RT

[Gabriela Siller Pagaza @GabySillerP]

Estar con dos calificadoras a un nodo de perder el grado de inversión es como tener 70 de calificación.

[The Masters @TheMasters]

The reigning champion leads by six. #themasters

[Gabriela Siller Pagaza @GabySillerP]

Así están actualmente las calificaciones crediticias de la deuda soberana de México 👇🏼

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Private credit giant Blue Owl Capital was struck with a "mammoth" $5.4 billion increase in redemption requests in Q1 2026, per FT.

Details include:

1. Withdrawal requests at Blue Owl's tech-lending fund have surged to 40.7% per cent of the fund’s $3B value

2. Concerns have intensified about the health of the private credit market

3. Requests to exit the the firm’s marquee $20B direct-lending fund surged toto 21.9% of the fund’s value

4. Blue Owl said it has limited withdrawals to 5 per cent at both vehicles

Private credit markets are under pressure.

[𝔸𝕣𝕥𝕦𝕣𝕠 ℂ𝕒𝕤𝕥𝕒𝕘𝕟𝕖́ ℂ𝕠𝕦𝕥𝕦𝕣𝕚𝕖𝕣 @acastagne]

No paga a proveedores PEMEX , pero insiste en seguir regalando petróleo a Cuba no fueron suficientes los $3 mil millones de dólares que ya les regaló. Siga pellizcando al tigre, el precio que pagaremos los mexicanos será muy alto por sus necedades.

Que le debe a Cuba presidente Claudia Sheinbaum @Claudiashein ?

[Glenn Beck @glennbeck]

To understand why Trump attacked Iran, you must understand CRINK - the new Axis Powers of China, Russia, Iran, and North Korea.

By taking out Iran, Trump took even more oil from China that it MUST have. He also damaged Russia's drone manufacturing capabilities (Iran designs drones for Russia. Ukraine should be thankful).

And that is just a fraction of Trump's full plan. China and Russia's BRICS alliance recently lost India, a key player, to Trump. And their two greatest allies in the West - Venezuela and Cuba - have either fallen or are nearing collapse. Iran is just the latest piece of the puzzle.

[NUCLR GOLF @NUCLRGOLF]

Thoughts on solo golf? ⛳️🏌️

(Via: fathersongoIf/TT)

[𝔸𝕣𝕥𝕦𝕣𝕠 ℂ𝕒𝕤𝕥𝕒𝕘𝕟𝕖́ ℂ𝕠𝕦𝕥𝕦𝕣𝕚𝕖𝕣 @acastagne]

Los Mexicanos no merecemos esta bola de payasos vestidos de ministros !!!

[Víctor Trujillo @V_TrujilloM]

¿Efectivamente fue abatido el Mencho, o lo están volando a los Estados Unidos en este momento? Si la operación fue realizada con los norteamericanos, habría que esperar precisiones. Saludos.

[Steve Burns @SJosephBurns]

Charlie Munger: "Imagine politicians who never understood Adam Smith. It would be like hiring an engineer to design your airplane when he didn't believe in gravity."

Politicians that don’t understand economics or free market capitalism create disasters.

[Sergio Negrete Cárdenas @econokafka]

Muchísimas gracias a todas las personas que han respondido con su apoyo y buenos deseos tras mi salida de El Financiero.

Una muy sincera disculpa por no poder contestar a todos en lo individual. Reciban toda mi gratitud, esperando estar siempre a la altura de su apoyo.

[Rick Golfs @Top100Rick]

Jordan Spieth interviewing Tiger Woods was not on my bingo card.

Very cool.

Tiger discussing his training and golf swing. Interesting point of view…though makes me wonder if we have it all wrong.

Nicklaus and Scottie both foot rollers.

[Justin ROSE @JustinRose99]

WIRE-TO-WIRE Baby!!

@FarmersInsOpen @PGATOUR

[Flushing It @flushingitgolf]

45 year old Justin Rose shoots rounds of 62, 65, 68 and 70 to win the Farmers Insurance Open wire to wire and by 7 shots. He sets the 36, 54 and 72 holes scoring records and claims his 28th worldwide victory.

