NotAndrew

Markets are chaos, policymakers are clowns, and I’m here to narrate the comedy.

[NotAndrew @notandrewnyc]

If you ever wonder if the terminal offers alpha..

Here is a client that asked the Help Desk to buy the $SPX whenever there’s a full moon..

[NotAndrew @notandrewnyc]

@algoflows Banger

[NotAndrew @notandrewnyc]

@Notbullnorbear @MisuaRaboki @olekolekoleks @iminamtg @baanibaani4 @nikkyd @aporeticaxis @Rsc77023274 @Bones_Trader777 @fxrepotradooor @DoejiStar @Polymarket @MrnllMtt @Tim10337907 Gm

[NotAndrew @notandrewnyc]

@EconstratPB @AnnaEconomist @TheTerminal BECO <GO>

[NotAndrew @notandrewnyc]

@Liq_Sniper FVG

[NotAndrew @notandrewnyc]

The Week Ahead (Week 45) https://t.co/C324AjcmEC

[NotAndrew @notandrewnyc]

The top is so in $XAU

[NotAndrew @notandrewnyc]

It’s me

[Kyros @IamKyros69]

Small accounts that tweet and still get 0 likes

[NotAndrew @notandrewnyc]

Since 2013, every time we saw a 1 day change this big in $XAU we saw a correction of about 10-15% follow after

[NotAndrew @notandrewnyc]

Amazing read! Would recommend

[EndGame Macro @onechancefreedm]

Monroe Doctrine 2.0: Why Venezuela, Guyana and Colombia suddenly matter a lot

Strip away the rhetoric and Washington’s fixation on the northern rim of South America is about two things: who controls the hemisphere’s next decade of oil flows, and who controls the chokepoints and minerals that power modern industry. Venezuela holds the world’s largest crude reserves, with heavy barrels tailor made for U.S. Gulf Coast refineries. Guyana has become one of the fastest growing oil provinces on earth, anchored by a U.S. operator. Layer onto that the scramble for rare earths and magnet materials and Beijing’s tighter export controls on the heavy REEs used in advanced weapons and EVs and you get the real logic of a modern Monroe Doctrine. The United States is trying to redraw supply lines so that American and allied firms, not China or Russia anchor the energy and mineral streams coming out of the Americas.

Venezuela is the fulcrum. Beyond sanctions talk, the practical U.S. aim is to prevent Caracas from mortgaging its oil system to Chinese and Russian state companies, or using barrels as geopolitical leverage. That explains pressure campaigns, naval and air shows of force in the Caribbean, and talk of covert authorities: crowd out outside patrons, deter adventures against neighbors, and keep a channel open for managed production growth that stabilizes prices without ceding control to Beijing. It also explains the obsession with the Essequibo dispute. If Venezuela coerced Guyana, it would directly threaten a U.S. major’s flagship project and America’s preferred marginal barrel.

Guyana is a hedge. Defense cooperation, aerial surveillance and rule of law support protect the Stabroek ramp up and signal that Washington will underwrite the security perimeter around Western operated offshore infrastructure. It also gives the U.S. a friendly anchor on the Atlantic frontage of the Amazon, where future deep water cables, energy corridors and mineral logistics will run.

Colombia ties the picture together. It is the hinge between the Caribbean and the Pacific and the neighbor that buffers both Venezuela’s oil belt and the Panama Canal. That makes Bogotá the natural platform for intelligence, interdiction and logistics, whether the public rationale is counter narcotics, migration control or maritime security. For years analysts have warned that Colombia’s geography with two oceans, borders with Panama and Venezuela and the fusion of insurgency, trafficking and illicit mining make its alignment a strategic interest. The subtext in today’s war of words with President Petro is whether Colombia tilts toward Chinese capital for energy, ports and minerals, or stays inside a U.S. led security and supply chain architecture.

Minerals raise the stakes. With China tightening licenses on dysprosium, terbium and magnet‑making gear, non China supply chains carry a premium. South America has reserves and hints of scale, Brazil most obviously, but Colombia, Venezuela and the Guianas have prospective REE bearing deposits and coltan flows. Recent seizures in Colombia of coltan bound for China and new rare earth extraction licenses show where this is headed: Washington will try to route whatever regional capacity emerges into allied processing networks, while using law enforcement and financial pressure to choke the gray trade that funds armed groups. Colombia’s role as a maritime riverine gatekeeper matters as much for strategic materials as for drugs.

Seen this way, the sudden hard edge with boat strikes, visa actions, aid leverage, public threats looks less like a scattershot drug war and more like pre‑positioning. The goal is to lock down energy from Guyana, keep a hand on the valve in Venezuela, and build a friend shored, rules based path for rare earths and other critical inputs, all while pushing back on Chinese and Russian reach in.

[NotAndrew @notandrewnyc]

@Birdyword The stock market is not the fed. Hope that helps

[NotAndrew @notandrewnyc]

The stock market is not the fed. Hope that helps

[Mike Bird @Birdyword]

Who remembers those Fed balance sheet / S&P 500 charts? You don't see those so much any more

[NotAndrew @notandrewnyc]

Good evening

[NotAndrew @notandrewnyc]

And by “early” you mean we still have ways to go. Excuse me while I lever tits up

[First Squawk @FirstSquawk]

JPMORGAN CHIEF EXECUTIVE DIMON STATES THAT THE LAST 20 YEARS HAVE SEEN A CREDIT BULL MARKET AND WARNS OF EARLY SIGNS OF EXCESS

[NotAndrew @notandrewnyc]

$EUR $CNY

[NotAndrew @notandrewnyc]

Banks: “We grew loans, fees, and trading.”

Also banks internally: “Please don’t ask about delinquencies on autos.”

[NotAndrew @notandrewnyc]

Watch Powell speak today about “data dependency” as if he wasn’t about cut no matter the outcome

[NotAndrew @notandrewnyc]

@iminamtg Say it

[NotAndrew @notandrewnyc]

Was there news?

[NotAndrew @notandrewnyc]

@FirstSquawk Is the Bloomberg Terminal part of that?