Luka Gorman&Advisor
73 posts
Luka Gorman&Advisor
@Rizki_Best2000
Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
Bengkulu Katılım Ocak 2010
60 Takip Edilen39 Takipçiler
Thanks for having me on, @jessebday, to discuss how Hamiltonian economics (that both Bessent and Greer are openly pushing for) requires high tariffs and using a neutral reserve asset that floats in all currencies (like gold),
Jesse Day@jessebday
@LukeGromen Full interview now up: youtu.be/tgQ_BBMuy3s
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@nnzp1730 Lotta that going around. See Kishore Mahbubani's recent speech. When a man of his stature is comfortable declaring "The west has sleepwalked into is downfall" as a result of past 25 yrs of ignoring its own rules, it's already all over but the crying:
youtube.com/watch?v=M42GT-…
YouTube
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China is the upkeeper of the international rules based order….except for the South China Sea and anything else that doesn’t benefit them.
Why is the USA walking away from the order they created? Because it is no longer fit for purpose and has been subverted
John Ʌ Konrad V@johnkonrad
“Chinese and Filipino sailors fought a brief sea battle worthy of a Viking war painting near the disputed Second Thomas Shoal yesterday, striking each other with oars and batons and leaving one Filipino sailor with a head injury.”
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The US Rust Belt has a 25-yr head start on tech & finance in terms of experience about how this movie ends.
Spoiler alert: By the time you're begging for government protection, it's already too late.
US tech & finance cheered as this happened to Rust Belt USA ("Learn to code".)
fred hickey@htsfhickey
Frontier modelers begging for U.S. government protection. Not a good look (and wouldn't work anyways). Nevertheless, it's proof that their business models (if they even ever had them) are in a lot of trouble and thus, so is the great AI capex-driven stock market bubble. wsj.com/tech/ai/top-am…
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@LukeGromen Many of my Twitter followers have already joined my WhatsApp.
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"Bill Dudley is a former president of the Federal Reserve Bank of New York; he is [also] a member of Coinbase Global's advisory council"
🤔🤔🤔
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It's mechanically simple but politically difficult:
Simply end USD reserve status as structured post-1971 and value the USD appropriately v. CNY.
The cost to produce 1 GW of nuclear power in China v. in US suggests USD would have to fall 83-90% v. CNY in that case.
Gold =🚀
Michael Lucci@Michael7ucci
We need a 3rd option. If we allow partially-stolen, subsidized, cheap Chinese AI to grab the American user base, we will be repeating the mistakes made 25 years ago with our manufacturing base that will take 10 more years to fix. Chinese theft, subsidies and dumping are a state playbook for economic warfare we should no longer accommodate.
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Because their means of doing so - buried missile sites and dispersed drone batteries - cannot be targeted easily, or even at all.
We’ve hit everything except what we needed to.
Matt Van Swol@mattvanswol
I'm confused. The USA has the most powerful military on Earth. We've bombed the HELL out of Iran for 4 months. Trump says their Air Force, Navy, and nearly all of their missile capabilities are destroyed. ...so how is Iran still capable of hitting US bases right now???
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"We want to talk right down to earth in a language that everybody here can easily understand."
A thread in two charts.
Warsh and Bessent have two choices:
1. Dovish = Do not blow up the US (& western) fiscal and debt position, or...
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Many of my Twitter followers have already joined my WhatsApp.
FREE TO JOIN My Real-time trading alerts and investment strategies Market forecast analysis
Reply with "join" to my WhatsApp number +16058381266 to join for free.
I POST ALL TRADES FOR FREE
api.whatsapp.com/send?phone=160…
English
Cozy Sunday vibes Croissants + soft rug + my favorite show on. No plans, just calm
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