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In the long run the rates will not be decided by The Federal Reserve but by the market… #FederalReserve #RateCuts
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Robin A. Johansen
3K posts
Robin A. Johansen
@RobinAJohansen
🇺🇸🇩🇰Strategy Designer, owner of NoDarkSuits LLC. Specialist in analysis and strategies. Been around for a long time… Personal views, not investing advise.
Houston, TX Katılım Mayıs 2009
346 Takip Edilen70 Takipçiler
Robin A. Johansen retweetledi
The Financial Times is reporting something that should be front-page news everywhere.
Pete Hegseth didn’t just help design the Iran war. He championed it publicly, cheered it on, and sold it to the American people. And according to the Financial Times, while his own department was in the final stages of preparing to launch it, his broker at Morgan Stanley was attempting to make a multimillion-dollar investment in the defense companies that build the weapons we used to fight it.
The investment didn’t ultimately go through, but only because the fund wasn’t yet available on Morgan Stanley’s platform. Not because anyone stopped it.
If these reports are accurate, the Secretary of Defense was positioned to profit from a war he helped start, using information no private investor could ever have. That is a profound betrayal of every service member he commands, and of every American who trusted this Administration with their national security.
No one should be cashing in on privileged information while lives and national security are on the line.
Financial Times@FT
FT Exclusive: A broker for the US defence secretary attempted to make a big investment in major defence companies in the weeks leading up to the US-Israeli attack on Iran, according to three people familiar with the matter. ft.trib.al/HIiu9Tx
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Robin A. Johansen retweetledi
Robin A. Johansen retweetledi
Fucking outrageous. And highly illegal.
"Trump has grifted his entire life. Now he’s just taking it.
The State Department transferred $1.25 billion in foreign aid to Trump’s Board of Peace, pulling $1 billion from international disaster assistance, $200 million from peacekeeping operations, and $50 million from international organizations.
Money that Congress authorized for hurricanes and refugees, moved without a congressional vote, into a fund that Trump created by executive order and controls personally. When reporters asked the State Department about it, a spokesperson said they had nothing to announce at this time.
The Board of Peace has one defining characteristic. Trump controls it forever. He named himself chairman for life. No audits. No transparency requirements. No conflict of interest rules.
Countries pay $1 billion into a fund he runs to get a seat at the table. It has transferred nothing to Gaza, disclosed nothing about its spending, and received $1.25 billion of your disaster relief money without a word of explanation.
When he leaves the White House he keeps the fund. That is not a loophole. That is the design."
He’s Not Grifting Anymore. He’s Just Taking It. open.substack.com/pub/meidastouc…
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Robin A. Johansen retweetledi
I am not sure the American military establishment has fully grasped what Trump has actually done here. So let me spell it out in language even a Pentagon procurement officer can understand.
Europe has been buying American weapons at a staggering rate. In 2024 alone, US foreign military sales notifications to European countries hit $76 billion. Four times the European average since 2008.  F-35s, missile systems, air defence, ammunition. All of it American. All of it coming with decades of service contracts, maintenance agreements, spare parts, software updates and training programmes worth hundreds of billions more over their operational lifetimes.
Between 2020 and 2024, the United States supplied 64 percent of all European weapons imports. 
That is now over.
Europe has an $860 billion defence plan, and American contractors are being frozen out. The goal is 80 percent of all military purchases from European factories by 2030.  Airbus. Rheinmetall. KNDS. Saab. Leonardo. BAE Systems. They are about to receive the largest order book in the history of European defence industry. Because Trump made it politically impossible for any European government to keep writing cheques to Washington.
Some European governments have discussed worries that the Pentagon could remotely disable American F-35 fighters or impose restrictions on how US weapons can be used.  When your supplier is also threatening to annex your allies, that is not paranoia. That is basic procurement logic.
Trump set out to make America great again. He has succeeded magnificently. For Rheinmetall.
