Harvin Moore

@_The_Prophet__ Houston’s amazing and always has been. And with reshoring it will grow even faster.

⚡️Houston is what happens when the physical world starts mattering again. That chart is a regime signal. A metro that large adding that much real GDP that fast means capital is flowing toward throughput, energy, logistics, engineering, fabrication, and movement of actual molecules. Houston is not winning because it has better vibes. Houston is winning because the economy still runs on power, pipes, ports, chemicals, steel, freight, and scale. That is the part a lot of people still do not get. The last cycle trained everyone to worship abstraction. Apps, media, software, branding, financial engineering, digital prestige. Then the world got more constrained, more fragmented, more inflationary, more physical. Suddenly the winners look different. Power matters. Land matters. shipping matters. Industrial competence matters. Houston lives there. The deeper truth is that Houston is one of the clearest expressions of American hard power inside a city. Energy complex. Port complex. petrochemicals. aerospace adjacency. medical scale. construction. immigration. Business formation. It is one of the few places in America where the old industrial world and the new compute world can actually shake hands. AI can talk all day about transforming civilization. Civilization still needs electricity, cooling, concrete, gas, transport, and buildable land. Houston sits closer to those choke points than most of the prestige cities that dominate the cultural conversation. That is why this growth matters at size. Small boomtowns can rip for a while on one narrow driver. Houston doing this means the underlying machine is broad. It has enough depth to convert population, capital, infrastructure, and commodity advantage into real output. That is a very different thing from a tourism bounce or a housing sugar high. The highest coherence read is simple. America is rotating back toward cities that can do hard things. Not talk about them. Not regulate them. Not aestheticize them. Do them. Houston is ugly, functional, rich in substrate, and built for scale. In a serious era, those traits start compounding. That is what this chart is really saying. The future is getting more physical again. Houston was already there.

Since Exxon was kicked out of the Dow Jones "Industrial" Average and replaced by Salesforce in August 2020, Exxon is up 325%. Salesforce is down 32%

BREAKING: Russia shared satellite images of Prince Sultan US base in Saudi with Iran right before their attack that injured our troops. Ukrainian intel confirms it. Meanwhile Trump refuse to condemn Russia. Is this what you voted for?

While Russian Duma members were getting guided tours of US government buildings and Trump was busy pressuring Ukraine to surrender, Russia helped Iran destroy an irreplaceable American $700,000,000 AWACS aircraft.

Russia shared satellite images and basically gave the coordinates to Iranians who destroyed few hundred billions of dollars worth of American equipment. And Trump is fine with it?

@mobbs_mentality Russia is a terrorist state run by a war criminal, and his friends are the enemies of America and all civilized decent countries.

The Bernardine Monastery and the church of St. Andrew are under the care of the Ukrainian Greek Catholic Church. I have been there. It was closed by the Soviets after World War II. When the USSR collapsed, it was returned to the faithful. Now Russia seeks to destroy it again.

@grok @stevehou And which plant is in Louisiana ? Lake Charles area?

Yes, Gulf Coast LNG projects are ramping fast. Plaquemines (Venture Global) already exporting since Dec 2024, hit 3+ Bcf/d, +13% boost approved Mar 13. Golden Pass (Exxon/Qatar) ~90% complete, first cargoes late 2026. Corpus Christi Stage III on track for 2026. CP2 Phase 1 under construction (FID 2025), starts 2027; Phase 2 FID just Mar 13. Port Arthur/Rio Grande follow 2027-28. Total US capacity from ~11 Bcf/d now to 28+ by 2029 looks solid. Caveats: Minor timeline slips possible on big builds, but FID/financing strong and policy supportive. No major roadblocks in sight.

"Iran accidentally handed the US permanent LNG dominance."

@Billbrowder Yes it does make sense

Trump looking at inviting Belarus’s Lukashenko to White House. What possible good could come of rehabilitating the standing of one of Europe’s most entrenched dictators? Makes no sense. ft.com/content/69675c…

@RepDonBacon @RepStenyHoyer My god it’s incredible we have so many spineless cultists in Congress. Ukraine is our ally. Europe is our ally. Russia is our enemy. Not. Hard.

.@RepStenyHoyer is right. Congress should pass legislation helping Ukraine acquire the weapons it needs to defend against Russia’s invasion & tighten sanctions against Russia. We have 217 signatures to force a vote & only need one more. Americans overwhelmingly support Ukraine & want us to do more. hoyer.house.gov/media/press-re…

@mattvanswol People are claiming that the administration is creating and advertising this TSA crisis to justify an ICE takeover, any truth to either of those two charges? My friends repeatedly have bee telling me there are no delays in Houston, which the internet keeps saying are enormous

🚨HOLY CRAP!!! The Atlanta TSA line has now stretched to a stunning 153 minute-wait-time... AT 6AM IN THE MORNING!!!! The line is WRAPPING AROUND BAGGAGE CLAIM!!! THIS IS PURE INSANITY!!!!!!

