Macrofan

This macro monetary experiment is coming to an abrupt end. Prepare how you can. If you can, help. bc1q806zk05dcvtsvy9ayjhypmjuzmhp7ztj88ujjs0rdap7pxrmu6gqh7gv0k

[Reuters @Reuters]

Sweden passes 'good behaviour' law to kick out misbehaving immigrants https://t.co/e2viOZHgWv https://t.co/e2viOZHgWv

[Rand Paul @RandPaul]

There were 120 secret biolabs in 30 different countries.

Let that sink in.

https://t.co/hQQLS3uUUx

[Aaron Maté @aaronjmate]

A hard day for an Israel lobbyist is a good day for humanity.

[Elon Musk @elonmusk]

Wow

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

[Terry Blount @TBlountNews]

People making $15 an hour worshipping a trillionaire are the dumbest people on Earth.

[Polymarket @Polymarket]

JUST IN: Tulsi Gabbard declassifies evidence showing the U.S. funded 120+ biolabs in over 30 countries.

[zerohedge @zerohedge]

*BLACKROCK'S PRIVATE CREDIT FUND CAPS REDEMPTIONS AGAIN

[James Li @5149jamesli]

Today an major influencer who built her entire brand on exposing big tech, the deep state, the Illuminati, foreign control, etc. just partnered with Meta AI.

Take this as a lesson — once you build influence, they will either co-opt you, or if they fail, they will eliminate you.

[Macrofan @ARSBBS]

@AwakenWithJP A mafia boss also earned his money by delivering value. Corruption is good 👍🏼

[Alon Mizrahi @alon_mizrahi]

Elon Musk did not get richer. We got poorer

[zerohedge @zerohedge]

Gabbard Drops Receipts Detailing US-Funded Biolabs In Ukraine https://t.co/n1nXM84o3d

[Sabby Sabs @SabbySabs2]

Elon Musk didn’t become a trillionaire by working hard. He got there by exploiting workers and receiving government subsidies. Remember that next time rich ppl shame you for wanting a so-called “handout.”

[Jeffrey P. Snider @JeffSnider_EDU]

Four of Asia's central banks are hitting the panic button at the same time. India. Indonesia. South Korea. Japan.

They are calling it a currency crisis. It is really a dollar shortage.

Almost everything that matters trades in dollars. Oil. Food. Materials. The debt everyone borrowed.

When a local currency falls, all of it gets more expensive. That starts a loop. A weaker currency drives more dollar demand. More demand weakens the currency further.

Japan drew a line at 160 yen. It sold $76 billion defending it. The yen is back below 160 anyway.

India has burned through more than $110 billion in forex tools. Its banks now pay non-residents 7.1% on five-year deposits. A five-year US Treasury pays about 4.3%. They are paying up just to pull dollars in.

Indonesia hiked rates to 5.5% in an emergency off-calendar meeting. Its reserves are falling at the longest streak since 2018.

South Korea inspected its foreign exchange banks for the first time in 14 years. Its stock market fell 8% Monday, rose 8% Tuesday, fell 5% Wednesday.

That is not policy management. That is desperation.

The problem is not interest rate differentials. It is the dollar itself. There are not enough dollars to go around. And energy keeps raising the need.

Selling reserves and hiking rates can slow a currency for a day. It cannot create new dollars.

This does not stay in Asia. The region sits at the center of global trade and finance.

When the dollar gets this tight, the stress does not stop at the border. It travels.

[evan loves worf @esjesjesj]

People have to start gofundmes to pay for cancer treatment

[Wall Street Beats @StreetBeatsPros]

There is one catalyst worth watching right now above everything else.

Japan.

For a long time, the trade has been simple. Borrow in short end yen. Buy everything else. That is one of the lynchpins of the global financial system.

Japan's bond market and inflation are now forcing the BOJ's hand.

If they are forced to act the way Powell did in 2022, the yen carry trade unwinds.

And when that unwinds, equity and credit markets unwind with it. Globally.

Here is the 2008 analog.

5% inflation in the summer of 2008. China was the impetus. The AI capex boom is the impetus this time.

Oil went from $147 to $33. Rates went back to zero.

That is what this looks like.

Keep an eye on Japan.

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

Thank you @TulsiGabbard for releasing this information. Incredibly brave.

[The Maverick of Wall Street @TheMaverickWS]

We live in a country where most people can't afford a $1000 emergency but we're celebrating one man becoming a trillionaire.

That's the real death of a civilization...
$SPCX

[Ted @TedPillows]

🇺🇸🇮🇷 Iran’s Foreign Ministry Spokesman, Ismael Baqaei:

‘The matters raised about the agreement are only speculation, and nothing has been finalized.

The situation in the Strait of Hormuz is more insecure due to U.S. actions.

So far, Iran has not reached a final conclusion about the agreement.'

[Alessio @AlessioTMAD]

Inflation is very bullish