Gandalv / @Microinteracti1
MAG🔫1775🇺🇸@realMAG1775
100,000 troops in Europe. Zero help on Hormuz. Bring them home now. No more free rides.
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Robin A. Johansen retweetledi
The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....
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Robin A. Johansen retweetledi
Houston economy is growing at 10.6%. That’s remarkable at this size.
Houstonomics@Houstonomics
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Robin A. Johansen retweetledi
Financial stress among US consumers is intensifying:
The delinquency rate on subprime loans is up to 10% of total outstanding debt, the highest in 11 years.
Subprime loans are those made to borrowers with a credit score below 660, meaning they were already considered higher-risk at the time of borrowing.
The delinquency rate has more than TRIPLED since 2021, when pandemic-era forbearance programs temporarily allowed borrowers to delay payments without being marked as delinquent.
By comparison, the delinquency rate peaked at ~19% during the 2008 Financial Crisis, when subprime debt was $3.5 trillion and made up ~30% of total household debt.
Today, subprime debt stands at $2.7 trillion, or ~15% of the total, still a significant proportion.
An increasing number of Americans are falling behind on their debt.
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Robin A. Johansen retweetledi
Robin A. Johansen retweetledi
I want to thank Trevor Noah for having me on the podcast, What Now? With @Trevornoah - It was awesome!
A mind controller wants to get you over to the corner of the room. They don’t say “walk to that corner.” They say, “would you mind picking up that pencil over there?” or “do you see that interesting picture on the wall?” They guide you. Power, money, and sex, that’s the universal pattern for bad groups.
The essence of understanding brainwashing is that it’s a dissociative disorder, splitting your identity between your real self and your cult self. As dissonance increases between those two, people leave. That’s why it’s so important to interact warmly, respectfully, and curiously with friends, family, and MAGA... Ask questions, really listen, feed back what you’re hearing, and say “tell me more.” You’re helping them reality test.
I also want to thank everybody, The Cult of Trump just came out as a New York Times bestseller, and I’m so happy. I hope more and more people will read it! We’re trying to build an educated citizenry to protect our minds and our loved ones. Psychological warfare is real but I have hope, because there are more of us than them.
Click here freedomofmind.com/the-c… to get your copy of The Cult of Trump.
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Robin A. Johansen retweetledi
Claudia Goldin won the Nobel Prize in economics - as a treat, she took on volunteer role helping the WNBA players negotiate for the biggest pay increase a union has ever received - a nearly 400% raise. This is badass. wsj.com/economy/wnba-p…
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Robin A. Johansen retweetledi
An out-of-state school just got approved for Texas vouchers.
We knew this would happen — and Republicans voted down my amendment to prevent it.
Texas taxpayer dollars should go to Texas schools.
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Robin A. Johansen retweetledi
From threatening to invade Greenland to calling Canada "the 51st state" and slapping tariffs on everyone—this isn't "America First," it’s a massive self-inflicted wound. Now Trump wants to abandon NATO. That would be an all-time own goal.
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@FredClarkson @jennycohn1 @andre_gagne1 And how many of them think that women shouldn’t have voting rights…
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You may have heard about the dangerously theocratic New Apostolic Reformation. But you may not have heard of many of the leaders of the movement.
To help, @andre_gagne1 and I have compiled a list of two dozen top apostles, for handy reference.
religiondispatches.org/2026/04/02/mee…
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Robin A. Johansen retweetledi
Investors are hedging against corporate defaults at a record pace:
Trading volume in the world's largest credit default swap (CDS) indexes surged +69% in Q1 2026, to $4.5 trillion, the highest on record.
This exceeds the previous record set in Q2 2025 during the tariff turmoil by +36%.
This is also +350% higher than the ~$1.0 trillion traded in Q4 2019, before the pandemic.
The surge has been driven by the Iran War and growing concerns that AI could reshape entire industries and weaken their ability to service debt.
In Europe, net investor positioning on credit indexes has turned bearish for the first time since 2018.
Defensive positioning in the market is accelerating.
