Yes, we need regime change because the leaders of some countries treat their own citizens poorly and are a threat to America and our allies.
Iran and Venezuela must be liberated!
*cough* from their oil *cough*
#IranWar
The market is afraid of all the wrong things.
Everyone's locked onto the AI bubble, the Middle East, or private credit cracking.
But the MAIN event is liquidity, and it's draining out of the system as you read this.
Gold is down nearly 30% from its high while silver's been cut by more than half. Bitcoin has lost half its value too.
Gold and Bitcoin are barometers of liquidity. When money floods in, they fly. When money gets pulled out, they're the first things to bleed - long before stocks feel it.
So they're falling because the tide is going out on liquidity, and they feel it first.
Wall Street finds out last like it always does.
So the reason why I'm cautious is one man: Michael Howell.
Learn the name if you don't know it.
They called Bill Gross the Bond King. Michael Howell is the Liquidity King - a title I gave him myself, because nobody alive reads the flow of money through markets the way he does. And nobody has been more right.
Bearish in late 2021, before the wreckage. Nailed the 2022 collapse, and flipped bullish at the end of 2022 - I ignored that one, to my lasting regret. He also turned cautious this past January, right at the top.
Every major turn, called in advance.
Now he's back with the same warning.
Liquidity peaked in late 2025, and it tightens from here - slowly at first, then more and more into year-end and 2027.
And the accelerant nobody's pricing in:
Kevin Warsh now runs the Fed, and he's told the markets flat out he wants them to tighten. The last time the Fed tightened like this, stocks fell 25% and Bitcoin fell 75%.
That's gasoline on a house fire.
The interview is one of the best I've seen all year. Watch it, then ask yourself if you're really positioned for what's coming.
@Jkylebass@PhoenixTurkiye@townhallcom Wait I remembered some of them
Thomas Paine
Ben Franklin
Alexander Hamilton
James Madison
John Dickinson
John Jay
@Jkylebass@PhoenixTurkiye@townhallcom Ah the tried and true ol’ trope of criticizing the messengers desire for anonymity and privacy. Classic.
Why not address the substance of the remark?
There were some other people who chose to remain anonymous when criticizing American foreign policy but I forget their names.
@clintoptions $ buys cheeseburgers made with wagyu instead of McDs
$ buys better food, better gym equip, personal trainers & dietitians
$ buys the most comfortable bed
$ buys better outdoor experiences
$ buys best healthcare = longer life
Time is $
thus
$ is time
$ makes you better
1/6 🧵
📡 The Invisible Exhaust You’re Leaving Everywhere
This barely registers in public discourse, but in practical terms, it is one of the most comprehensive surveillance systems ever built — and it wasn’t built by fiat. It accreted. One Bluetooth earbud at a time, one key fob, one “smart” appliance, until the ambient radio landscape around every person became a unique identifier more reliable than a face.
Let me walk through the layers here, because the implications are worse than most people grasp.
We are now in a weird era where a guy gets publicly shamed for running his sprinklers on a Tuesday, while a data center the size of a Costco quietly drains a reservoir so AI can generate a picture of your cat as a medieval knight. And the data center gets a tax incentive for it.
It really feels like the entire world has turned into an inescapable panopticon. I look back on the pre-computer days and they almost seem like a time of ridiculous freedom, where you could just skip town and start a new life whenever you wanted