@grok @shanaka86 So it’s not down 15% in less than a month. That’s due to the pause in Chinese buying? What’s the implication for the next few months? Back up? Or have the Chinese made their shift and that demand won’t continue at those levels?

The gold price peaked at $5,608/oz in Jan 2026 before correcting ~20% to ~$4,494 now—driven by stronger USD, rising yields, profit-taking, and macro fallout from Middle East tensions (not contradicting demand). This fits the post's "paper dip" view: PBOC bought gold for 16 straight months (reserves hit 2,306t), SGE withdrawals and ETFs showed robust Chinese physical buying, with retail scooping the dip. Strategic de-dollarization demand persists amid the spot pullback.

BREAKING: The President of the United States told China this morning to start policing the Strait of Hormuz. China’s response was not a warship. It was gold. Six hundred kilograms of gold bars allocated by major Chinese banks this morning were sold out in under one minute at the 9am Shanghai opening. One hundred kilograms allocated for the weekend sold out in the same window last Saturday. This has been happening every single trading day while bunker-busters hit Natanz and 5,000 Marines head to the Gulf and Trump tells the world America does not need Hormuz. China heard the message. China’s answer is not military. It is monetary. The People’s Bank of China has purchased gold for 16 consecutive months. Reserves reached 2,308 tonnes by February. The Shanghai Gold Exchange recorded 126 tonnes of withdrawals in January and 85 in February. Chinese gold ETFs added 38 tonnes in January, the strongest start to any year on record. Seventy-seven percent of central banks globally now intend to increase gold reserves over the next 12 months. Gold touched $5,589 per ounce in January before correcting to $4,494 this week. Chinese retail buyers did not care. They bought the dip because the dip happened in paper. The physical metal in their hands did not lose weight. Trump said the words today: “We don’t use the Strait of Hormuz. We don’t need it. Europe, Korea, Japan and China need it. They will have to get involved a little bit.” China imports more than 70 percent of its crude from the Middle East and Africa, the largest share transiting Hormuz. Trump is telling China to send warships to protect a shipping lane that American forces are simultaneously disrupting through a war against Iran. The request is structurally impossible. China will not deploy naval assets alongside the fleet that is bombing its strategic partner. So China deploys capital instead. Gold is the asset that cannot be sanctioned, cannot be frozen, cannot be confiscated by executive order, and does not transit the Strait of Hormuz. This is not a gold rush. A rush implies speculation. This is rearmament. The PBOC is building reserves outside the dollar system. Chinese households are converting savings into a store of value independent of American financial infrastructure. Hainan’s free-trade port has become a gold shopping destination. Banks ration supply because demand exceeds every ceiling Beijing sets. The queue at ICBC is not for jewellery. It is for monetary sovereignty, purchased 600 kilograms at a time. The symmetry with Natanz is exact. The United States has bombed Iran’s nuclear facility five times in 16 years. The programme survives because nuclear knowledge cannot be destroyed by ordnance. China is building a gold reserve that the United States cannot reach because physical metal in a sovereign vault cannot be frozen by SWIFT exclusion. Both strategies operate on the same principle: the thing that matters most is the thing that cannot be taken away. For Iran it is the physics equation. For China it is the gold bar. Both are responses to the same American power projection. Both are designed to outlast it. The West is fighting a kinetic war over a strait it controls militarily. The East is fighting a monetary war over a reserve asset it controls physically. Both wars are happening on the same day. Neither side has acknowledged the other’s battlefield. The strait is 21 miles wide. The gold bar is 400 ounces. And the distance between them is the distance between the world that is ending and the world that is beginning. Full analysis: open.substack.com/pub/shanakaans…

As polls show Hungary's Viktor Orban losing the elections next month, JD Vance plans to visit to bolster him, the most autocratic, anti-democratic leader in the European Union. It is horrible what Trump-Vance stand for. trib.al/03vLtVa

@Beefeater_Fella Cheating and theft is the Xi way

China is raping the oceans in broad daylight.

This looks really serious. Russia has closed down the internet even in Moscow. GPS does not work, not even for taxidrivers. Modern Russians live of and with the internet. This Stalinist nonsense suggests that the authorities sense they are losing political control.

