Adam Taggart

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Adam Taggart

Adam Taggart

@adamtaggart

Founder & host of Thoughtful Money® Media inquires: [email protected] Tweets are *not* financial advice

Reno, NV Katılım Haziran 2008
212 Takip Edilen115.1K Takipçiler
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Adam Taggart
Adam Taggart@adamtaggart·
Yes, the news is true: I have left Wealthion To hear why & what comes next, plus ask me any questions you have, read my new post at:
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Adam Taggart
Adam Taggart@adamtaggart·
Heads up that tomorrow's interview will be with housing analyst Melody Wright @m3_melody It's another banger 🧨 She will explain why she predicts a coming flood of foreclosures is the next big threat to home prices Video out at 11amET!
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NATEture's Domain
NATEture's Domain@NatetureS·
@adamtaggart @profplum99 Jumping on the bandwagon of another influencer with similar sentiment. Please challenge yourself before posting and check to see 2nd and 3rd order effects vs what you want to hear. 2 Timothy 4:3. Read it and think before posting
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Michael Green
Michael Green@profplum99·
Good on James for not backing down. He’s right.
James E. Thorne@DrJStrategy

For the record. Iran’s Historic Mistake Carl von Clausewitz wrote that war is “the continuation of politics by other means.” President Trump grasped this from the start: Operation Epic Fury exists to stop Iran’s nuclear march and restore deterrence, not to pursue the familiar neocon fantasy of occupation and nation-building. Epic Fury is peace through strength in action: credible force applied decisively when adversaries mistake restraint for weakness. By weaponizing the Strait of Hormuz, Iran committed a strategic blunder of historic proportions. Tehran meant to punish America. Instead, it exposed every power built on imported energy, vulnerable sea lanes, and the delusion that globalization repealed geography. China is exposed. Europe is exposed. Britain is exposed. Iran has created a world where hard resource power decides outcomes. Start with China. Beijing’s industrial machine depends on imported oil and gas moving through vulnerable maritime chokepoints, the old Malacca dilemma in modern form. A great power reliant on long, exposed sea lines cannot be secure, regardless of economic scale. The Hormuz shock forced China to scramble for alternatives, proving that size is not resilience. Europe and Britain face the same problem. After escaping Russian dependency, they traded one vulnerability for another, leaning on imported LNG and maritime flows exposed to coercion. When chokepoints tighten, they absorb shocks rather than project strength. European criticism says less about American failure than about discomfort with a world where hard power still matters. Iran’s mistake is that once Hormuz becomes structurally unreliable, the world builds around it. That means bypass corridors, revived pipeline politics, and urgent planning for routes linking Aqaba to Mediterranean outlets near Gaza and the long-stalled Basra-to-Aqaba pipeline. The old energy order is cracking. The UAE’s OPEC exit signals cartel discipline giving way to national advantage under pressure. Trump deserves credit, not European scolding. Operation Epic Fury struck thousands of targets, degraded Iran’s offensive capabilities, and shattered assumptions that the West would absorb escalation without response. The administration acted while others lectured. It restored deterrence in the only language Tehran understands. The larger lesson matters more. Secure natural-resource hard power is what the Western Hemisphere possesses in abundance. The United States, Canada, and the Americas command hydrocarbons, LNG, farmland, freshwater, critical minerals, and strategic depth on a scale import-dependent Europe and Asia cannot match. This crisis clarified, not weakened, the Americas structural position. The financial dimension reinforces the point. Demand for Federal Reserve swap lines during crisis proves King Dollar remains supreme. When stress hits, governments run toward dollar liquidity, not away from it. Hard resource power and monetary power reinforce one another, and the United States sits at the center of both. That is Epic Fury’s real significance. Clausewitz wrote that “the political view is the object, war is the means.” Trump understood that. Iran tried to weaponize geography, Trump turned the confrontation into a demonstration of who is exposed and who is not. The Trump administration deserves far more praise than it has received, and history will likely judge that Iran’s greatest miscalculation was not merely closing Hormuz, but revealing which powers still command the real sources of strength.

