
Devil's Advocate
5K posts



@cobie There are cures for cancer but they're being gatekept so people keep paying to kill themselves with chemo, so maybe claude just uncovered one of these methods
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@KobeissiLetter Which step of the playbook is that? I thought the war was ending 2 days ago
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The US bond market is in major trouble today.
Just hours after President Trump's "10-day pause" of strikes on Iranian power plants, yields are at their highest level of the Iran War yet.
The 10Y Note Yield is up to 4.47% with mortgage rates hitting fresh 7-month highs.
In less than one month, markets have gone from discussing rate cuts to rate hikes, with the base case showing a Fed PAUSE for the next 18 months.
Keep in mind, the Fed was cutting interest rates because the labor market was weak, and it remains weak.
However, inflation expectations have just become an even bigger problem than the labor market.
This is objectively unsustainable.

The Kobeissi Letter@KobeissiLetter
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@academic_la They did say they'll level tel aviv to the ground if they're attacked
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@reddit_lies There was this post "what's so bad about ursula, nobody's saying why she's so bad" Guess what I did and ofc I got banned LOL, it's a mental asylum in there of the most brainwashed and woke morons imaginable
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@ns_statmapper @weimers That's only if we don't rid europe of jewery - anti-kid propaganda, economies that don't allow kids financially, poison that makes us sterile, even if it doesn't reverse, this is europe and it's for europeans, we owe nobody
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@LynxVaults @KobeissiLetter Every other country that could charge tolls is charging them but iran is bad for doing it? Double standards much?
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@KobeissiLetter Iran is charging $2 million a ship to pass through a strait it legally doesn't own. That's not a toll. That's a ransom with a flag on it
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BREAKING: Iran has "tightened control" over the Strait of Hormuz and is now demanding detailed crew, cargo, and voyage information from ships seeking safe passage.
Details include:
1. Approvals for ships seeking to pass through the Strait of Hormuz are being handled by the IRGC
2. Tolls to pass through have hit $2 million, mainly for high-value vessels like oil and gas tankers
3. The increase in control signals Iran's "growing grip" on the key trade route
4. Traffic remains limited, mostly involving Iranian or China-linked ships hugging Iran’s coast
Asia's energy crisis is intensifying.
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@ShaykhSulaiman hitler is turning in his grave on these news, from jew slayers to jew slaves
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Devil's Advocate retweetledi

In their quest for total global domination and total global White genocide the Jews created the highly destructive leftist ideologies and installed them in all of the White nations. In order to lower the White birth rates the Jews have intentionally created:
- Financial poverty via e.g. third world mass migration which has severely restricted the housing supply and healthcare services.
- A lack of physical safety due to the mass importation of violent third world criminals
- Hypergamous feminist women
- A pathologically hedonistic society, the Jews own and control Hollywood, the degenerate music industry, the prawn industry, only fans, tinder & etc.
Kaguya’s Top Gal@hayasaka_aryan
Israel is the only developed country with a birth rate above replacement level, very curious
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@40k_Marine @alpha_pls trust me he doesn't, the moment the dollar dies and loses all credibility nobody will give these massive loans on which whole of america and their army is built on, the fall of the dollar is the fall of the US
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@Devils_Advxcate @alpha_pls He wants the dollar to die, only way US can get rid of it’s insanely high debt problem
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I just don't see why Iran would back down here. This is assuming they play their cards correctly.
They are in complete control of the Strait.
They control the price of energy. It's the most insane leverage.
They can put their foot on Trump's throat now that they can see weakness and get real concessions.
tradfi news@tradfi
*NAMED IRANIAN NEGOTIATOR GHALIBAF: NO NEGOTIATIONS HAVE BEEN HELD WITH THE US, AND FAKENEWS IS USED TO MANIPULATE THE FINANCIAL AND OIL MARKETS AND ESCAPE THE QUAGMIRE IN WHICH THE US AND ISRAEL ARE TRAPPED: X POST
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@alpha_pls @40k_Marine the thing is if he walks away the petrodollar is dead, he can't just leave the middle east, he needs the saudis on his leash to back the pedodollar
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@40k_Marine This is his only move imo. I don't know if his ego will allow it. But it would be a huge loss with absolutely nothing achieved. He then gets smoked in the mid terms.
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@hayasaka_aryan They told the rest of us having kids is an annoying chore and we should live our lives and/or people can't afford kids due to the bullshit they're doing
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@KobeissiLetter there were no talks, just another lie to buy time x.com/merlinscapital…
Merlin Capital 🧙♂️@merlinscapital
IRANIAN MEDIA SAYS THERE WAS NO DIRECT OR INDIRECT CONTACT WITH TRUMP AND CLAIMS HE WITHDREW AFTER THREATENING TO ATTACK WEST ASIA ENERGY FACILITIES.
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@spayszcin Check this out if you haven't been a while since i got goosebumps from music music.youtube.com/watch?v=QG3Wc_…
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@KobeissiLetter The war has already broken the "playbook" and will keep breaking it
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BREAKING: The Trump Administration has begun "initial discussions" on what a potential peace deal with Iran might look like, per Axios.
US officials are planning the below terms:
1. No missile program for five years
2. Zero uranium enrichment
3. Decommissioning of the reactors at the Natanz, Isfahan, and Fordow nuclear facilities
4. Strict outside observation protocols around the creation and use of centrifuges and related machinery that could advance a nuclear weapons program
5. Arms control treaties with regional countries that include a missile cap no higher than 1,000
6. End of financing for Iranian proxy groups
US officials said the expectation is there will still be 2-3 additional weeks of fighting and Trump's envoys Jared Kushner and Steve Witkoff are involved in the discussions.
Step #9 of our "Conflict Playbook" is near.
The Kobeissi Letter@KobeissiLetter
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@TheDeFinvestor @stacy_muur Polymarket has a good chance of fucking over users just like pump, because it's also jewish owned
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@stacy_muur Polymarket IMO has a good chance of doing a big airdrop
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@probaaron Here's more legit cons for poly - they shadowbanned a lot of people/countries and they can't even load the site without VPN, also it's owned by the jews (gl if you think you get an airdrop) and it's insider's playground but you mentioned that in KYC already
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@Pluto_0x It's not safe, it's a desert filled with materialistic grifters, it's a communist state where if you say the wrong things you're put in jail, city built on the backs of modern day slaves.
The UAE is a perfect showcase of everything that's wrong with society today, fuck the UAE.
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I think over the next 12 months there may be a once in a lifetime opportunity to buy UAE equities
The kind of setup where even if you go all in, you still feel underexposed.
This is roughly my plan :
Phase 1
Start slowly accumulating the more defensive, resilient names over the next 6 to 8 months:
- Salik
- Dewa
- Adnoc Gas + Drilling
- Fab
- Taqa
- Adib
Phase 2
Dubai is far more exposed than Abu dhabi to tourism, real estate, discretionary spending, and foreign sentiment. That means it will likely take longer to find a bottom
But it will also offer the best opportunities once the market fully prices the damage
- Emaar Properties + Development
- Emirates NBD
Probably is still too early, but you definitely want to bookmark this and pay attention.
If you have lived in UAE, you know for a fact that they will bounce back, is not a matter of “if” but only a matter of “when”
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