Waving at Elliott

"Bombardeamos con granadas casa por casa, los palestinos volaban por los aires. Después de las explosiones, entrábamos y ametrallábamos a todos los heridos, eran casas de familias con niños". Antiguos soldados sionistas recuerdan las masacres que perpetraban en la Nakba, en la aldea palestina de Deir Yassin en 1948, donde mataron salvajemente a más de 350 civiles palestinos, tirando granadas dentro de las casas y luego ametrallando a los heridos. La historia de "Israel" que no te cuentan en sus libros y medios de propaganda.

US interest expense on public debt just crossed $1.27 trillion over the last 12 months. It took 73 years to 109x that number from 1947 to 2019. It has more than doubled in the six years since. The 30-year treasury just cleared 5% for the first time since 2007. Japan's 20-year bond hit its highest yield since 1997. This isn't an isolated move. This is a global repricing of sovereign debt risk happening in real time. The doom loop is simple: higher rates mean higher interest expense, which means more borrowing, which means more supply, which pushes rates higher. At this pace, interest on the debt will surpass Social Security as the largest line item in the federal budget. The US government will spend more servicing past borrowing than on the retirement safety net for 70 million Americans. Global money supply just crossed $121.9 trillion, up $17.1 trillion in two years, growing at 7-8% annually. Central banks are trapped between inflation that won't die and debt loads that require low rates to service. Cut rates and you pour gasoline on the inflation fire. Hold or hike and the interest expense spiral accelerates. There is no clean exit. The inflation side is getting worse. Electricity prices up 50% in five years. PPI leading CPI higher. Data center construction at $50 billion annualized, up 437% since 2021, now exceeding office construction. The Informationist's CPI overlay tracks the 1970s pattern with a 0.93 correlation. April 2026 CPI sits at 3.78%, right at the inflection point where inflation re-accelerated before peaking near 14%. The Fed declared victory prematurely then, too. Meanwhile the S&P 500 just set a record for the most components hitting new 52-week lows on a day the index poked above its prior all-time closing high. The six-week rally is the biggest since QE1, concentrated in a handful of AI and infrastructure names. The index is a mask. Underneath it, the average company is deteriorating. Twenty-one million against all of it.

SUMMARY OF FED DECISION (3/18/2026): 1. Fed halts rate cuts for the second straight meeting 2. Fed projects one rate cut in 2026, one in 2027 3. Fed 2026 PCE inflation forecast revised higher to 2.7% 4. Fed says implications of Middle East developments are "uncertain" 5. Fed Governor Miran dissents in favor of an interest rate cut 6. Today's rate decision was reached in an 11-1 vote We believe December was Fed Chair Powell's final rate cut.

Bro poured in the starter fluid 🙏😭

that's one way to break up a play 😂😂

Summary of what’s confirmed by EIA data today: ▸ SPR: 384M bbls, -8.6M last week (record) ▸ Distillates: 11% below 5yr average, 6 weeks of draws ▸ Gasoline: beating draw forecasts 4 weeks straight ▸ Global draw rate: 8.5M bpd (EIA official) ▸ SPR exhausted by September at current pace This isn’t a prediction. It’s already happening.

we're gonna crash the world, lower rates to rescue ourselves, then crash the world again

US interest expense on public debt just crossed $1.27 trillion over the last 12 months. It took 73 years to 109x that number from 1947 to 2019. It has more than doubled in the six years since. The 30-year treasury just cleared 5% for the first time since 2007. Japan's 20-year bond hit its highest yield since 1997. This isn't an isolated move. This is a global repricing of sovereign debt risk happening in real time. The doom loop is simple: higher rates mean higher interest expense, which means more borrowing, which means more supply, which pushes rates higher. At this pace, interest on the debt will surpass Social Security as the largest line item in the federal budget. The US government will spend more servicing past borrowing than on the retirement safety net for 70 million Americans. Global money supply just crossed $121.9 trillion, up $17.1 trillion in two years, growing at 7-8% annually. Central banks are trapped between inflation that won't die and debt loads that require low rates to service. Cut rates and you pour gasoline on the inflation fire. Hold or hike and the interest expense spiral accelerates. There is no clean exit. The inflation side is getting worse. Electricity prices up 50% in five years. PPI leading CPI higher. Data center construction at $50 billion annualized, up 437% since 2021, now exceeding office construction. The Informationist's CPI overlay tracks the 1970s pattern with a 0.93 correlation. April 2026 CPI sits at 3.78%, right at the inflection point where inflation re-accelerated before peaking near 14%. The Fed declared victory prematurely then, too. Meanwhile the S&P 500 just set a record for the most components hitting new 52-week lows on a day the index poked above its prior all-time closing high. The six-week rally is the biggest since QE1, concentrated in a handful of AI and infrastructure names. The index is a mask. Underneath it, the average company is deteriorating. Twenty-one million against all of it.

Back for the first time since 2/23, the "Hindenburg" hit yesterday.