IMFALCON

@Kapil_Jyani_ Idiot .. they paid for and than can go N enjoy the way they like … Standardised is western concept not Indian.. Get over of it narrow minded 🤡

स्विमिंग पूल में जाने का भी प्रॉपर सिस्टम होता है… पहले स्विमिंग वाला कॉस्टयूम पहनो… फिर शावर एरिया में जाओ… वहाँ से नहाकर फिर पूल में उतरो…. हमें क्या पता ये सब भी करना होता है…. हमारे यहाँ तो कपड़े उतारो और सीधे पूल में छलांग लगा दो… नहाना तो पूल मे हो ही जाएगा.. और कॉस्टयूम क्यों गीला करना, जब अंडर गारमेन्ट्स पहने हुए ही है…

@ausstockchick Don’t be fooled on what she says as she’s also beneficiary of the spending !!

Next week we will get an interest rate rise. Don’t be fooled. Government spending is the reason. Not the war. But with a war and out of control government spending… It’s going to be an interesting 12 months. #ausbiz #auspol

@ausstockchick Imagine a regular person on street has become homeless because of stupid policy which kept inflating house prices !! That’s call real theft and unfairness

I’ve never been bothered about negative gearing changes. When Albo likely scales it back to one property or two if he’s feeling generous. But the CGT changes are unfair. Imagine the people who grafted hard only for the government to take away more money to waste.

@ankitatIIMA @NileshShah68 @sanjeevsanyal You’re truly living in delusional world !! Crude oil priced in gold but how will you price metal itself in fiat currency which is medium of exchange for goods and services itself …

💥 @NileshShah68 @sanjeevsanyal Most RBI gold is back now. One last step to complete the Dedollarisation process for the world - 1. Issuance of tradeable e-gold certificates while the physical gold remains with the people. 2. Two to three percent interest income to all subscribers of this scheme while they continue to use the physical gold with them. 3. Plug all the loopholes in the process so that the tagged physical gold is not sold without records and link the digital rupees entries for domestic and global monetisation with e-gold certificates. 4. Replicate in all net international trade payments with gap adjustments paid in these. 5. Reference valuation of crude oil per barrel for ounces of gold in weight to be price - reviewed half yearly beginning with the UAE.

Agricultural commodities are now breaking out decisively from nearly 20-year resistance. Just as expected: When energy moves, food prices tend to follow. This is deeply concerning for society, yet it aligns with the broader macro trend. People will point to isolated narratives like droughts, but that misses the bigger picture. This is a second-order effect of the energy issue. tavicosta.substack.com/p/the-food-inf…

It's official: Brent crude oil prices just broke above $120/barrel for the first time since June 2022. Asia is facing its worst even crisis in history and Europe has just weeks worth of jet fuel left. The US is exporting record amounts of oil as a result. Inflation is back.

BREAKING: Brent crude oil prices officially surge to their highest level of the Iran War, at $119.50/barrel. This puts Brent crude oil prices at their highest level since 2022. The IEA has called this the “biggest energy security threat in history.“

The bond market is collapsing again. The 10Y Note Yield is now silently back above 4.40%, the same exact level that has led to multiple market interventions by President Trump. Simply put, the US economy cannot afford the 10Y Note Yield rising substantially above current levels. As we saw in April 2025 and March 2026, President Trump is highly attentive to the 4.50% level on the 10Y Note Yield, which we previously labeled as our "policy pivot" point. At the current pace, we could see 4.50%+ within a matter of days. Meanwhile, US oil prices are above $108/barrel, gas prices are up another +5% today, and 30Y mortgage rates are at 6.50%+. The bond market will soon become the center of attention. Stay ahead of the trend.

@vinodsrinivasan Facts is no change in fuel price in India !! Fact is trade settlement is done out of USD !! Fact is if petrodollar was done for security guarantees which failed miserably than petrorupee can done too in exchange of food security!! 🤡 stop writing all BS ..

