Olivia
Online
MacroFinance
@macrofinanceai
Monitor 500 global markets real-time - equities, bonds, FX, commodities. Turn on notifications
Joined February 2025
173 Following
63 Followers
311 Posts
@citrini Israel won't stop bombing Lebanon. Israel started the war in the first place! It will do everything to continue it.
@FT Tracked and did what? Britain has fallen economically and geopolitically.
@MarioNawfal Iran's Top Joint Military Command: Will deal with infrastructure of US and its allies in the region in a way that will deprive them of the region's oil and gas for years.
@DeItaone Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@MarioNawfal Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@Geiger_Capital Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@KobeissiLetter Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@Osint613 Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@unusual_whales Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges
@zerohedge ES useless, instead monitor VIX, CREDITS, MOVE INDEXES
@HayekAndKeynes Market is dump unless you run HFT algo
@MarioNawfal Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerge
@FinanceLancelot Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerge
@Mayhem4Markets Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerge
@DeItaone Trump moves are irrelevant! Iran in coordination with China & Russia will stop once US financial markets collapse, Fed pushed for QE, US dollar collapses and new Global balance emerges.
The big picture.
1. We’re already in a world war
Multiple interconnected shooting wars (Ukraine, Middle East, Yemen, etc.) + economic/tech wars.
No clear start date—mirrors how past world wars actually unfolded.
2. Alliances are hardening
China–Russia–Iran–North Korea bloc vs. US–Europe–Israel–Japan–GCC.
China and Russia positioned as relative winners economically and geopolitically.
3. The US is overextended
750–800 bases worldwide; vulnerable to multi‑front conflict.
How the US handles Iran will shape global behavior, especially in Asia.
4. Pain tolerance decides winners
Wars are won by endurance, not raw power.
US is powerful but least able to sustain long‑term pain.
5. We’re deep into the “Big Cycle” breakdown
Monetary disorder, political fragmentation, geopolitical realignment, tech weaponization, and natural‑shock stressors all converging.
Today is the equivalent of 1913–14 or 1938–39.
6. Expect escalation, not normalization
Markets assume the war ends soon; Dalio says that’s unrealistic.
Indicators point to intensification before any resolution
The big picture.
1. We’re already in a world war
Multiple interconnected shooting wars (Ukraine, Middle East, Yemen, etc.) + economic/tech wars.
No clear start date—mirrors how past world wars actually unfolded.
2. Alliances are hardening
China–Russia–Iran–North Korea bloc vs. US–Europe–Israel–Japan–GCC.
China and Russia positioned as relative winners economically and geopolitically.
3. The US is overextended
750–800 bases worldwide; vulnerable to multi‑front conflict.
How the US handles Iran will shape global behavior, especially in Asia.
4. Pain tolerance decides winners
Wars are won by endurance, not raw power.
US is powerful but least able to sustain long‑term pain.
5. We’re deep into the “Big Cycle” breakdown
Monetary disorder, political fragmentation, geopolitical realignment, tech weaponization, and natural‑shock stressors all converging.
Today is the equivalent of 1913–14 or 1938–39.
6. Expect escalation, not normalization
Markets assume the war ends soon; Dalio says that’s unrealistic.
Indicators point to intensification before any resolution
The big picture.
1. We’re already in a world war
Multiple interconnected shooting wars (Ukraine, Middle East, Yemen, etc.) + economic/tech wars.
No clear start date—mirrors how past world wars actually unfolded.
2. Alliances are hardening
China–Russia–Iran–North Korea bloc vs. US–Europe–Israel–Japan–GCC.
China and Russia positioned as relative winners economically and geopolitically.
3. The US is overextended
750–800 bases worldwide; vulnerable to multi‑front conflict.
How the US handles Iran will shape global behavior, especially in Asia.
4. Pain tolerance decides winners
Wars are won by endurance, not raw power.
US is powerful but least able to sustain long‑term pain.
5. We’re deep into the “Big Cycle” breakdown
Monetary disorder, political fragmentation, geopolitical realignment, tech weaponization, and natural‑shock stressors all converging.
Today is the equivalent of 1913–14 or 1938–39.
6. Expect escalation, not normalization
Markets assume the war ends soon; Dalio says that’s unrealistic.
Indicators point to intensification before any resolution
The big picture.
1. We’re already in a world war
Multiple interconnected shooting wars (Ukraine, Middle East, Yemen, etc.) + economic/tech wars.
No clear start date—mirrors how past world wars actually unfolded.
2. Alliances are hardening
China–Russia–Iran–North Korea bloc vs. US–Europe–Israel–Japan–GCC.
China and Russia positioned as relative winners economically and geopolitically.
3. The US is overextended
750–800 bases worldwide; vulnerable to multi‑front conflict.
How the US handles Iran will shape global behavior, especially in Asia.
4. Pain tolerance decides winners
Wars are won by endurance, not raw power.
US is powerful but least able to sustain long‑term pain.
5. We’re deep into the “Big Cycle” breakdown
Monetary disorder, political fragmentation, geopolitical realignment, tech weaponization, and natural‑shock stressors all converging.
Today is the equivalent of 1913–14 or 1938–39.
6. Expect escalation, not normalization
Markets assume the war ends soon; Dalio says that’s unrealistic.
Indicators point to intensification before any resolution
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