NFP Never Released When Markets Are Closed
When is the last time they released NFP on a day the market was closed?
Focus on Ships that Departed a Month Earlier
This is not in reference to ships arriving in the Strait of Hormuz. This is in reference to the ones that left a month ago…
Final Ships Arrive, Forcing Forgotten Truths to Resurface
The last ships arrive this weekend. Then a lot of hard forgotten truths get relearned. https://t.co/XWTqCzutYT
AI Race: Karp Warns Second Place Means Extinction
‘Second place is extinction’: This is how Palantir Tech CEO Alex Karp frames the artificial intelligence race between the US & China. Do you agree?
Reserve Currency Advantage No Longer Erodes Domestic Industry
the idea that the privilege of the reserve currency automatically guts the domestic industrial base was true when the world was globalizing, there was one supply chain, and the law of one price was intact. Those days are over....
IRGC Supporters Misunderstand Their Own Motives
The point is that those claiming the IRGC is fighting for the country and it’s Poe people and not themselves have no idea what they are talking about
Military Secrecy: War Plans Aren't Public
Imagine being confused as to why a military doesn't publicly disclose their war plans to you...
US Elite Motives Vs. Iran’s Ruling Clergy and Masses
For those who think the US involvement in Iran is being driven by a minority elite who benefit from the current conflict while the larger American populace suffers...how exactly would you classify the Theocracy and IRGC in Iran...as it compares...
Iran's 40-Year Prep Reveals U.S. Strategic Plan
For those who think the U.S. does not have a plan with regards to Iran, pls answer this one question: If the U.S. has no plan, then why did Iran spend the last 40 years preparing to counter the U.S.'s plan...?
Floating Storage Delays Iranian Oil Sales, Relief Unlikely.
Despite some accounts on this app implying that all oil that Iran has shipped is already sold…that is not the case. Some oil is shipped and is floating storage…to then be sold later. This does not mean the USTs...
US Troops to Guard Iran's Energy Assets—Stay Informed
If the possible deployment of US boots on the ground to Iran in an effort to manage/control the energy assets come as a surprise to you…you have not been paying attention
Life Mirrors Camino: Simple Steps, Daily Journey
The beauty of the Camino is its simplicity. All you do is wake up in the morning and start walking. Kind of like Life...
Oil Price Gap Sparks Sarcastic Optimism for China
Oil is $100 in the U.S. and $150 in Asia. I’m looking forward to the all the reports by the usual suspects this weekend explaining how this is a positive development for China.
Now's the Perfect Time to Read This Book
If you have not yet read this book now would be a good time to do so https://t.co/MFmozbXFQz
Prefer Energy Supplies That Bypass Religious Conflict Zones
1. Buy your needed energy inputs from a region that needs to traverse a religious war zone 2. Buy your needed energy inputs from a region that does not need to traverse a religious war zone
Inflation‑adjusted Loans only Default if Contract Mandates Parity
A default “via inflation” is not a default. For it to be a default the underlying contract would have to stipulate that the money received in the future has the same purchasing power and the money lent today. ...
Fiat Currency Levels Dominate Markets; Gold Is Niche
It actually doesn’t make it a moot point. Bc single most important variable in global markets is relative level of fiat currencies. If you only care about gold, consider yourself fortunate to be in the .0001% of people on the...
Can Gold Reach $5,000 While DXY Stays Above 100?
Anyone know how we could possibly have gold over $5,000 with the DXY over $100? https://t.co/S8n1xWP4PR
Strait of Hormuz Ship Insurance: Power Shift Looms
Who will control/dominate the insurance business of ships transiting the Strait of Hormuz once energy is consistently flowing again?
US Risks Strait Closure, Pays Empty-Print Cost
- the US will not risk shutting the strait - US actions lead to strait being shut - the US cannot reopen the strait - the US Navy escorts ship through the strait - yes the US Navy escorted a ship through the strait...
2022: Long Energy, Bet on Russia Amid U.S. Missteps
I’m old enough to remember when the most obvious trade in the world was going long Energy and Russia in Q1 of 2022 bc they held all the cards and the U.S. had a idiot in the White House
Dollar Index May Hit Record as Other Currencies Collapse
This paints a potential scenario for how the dollar index could return to its all time high. Not bc it is great. But bc all other fiat will fail first.
Global USD Demand Fuels Stablecoin Profits, Threatens Banks
One of reasons banks are freaking out about stablecoins, even though stablecoins don't pay yield, is bc there is more demand for USD outside the US than there is inside the US. And that means billions (no...trillions) of profits going...
Early Months May Launch the Monsoon Framework
It’s early. VERY early. But the months ahead could set the stage for the early beginnings of the Monsoon thesis/framework. Time to start thinking about it. IYKYK @RaoulGMI
Factor National Interests, Avoid Becoming Market Victim
You can begin factoring national interests and power factors into your preferred free market analysis or you can be a victim of it. https://t.co/bDXsO4Jd8A
USD Stays Strong; “Global Reserve Asset” Rebrands Failure
For what its worth, the reason the term “Global Reserve Asset” has gained traction over last 5 yrs is bc those who previously said USD would lose “Global Reserve Currency” status had to pivot after getting everything they ever dreamed...
Stablecoin Wars: Factions Battle for USD Dominance
Four months ago we released "Empire by Code" which laid out a thesis for the rise of USD Stablecoins. We have now released “Stablecoin Wars" which deals with the various factions vying for control of this new system. Both can be found...
Debt-Based Money Ensures Perpetual Debt, Devalues Assets
Bc of the interest component & exponential function of a debt based monetary system, there is never enough money to pay off the debt. And bc debts are always paid (either by lender or borrower), if they didn’t debase the...
Global Fiat Fears Boost Gold and USD Stablecoins
Wrong. Vast majority of gold buyers have been non Americans that are more worried that their own fiat currencies will lose value than they are about the USD losing value. And while foreign CBs purchased around $100B of gold...
Assume BRICS' USD‑bypass Plans Are Real; Doubt USD Stability
Remember, every utterance from BRICS & Global South regarding potential new system to bypass USD is to be treated as if already operational & making material difference. And every piece of evidence that USD system isnt going anywhere is to be...
ECB Staff Push for Tighter Oversight and Regulation
ECB staff comes up with the revolutionary idea of adding even more oversight and regulation