Ricki

Passionate writer of global macro and financial markets. Not financial advice. Verified sources only. Don’t trust? Ask Grok or AI to verify

[Ricki @rickicf_]

you can find below updated list of articles i wrote as "food for thoughts":

- Cuba at the Precipice;
- The World Moves South;
- Oil Markets and Policy Uncertainty.

check here: https://t.co/ASsb0o87J6

enjoy the reading and leave a feedback in order to support improvements!

[Ricki @rickicf_]

#France starts to sell $XAU stored in US earning €13bn

[Ricki @rickicf_]

The Strait of Hormuz is now being called the Strait of Trump — and not as a compliment. He set deadlines, backed down twice, posted peace talks that Iran called fake, and Brent is still at $111. The S&P 500 is down 5 straight weeks. Markets don't do well with bluffing.

[Ricki @rickicf_]

@Coinvo please tell me it's a joke...

[Ricki @rickicf_]

Thune passed a partial DHS bill at 2am with 5 senators in the room, left ICE unfunded, then left for Easter recess. Johnson called it "a joke." Trump piled on. Passing legislation in the dark with an empty chamber before going on vacation is not governing. It's performance art.

[Ricki @rickicf_]

Iran hacked the FBI Director's personal Gmail — not some classified system, just a Gmail account. The head of the agency that hunts foreign cyber threats got owned by the people he's supposed to be hunting. Absolute cinema

[Ricki @rickicf_]

@WSJmarkets i think nothing will happen until underlying default rates spike. Withdrawns are the alarm but not the explosion

[Ricki @rickicf_]

US Conservative's co-founder literally proposed Vance invoke the 25th Amendment, keep Rubio as Secretary of State, and let him negotiate a ceasefire and run for president in 2028. Markets are pricing all of this wild scenario?

[Ricki @rickicf_]

@el_weezee @SpencerHakimian strategically speaking, good. But what's his aim? We start discussion if I ask you something... firstly he said "we got them all and all targets achieved" then you start discussions with hidden requests 🤣

[Ricki @rickicf_]

When central banks sell $XAU, the main buyers are: emerging market central banks (Kazakhstan, Brazil, Azerbaijan bought dozens of tons in 2025), gold ETFs (+801t in 2025), retail investors, and structural giants China & India—all diversifying away from the dollar.

[Ricki @rickicf_]

@SpencerHakimian crystal clear! i thought they were to assault fort knox with a tunnel from Kharg Island to US

[Ricki @rickicf_]

@SpencerHakimian finally i see my historic stocks returns higher than gold returns... normality has been restored (for now)

[Ricki @rickicf_]

@POLITICOEurope it's more likely US administration disclose relevant UFO files

[Ricki @rickicf_]

@Coinvo US administration credibility at its highest

[Ricki @rickicf_]

@CNBC it seems good news are losing momentum for financial markets while bad news are amplified. Mr Trump will find a way...

[Ricki @rickicf_]

@Reuters almost 1 month has passed, when are we going to see consequences?

[Ricki @rickicf_]

@WhaleInsider shall we buy?😂

[Ricki @rickicf_]

@business can't explain myself how financial markets still react to his declarations.

[Ricki @rickicf_]

CPAC is happening right now in Texas and the Iranian Government is the only thing people are actually arguing about. Trump skipped it. Bannon says a long war costs the midterms. Cruz says it was right. Nobody agrees. Wild timing.

[Ricki @rickicf_]

Conservative political shift on Ukrainian support is no longer ideology. #Poland, #1 EU's arms importer, is building EU biggest land army almost exclusively with US weapons, while considering selling $XAU reserves to fund defence procurement outside EU.