@Microinteracti1 Appalling. Why are all our enemies our President’s friends?🧐

The President of the United States just recorded a campaign video for Viktor Orban. From the Oval Office. Orban – the man blocking EU aid to Ukraine, maintaining warm ties with Moscow, and systematically dismantling Hungarian democracy for fifteen years – needed a boost ahead of his April election. So Trump sent one. “A very big hello to CPAC Hungary.” Reagan would have needed a drink.

Why I’d live in Austin over SF any day: - Cost of living: 30-50% lower than SF, NY, LA - State income tax: 0% - A household earning $200k keeps $15-20k more per year in Texas - Oracle, Tesla, Apple, Google all moved or expanded here SF still leads in AI. But if you want to buy something, own something, and build wealth without giving it back to Uncle Sam… Austin is the most rational financial decision on the map right now. *Also fewer socialists so that’s a win.

Garry Kasparov: “trump’s people are suddenly making visits and deals in places like Hungary and Belarus with autocratic leaders where the US has little or no interests, but that are of high importance to putin. This is not a coincidenc.

@shanaka86 Good for Ukraine and shame on us. I’m assuming the gulf states will reciprocate and help Ukraine where America has shamefully failed to; is that looking likely according to sources @grok?

JUST IN: The country that learned to shoot down Iranian drones over Kyiv is now teaching the Gulf to shoot them down over refineries. Nobody asked Trump. The Gulf asked Ukraine. President Zelensky confirmed at the UK Parliament on March 18 that 201 Ukrainian military specialists are already deployed across UAE, Qatar, and Saudi Arabia, with teams en route to Kuwait and 34 more ready to go. These are active-duty government military personnel, not private contractors. They are sharing combat-proven expertise from three years of intercepting Iranian Shahed drones over Ukrainian cities, power grids, and civilian infrastructure. The Gulf states requested the assistance. Saudi Arabia explicitly approached Ukraine. The arrangement is reciprocal: Ukraine provides the expertise that no other country possesses at this depth of operational experience, and the Gulf provides what Ukraine needs most, funding, technology, and air defence systems. Zelensky specifically highlighted Patriot missiles as part of the exchange. The country that cannot get enough Patriots from the West is earning them from the Gulf by teaching drone interception. Trump did not request this deployment. No reporting in any outlet, from Reuters to Al Jazeera to the Kyiv Post, indicates American coordination or approval. The recent Trump-Zelensky tensions over aid disputes and public friction are well documented. This is not a Washington-orchestrated move. It is a bilateral arrangement between Ukraine and Gulf capitals that bypasses Washington entirely. Zelensky built a parallel channel to the Gulf that gives Ukraine what America has been reluctant to provide while giving the Gulf what America’s $23.5 billion arms surge does not include: the people who know how to fight Shaheds because they have been fighting them every night for three years. The expertise is specific and irreplaceable. Ukraine has intercepted thousands of Shahed-136 and Shahed-238 drones since 2022. It has developed detection protocols, jamming techniques, acoustic tracking, small-arms interception methods, and integrated air defence coordination that no training manual teaches. The Gulf states purchased Patriot batteries, THAAD radars, and anti-drone systems through the $23.5 billion arms package. The hardware is American. The operational knowledge of how to use it against the exact Iranian drone variants now striking Gulf refineries is Ukrainian. Israel views this positively. Anything that strengthens Gulf air defences against Iranian drones reduces the threat environment for every country in the region, including Israel. Ukrainian-Gulf cooperation reinforces the anti-Iran alignment that the Abraham Accords established. Israel and Ukraine share a common adversary’s weapons system: Iran builds the Shaheds, Russia deploys them against Ukraine, and the IRGC deploys them against the Gulf. The expertise flows in one direction. The threat originates from the same factory. The Putin dimension is real but secondary. Iran supplies Russia with Shahed drones for use against Ukraine. Ukraine now teaches Gulf states to destroy those same drones when Iran uses them directly. The feedback loop is elegant: every Ukrainian lesson learned from shooting down Russian-deployed Shaheds over Odesa is now applied to IRGC-deployed Shaheds over Ras Laffan. Putin’s Iranian drone supplier is being countered by the country Putin is fighting, on a battlefield 4,000 kilometres from the front line. The irony is structural. The aggravation is intentional. Two hundred and one experts. Government military, not contractors. Gulf-requested, not Trump-directed. Shahed-specific, not generic. And the country with the most relevant expertise on Earth got there before the $23.5 billion in hardware arrived. open.substack.com/pub/shanakaans…