Dude

i am a Luongo fan. He is 100% correct that Trump is NOT making a mistake in this Iran conflict. And he is an OG martial artist...AND he uses the word 'burble' . youtube.com/watch?v=rdUTIm…

What happens when we reach 'playbook known', and they can't use proxy regimes they control to keep The Forever Wars Machine humming along? One by one by one they are losing the proxy governments they pit against each other in profitable conflicts. Not only did Trump shut down 9 wars over the past year, he's now moved DIRECTLY against the two biggest proxy regimes the central banking oligarch families were pitting against each other: He took control of Tel Aviv and he's forcing Bibi to go against his former handlers in City of London and help Trump do the VERY LAST THING the central banking oligarchs wanted: an end to their proxy regime in Tehran. This was NEVER supposed to happen. If you think logically and unemotionally about what you have been shown, you'll see many of the podcasters and SMIs trying to get you to turn on Trump have this exactly BACKWARDS: Bibi does not have control of Trump, it's the other way around. Whatever deal Trump offered Bibi to throw in with HIM against City of London, it must have been a GOOD ONE. Keir Starmer is still having to come out and stutter incoherent nonsense as the central bankers who control him rage behind the curtain that they can't stop any of this. NOTHING. NOTHING CAN STOP WHAT IS HAPPENING. #MARCHMADNESS

This is potentially the biggest Iran story nobody is talking about: the global insurance market may be heading toward a systemic crisis. Here’s why… Most people don’t realize London isn’t just a financial center it’s THE center of global insurance. Lloyd’s underwrites ~40% of the world’s marine cargo. Ship sinks, port gets bombed, canal gets blocked the bill lands in London. This is why the UK punches above its weight. Not the Royal Navy. Not diplomacy. Insurance. Control insurance, control trade. And London doesn’t just control the 90% of global trade that moves by sea. Lloyd’s and the London market are major insurers of almost everything skyscrapers, factories, ports, satellites, entire supply chains. You can’t participate in public markets or raise large amounts of capital without insurance. Now, the normal playbook for war risk is repricing, not cancellation. Canceling coverage entirely is a massive escalation in underwriting posture. It signals something beyond risk, it signals uncertainty so deep the underwriter can’t even price it. The question everyone should be asking: why? Why not just jack up premiums and make a fortune off the crisis like they did in the Black Sea off Ukraine? To answer that, you have to understand WHY London has maintained a stranglehold on global insurance while losing nearly submarket related to ships. The answer: better intelligence. It is no coincidence that MI6 headquarters sits directly across the Thames from the @IMOHQ, the world’s maritime regulator & a short distance from Lloyd’s itself. I have no proof of a direct pipeline, but it has long been speculated in the industry that intelligence flows from MI6 to Lloyd’s. Having the best intel in the world would be the single greatest competitive advantage any insurer could possess: the ability to price risk that competitors can only guess at. Here’s the problem: the majority of MI6’s intel doesn’t come from its own agents. It comes from Five Eyes the alliance comprising the US, UK, Australia, Canada, and New Zealand. And within 5Eyes, the dominant partner is obvious. The CIA, NSA, NRO, etc generate the lion’s share of intel. So if Lloyd’s pricing advantage flows from MI6, and MI6’s best intelligence flows from the US… what happens when that data pipeline gets throttled? All indications are that @Keir_Starmer was blindsided by the size and scope of the US/Israel strikes on Iran this weekend. That alone tells you something about the current state of transatlantic intelligence sharing. And we know there has been serious anger in Washington over the UK’s decision to sell Diego Garcia, home to America’s most strategically important base in the Indian Ocean, to Mauritius. It is not a huge leap to conclude that the submarine cables linking Langley to London have gone dark, or at minimum have been significantly throttled. What this means for UK national security is a question for the Brits. But what it means for EVERY company globally that’s insured through the London market has massive implications for the entire financial system. Because most large insurers worldwide don’t do independent intelligence work. They index off Lloyd’s rates. If you’re insuring a skyscraper in Tokyo, a semiconductor fab in Taiwan, or a port in Argentina you get a Lloyd’s quote, then shop that price around. Other insurers see Lloyd’s number and assume the diligence was done. They price accordingly. This means if London is suddenly flying blind it’s not just Lloyd’s policyholders at risk. It’s the entire global reinsurance chain. The cancellation of war risk coverage on ships isn’t the crisis. It’s the canary. If this hypothesis is correct, we could be looking at a systemic repricing event across global insurance markets…. the kind of cascading uncertainty that defined 2008 and COVID. Watch Lloyd’s. Watch reinsurance spreads. What Five Eyes. That’s where this story, and possibly Wall Street, breaks. CC @BillAckman

The South America expansion is well on its way. Starting Jan’23 @WadzPay will be operating in #Argentina , #Brazil , #Venezuela and #ElSalvador with headquarters in #Miami. Stay tuned for team announcement. More details on upcoming year end AMA. @WadzPay #wtk #wpc

To learn more about our original vision, check out this article: circularity-finance.medium.com/cifi-2-0-the-p… 🌐