Marlborough Farm Headlands

farming is my passion

[Marlborough Farm Headlands @BSSN2017]

https://t.co/M4VAaJRO2B

[TigerSafarisZim @tiger_zim]

Only @tiger_zim

@Gary161718

[Marlborough Farm Headlands @BSSN2017]

Stop the change of reservation of Lot 227 Hatfield from golf course to residential stands - Sign the Petition! https://t.co/p1eECQdCpw via @Change

[Felix Prehn 🐶 @felixprehn]

The United States government is $36 trillion in debt and the currency hasn't collapsed. Every economics textbook says that's impossible.

The reason it hasn't happened is a deal cut in 1974 that most Americans have never heard of.

The USA promised Saudi Arabia unlimited military protection. In exchange, the Saudis agreed to sell every barrel of oil on earth in US dollars ONLY.

Overnight, every country on the planet became a forced buyer of American currency...

That artificial demand has subsidized your mortgage rate, inflated your stock portfolio, and funded two decades of American wars. All without a single vote from any citizen in any country.

For the first time since 1974, the system is cracking. And the investors who understand what's happening are positioning right now while everyone else doesn't even know what the petrodollar is.

And right now it's creating one of the best asymmetric investment setups of the decade.

I've talked to institutional allocators who build their entire macro thesis around petrodollar flows. Meanwhile most retail investors couldn't define the term if you asked them. That mismatch between who understands the system and who's blindly riding it is where the real asymmetry lives.

Every oil-importing country on earth is forced to accumulate US dollars before they can buy energy. Those excess dollars get parked in US Treasury bonds. Trillions per year, flowing into American government debt, not because it's the best investment, but because the system requires it. That forced demand is what lets the US borrow at rates no other nation gets. Cheap government borrowing pushes capital into stocks, real estate, risk assets. The entire post-1970s US bull market has petrodollar fingerprints on it.

If you've ever wondered why US equities have outperformed every other market for fifty straight years, this is a massive part of the answer. And if you've never factored it into your portfolio thesis, you've been investing on top of a system you don't understand.

That matters now because the system is fracturing for the first time.

Saudi Arabia, the country that started the whole system, is openly discussing pricing oil in other currencies. China and Russia are settling trades in yuan and rubles. India is paying for Russian crude in rupees. The dollar's share of global reserves dropped from 72% to 57%, the lowest since 1994. Central banks are dumping dollars for physical gold at the fastest pace since the 1960s.

When central bankers swap their own paper for metal, they're showing you exactly where they think this ends.

Understanding this actually gives you an edge over the vast majority of market participants, and the reason is simple: timing.

Most people will read about dedollarization in a headline three years from now and panic sell. The institutional money is already repositioning. The difference between those two groups, the ones who see it coming and the ones who react after the fact, is the difference between compounding wealth through a transition and giving it back.

Every major currency regime shift in the last century created a massive wealth transfer. When the gold standard ended in 1971, investors holding gold went from $35 to $850 per ounce over the next decade. When the Asian currency crisis hit in 1997, investors positioned in dollars beforehand captured 40-60% discounts on Asian assets. The investors who understood the system change BEFORE it showed up in prices made fortunes. The ones who read about it in the newspaper lost them.

The same playbook applies now.

Gold and miners. Central banks are front-running this trade right now. Gold went from $1,800 to over $5,100 in three years. The miners (GDX) are still trading at one of the widest discounts to spot gold in two decades. When that discount has compressed historically, GDX doubled within 18 months. The gold price reflects the macro fear. The miner discount reflects the fact that retail hasn't connected the dots yet. That gap is the opportunity.

Commodities. Oil, copper, uranium, agriculture. All priced in dollars. A weaker dollar pushes commodity prices higher in dollar terms even without a supply change. Freeport-McMoRan (FCX) mines the copper that every AI data center and electrical grid expansion requires. Cameco (CCJ) produces the uranium that 34 countries just pledged to triple capacity for. These aren't speculative. They're structural demand stories priced in a weakening currency.

Short-duration over long-duration bonds. BIL pays 4.5% with zero duration risk. Buffett is parking $344 billion here. If fewer foreign governments buy Treasuries and the $28 trillion refinancing wall forces higher yields, long bonds get destroyed. Anyone still holding TLT is on the wrong side of this trade. Stay short on the curve and you earn yield while keeping dry powder for the dislocations ahead.