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Adam Taggart
Adam Taggart@adamtaggart·
From YouTube: "Views are up 58%! More subscribers are choosing to watch this video, and they’re watching longer than usual" Find out why today's video w/ Michael Oliver @oliver_msa is so popular WATCH: youtu.be/6vvJyyww0bw
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YouTube
Thoughtful Money®@thoughtfulmoney

Our new interview w/ Michael Oliver @Oliver_MSA is finally out! There's a juicy red steak in it for everyone For example: - risk of multi-year bear market, 50%+ fall in stocks - MUCH higher bond yields ahead - silver surge to >$300oz WATCH: youtu.be/6vvJyyww0bw

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Adam Taggart
Adam Taggart@adamtaggart·
@DeanWayneKC1 I have no problem with that if ticket prices went down Don't see any evidence that's going to be the case, though
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DeanWayneKC
DeanWayneKC@DeanWayneKC1·
@adamtaggart I think most travelers would sacrifice snacks for a couple of hours to save $.
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Adam Taggart
Adam Taggart@adamtaggart·
@bobcycle2014 I don't disagree, health-wise But economy travelers are paying more for less than ever. This is just another slap in the face. Hand out a little snack back on the gangway if in-flight service is too onerous
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Robert Johnston
Robert Johnston@bobcycle2014·
@adamtaggart Adam, what happened to the F U Summer for your listeners?! Removing snacks is a good way to improve the health of Americans. LOL.
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Adam Taggart
Adam Taggart@adamtaggart·
@murp1014 Why not just make the snacks available on the gangway when boarding? I've seen that several times while flying
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Pozest1
Pozest1@murp1014·
@adamtaggart 349 miles is less than an hour. Are we really that needy?
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Adam Taggart
Adam Taggart@adamtaggart·
@Mobfathertv Sure -- but why not make the snacks available on the gangway when boarding? I've seen that several times while flying
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mobfather
mobfather@Mobfathertv·
@adamtaggart Not to defend delta but the cruising time would be less than a half an hour. You’re spending more time in the airport and on the ground than you are actually flying. Cheap but I drive over an hour to work everyday and I don’t need a snack
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Adam Taggart retweetledi
Thoughtful Money®
Thoughtful Money®@thoughtfulmoney·
Our new interview w/ Michael Oliver @Oliver_MSA is finally out! There's a juicy red steak in it for everyone For example: - risk of multi-year bear market, 50%+ fall in stocks - MUCH higher bond yields ahead - silver surge to >$300oz WATCH: youtu.be/6vvJyyww0bw
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Adam Taggart
Adam Taggart@adamtaggart·
@KorpioProd Pretty sure not paying will guarantee you WON'T sit together They want you to learn this early so that you'll pay up to have your kids sit with you
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Keith Wingo _KorpioProd_
@adamtaggart I don't know how long they've been doing it, but I booked a flight on AA, and you have to PAY to get guaranteed seats together. They specifically say they won't guarantee adjacent seats unless you pay and choose the seats. 🙄
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Adam Taggart
Adam Taggart@adamtaggart·
@KobeissiLetter Although the "we" here doesn't apply to oil & gas exporting nations, who will likely see boom times ahead for their energy industries
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Global LNG exports fell -7% MoM in April, to 33 million tons, the lowest since May 2024. This marks the 3rd consecutive monthly decline. Since the January peak, LNG exports have dropped -9 million tons or -21%. This collapse was driven by Qatar, the world's 2nd-largest LNG exporter, halting production after Iranian strikes destroyed its largest plant in March, with damage estimated to take years to repair. The damage to Qatar’s LNG infrastructure is set to delay the anticipated global LNG supply expansion wave by at least 2 years, with a cumulative loss of ~120 billion cubic meters of LNG supply projected between 2026 and 2030. All the while the Strait of Hormuz remains effectively closed despite the ceasefire. We are facing an unprecedented energy crisis.
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Adam Taggart
Adam Taggart@adamtaggart·
@BijuSDamodaran @profplum99 No, but importing countries are already changing their purchasing behavior to become less dependent on the Gulf as a source
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Luke Gromen
Luke Gromen@LukeGromen·
@adamtaggart @profplum99 A very good point. Now do the US’ repeated weaponization of the USD ;) Turns out there too, there are alternatives:
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bz4e8822
bz4e8822@bz4e8822·
@adamtaggart @Oliver_MSA I look forward to seeing it. I just watched his CC appearance. As much as I respect MSA I'm concerned not enough thought is being given to current disruptions. population in Iran is going to revolt doesn't track. Nor does them giving up. Only quick end would be a US surrender.
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Adam Taggart
Adam Taggart@adamtaggart·
Heads up that I just finished recording an interview w/ Michael Oliver @Oliver_MSA There's a juicy red steak in it for everyone For example: -- risk of multi-year bear market, 50%+ fall in stocks -- MUCH higher bond yields ahead -- silver surge to >$300oz Video out at 11amET!
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