1)
Newsweek — #Iran has sent deadly "Shahed-136 suicide/kamikaze drones" to the Houthis in #Yemen. These advanced UAVs are deployed to the Houthi-controlled northern Yemeni province of Al-Jawf.
More reason why the West should not appease Tehran.
https://t.co/gtNDCGbtQs
2)
#Iran has long provided drones to the Houthis
March 22, 2017
“… seven Houthi Qasef-1 drones and one drone engine recovered by forces from the UAE. Six of the drones were captured in October on a known Iranian smuggling route that runs through
3)
US to designate #Iran-backed Houthis in #Yemen as a foreign terrorist org (FTO)
https://t.co/ILBCg3Pfvs
Iran’s IRGC long funded/armed/trained/provided for the Houthis.
Dec 30—Missile attack on Aden airport. Yemen gov holds Houthis
4)
#Iran provides at least $360 million, ballistic missiles, other ordnance, technology and training to the Houthis in
5)
The Houthis recently claimed responsibility for a missile attack targeting Saudi Arabia’s Aramco oil
A quick thread on #Myitsone dam & #MyanmarChinaRelations in light of the SAC announcement that they would be restarting some stalled Chinese projects in Burma. This announcement has led to speculation about Myitsone, which has been suspended since 2011. Let’s go! ➡️ China has
consistently misunderstood & underestimated popular opposition to Myitsone. First and foremost, to the Burmese people, this is about the “mother river” of Burma - the Irrawaddy- and it’s nearly sacred importance to them as a lifeline of their country. This is what drove the
organic anti-dam movement that started locally in Kachin but +/- 2007 was effectively picked up & nationalized by Burmese environmental CSOs. Instead of understanding this, the Chinese lashed out and blamed the United States when Thein Sein suspended the project. I assure you
the USG was as surprised as China when the project was suspended. But China never believed it was truly the desire of the Burmese people that stopped the project. Today, the dam doesn’t make sense economically for Beijing & will definitely alienate Burmese, yet they stubbornly
continue to push it. Why? Let’s unpack a bit further. In addition to Myitsone, there were other campaigns & protests targeting Chinese projects such as Letpadaung copper mine & Kyaukphyu pipeline, port & SEZ. While these campaigns had varying levels off effect, none was as
Can\u2019t overstate how politically dangerous this is. As readers told me: a deeply unpopular regime pushing for deeply unpopular infrastructure projects. Not sure this is what Beijing wants either. https://t.co/TnlrgjPyxZ
— Thompson Chau (@tchau01) February 15, 2021
consistently misunderstood & underestimated popular opposition to Myitsone. First and foremost, to the Burmese people, this is about the “mother river” of Burma - the Irrawaddy- and it’s nearly sacred importance to them as a lifeline of their country. This is what drove the
organic anti-dam movement that started locally in Kachin but +/- 2007 was effectively picked up & nationalized by Burmese environmental CSOs. Instead of understanding this, the Chinese lashed out and blamed the United States when Thein Sein suspended the project. I assure you
the USG was as surprised as China when the project was suspended. But China never believed it was truly the desire of the Burmese people that stopped the project. Today, the dam doesn’t make sense economically for Beijing & will definitely alienate Burmese, yet they stubbornly
continue to push it. Why? Let’s unpack a bit further. In addition to Myitsone, there were other campaigns & protests targeting Chinese projects such as Letpadaung copper mine & Kyaukphyu pipeline, port & SEZ. While these campaigns had varying levels off effect, none was as
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A THREAD ON @SarangSood
Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
I am quite different from your style. I follow the market's volatility very closely. I have mock positions in 7-8 different strategies which allows me to stay connected. Whichever gives best profit is usually the one i trade in.
— Sarang Sood (@SarangSood) August 13, 2019
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
Anilji most of the time these days Theta only falls when market moves. So the Theta actually falls where market has moved to, not where our position was in the first place. By shifting we can come close to capturing the Theta fall but not always.
— Sarang Sood (@SarangSood) June 24, 2019
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
This week has been great so far. The main aim is to be in the right side of the volatility, rest the market will reward.
— Sarang Sood (@SarangSood) July 3, 2019
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
There is a difference between theta decay & fall in vega. Decay is certain but there is no guaranteed profit as delta moves can increase cost. Fall in vega on the other hand is backed by a powerful force that sells options and gives handsome returns. Our job is to identify them.
— Sarang Sood (@SarangSood) February 12, 2020
