Mat

2.3K posts

Mat banner
Mat

Mat

@ouf65

Cycle twenty two

Worldwide Katılım Ekim 2010
134 Takip Edilen112 Takipçiler
Sabitlenmiş Tweet
Mat
Mat@ouf65·
THIS IS YOUR -MUST READ- ARTICLE FOR EVERYONE to understand our current system "Down The Rabbit Hole" - The Eurodollar Market Is The Matrix Behind It All zerohedge.com/markets/down-r…
Mat tweet media
English
1
1
7
0
Mat
Mat@ouf65·
@blockhead_mr I am looking at it too as a timing indicator
English
0
0
0
2
Mr Blockhead
Mr Blockhead@blockhead_mr·
Ross might be on to something here.🔮 30-35-40-45% roughly mapped out.📉 Measured move, albeit not exact science, hits at about 3,589; which is within Ross’s range.🎯 Since Ross posting, Gold has yet to have a 30-45% drop, followed by a melt up. This could get interesting.🤔
Mr Blockhead tweet mediaMr Blockhead tweet media
English
2
0
3
274
Digital Asset Investor
Digital Asset Investor@digitalassetbuy·
Gary's doing his rounds. Turns out he's starting his own podcast called Power and Consequences. The irony is he's never had any consequences for his behavior.
English
83
78
627
50.5K
FoJAk
FoJAk@FoJAk3·
Howard Moon 3/23/26 Repost 🔥👀 🦆🦆🦆🦆🦆🦆🦆🦆🦆
FoJAk tweet media
English
6
50
263
16.2K
Saul 🌱
Saul 🌱@uptownsaul·
This era of bitterness, stress, and pessimism was foretold. Try to zoom out, relax, and most importantly, get that thesis up. We finna rampage.
English
10
10
121
7.6K
Mat
Mat@ouf65·
@uptownsaul ''There are decades where nothing happens; and there are weeks where decades happen.''
English
2
0
4
70
Saul 🌱
Saul 🌱@uptownsaul·
2027 might be aggressive but the fact is that SWIFT facilitates the correspondent banking system for settlement, which is precisely what is actively being disrupted by blockchain. no need for correspondent banking = no need for SWIFT
Saul 🌱 tweet media
English
4
7
74
5K
Mat
Mat@ouf65·
@Vet_X0 @xrpl_adam Maybe people don't want to unlock. Keep it in mind guys
English
0
0
8
349
Vet
Vet@Vet_X0·
Escrow unlocks spiking on XRP. Over $1,000,000 or 750,218 XRP total in Escrows just got unlocked. Lots of those escrows were created by holders and community members and timelock expired, but they forgot or didn't know how to unlock and receive their XRP back. @xrpl_adam scanned the whole ledger for those and finished them to return back to the holders. he also made that @First_Ledger periodically scans the ledger now to unlock all those escrows continuously whenever they are up.
Vet tweet media
English
32
90
570
50.7K
La Saumure
La Saumure@Analystlearner·
Tightening of eur asw in a context of huge risk off is quiet weird no ?
English
2
0
4
735
William Shatner
William Shatner@WilliamShatner·
Beware the Pies of Starch! They are bad for you but oh so delicious! 😋
English
81
62
1.2K
33K
Mat retweetledi
First Squawk
First Squawk@FirstSquawk·
S.KOREA, JAPAN FINANCE MINISTERS EXPRESS DEEP CONCERN ABOUT RAPID CURRENCY DEPRECIATION IN BOTH COUNTRIES - S.KOREA MINISTRY
English
9
114
593
71.5K
La Saumure
La Saumure@Analystlearner·
Since september we saw several signs of falling liquidity cycle. Since 2 weeks we are seeing early signs of financial crisis. If it is continuing like this, and trump won't taco because of Israel interests, revolutions will start to be very hard to avoid due to food prices.
English
1
0
4
270
Mat
Mat@ouf65·
@leadlagreport I tend to agree. Cuba and Venezuela for USA (American bloc) and Taiwan for China (Asian bloc). A multipolar world
English
0
0
0
61
Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
If China were to make a move on Taiwan, it’s now. Another massively underpriced risk in my view.
English
146
38
605
38.2K
Mat retweetledi
First Squawk
First Squawk@FirstSquawk·
S&P HAS WARNED THAT THE MIDDLE EAST CONFLICT IS BEGINNING TO STRAIN CREDIT CHANNELS ACROSS MULTIPLE SECTORS.
English
27
224
1.1K
340.5K
Mat retweetledi
Luke Gromen
Luke Gromen@LukeGromen·
10y UST yield (blue, RS1) USDJPY * oil (red, LS) USDCNY * oil (green, RS2) Since start of Trump's second term. "Ground Control to Major Tom...commencing countdown, engines on... 5...4...3...2..."
