AU69

Opinions are my own. Content/post for informational/entertainment purposes only.Use at your own risk and it isn’t advice. Retweets ≠ endorsements. Mostly satire

[AU69 @AU69AF]

Abba, beyadkha natan ana ruchi

[steve2bacon, CMT 🥓🍩 @steve2bacon]

i can’t prove it but they’re trying to get me to flip bearish before it rips to Pluto

[AU69 @AU69AF]

@CollinRugg Slap on the wrist…. 1k and 1 game…..

DO BETTER! @WNBA

[AU69 @AU69AF]

@WNBA Caitlin is probably the only reason I’ve watched a game in your league in 10+ years….

WHAT THE H*LL ARE YOU DOING?!?!?

Apologize to her asap and the 1 game delay was just a slap on the wrist. INSANE

[Herd w/Colin Cowherd @TheHerd]

"It's either incompetence or intentional, both are embarrassing... This is a paranoid, weird, insular league."

@colincowherd weighs in on the latest Caitlin Clark disrespect from the WNBA

[AU69 @AU69AF]

@Parodyjeffx How many times will this keep happening with our DOJ 😭

[Parody Jeff @Parodyjeffx]

HOLY SHIT 🚨✡️🇮🇱

Guy Galanti, an Israeli Mossad agent who infiltrated U.S. companies, got arrested stealing American semiconductor trade secrets, then released immediately in Arizona on Israel’s extradition demand.

He’s already heading home back to Tel Aviv.

[AU69 @AU69AF]

@WNBA @Fanatics How do you still have this posted 😭

What a L…. Jealousy is not a good look for the league

[Clay Travis @ClayTravis]

The WNBA left Caitlin Clark off their 30th anniversary poster. We have truly never seen anything like this. The league got a golden goose and is doing everything they can to kill her.

[Ronnie Stoeferle @RonStoeferle]

Probably the best quote when it comes to the current setup in gold/silver/miners:

“The only permanent truth in finance is that people will get bullish at the top and bearish at the bottom.”

James Grant

[AU69 @AU69AF]

@espn Should be longer than 1 game…. Slap on the wrist so it will just keep happening

[AU69 @AU69AF]

@ClownwrldInc @Zulopol @TheRubberDuck79 This isn’t Nazi germany where a doctor can just drug you against your will 🤡

[AU69 @AU69AF]

@ClownwrldInc @Zulopol @TheRubberDuck79 You realize this is considered medical battery and is Illegal even if the doctors bs excuse was used saying he didn’t have mental capacity to diagnose himself.

They didn’t get consent from his backup either….

[The Rubber Duck ™ @TheRubberDuck79]

‼️X TRIED TO KILL THIS AT 7 MILLION VIEWS‼️

hahahahaha

[Rapid Response 47 @RapidResponse47]

.@SecScottBessent: "Dollar dominance is essential, and everything @POTUS is doing here — if you look, the new Venezuela... the dollar is going to be the centerpiece of their trade... We're seeing in the Iranian negotiations, the Iranians will be invoicing in dollars. Everything we are doing is pushing the dollar back... we're reinforcing it."

[Hamid @hamids]

You can't get more bullish on $MU than Elon Musk's comment below. Pretty incredible!

And to put things in context, "higher production" is not coming online until 2027 and beyond...and who knows if that will be enough.

[AU69 @AU69AF]

@whelchel @trump_repost Looks like this Iran deal is new petrodollar agreement play.

[Bull Theory @BullTheoryio]

🚨 AI MAY BE TRIGGERING THE THIRD WAVE OF INFLATION.

Even Tim Cook said this cost jump is something he hasn't seen in over 40 years in the business.

Tariffs can get negotiated. Oil prices can reverse when supply catches up. But this one doesn't work that way.

AI infrastructure spending isn't a price shock, it's a demand shock that's still in its early.

The five biggest hyperscalers are spending $741 billion this year, up 75% from last year, and most of that money hasn't even hit the ground yet.

That means the price pressure happening right now is just the opening phase, not the peak.

The mechanism is simple: AI needs memory chips. So does everything else.

Phones, consoles, cars, laptops all draw from the same limited chip supply, so when AI scales up its orders, it doesn't just raise AI costs, it raises the cost of nearly every electronic product on the market.

That's playing out in real time today.

Apple and Microsoft both announced price hikes on MacBooks, iPads, and Xbox consoles, the same day, citing the same memory shortage.

Nintendo and Sony already did the same thing weeks earlier.

This isn't an isolated company passing on costs, it's an entire hardware industry repricing around the same input shortage simultaneously.

The bet from the Fed is that AI eventually pays for itself through productivity gains that push inflation back down.

That bet might be right eventually. But UBS says that payoff is still years out, while the price increases are happening now.

Which means the Fed is being asked to hold rates steady or higher through a multi year stretch where the thing supposed to eventually fix inflation is actively making it worse in the meantime.

That's a much harder position for Warsh to defend than the temporary tariff and oil shocks the Fed has navigated so far.

[AU69 @AU69AF]

@Amozaffar1 @shanaka86 When are we going to get that Fort Knox audit we’ve been hearing about for years?

[Shanaka Anslem Perera ⚡ @shanaka86]

China's central bank has now bought gold for 19 months straight, the largest official buyer on earth. And this week, as gold broke 4,000 dollars, China's biggest banks moved to push ordinary Chinese out of leveraged gold trading, with at least one warning it will liquidate any position not closed by month-end. Both are true at once, and together they explain what this crash really is.

Start with what is being banned, because the words matter. ICBC and a string of other banks are shutting down retail trading in what the Chinese themselves call paper gold, the margined, leveraged contracts where you bet on the price without ever owning a bar. Some banks lifted the margin requirement to 140 percent to choke the leverage off before closing the products outright. Physical gold, meanwhile, stays wide open. Coins, bars, savings plans, ETFs, all fine. It is only the paper, the leverage, the casino, that is being shut, the last step in a five-year retreat that the crash just finished.

Officially this is about protecting small investors, and that part is real. The same kind of leverage wiped out a wave of Chinese retail in a 2020 commodity blowup. But set the ban beside what the state is doing and something larger comes into view. While its citizens are pushed out of the paper, the People's Bank of China has spent those same 19 months buying the physical metal, more than two thousand three hundred tonnes of it now, accumulating straight through a 28 percent crash that scared everyone else out. Beijing is not trading gold. It is hoarding it.

That is the strategy in one frame. China looked at the two things both called gold, the paper bet and the physical bar, and made a choice no Western government would make. It is taking the metal for the state and closing the casino for everyone else.

The reason sits in a single date. 2022, when Russia's reserves were frozen with a keystroke. That taught every country outside the Western system one lesson: dollars in an account can be switched off, gold in your own vault cannot. So China is building its monetary independence out of the one asset nobody can freeze, and it does not want that foundation in the hands of leveraged traders who panic-sell in a crash, or priced by a paper market it does not control.

Watch this month and the two worlds split in real time. Western investors were forced out of their gold by margin calls and a rate scare. China's central bank bought that exact dip with both hands. One side treats gold as a trade. The other treats it as the floor under a currency.

The West is selling paper gold and calling it a crash. China is buying physical gold and calling it a foundation. In ten years, only one of them will look like it understood what gold was for. The metal is already moving to that side.