
JC
11K posts

JC
@cotguy
Christian. Kingdom seeker/builder. unjected.



Putin's comments reflect a growing sentiment in Russia - that Russia's exclusion from Europe after the Cold War can be seen as a blessing as the Europe they admired is gone.

日本銀行は身動きが取れず、 日本銀行は最悪のシナリオについて議論した。 ドルの暴落、あるいは基軸通貨としての地位の喪失は、世界恐慌をはるかに凌駕する事態を引き起こす可能性がある。 日本と米国は、現在の体制を何としても守ろうとするだろう。 これから新たな秩序が生まれるかもしれないが、その移行は苦痛を伴うものとなるだろう。








JEFF CURRIE: GIVE IRAN THE STRAIT AND THE DOLLAR DIES Jeff Currie, former Goldman Sachs head of commodities and lifelong insider of the dollar system, just laid out the one line America cannot cross. Handing control of the Strait of Hormuz to Iran is not a tactical retreat. It is the formal end of the United States as global hegemon and the death of the dollar as the world’s reserve currency. THE GRAND BARGAIN THAT BUILT THE SYSTEM ➡️ In 1945 the United States made a deal the world still lives under: we protect every major shipping lane with our navy so you use our dollar and recycle your money through New York. ➡️ Oil was the strategic commodity that made the bargain stick. ➡️ After Nixon broke the gold link in 1971 the same bargain became the petrodollar system that still funds American living standards today. THE HORMUZ RED LINE ➡️ Currie is blunt: if the United States walks away and lets Iran and Oman manage the strait under any fee structure, the rest of the planet sees the protector has quit. ➡️ Every other chokepoint on earth immediately becomes fair game. ➡️ The Fifth Fleet would then need Iranian permission to enter or leave its own base in Bahrain—an image that ends the illusion of sea control overnight. THE EXORBITANT PRIVILEGE AT RISK ➡️ Currie points to Switzerland right now: a 30-year fixed mortgage at 50 basis points because global capital floods into a safe currency. ➡️ That is the privilege America still enjoys. ➡️ The United States currently spends 7 percent more than it produces. Remove the forced global demand for dollars and that gap becomes pure economic pain. THE HISTORICAL TRUTH NO ONE WANTS TO SAY ➡️ No previous hegemon—Britain, Spain, or any other—was forced out of the world’s most important sea lanes and remained the hegemon. ➡️ Currie is clear: you can retreat to the Monroe Doctrine and defend only the Western Hemisphere, but then you are no longer the global power and the dollar is no longer the reserve currency. ➡️ Those two outcomes cannot coexist. THE BOTTOM LINE America can lose battles. It cannot lose the Strait of Hormuz and still claim to run the system that has defined the last eighty years. Once the world sees the United States no longer guarantees free navigation, the privilege that keeps the American consumer alive begins its irreversible decline. #HormuzRedLine #DollarHegemony #JeffCurrie #Petrodollar #USHegemony #StraitOfHormuz #ReserveCurrency HT: YouTube Mario Nafwal


The Market Expects Two Interest Rate Hikes this Year, Warsh May Change That @tyillc @jlounsbury59 @USRoute41 @mtmalinen @JonFraserTF @GratkeWealth @grok @dgsommersmkts @cogsciclinton @jimiuorio The Fed meets today. Here’s the pre-FOMC market view. mishtalk.com/economics/the-…

Zelensky meets with the heads of the US military-industrial complex, praising them for their support in turning Ukraine into the killing fields

Finish this fight.





