ギーモンキーマン

人間社会に疑問を抱いた猿人です。
バナナを食べに猿の惑星の方から来ました。
合田一人さんのファンです。

[The Kobeissi Letter @KobeissiLetter]

It seems most people don't understand how severe the energy situation is right now in the Middle East.

As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.

Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.

All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.

Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.

Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.

This is one of the most severe energy supply situations in modern history.

[N @ZInvester]

雨がひと段落したら地震が頻発か。

不思議なことが続くね。

実は、自然現象ではなくて、食糧危機とスマートシティ計画（土地破壊・略奪）を目的とした政府の裏工作だ！、なわけがないだろう？

そしてそれが、人口削減と監視社会（新たな社会モデル）が目的であるわけがないだろう？

[藤巻健史 @fujimaki_takesi]

松尾さんのリツイートには当面、注目していきたいと思います。この分野は私の専門ではないので。
専門の分野でないところで自説を述べて世間を誤誘導する事は避けたいと思っていますので。
ちなみに、これは金融界のブードゥー教教祖様達への皮肉でもあります。

[Watcher.Guru @WatcherGuru]

JUST IN: Brent crude oil surges at open after Saudi Arabia shuts down major pipeline following attack.

[Stern Drew @SternDrewCrypto]

🚨 The Japan Carry Trade Is Now Officially Breaking

August PPI just printed 5.4%, hotter than expected. Core hit 4.6%. July got revised up too. That’s wholesale inflation still ripping through the system.

The 10-Year Treasury Yields have just broken 4.9% despite Scott Bessent’s multiple bond buybacks. The U.S. stock market opened with a lot of bleeding.

Mortgage rates, auto loans, corporate borrowing.. all getting more expensive in real time. Warsh now has even less room to stay on hold.

The part that turns this from ugly to dangerous is Japan.

Bessent already did everything to prevent the nightmare version: sold dollars and euros to buy yen, warned the Fed to expand FIMA facility to Japan, dared traders to short the yen as he claimed “I am the House now” and has asymmetric intel about BoJ and Japanese policymakers.

All of this so Japan wouldn’t aggressively hike interest rates and dump its $1.4T Treasury pile.

Then, the shocking reply from BoJ’s @yutokanzakireal came in:

“They say, the house always wins. This time, Japan isn't just betting against the house. Japan is taking down the entire house. This time, the entire system is getting margin called.”

This is not just “inflation came in hot.”

This is hot inflation + energy shock + fiscal fireworks + the world’s biggest carry trade starting to snap.

The data just made that path more likely. The backstop may not be enough.

[Robin Brooks @robin_j_brooks]

What's going on with French long-term government bond yields is alarming. There's no other way to say it. This requires a major revamp of fiscal policy and debt consolidation, but the country is politically paralyzed ahead of next year's elections...
https://t.co/GRXneqxjUD

[Andrew G @AndrewG01510]

So 9/11---->9/12 is exactly 2018 weeks after the Phoenix Economist magazine was released and Trump will be meeting with the Irish President at PHOENIX Park? Get the fuck outta here 🤣

[SOLARITA @solaritaservice]

【9月11日の運勢】

本日、占星術的に大きな出来事が起こります。午前3時27分、変革の星・天王星が逆行に入るのです。天王星は、約8年という長い時間をかけて時代に大きな変化をもたらす星。その天王星が逆行する時、これまで勢いよく進んできた変化が、その意味や進む方向を問い直す時間へ

[Coin Bureau @coinbureau]

🇯🇵 BREAKING: Japanese markets are in FREEFALL as oil, yields and a rate hike collide one week before the BOJ meets.

The Nikkei has plunged over 2.7% for its third straight day of losses, wiping out over $200 BILLION in market value.

Bond yields are surging across the board, with the 30-year JGB hitting 4.055% and the 10-year reaching 2.965%.

97% of economists now expect the Bank of Japan to raise rates to 1.25% on September 18.

[藤巻健史 @fujimaki_takesi]

日本の10年国債金利が2.978%まで上昇してきた。弱小金融機関の連鎖倒産、中小保険会社の財務問題、住宅ローンの借り手、そして最大の問題、日銀の保有国債の評価損がとんでもない状態になる可能性がある。ましてや長期金利が上昇し、株価が下落すれば最悪。円の危機

[Megatron @Megatron_ron]

BREAKING: 🇸🇦🇾🇪 Ansarallah forces last night occupied the entire coast including the city of Mocha and they are still advancing

The Houthis now have unrestricted control over the Bab Al-Mandab strait & Red Sea. They can basically close it the way they want it.

Total collapse of Saudi-backed forces in Yemen

[MenchOsint @MenchOsint]

⭕️ BIG.

Yemen's Ansarallah possibly struck the East-West pipeline at several points, this morning, and later this evening.

NASA FIRMS detected fire less than an hour ago, and satelite image showed a significant plume of black smoke over the south of Medina.

[後藤達也 @goto_finance]

◆ NY原油100ドル超え
・中東情勢の緊迫で原油が大幅高
・インフレ警戒が強まり、米10年債は節目の5%に接近
・9月の米利上げ確率は70%強に

[S.greenerys @SGreenea738S]

🟥パランティアは外からサカナAIは内側から。両者に共通しているのは「in-Q-tel」CIA資本。
矛盾ではなく戦略。

CIAのベンチャーキャピタル　
https://t.co/MCHuXBc3bm

[Selman Dinç @CokBilenAdam2]

3 Ekimde başlayacak Venüs Retrosu 14 kasımda bitecek. Ölmüş bir yıldızı yeniden hayata döndürecek güçte olan bu Venüs retrosu hayatınızda bitmiş tükenmiş olan kısımları temizleyerek yeni bir alan açmanıza olanak sağlayacaktır. Venüs zararda olduğu akrep burcunda Retro harekete başlayıp Güneş ve Chirondan zarar gördükten sonra en güçlü olduğu konum olan terazi burcuna geçerek retrosunu bitirecek. Özellikle ilişkiler aşk sevgi ve para konularında önemli gündemleriniz olur. Son derece çalkantılı bir Venüs retrosu bizi bekliyor anlayacağınız. Venüs retrosu bitiminde alınmayan sorumluluklar, çizilmeyen sınırlar yüzünüze tokat gibi çarpacak! Kısa kısa burçlara değiniyorum. +++

[The Great Martis @great_martis]

Market update

[kouji 🇯🇵 @yoyonofukuoka]

新月は新たな始まりを意味する。
それが9月11日に起きるなんて、あまりにもでき過ぎじゃないか？🥰

[川嶋章義｜海運・国際物流 @AkiyoshiKawash1]

対イラン攻撃前、ホルムズ海峡では商船が1日約130隻通航していました。9月9日は7隻まで減少。

その一方、サウジアラビアではホルムズを迂回する紅海側・ヤンブー港からの原油輸送が増加。

こうした中でフーシ派がモカを制圧し、バブ・エル・マンデブ海峡への影響力を強めれば、エネ���ギー輸送だけでなく、段階的に進んでいたコンテナ船の紅海・スエズ航路復帰にも影響し、復帰が遠のく可能性があります。

[N @ZInvester]

2029年予定の金融リセットを逃れるためには、その時までに最大限資産を増やす必要がある。

そしてそのためには、ビットコイン4年サイクルが継続する必要がある。

ここから大規模なマネーゲームが始まるよ。

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 The US Treasury just completed a $5.1 billion debt buyback today.

That brings this week's total to $17.7 billion, the largest weekly buyback in Treasury history.