@SantiagoAuFund@RealKeithWeiner@LakeForeignX ONE MUST be really DUMB to put $ in US banks earning nothing vs 5% in T-bills/MMF.
People are smartening up & banks will loose all deposits. FED pivots to save banks!
Tell me how can DXY go up when rates go down!
On top, Inflation killing $.
On top, global $ coming back (BRICS+)
⚡️NEW: Iran's Missile Cities shocked the United States and Israel during the war - FT
For 40 days, U.S. and Israeli aircraft bombed the mountains surrounding the missile city of Yazd
All of the munitions proved ineffective against the granite rocks of the mountains
One resident of Yazd said “Iran kept launching missiles until the final moments before the ceasefire”
🔴 Remember when Vladimir Putin attended an Austrian minister’s wedding… after she invited him ‘as a joke.’
He brought a Cossack choir, gifted a samovar, and performed a perfect waltz with the bride.
Diplomacy level: legendary. 🕺🇷🇺🇦🇹
This is Hilarious 😂
🇺🇸 Trump: We remain the world's sole global superpower, the most powerful country on Earth.
Fun Fact : "USA unable to open Strait of Hormuz from past 95 days 17 hours and 29 minutes." 😂
The first reporter who fires back at Trump’s “You’re a terrible reporter” with “You’re a terrible president” deserves a Pulitzer on the spot.
Raise your hand if you agree ✋.
Huawei is the world's most successful coop.
Maybe the reason the ultra-wealthy in the west hate Huawei, is because it's owned by its employees?
No investors taking an un-earned share of the workers efforts to be seen...
⚡️BREAKING: Iran has begun transporting LNG and oil to China by railway, Per Fars News
Pakistan is also beginning to import LNG via Iran using the Silk Road railway
Iran’s extensive railway network provides a way to circumvent the U.S. naval blockade
Allow me to be the first to congratulate the MAGA morons, who spent years howling about the $1.7B that Obama returned to Iran.
Your 4D chess master is handing Iran $300B, to open the Strait of Hormuz, that Obama kept open for free.
Brilliant!
You and your Zionist overlords started this illegal war of aggression by massacring children. You are in no position to complain. Iran's control over the Strait of Hormuz is permanent. You brought this upon yourselves.
Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.