Hgue Tjari

When Money Goes...Everything else goes....what happened in 1971!

[Sprinter Report @SprinterReport]

Russian government plane arrives at Ben Gurion and evacuates Russian diplomats and their families.

[Victor The Cleaner @VictorTheClean3]

How do you manage the petro-dollar with half the petro? How do you make RAM the new oil when China's production increase scheduled for the next 6 months equals a full Micron? Citi & JPM derivative books will go to the moon ...

[Victor The Cleaner @VictorTheClean3]

The war ends only whem the bridge head of The Empire has been driven back into the sea. Everyone knows it including Turkey, Egypt, who will have to execute the final dirty work with fighters from Iraq, Syria, Yemen and others. https://t.co/Tov702g6Xv

[Victor The Cleaner @VictorTheClean3]

Trade for the week. Long nVidia, short Dell.

[Victor The Cleaner @VictorTheClean3]

As his government keeps shipping weapons to Israel in order to complete the holocaust against Palestine, I am sure he'll pack his bags and go first. https://t.co/AC7BXyoV2g

[Luke Gromen @LukeGromen]

This is super important, and exactly right.

The mechanics for how it would unfold will be quite familiar to FFTT readers.

Via @AnnaEconomist

[Luke Gromen @LukeGromen]

Weren't we supposed to be within 12-18 mths of being self-sufficient in rare earths by now?

The $2-3B/mth we've wasted on Iran war YTD could have instead subsidized US industry (consider that China built their chemical industry on $7.5b per YEAR in subsidies over past 10 yrs).

via @goldbugger

[Luke Gromen @LukeGromen]

I think Americans would be far more favorably disposed to AI if the US government gave all Americans the same bailout treatment it gave Goldman Sachs in 2008:

If AI takes their jobs, the US gov't bails Americans out of any mortgage debt, student loans, car loans, etc.

Fair?

[Luke Gromen @LukeGromen]

Why this is relevant IMO:

If AI works, creates a consumer credit crisis, good for gold

If AI blows up, creates a broader debt and economic crisis, good for gold

[Luke Gromen @LukeGromen]

When a democratic nation where every person gets a vote follows a policy of "socialism for the rich but capitalism for the poor", the voters eventually vote themselves the same safety net that their elites got.

[Luke Gromen @LukeGromen]

Cleveland Clinic now asks patients' permission to have their appointments be recorded so that the interactions can be fed into AI.

I can only assume this will eventually reduce future headcount in healthcare.

And healthcare is the biggest employer in 38 of 50 US states.

[Luke Gromen @LukeGromen]

In 2002, China said it had “a 20-year window of strategic opportunity while the US was distracted by war in the Mideast [looking for WMD’s.]”

Fast forward 24 years, & this 👇 happened while the US was… <wait for it>… distracted by war in the Mideast [looking for WMD’s.] 🤦‍♂️🤦‍♂️🤦‍♂️

[Luke Gromen @LukeGromen]

So...basically "Jack Ma, with US characteristics"?

Via OC

[Luke Gromen @LukeGromen]

100%...🎯, @SchnapsideeG

[Will Schryver @imetatronink]

Another Reaper bites the dust, bringing the count to 56.

The Iranians are comprehensively defeating the entire US drone inventory.

[Will Schryver @imetatronink]

🤦‍♂️ CENTCOM is reduced to fishing for snitches.

"Tell us where Iran's nuke stuff is hiding and we'll parachute a pallet of Benjamins into your backyard."

[Will Schryver @imetatronink]

US markets willingly swallow any make-believe headlines hinting at an imminent #ImaginaryPeaceDeal.

Meanwhile, Iran's terms remain non-negotiable.

[Will Schryver @imetatronink]

If the US attempts to seize any Iranian islands, it will turn into a bloody slaughter for the troops involved, and multiple US aircraft and warships will be destroyed or severely damaged.

And strikes against Iranian infrastructure will backfire in devastating fashion.

[Will Schryver @imetatronink]

Many analysts continue to believe the US intends to seize the Iranian islands of Kharg and Qeshm with ground forces, and simultaneously deliver devastating strikes to Iranian energy installations and other infrastructure.

I consider such a plan to be unmitigated madness.

[Will Schryver @imetatronink]

Notwithstanding Trump's post from earlier today (as seen below), I increasingly expect the US will launch some sort of major operation against Iran before the Thanksgiving holiday in America.

They will probably wait until the USS Theodore Roosevelt arrives in the region.