Abdirizaq ismail Alfa

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Abdirizaq ismail Alfa

Abdirizaq ismail Alfa

@CRTM1TS

Junior forex Trader #CRT&TS

Nairobi, Kenya Katılım Ağustos 2023
195 Takip Edilen22 Takipçiler
Fahma
Fahma@fahma0597·
Why the economic still hasn’t being collapsed ?🤔🧐📉📈 This is the most important macro story👇 1-Look at the data and tell me this isn't 1973 all over again. • Private credit funds gating redemptions for the 1st time in history • -133K jobs in February (revised from -92K) • Oil at $110+ from the Hormuz closure • SPR almost empty • National debt: $38.6 TRILLION Every recession indicator is RED. So why hasn't the system broken yet?🤔 2-Because the Treasury still has ONE move left. And almost nobody is talking about it. The U.S. government holds 261.5 million ounces of gold in Fort Knox, West Point, and Denver. On the official books, it's valued at $42.22/oz. That's not a typo. That's the price from 1973. 3-Today gold trades at ~$4,672/oz Do the math🧮 • Book value: ~$11 BILLION • Real value: ~$1.22 TRILLION That's a $1.21 TRILLION unrealized gain sitting on the federal balance sheet doing absolutely nothing. The Treasury can revalue it overnight. With an accounting entry. No printing required. 4-That sounds like a conspiracy theory. It's not the U.S. has done it THREE TIMES already: - •1934 — FDR: $20.67 → $35 (+69%). •1972 — Nixon: $35 → $38 (+8.6%). •1973 — Nixon: $38 → $42.22 (+11.1%). 🤯2026? —Trump: $42.22 → ~$4,672 (+11,000%)?🤔 It's a tool they've used it before they'll use it again. 5-And it's not just goldbugs saying this In August 2025, the FEDERAL RESERVE itself published a working paper titled "Official Reserve Revaluations the International Experience" the Fed is literally studying the mechanics of how to do this. When has the Fed ever published research on something they're NOT thinking about? 6-Treasury Secretary Scott Bessent has already said the quiet part out loud We're going to monetize the asset side of the U.S. balance sheet. He later walked it back to mobilize. But Treasury Secretaries don't pre-announce moves like this. They deny them until the morning they don't. 7-Now here's where it gets interesting A gold revaluation isn't just a fiscal trick to plug a budget hole. There's a second use that nobody's talking about and it could solve the oil crisis without printing a single dollar. It's called the petrodollar bypass. 8-Quick refresher on how the petrodollar works 1-OPEC prices oil in dollars 2-They recycle dollar profits into U.S. Treasuries 3-The U.S. provides military protection This deal was struck in the 's the ONLY reason the dollar is the global reserve currency. And it's slowly breaking. 9-China stopped being a net buyer of Treasuries years ago. Saudi Arabia has been quietly diversifying. The BRICS are building alternatives (mBridge, BRICS Unit, CIPS). The oil producers don't want dollars anymore. They want something that holds its value Something like… gold. 10-Now imagine this conversation US: -Hey Saudi Arabia. We'll buy your oil at $50/barrel. SA: -That's half the current price. No deal US: -But we'll pay you in gold valued at $10,000/oz. SA:-…go on. At those ratios Saudi gets MORE real purchasing power than they get today at $100 cash. 11-The second-order effects are massive • Oil prices drop on global markets • Inflation cools • Fed gets room to cut • Recession risk falls • U.S. pays with an asset it ALREADY OWNS • Zero new dollars printed No QE No money printer Just an accounting entry on a vault in Kentucky. 12-Here's the wildest part of this story In 1973 after the Arab Oil Embargo, several European central banks proposed doing exactly this revaluing their gold and using it to pay OPEC the U.S. blocked them. Why? Because the petrodollar was being built and oil HAD to settle in dollars. 13-53 years later the U.S. itself may need the very tool it once denied to its allies. The historical rhyme is too perfect to ignore.1973 stagflation isn't just an analogy anymore. It's becoming a literal repeat including the policy response. 14-So the question isn't IF the Treasury still has options The question is WHEN they pull the lever Watch for these 5 signals- 1-More private credit gates in Q2 2-Central bank gold buying accelerating 3-Bessent shifting from no plans to studying options 4-Gold rising faster than oil 5-Any draft legislation on gold reserve repricing 15/ The TLDR The economy hasn't collapsed because the people running it still have ONE MORE MOVE • 261.5M oz of gold • Frozen at $42.22 since 1973 • Worth $1.22 TRILLION at market • Done 3 times before • Fed is studying it • Treasury Secretary hinted at it This is the trade of the decade. 