A Guy
1.7K posts
BREAKING: Iranian Army warns of "massive historic surprise" tonight that the "world will remember for centuries."
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This picture (credit: @Sorenthek ) is a great visualisation of what I tried to explain in my latest podcast: the petrodollar 🇺🇸 isn’t over, but is going to be joined by the petroyuan 🇨🇳 with the two balancing each other in the long term
JustDario 🏊♂️@DarioCpx
JustDarioCigarTime - Episode 71 ⚠️ THE BEGINNING OF THE END OF THE PETRODOLLAR HEGEMONY 🎙️ - The Petroyuan Joins the Petrodollar - The Structure of the Global Economy Is Being Reshaped - China and the US Will Still Remain Economic Partners (For Now) youtu.be/_Q5nXYrd_G8?si…
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@JimJones69_ @KobeissiLetter NATO was obsolete long before this Iran conflict
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@KobeissiLetter Fuck this fascist piece of shit. Donald Trump is a fucking cancerous scumbag. And fuck all of you people who voted for him.
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BREAKING: The US-Europe alliance is reportedly reaching a "breaking point" over the Iran War, and President Trump has "mused" to aides about backing out of NATO, per WSJ.
Details include:
1. Trans-Atlantic ties between the US and Europe are "deteriorating rapidly"
2. Trump has expressed "disgust" with European allies for not joining the US-Israeli war against Iran
3. Trump is questioning whether defending Europe serves US interests at all if Europeans do not help American military interventions in the Middle East or elsewhere
4. The White House’s stance is being described as a "break" with American global strategy since WW2
US-NATO relations appear to be at new lows.
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@FinanceLancelot @BillAckman Elites need a sufficiently demoralized populace to spark civil wars around the world.
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Jamie Dimon is spot on as usual.
Thomas Sowell Quotes@ThomasSowell
Jamie Dimon: "Immigration - What the hell are we doing? The bottom 20% of our population, their wages didn't go up for 20 years. They're dying 7 years younger… Their schools don't work… [Americans] should be getting sick of it."
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@FinancialPhys @NorthTexasMick The global feminist movement and population decline are forever linked in world history.
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@NorthTexasMick Landlords have done more damage to the US than feminism, and that’s really saying something
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@ljubo2312 @BreeNewsome The US military and intelligence agencies enforces the petrodollar. See Libya, Iraq, Syria, etc.
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@BreeNewsome America doesn’t need oil from the strait tho.
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Lmaaaaaaooooooooooo They are going to single out the US dollar & destroy the US economy & I can’t be mad
Globe Observer@_GlobeObserver
BREAKING: Iran has offered the European Union an agreement for transit through the Strait of Hormuz.
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@Oeko_Nom @lisaabramowicz1 Some say we are on the precipice of a crisis much worse than 2008. We will see what happens.
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@KyleGuyot @lisaabramowicz1 They were in an interest hiking cycle at that time. Then, the great financial crisis wrecked the economy.
Unless we expect another crisis of that magnitude, interest rate hikes will be necessary to rein in inflation.
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Bond traders are the least bearish in 10 years ahead of tomorrow’s jobs report: BMO survey. Just 24% of respondents saw the next 15 bp move in 10-year yields as being higher, the lowest since Nov. 2010. Most see the oil-price surge as being a hit to growth more than inflationary.
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@Harrisbro777 The European Union is a failed state. I wouldn’t want their cash if I was Iran.
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@BujokMr Dollar crisis as in dxy rally continues, putting more pressure on indexes and crypto? Appreciate your insights boss.
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@MacroBombastic @QuintenFrancois imo, this whole thing was to take away china's ability to open a second front if they were to attack Taiwan.
now iran has no ability to launch coordinated attacks.
america can decimate Iran's oil to handicap china if needed.
taiwan is now safe
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“Strongest military on the planet”
Yet they can’t get the Straight of Hormuz open
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@Oeko_Nom @lisaabramowicz1 I remember $147 a barrel in summer of 2008. Many were expecting interest rate hikes.
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@lisaabramowicz1 Seems delusional to me. When was the last time an oil shock *didn't* lead to higher interest rates?
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@SmedleyButlerUS @FreakTrader @VandelayIndCEO Let him laugh now, you’ll be proven correct in time. History doesn’t repeat but it rhymes.
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@FreakTrader @VandelayIndCEO Oh ok
Thanks for explaining
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Debt/GDP versus Rates
A cursory look at the quarterly RSI for debt/GDP shows a perfect copy and paste of the lead up to April 1982, the start of one of the greatest bond market rallies in history
@VandelayIndCEO convinced me to take a look at this
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This warning from Powell on the unsustainability of our federal debt enrages me, even though I agree w/him
But this is the height of hypocrisy, as Powell has been the government's #1 borrowing enabler for the past 8 years
Where was this concern when he took the helm in 2018??
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 Fed Chair Jerome Powell warns US national debt is growing "substantially" faster than the economy and says it's not sustainable. "It will not end well if we don't do something fairly soon."
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@Dremontjones @FinanceLancelot The meeting in China with Trump and the CCP will be fascinating
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@FinanceLancelot absolutely it’s a USA-China proxy war. The US is trying to cutoff Chinese energy.
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The Iran war will escalate to involve all major allies. How do I know this?
Because this isn't just a war... it's a battle for the survival of the Dollar and destruction of China's Belt and Road imitative.
All wars are banker wars.
Financelot@FinanceLancelot
Absolutely 100% correct. Brent Johnson said it brilliantly yesterday, "The U.S. is transitioning from a Democratic Republic to a 'Technocratic' Empire the same way the Roman Republic transitioned to the Roman Empire." That's why this global conflict will be remembered as WW3.
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@ltl_4ever @FinanceLancelot Or is it about the transition to a multipolar world?
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@FinanceLancelot Isn't it more about ending Iran and Yemen's control of the Strait of Hormuz? The world has been held hostage by them, and maybe it's time to end it.
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A Guy retweetledi
Iranian President when he finds out that roughly 50% of U.S. adults cannot read a book written at an eighth-grade level.
The Kobeissi Letter@KobeissiLetter
BREAKING: Iranian officials say their President Pezeshkian will be releasing an "important letter" to the American people in "a few hours." This is set to be released just hours before President Trump's 9 PM ET address to the nation. We will be covering it real-time.
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@profstonge Banks lend money. Low rates facilitate more lending. This is the semantic argument made by Powell
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The Fed printed trillions of dollars in Covid, used them to buy trillions of bonds, but apparently that had absolutely nothing to do with double digit inflation that immediately followed 🤡
zerohedge@zerohedge
*POWELL: NO SIGN PAST FED BOND BUYING WAS INFLATIONARY oh
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Nope, not even a flinch 🤷🏻♂️
Japan still down ~5%
WTI still above 102$
US stock futures still in red
JustDario 🏊♂️@DarioCpx
So far today, the market is not reacting to anything Trump is saying whatsoever
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I think this is the week that Treasuries begin to stand alone.
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