tom wolf

@ekwufinance @Gautam__Baid You forgot this… youtu.be/vZqr-1GJIAk?is…

Trump: losing world reserve currency would be worse than losing a major war, we wouldn't be the same country anymore And yet, it looks like the US is losing both... a major dollar and the world reserve currency - It has suffered a humiliating defeat against Iran - Is about to lose the petrodollar The petrodollar system only works as long as the US can enforce it... militarily and politically. That was always the deal. Security in exchange for oil being sold in USD and surpluses being recycled into US assets. The GCC are quickly realizing that they got a target on their back instead of security. When this war is over, there won't be any US military presence left in the region. The GCC countries will look for new alliances and make new deals... multipolarity sets in That’s exactly what we are seeing now. - The UAE establishing an integrated cross-border payment system with China - yuan foreign bond issuance is surging up ~70% in H1 2026 - Iran demanding yuan for Hormuz transit Step by step, settlement moves away from USD. Less dollar demand -> less recycling into Treasuries -> higher yields -> more pressure on the system

🏇🏾Via Eric Cinnamond #investing

It's Friday! What are you reading this weekend?

@dailydirtnap For your listening pleasure… “like, do you know any bond bulls out there anymore?”▪️@kevinmuir w/ @SquirrelMacro

I still like bonds.

Sooo... how many books do you have on your WTR shelf on Goodreads?

I like bonds here.

@Malu99xx Yes, non-callable.

@tgwtom @dailydirtnap Call protected? You mean a non-callable CD? Monthly pays are nice….you get to buy a larger dollar amount since it pays out more often you are not accruing interest over fdic insurance and compounding is great.

RRE "rapid recognition of errors” ▪️ Jamie Dimon

🥴 “ In a nutshell more people are not selling #gold and #silver than people who don’t want to buy them. Weird but true." 🔸 @Alyosha745 🙂

@RonDeSantis Channeling Julius Boros

Play well, play fast. Play poorly, play faster. Play the fastest, win the Open! Ryan Fox just proved there is no excuse for playing at a snail’s pace. Bravo!

The space yesterday was one of the BEST we've ever done! Incredible actionable value, check out the full replay + summary below: open.substack.com/pub/georgenobl…

ℹ️Informative *ai* perspective in @grizzlemedia report…etf.grizzle.com/downloads/Griz…

@goodreads À lifetime ago, à genre setter…

Drop a book that made you feel physically incapable of doing anything else until you finished it.

@ZiadMDaoud @LynAldenContact internationalintrigue.io/p/is-the-iran-… via @intintrigue

Mideast war escalation: • 9 consecutive nights of US strikes on Iran • 17 American troops killed since Feb -- the latest in Iraq on Saturday • Oil has climbed to $88 bloomberg.com/news/newslette…

@MohnishPabrai Perhaps of interest #Turkey interview… The World's Cheapest Stock Market? | Haydar Acun via @gnoble79 podcasts.apple.com/us/podcast/the…

Boy did FIFA luck out, choosing the no-dome stadium…

"We are living through the largest explosion of retail noise trading in modern history-zero-commission accounts, the meme-stock manias, the retail options boom, crypto. The dumb money didn't go anywhere. If anything, it got louder.” 🔹@profplum99 #investing

@GeorgeGammon open.substack.com/pub/russellgcl… is @rampagingruss

Here's The Next Potential BLACK SWAN x.com/i/broadcasts/1…