Capitalist Exploits

If you knew you were sitting at the helm of a collapse in fin mkts, which would bring social unrest and likely displace your position of power what would you have done?

This assumes refineries, etc are intact... which they're not. Iran is wrecking key o&g infrastructure across the region. It will take years to repair, possibly a decade or more. So this timeline just got a loooot longer!

1/9 Few thoughts on the Middle East mess... Oil running hot. Lines at the pump. Flights grounded. Everyone is glued to oil prices and Dubai chaos. But few are pricing in the second-order effects...

What an awesome idea

@Jkylebass Imagine championing the group that rapes little girls on private islands, performs satanic rituals including eating babies, murders 153 schoolgirls in Iran and still suggesting it is for "freedom". The sheer audacity!

The closure of the Strait of Hormuz is a serious escalation, no doubt, and it's affecting the front-end crude pricing…but pinning this solely on President Trump and Secretary Hegseth ignores the broader context and Iran's decades-long aggression. Iran has threatened to close the Strait for years as leverage against the West, especially in response to sanctions or military pressure. The U.S.-Israeli strikes starting February 28 weren't some reckless "bomb them into submission" gamble; they were a targeted response to Iran's rapid nuclear ☢️ advancements, missile programs, and proxy attacks across the region that have destabilized the Middle East for decades. Doing nothing would have allowed Iran to cross bright red lines - arming the madmen with nuclear ☢️ weapons or further entrenching Hezbollah and Houthis. "Trust me, bro" isn't the strategy; it's calculated deterrence backed by intelligence. As for Hegseth, calling him the "most incompetent" DoD head ever is partisan hyperbole. He's a combat vet with real experience, and under his leadership, we've seen precise strikes that have degraded Iran's capabilities without full invasion. We have also experienced record recruiting numbers under Sec Hegseth. He has brought physical fitness and lethality back to our fighting forces …while also dismissing the LBGTQ+ nonsense the democrats infected our forces with. The U.S. Navy is providing political risk insurance to maritime trade and offering escorts where feasible, while Trump is rallying an international coalition…including potential partners like France, Japan, South Korea, and the UK, to reopen the Strait with warships. This isn't isolationist folly; it's multilateral burden-sharing to counter a murderous rogue regime. Our service members aren't cannon fodder for "fools' failures"…they're defending global stability and U.S. interests against a murderous theocracy that's exported terror to the world for 45 years. The real failure would be continued democratic appeasement, letting Iran dictate terms. We've mitigated worse price shocks before, and with our world-leading domestic hydrocarbon production, we'll weather this. Blame the terrorist ‘leadership’ in Tehran, not those brave enough to finally hold them accountable.

Imagine boasting about being the biggest baddest military...unstoppable, unbeatable. Then acknowledging that you can't keep Israel in check. Your "ally"that just bombed a gas field joint owned and operated by your own ally - Qatar. You fukrs bombed your own ally 🤡🤡

@SantiagoAuFund Two contexts. The first is that "relatively" the US is more insulated than say...Germany. That does not preclude the second statement from being true. That empires collapse as a consequence of over indebtedness, hubris, over extended military adventures etc etc.

@capitalistexp Hi Chris. I don't disagree with any of the analysis or the effects. Just wondering how you square the second sentence in #8 with the fifth sentence in #9...?

“Jesus Christ has no advantage over Genghis Khan. Because if you are strong enough, ruthless enough, powerful enough, evil will overcome good."

Energy markets have structurally changed and are not going back to where they were

LOL. When does the lynching start?

This is incredibly well done.

Dr. Jay Varma, the former top NYC public health advisor who shaped Mayor de Blasio's COVID policies, confessed in a recorded conversation how they forced vaccine compliance on MILLIONS of citizens while exempting themselves from the rules they weaponized. Oh, and he was also getting high on Molly and attending orgies in hotels and underground Wall Street basements during the same lockdowns he enforced. "The way we do it in public health is we make it very uncomfortable to be unvaccinated. I'm just gonna make it really hard for you to do your job..You can't get a job. You can't go to a restaurant! You force people by making it really uncomfortable!"

@coinbureau Financial fiction meets physical reality

🚨OIL UNDERPRICED BY FINANCIAL MARKETS Goldman’s Jeff Currie says 'paper' crude oil near $100 is disconnected from physical markets trading barrels between $130 and $170, with refined products above $200. A clear disconnect between paper and physical oil trade.

9/9 Think Maslow's hierarchy: food at the bottom... everything else on top. When people start worrying about eating, they stop worrying about their Mag 7 stocks. Think the crowd is pissed about gas prices and flight cancellations now? Wait till they're pissed about food prices. That's how empires collapse. Return of capital > return on capital. The world is about to learn it the hard way.

8/9 Real assets win here: Farmland, ag commodities, energy. The Americas bloc is relatively insulated (feedstock intact, short routes). But SE Asia is already rationing. Bangladesh, Pakistan, India facing shortfalls. That's 2bn people. 1/4 of the planet already affected. Food insecurity at scale doesn’t stay contained.