telamonn
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@TelamonnLive
Host of The Trench Report on YouTube & Spotify: Geopolitics × Markets × Crypto | You watch 4 different channels to understand markets. I do it in one. USMC Vet
Earlier today, Iran's Supreme Leader just said the entire Axis of Resistance is "one unified whole." That includes Hamas in Gaza, and that includes Hezbollah in Lebanon. What will the atmosphere be like at the negotiating table tomorrow if all of this is happening simultaneously?
Okay, I'm not seeing anyone else say this, so I have to let you know what's going on right now. Everyone is talking about Trump moving his deadline to Tuesday, but nobody is connecting the dots on why. I think it is obvious. Here's the sequence: - Monday night: Trump's deadline expires. "Power Plant Day, Bridge Day" etc - Tuesday morning: European markets reopen for the first time since Thursday. DAX. CAC. FTSE. They wake up to whatever happened overnight with Trump's deadline and zero ability to price it in beforehand. - Wednesday April 8: NATO Secretary General Mark Rutte walks into the White House to meet Trump, Rubio, and Hegseth. Trump set his deadline to expire the night before European markets open intentionally. And the morning after, Rutte sits across from him at the negotiating table. Rutte will walk into that meeting with European markets in freefall behind him. That's not a coincidence, it's Trump using leverage on NATO. The more pressure Trump applies to European energy markets, the more NATO countries will want to intervene in the Strait. I said this was chess a few days ago, and the board just got clearer. I haven't seen anyone connecting the dots on this, so I just had to share. $DAX $CAC $FTSE $CL $BZ $GC $BTC For leveraged oil exposure: $NRGU (3X) $UCO (2X) Join my telegram for coverage like this: linktr.ee/thetrenchrepor…
A Chinese technology company on Weibo has openly and continuously shared detailed information about the deployment of the US military over the past 96 hours.
The "ceasefire" and those who brokered it are playing the markets like a fiddle, but there is so much more to the story. Tonight, the narrative might change completely. But not for the best. Here is where we stand right now:
Yesterday's events, and the strikes still happening right now, even after a "ceasefire" (if we can even call it that), really paint a clear picture of what this is shaping up to be. This reads like Trump deliberately leaving GCC partners exposed in the short term to convince them to support us in the long term. The message? "We'll leave you high and dry if we want to."
so whats the most neutral summary now that we have a us-iran ceasefire?
Yesterday's events, and the strikes still happening right now, even after a "ceasefire" (if we can even call it that), really paint a clear picture of what this is shaping up to be. This reads like Trump deliberately leaving GCC partners exposed in the short term to convince them to support us in the long term. The message? "We'll leave you high and dry if we want to."