Iran has no single decision maker right now. Khamenei dead. Mojtaba injured and isolated. IRGC commanders running both the war and the negotiations. Tehran takes 2 to 3 days to respond to proposals. That is structure, not tactics. Markets keep pricing ceasefire optimism on every headline. The reality is the other side of the table cannot say yes quickly even when it wants to. Brent above $100. Rupee at record lows. Hormuz functionally shut. Size positions for months, not days. Watch the facts, not the statements.

@TheKouk Hold the rate and tolerate the inflation but but how will bond market react clown 🤡 At any cost you just want to save your portfolio..

“When a problem comes along You must whip it Before the cream sits out too long You must whip it When something's going wrong You must whip it” Devo Expecting the worst & being happy that it is just a bad result. Trimmed inflation was flat in March. With what was a largely predictable data release, what does the RBA do next week? As I recently noted, it is a Sophie’s Choice dilemma. Hike to tackle inflation, but at a cost of weaker growth & higher unemployment OR Hold steady to keep jobs & tolerate higher inflation for longer? There is no middle ground. youtube.com/watch?v=mKSC5m…

@vinodsrinivasan What a BS story ?? Did you forgotten to mention that it’s was Gulf Rupee was a reserve currency in west Asia !! Also whitewashed US forced rupee devaluation !! Dollar was as good as it was till backed by gold N swap lines exist so that there is no disorderly sale of US assets🤡

Everyone is talking about the dollar dying. Petrodollar collapsing. BRICS settling oil in yuan. Bitcoin tolls in the Strait of Hormuz. The story most people are telling is wrong. Not because the data is wrong, but because they are watching the wrong system. A 🧵

#IndiaWatch🇮🇳: The rupee has depreciated ~4.5% this year. Despite the RBI’s ongoing intervention, the rupee continues to visit ALL-TIME LOWS. Remember what Oscar Wilde wrote: “The chapter on the Fall of the Rupee you may omit. It is somewhat too sensational.”

UAE is getting swaplines.... to get USD so that it does not need to sell US stocks and bonds... BOJ constantly gets USD to be able to keep USDJPY capped at 160 when running most likely over 5% inflation now with less than 1% rates... Rest of the world will get USD swapllines as well so that they don't sell USD assets, especially South Korea.... Treasury is buying back long term debt to issue more T-bills whereas FED is buying those bills... 1720-21.....John Law's France.... not only your stock market and bond market will fall apart but your currency as well. Bessent tied the fate of US Dollar to the fate to stock and bond market.... 100%... and he has no idea what to do when tide turns... I am betting on it with my movie and will bet more in markets when time comes and it will come this year. Easiest way to benefit from this is #GOLD.... check how French livres did against gold after 1720 and multiply that becaue Bessent went global. When French had a clown like Bessent named John Law, Brits had Isaac Newton... therefore nothing happened to British Economy even though South Sea Bubble burst at the same time with Mississipi bubble. You never tie your currency to stocks and bonds.... but u never bring a clown to be your president or an execution monkey to run your Treasury. Whatever is coming is well deserved.

It's official: The world is now experiencing its biggest energy crisis in history, with 600 MILLION barrels of lost oil supply. US gas prices are up +47% since December and inflation is nearing 4% in a similar path to the 1970s. What happens next? Let us explain. (a thread)

There is no version in which the markets emerge from this unscathed. The odds are now heavily stacked that over the next decade will be brutally unforgiving especially for the complacent, the overleveraged, and the unprepared. Right now, the world is still laughing, smelling the roses, and basking in the sunshine. But this illusion is fragile. The reckoning is coming, and it will spare no one who refuses to see it. And on a lighter note: stay vigilant, diligent, and perhaps a little curious. Yours truly, The Great Martis ✨

BREAKING: Australian Dollar surges after breakout against US Dollar

Ladies and gentlemens... dignitaries and distinguished market participants.. The 30-year Treasury bond is coiling. Higher lows are in play, and an ascending triangle looks set to explode higher. A move toward 5% is on approach ..its last line of defence. Yours truly, The Great Martis ✨

BREAKING: Brent crude oil prices officially surge above $115/barrel. Asia's energy crisis is intensifying.

Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.