Luke Gromen tweet media
English
48
79
576
52.6K
Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
Brent at $73 on Feb 27. Above $100 on March 9. Back to $88 on March 11. A 35% round trip in two weeks. That's not a market. That's a casino with geopolitical dice.
Michael A. Gayed, CFA tweet media
English
8
4
62
7.4K
Doug 🇦🇺
Doug 🇦🇺@Jaxxrad·
Was just curious 🤔 Shadow figure... Japan ??
Doug 🇦🇺 tweet media
English
30
22
187
27K
Saul 🌱
Saul 🌱@uptownsaul·
Hidden figures defining new financial trajectories 💃
Saul 🌱 tweet media
English
3
3
28
2.2K
Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: Japan is preparing to tap its strategic petroleum reserves for the first time since the system was created in 1978. The government has instructed the Shibushi national oil storage base in Kagoshima to prepare for possible crude release. Refiners are lobbying for drawdown. The reserve holds 254 days of national consumption, 146 in government-controlled underground tanks. One of the largest strategic buffers on Earth, built specifically for this scenario. The scenario Japan spent 53 years preparing for has arrived. And it was not triggered by an embargo, a blockade, or a war at sea. It was triggered by seven insurance letters. Japan imports over 90% of its crude from the Middle East. Seventy percent transits the Strait of Hormuz. When seven P&I clubs cancelled war-risk extensions on 5 March under Solvency II capital rules, they severed the financial verification layer that permits Japanese refineries to legally accept delivery. Without P&I coverage, letters of credit fail. Customs clearance stalls. The physical barrel floats in a tanker. The legal barrel does not exist. The Nikkei fell 6.54% today. KOSPI fell 7.62%. Brent above $108. The largest weekly oil gain since 1983. And the world’s third-largest economy is opening storage tanks it has never opened before. Japan created the reserve because the 1973 Arab oil embargo nearly broke the economy. A nation with zero domestic production and total Gulf dependence was held hostage by a political decision in Riyadh. The trauma was existential. Tokyo built underground caverns at Tomakomai, Mutsu-Ogawara, Shibushi, and Kushikino. Mandated private stockpiling. Maintained reserves above 200 days for half a century. In 48 years, Japan has never fully tapped the national reserve. Not during the 1991 Gulf War. Not during Fukushima. Not during the 2022 Ukraine invasion when it released 7.5 million barrels from private stocks in an IEA-coordinated action. The government reserve has never been touched. Until now. The US SPR holds 370 million barrels in Gulf Coast salt caverns, released multiple times including 180 million barrels during the 2022 Ukraine crisis. Japan’s system is different. Smaller in absolute volume but larger in days of coverage. More conservative. Designed not for price stabilisation but for existential survival. When Japan opens Shibushi, it is not managing a market. It is activating a system built for civilisational emergency. And the emergency was not caused by OPEC. Not by a tanker war. Not by a naval blockade. It was caused by the Solvency II capital adequacy requirements of European reinsurance syndicates forcing seven mutual insurance clubs to withdraw coverage from the Persian Gulf. The 1973 embargo taught Japan that political decisions in distant capitals could starve an island nation of energy. The 2026 crisis is teaching something worse: regulatory capital rules in London can do the same thing faster, with no political actor to negotiate with and no timeline for resolution that military force can compress. The reserves exist because of 1973. They are being activated because of Solvency II. That is the entire history of energy security in two sentences. Full analysis in the link! open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
English
76
888
2.8K
955.6K