Rodrigo Teijeiro ⭐️⭐️⭐️

Founder & CEO RecargaPay. On a mission to democratize mobile payments & financial services in Brazil. Love doing the Impossible. Always day one. #getshitdone

[Rodrigo Teijeiro ⭐️⭐️⭐️ @RodrigoTeijeiro]

Yesterday we announced our Series C of 70MM for @recargapay. Today we commemorate with our friends from @nasdaq in New York! #Relentless #Brazil #Fintech #MobilePayments #Miamitech @ateijeiro @jotecito @renato_camargo @FuelVC @DNCapital @FjLabs @IFC_org 🙌🚀

[Resistencia Nacional @ResistenciaNac_]

Estamos esperando la sanción a Bellingham e Inglaterra por esta agresión a Barco @FIFAcom, o solo es para los no-europeos las sanciones? Soretes

[World Insights @World_Insights1]

European ancestry in South America

[Nicolas Gadano @ngadano]

Argentina está por superar a Colombia en exportaciones de petróleo, para meterse en el top 20 mundial. No falta mucho para q superemos a Venezuela y México (impensable hace algunos años). Mucho más difícil, aunque no imposible, entrar al top 10

[Cheddar Flow @CheddarFlow]

Over 330,000 Federal employees have been fired, resigned, or retired last year and were not replaced

This means the Federal workforce is now at its lowest level since 1966

[Global Markets Investor @GlobalMktObserv]

🚨There is ALMOST NO cash left on the sidelines:

Cash levels in US equity funds fell to 1.2%, the 2nd-lowest level on record.

This is HALF the percentage seen during the 2022 bear market.

US equity mutual fund cash balances as a % of total assets have been in a downtrend for the last 18 years.

Equity funds are almost COMPLETELY LOADED up on US stocks.

[Lukas Ekwueme @ekwufinance]

US rates keep rising.

They're already higher than when Bessent announced a doubling of Treasury QE.

The market correctly views this as a sign of weakness.

- The weekend wars
- Oil market manipulation
- Yen intervention
- Treasury QE

All are just reflections of the dire fiscal situation the US is in.

With debt-to-GDP above peak WWII levels, the US simply can't afford higher rates...

Which is why the US will implement YCC sooner rather than later.

[Stephen Stapczynski @SStapczynski]

European natural gas prices rise to the highest since the war in Iran began (on a settlement basis) 🇪🇺⚠️

LNG traffic through Hormuz is still shut, disrupting ~20% of global supply

EU gas inventories are filling at a below-normal rate ahead of winter as Asia pulls more LNG

[Jack Prandelli @jackprandelli]

🇩🇪 Germany just lowered the bar.

The Economy Ministry now says 60-70% gas storage could be enough for an average winter, down from the old 90% comfort zone.

Germany is currently sitting around 50% full, which the ministry itself called "still very low" and says complete filling before heating season starts is now hardly achievable.

This is what a thin margin looks like before winter even begins.
https://t.co/diviUyWBvs

[The Kobeissi Letter @KobeissiLetter]

The entire world wants US stocks.

Foreign investors outside the US purchased +$181.4 billion of US equities in June.

The private sector alone bought a record +$144.7 billion, bringing an annualized rate to +$1.74 trillion, an all-time high.

Over the past 3 months, private purchases have totaled +$351.1 billion, equivalent to an annualized pace of +$1.4 trillion, also an all-time high.

This surpasses the 2025 annualized record by ~$400.0 billion.

By comparison, foreign official institutions, such as central banks and sovereign wealth funds, purchased +$36.7 billion in June.

As a result, private investors accounted for ~80% of all foreign equity purchases over this period.

The appetite for US stocks is stronger than ever.

[Irvin (in Japan 🇯🇵) @irvinxyz]

Another humanoid robot exhibition fight during World Robot Conference (WRC).
Check out that brutal kick to the head though.