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I wonder how much #Potus is getting paid for not pulling H-1B visas… Sorry, I mean why are we not eliminating those visas? They are not helping USA.
Peter Girnus 🦅@gothburz
I am the VP of Workforce Economics at Oracle. We are worth $420 billion. On Tuesday, we sent 30,000 employees a termination email at 6 AM. Not 9. Not business hours. Six in the morning. They woke up to the word "eliminated." The email came from "Oracle Leadership." Not a manager. Not a name. Oracle Leadership. It said: "We are grateful for your dedication, hard work, and the impact you have made." By the time they read the word "grateful," their access to email, files, and Slack had already been revoked. The gratitude was the last Oracle communication they received. We did not eliminate the roles. We eliminated the salaries. In the same fiscal year, we filed 3,126 H-1B petitions to hire foreign workers. 436 this year alone. The roles are identical. The pay is not. An H-1B software engineer earns $87,000. The domestic median for the same work is $106,000. Eighty-three percent of H-1B workers are classified at entry-level wages for senior positions. The industry calls this a skills gap. It is a pay cut that requires a passport. The visa is tied to the employer. If the worker leaves, they lose their legal right to remain in the country. If they negotiate, they risk the same. If they organize, the sponsor declines to renew. That is retention. Our revenue this quarter is $17.2 billion. Up 22%. Net income up 95%. We have $553 billion in committed future contracts. Up 325%. These are not the numbers of a company that needs to lay anyone off. We took a $2.1 billion restructuring charge. That is the cost of the gratitude. It frees up $8 to $10 billion in annual cash flow. That cash services $156 billion in AI data centers we are building. Starting 2028, OpenAI pays us $82 million per day. Larry Ellison is worth $189 billion. He pledged $51 billion in Oracle shares as collateral for the Stargate AI venture. Announced at the White House. The stock rose 4% on Tuesday. The day of the 6 AM emails. Wall Street did not see 30,000 people. They saw the margin. Amazon laid off 30,000 since October. Filed thousands of H-1B petitions in the same window. This is not one company. This is the operating model. Fire the salary. Keep the role. Fill it with someone whose legal right to remain in the country depends on your continued sponsorship. Pay them less. They will not complain. They cannot. One employee's father worked at Oracle for 20 years. No phone call. No meeting. An email at 6 AM and a locked laptop. The role is still open. The people we fired are free. The people we hired are not.
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Robin A. Johansen retweetledi
Let me set the record straight on Pam Bondi. 👇🏼
She did everything she thought was appropriate:
-went after his adversaries
-spoke to an audience of one
-redacted and delivered
It was never enough.
It is never enough for Donald Trump.
When Trump and I started fighting, Bill Maher told me — you were 7/8 for Trump.
He’s going to light you up tonight. You have to go 13/10.
That’s who we’re dealing with.
But I want to be fair to Pam Bondi because there’s a lot of disinformation floating around out there.
She did not last 37 Scaramucci’s.
She lasted 39.7.
That is a long time in a very difficult environment trying to satisfy a man who cannot be satisfied.
Thanks for having on the show last night @ChrisCuomo
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Robin A. Johansen retweetledi
Christian nationalist pastor Dale Partridge declares that "one of America's biggest threats is white liberal women," which is why "we must, as a nation, repeal the 19th Amendment": "The majority of women are not capable of responsible voting."
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Robin A. Johansen retweetledi
Robin A. Johansen retweetledi
Below we can see that when Bitcoin peaked last October, the ETP flows left Bitcoin and jumped on the gold bandwagon. Now that gold has lost its mojo while Bitcoin is finding its footing, the flows have reversed. To me this is a good way to think about why gold has started acting like Bitcoin and bitcoin has started acting like gold.
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Robin A. Johansen retweetledi
Trump’s “reciprocal” tariffs were explicitly imposed to reduce the US trade deficit, but it reached an all-time high (in real terms) in 2025. Check out the new analysis from Cato Institute scholars.
ow.ly/OxWi50YCvKw
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