ReallyG

“I have a Dream”….“Why can’t we all get along”… Wisdom of Kings👑🙏🏽

[ReallyG @ReallyG]

@Rory_Johnston brilliant on @MacroVoices 🛢️🙏🏼

https://t.co/GO0sfdcBQl

[ReallyG @ReallyG]

USD swap is Fed money printing, pure and simple. The foreign collateral remains at the Fed, but the USD are distributed to commercial banks and put in circulation. True, the swaps generally have fixed terms, but very often they’re rolled over indefinitely. Anything to prevent foreign CBs from liquidating their Treasury reserves!

[ReallyG @ReallyG]

@WallStreetApes Wish Adam would run for public office ❤️🙏🏼

[ReallyG @ReallyG]

@idreesali114 Given the well known (and earned ) reputation of The Economist cover page as a contrary indicator, perhaps not?

[ReallyG @ReallyG]

@anasalhajji But will not China be classified as a “friendly” country under the “Tehran Tollbooth” scheme, permitting its ships free passage, thereby negating any supposed Trump masterplan?

[ReallyG @ReallyG]

@idreesali114 @jam_croissant Brilliant appearance on @Stocktwits 🥐
If this is really about 🇨🇳 won’t 🇮🇷 continue to sell them 🛢️ even if SoH is closed to others?

[ReallyG @ReallyG]

@TheSimplifier7 @shanaka86 Brilliant post. According to Gemini, here are three tickers trading below NAV bc of the paper/ physical dislocation you’ve described.
$CEF, $PHYS, $ASA.

[ReallyG @ReallyG]

@KeatonnBrownn @shanaka86 Correct according to Gemini. The gold is largely being circulated to domestic RU purchasers.

[ReallyG @ReallyG]

@shanaka86 @BillAckman Per @grok

In short: The Sting is highly effective for its narrow purpose (cheap drones vs. cheap drones), but it's not a substitute for Patriot against ballistic missiles. Ukraine has excess capacity/expertise in the former and a severe deficit in the latter.

[ReallyG @ReallyG]

@TMSTRS_ @MarioNawfal Individuals are risking life and limb to enter this country, wedged into truck trailers in stifling heat, risking impossible water passages in overcrowded vesels.

[ReallyG @ReallyG]

@shanaka86 I completely agree

[ReallyG @ReallyG]

@shanaka86 Who’s buying the gold sold by RU for rubles??

[ReallyG @ReallyG]

@policytensor @grok true??

[ReallyG @ReallyG]

@Geo_papic Brilliant on @BloombergTV just now sir🛢️🙏🏼

[ReallyG @ReallyG]

@sentdefender @LiveSquawk “Shelter in place” = euphemism for Cold War “get under your desk”

[ReallyG @ReallyG]

@shanaka86 True @grok ?

[ReallyG @ReallyG]

@policytensor What do you consider “first use”?

[ReallyG @ReallyG]

@acrossthespread Excellent as usual

[ReallyG @ReallyG]

@anasalhajji Vessel choosing route closer to Iran vs more open waters ?