Fix the💰Fix the 🌎. Trading $VIX $SPX $GC $BTC since 2018. Spend most of my time in charts & spreadsheets looking for trends. Quite bullish & bearish. 📊📉📈🤑
if you look around at everything happening and your conclusion as to why people are becoming more radicalized is still some shit like “andrew tate” and “podcasters” you should be wearing a helmet 24/7
What we are watching in markets are the first cracks in the illusion that the US can fund $2T deficits in perpetuity, fund debt-funded AI buildouts, reshore the industrial base, fund the Iran war, and roll over existing US Federal debt without YCC or its functional equivalent.
I wonder why this failure mode of the U.S. Patriot system is still regularly happening...
First saw it in Saudi Arabia during Yemeni strikes, then in Qatar in the last War.
Now in again Kuwait...
Iran is emerging as a regional superpower and has finally managed to break the endless cycle of US/ISR aggressions/financial repression by overthrowing Khamenei’s doctrine of moderation, measured retaliation and escalation avoidance. They stood up, fought back and broke shit.
@Shorteverythin1 My thinking is he has severe medical issues with severe stress and does not want to risk leaving the comfort of the white house. I believe he goes to Mar a Lago during military actions.
lol so china's basically monetizing trade imbalances through gold appreciation instead of printing into fx reserves -- creditors get paid in appreciating collateral that doesn't show up as a liability on pboc's balance sheet. cleanest deficit financing since oil-for-gold in the 70s
@RnaudBertrand Mr.K reading.
Freedom in 1945 meant a job, a house, a pension, a union card. Freedom in 2025 means the right to doomscroll while the pension gets cut
The word didn't evolve, it got hollowed out. Same shell, different filling, and the filling keeps getting lighter
@EthanLevins2 That raises the total Yemeni score of shot-down MQ-9s to an even two dozen (24).
The Iranians have shot down several, but the Yemeni still have the lead.
President Xi of China recently showed Trump 300-year-old trees during his visit. Neither Trump nor US media understood the message, namely that they are older than the foundation of the USA.
Instead, Trump demanded to know if Xi thought he was special, whereupon Xi confirmed he thought Trump was a very special guest.
Handled like a child!
You think D-Day in Normandy in 1944 is a logical analogue of an invasion of Iran in 2026?
🤦♂️
In my considered opinion, D-Day 1944 is one of the Top 5 most bumbled operations in US military history — and there is stiff competition.
It was only by sheer luck and the inherent weakness of the German force positioned there that the Americans weren't slaughtered.
In the 21st century, any major ground assault using existing American combined arms maneuver doctrine would be torn to shreds.
Major airborne and amphibious operations are absurdly obsolescent against anyone with even a modest abundance of relatively competent heavy firepower.
There is no potential ground force on the planet willing, ready, and able to invade Iran.
If the US assembled every active combat division in the US Army and US Marine Corps, it would amount to 175,000 troops, of whom only a minor fraction would be combat effectives.
And even if they could magically cobble together an army of 500,000 soldiers, THEY WOULD HAVE NO WAY TO DELIVER, EQUIP, AND SUSTAIN IT.
IT IS A PHYSICAL IMPOSSIBILITY.
There will be no ground invasion of Iran by the United States or anyone else.
And I challenge anyone who believes otherwise to describe for us a credible order of battle, an operational agenda, and a realistic description of the logistical sustainment plan.
Oh, and make sure to consider in your calculations the fact that, from the moment you begin to concentrate a force in the vicinity of your intended point of attack, you will come under punishing and persistent fire.
Good luck.
#NoEasyWarsLeftToFight
🤦♂️ Physical Impossibility
I have said so many times previously, and I will emphatically state it again:
A US ground invasion of Iran is a physical impossibility.
And any ground incursion via mercenary proxies will be a comically disastrous failure.