Energy independence plays. Countries breaking free from the petrodollar need domestic energy before they can stop accumulating dollars. Nuclear, LNG infrastructure, battery storage. Every nation trying to ditch the dollar has to solve its own power supply first, and they're all scrambling to do it at the same time. The companies building that infrastructure are sitting at the intersection of the two biggest macro trends of the next twenty years: dedollarization and the energy transition.

The investors I respect most are the ones who understand which macro forces are driving capital flows across entire sectors, and position themselves in the path of that money before it arrives. That's the difference between trading and investing.

Most retail investors will read this, find it interesting, and go right back to picking stocks off a newsletter. The ones who actually build wealth through macro shifts like this have a framework for translating what they understand into positions.

That's what I teach in my free weekly session. Signup in bio

[TigerSafarisZim @tiger_zim]

Only @tiger_zim

[EXPLOREREYES @Gary161718]

At Chirundu, the safari doesn't happen on a trail it happens on the water. Join us at Tiger Safaris for an experience that blends the raw adrenaline of Africa's finest sport fishing with the untamed beauty of the river. Whether you’re a seasoned angler or a family looking for the ultimate river escape, the Zambezi is calling.
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[Marlborough Farm Headlands @BSSN2017]

@HuwGriffinRugby Thank you for this analysis

Was at the Boks vs Aus game at Ellis Park . Within the first 20 mins I texted to say The Boks will score a century

Something went awfully wrong after that - ending in them loosing - please do a tactical analysis of the game - cause it was baffling

[Marlborough Farm Headlands @BSSN2017]

2025/26 tobacco season in progress ‼️

[EXPLOREREYES @Gary161718]

Tiger Safaris Chirundu 🇿🇼

[Halfway House Headlands 2025 @Bssn111]

Come experience The Halfway House hospitality… ‼️‼️‼️

[Marlborough Farm Headlands @BSSN2017]

@BonaseraAmerigo @matigary True too 😂

[Marlborough Farm Headlands @BSSN2017]

Just finished topping our irrigated lands - should we put more foliar Ferts is the big question?

[Marlborough Farm Headlands @BSSN2017]

Topping time … irrigated 2025/26 crop ‼️ giving it 40ml a week

[Marlborough Farm Headlands @BSSN2017]

A true Nationalist .. the kindest and softest man you would ever wish to meet but fearless … “took no prisoners” .. ask anyone who stayed with him in prison .. the sad part of life is his”tory” is written by surviving victors … but no man can ever erase what this man did for Zimbabwe 🇿🇼… will always be proud of you MHOFU .. ♥️💥♥️

[EXPLOREREYES @Gary161718]

Tiger Safari Chirundu Zimbabwe.

[Marlborough Farm Headlands @BSSN2017]

@InfoMinZW @RwandaAgri @MoA_Ethiopia @MarichoMedia @KingMhare1 @Bssn111 @Jamwanda2 @tiger_zim
Basic agronomy tenets explicitly explained by Andre Kondonis - Zim’s top agronomist

[Marlborough Farm Headlands @BSSN2017]

@MarichoMedia @InfoMinZW @agribusiness110 @Jamwanda2 basic agricultural tenets from Andre Kondonis … one of Zim’s best Agronomists ..

[Marlborough Farm Headlands @BSSN2017]

Paying farmers should be a priority after health care

Gvt should even prioritize paying for services before even paying for civil servant salaries

Lastly - Gvt need to cut the civil servant bill - the no of new cars given to Gvt employees is mind boggling and the travel allowances are shocking

Every time I fly whilst I turn right to go to economy - I see civil servants turning left into business and first class and yet farmers are not being paid.

I sincerely hope one day we will all have an open discussion on these issues.

“Make Zimbabwe Great” #MAG

[Marlborough Farm Headlands @BSSN2017]

As we finish the 2025 winter season .. we start the 2025 summer season… no rest for the “wicked” farmer

[Marlborough Farm Headlands @BSSN2017]

2025 wheat season … harvesting now in progress … whilst preparations for dryland tobacco is in full throttle … the life of a farmer 🧑‍🌾