[Hedgeye @Hedgeye]

Gold has overtaken U.S. Treasuries as the world's largest central bank reserve asset

[Rodrigo Teijeiro ⭐️⭐️⭐️ @RodrigoTeijeiro]

@mbeaudroit Pero se llevan los glaciares tambien!

[Cata Paul 🃏‍‍‍ @CataPaul2]

📈 Top 10 European economies by GDP (PPP) – 2026

1. 🇷🇺 Russia – $7.53T
2. 🇩🇪 Germany – $6.41T
3. 🇫🇷 France – $4.73T
4. 🇬🇧 United Kingdom – $4.72T
5. 🇹🇷 Turkey – $4.03T
6. 🇮🇹 Italy – $3.87T
7. 🇪🇸 Spain – $2.98T
8. 🇵🇱 Poland – $2.16T
9. 🇳🇱 Netherlands – $1.59T
10. 🇨🇭 Switzerland – $960.6B

[Interesting Engineering @IntEngineering]

LandSpace's Zhuque-3 lifted off from northwest China on August 19, 2026, delivered the Honghu-03 satellite to orbit and then flew its first stage roughly 390 km downrange to a landing pad, touching down on four legs. It is China's first booster recovery on land, and it comes only six weeks after a state-built Long March 10B was snagged in a net on a ship at sea. The catch is that Zhuque-3's own first flight in December ended with the booster crashing beside the pad.

[Oscar la Niña McGraw @ocpinllo]

Farmeando aura de mi época

[The Kobeissi Letter @KobeissiLetter]

You can't make this up:

At 8:15 AM ET yesterday, the 10Y Note Yield was trading at 4.68% when the US Treasury announced it would be increasing bond buybacks to $4 billion.

The yield fell to a low of 4.63% as the US Treasury pledged to provide "liquidity support."

Exactly 24 hours later, the 10Y Note Yield is ABOVE levels seen prior to the announcement, at 4.71%.

It's going to take a lot more intervention to tame this beast.

[Eric Daugherty @EricLDaugh]

🚨 HOLY CRAP. The California Democrat Legislature has formally PASSED the Stop NICK SHIRLEY Act — sending it to Gov. Gavin Newsom for signature

The bill will CRIMINALIZE Shirley going around and confronting fraudsters while recording them, then posting it online, especially "immigrant" locations

And it was pushed by California AG Rob Bonta's wife.

Lawmakers blocked Rep. Carl DeMaio from speaking out against its 1A violations

WHAT ARE THEY HIDING 🤯

@NickShirleyy is TOO effective that California is crafting pro-fraud laws around him!

SHIRLEY IN APRIL: "Very interesting connections with her husband being the Attorney General of California. Their goal as a family should be to prosecute and take care and make sure that there is so little fraud in the state that they can have such a peaceful night of sleep!"

"However, while the Attorney General is supposed to be prosecuting fraud, his wife is creating laws to let fraud continue!"

"They're specifically saying that NGOs who receive money based off immigrant services don't have to disclose their money."

[Rodrigo Teijeiro ⭐️⭐️⭐️ @RodrigoTeijeiro]

🎯

[Charlie Bilello @charliebilello]

Treasury announces bigger “debt buybacks.”

Bitcoin +5%. Gold +3%. US Dollar -1%.

Markets understand what this really means:

More deficits. More debt. And a desperate attempt at financial repression.

Instead of addressing the elephant in the room - higher interest rates driven by relentless spending and surging national debt - Treasury is resorting to financial shenanigans to suppress yields.

[Rodrigo Teijeiro ⭐️⭐️⭐️ @RodrigoTeijeiro]

🎯

[zerohedge @zerohedge]

And now markets will ask: "why did Bessent panic" and it will get much worse

[zerohedge @zerohedge]

Here Comes QE Lite: Yields, Dollar Tumble, Gold Spikes After Treasury Unexpectedly Doubles Size Of Long-End Treasury Buybacks https://t.co/tkGPY0BEf0