16- Most investors are watching the wrong thing •They're watching stocks •They should be watching the oldest most boring asset on the federal balance sheet •The one that's been sitting in a vault since 1937 •The one nobody's repriced in 53 years •The one that changes everything 17-Why is oil such a powerful recession indicator? Because oil is what economists call an (input cost) for basically everything in the economy. •Food production- Uses oil (tractors, fertilizer, transport) •Manufacturing- Uses oil •Shipping-Uses oil •Airlines-Uses oil •Plastics, chemicals and packaging-All use oil When oil goes up, the cost of making and moving every physical thing in the economy goes up too. That squeezes corporate profit margins. It eats real wages It forces central banks into an impossible choice fight inflation OR support growth They can't do both. This isn't psychological It's mechanical Oil up = recession follow Every Single Time. 18-So where are we today? On February 28, 2026, the U.S. and Israel went to open war with Iran. Within days traffic through the Strait of Hormuz the 100-mile waterway where 20% of the world's oil flows through collapsed. The IEA called it "the largest oil supply disruption in the history of the global oil market." Not one of the largest THE largest Bigger than 1973. Bigger than 1979.Bigger than anything we've ever seen. And here's the part that makes 2026 different from every prior oil shock The Strategic Petroleum Reserve America's emergency oil stockpile is almost EMPTY. Biden drained it in 2022 to fight post-Ukraine inflation. It was never fully refilled. The U.S. and allies have already released ~400 million barrels (the largest release on record) and that buffer runs out in mid-April. In every prior oil shock, the SPR was the safety net This time, there is no net. 19-the Federal Reserve In 2008 and 2020 the Fed did massive QE printed trillions of dollars to bail out the economy It worked WITHOUT causing inflation. Why? Because in BOTH cases, oil was COLLAPSING at the same time Falling oil prices gave the Fed cover the deflationary pressure from cheap energy offset the inflationary pressure from money printing. That's literally the only reason QE worked Today-oil is RISING not falling. If the Fed launches QE now to bail out the credit markets it's printing money INTO an inflation shock the result wouldn't be 2009-style asset reflation. It would be 1973-style stagflation the absolute worst-case outcome. The Fed knows this that's why they're trapped. They CAN'T cut, They CAN'T QE.They have to sit and watch (that's my opinion) Every normal tool the U.S. uses to escape a crisis like this is broken or unavailable. 🤯🤯 There's ONE tool left It's been sitting in a vault since 1937 And the U.S. government is the only entity in the world that can use it. 10-The U.S. Treasury holds 261.5 million ounces of gold That's 8,133 metric tons the largest sovereign gold reserve in the world. On the OFFICIAL books of the U.S. Treasury that gold is valued at $42.22 per ounce. That is not a typo That is the actual statutory price. It was set by Richard Nixon in 1973 (53 years ago) and has never been updated. Meanwhile the REAL market price of gold today is approximately $4,672 per ounce. • Book value: ~$11 BILLION • Real market value: ~$1.22 TRILLION The gap between those two numbers $1.21 TRILLION is just sitting there Unrealized Doing nothing. The U.S. Treasury can change that with an accounting entry. That sounds like a conspiracy theory It's not The U.S. has done it THREE TIMES before. Then nothing Crickets For 53 years. The price has been frozen at $42.22 while the market price went to $400, $1,000, $2,000, $3,000, and now $4,672. If they did it in 2026? It would be a +11,000% revaluation Not 11%. ELEVEN THOUSAND PERCENT. This is the largest accounting trick in U.S. history just waiting to be used. The American economy in 2026 is being held together by inertia. The credit system is cracking. The labour market is weakening. The oil shock has no historical precedent the Fed is trapped. If you read this far you now see what almost no one else sees every clue in the case points to the same answer. The economy hasn't collapsed because the people running it still have one move left. The question is when?......... Thank you for reading this thread. I hope you found it valuable😇👊👌
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Fahma
Fahma@fahma0597·
DXY 🤔👀 🧭 DXY at a crossroads DXY below 96 signals a weak-dollar environment → Gold rises ✨ → Commodities strengthen ⚙️ → Emerging markets benefit 🌍 DXY above 98 signals a strong-dollar environment → Gold weakens → Liquidity tightens → USD dominance returns 📍 The chart shows we are at a major decision point. 🔥 Whichever way DXY breaks in February will likely shape the entire financial regime of 2026.
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Fahma@fahma0597

DXY 💸 The U.S. Dollar Index is trying to break out of its sideways range after months of weakness. A weekly close above 100.1 bullish signal. A rejection continuation of sideways or bearish trend.

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AR
AR@ashikruben369·
If you want the complete explanation " PDF " of " importance of timing in trading " Comment " PDF " and I will sent it directly on your DM...
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AstuceFx
AstuceFx@astucefx·
Im giving away a 200k funded account to a commenter of this post with 0 likes
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Abdirizaq ismail Alfa
Abdirizaq ismail Alfa@CRTM1TS·
Token- ka Fantom(FTM) Waxa laga saaray binance manta Waxana lagu sameyn doona is bedel, Magaca Cusub oo suuqa kuso Gali doono Wa (S) Ama Sonic. 16 bishan ayaa dib loso Gali doona Asiga wata Pairs ka S/BNB S/ETH S/USDC S/USDT.
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Abdirizaq ismail Alfa
Abdirizaq ismail Alfa@CRTM1TS·
BTC Next Target waxay noqonesa aragtideda 83k Side Ila tahay, Daadashadan Xoogan waxa sababay Dulsaarka Mareykan oo aan la dhimin.
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