So impressive 👏 🏴󠁧󠁢󠁥󠁮󠁧󠁿

[Shanaka Anslem Perera ⚡ @shanaka86]

Denmark just classified the United States as a major security threat.

Alongside Russia.

Alongside China.

A NATO ally now views America the same way it views its enemies.

This happened Tuesday.

Nobody is talking about it.

Here's what actually happened at Davos while the media covered speeches:

January 17: Trump announces 25% tariffs on Europe.

January 21: Trump meets NATO Secretary General. "Framework" on Greenland announced.

Same day: Tariffs suspended.

48 hours.

The mechanism was demonstrated in real time.

Tariffs are not trade policy.

They are security instruments.

And Europe just learned they have no countermeasures.

But that's not even the real story.

While Lagarde walked out of the BlackRock dinner before dessert was served, Trump was building something else entirely:

The Board of Peace.

$1 billion entry fee. Trump as permanent chairman. Absolute veto over all decisions. 25 nations already signed.

This is a parallel institutional architecture.

Not reform of the UN.
Replacement of it.

November 10, 2026.

Mark that date.

China's rare earth export suspension expires.

91% of processing. 99% of heavy rare earths. 94% of permanent magnets.

Every Western EV motor. Every wind turbine. Every guided missile.

One satisfies decision in Beijing.

The West has ten months to build what China built in thirty years.

They won't make it.

Denmark understood before anyone else.

When your ally demonstrates it can collapse your economy in 48 hours and offers a parallel structure where cooperation is purchased rather than assumed, you update your threat assessment.

The post-1945 order didn't die at Davos.

It was already dead.

Davos was the funeral where the heirs announced how they're dividing the estate.

Position accordingly.

[Financelot @FinanceLancelot]

I spent today doing a deep dive into the billionaire "Freedom City" project in Greenland and it's going to shock you what I've uncovered so far.

The city is envisioned as a low-regulation, techno-libertarian hub backed by figures like Peter Thiel (via Praxis), Marc Andreessen, Bill Gates, Jeff Bezos, and Sam Altman.

This project is an AI-driven data center project with aims to capture rare earth mining in Greenland. While exact details on land purchases for the city itself remain undisclosed in public sources, the initiatives are concentrated in southern Greenland, where the island's primary rare earth mineral deposits are located.

This includes sites like Kvanefjeld (also known as Kuannersuit) in the Kujalleq municipality, one of the world's largest untapped rare earth and uranium deposits.

[Liz Thomas @LizThomasStrat]

Much of today's market upheaval stems from Japan. Look no further than 30-year Japanese bond yields: Up 27bps today (a 7-standard deviation move & the most in any day on record), the yield is now approaching 4%--unthinkable just a few years ago.

[Michael A. Gayed, CFA @leadlagreport]

This isn’t about Greenland.

This is about Japan.

Like and repost if you understand this.

[Bravos Research @bravosresearch]

The US bond market is beginning to break

Long-term yields are still rising

While short-term yields are falling

History shows this is a MAJOR warning signal

A thread 🧵

[Shanaka Anslem Perera ⚡ @shanaka86]

168 HOURS

The Pentagon just told you exactly when the strike happens.

You weren’t listening.

USS Abraham Lincoln: 7 days from strike position.

USS George H.W. Bush: 10 days from the Mediterranean.

Al Udeid Air Base: Evacuating personnel.

Trump: “The killing has stopped.”

This is not de-escalation.

This is the countdown.

Here is the mechanism no one is tracking:

You do not clear 10,000 troops from your largest Middle East base for a “diplomatic resolution.”

You clear them when you expect Iranian missiles to hit that base.

Al Udeid sits 200km from Iran. Shahab-3s reach it in 4 minutes.

The evacuation is not retreat. It is battlefield clearance.

The US is removing its hostage pieces to unlock the heavy pieces.

Now the kill shot:

Iran just imported 5,000 Iraqi militia fighters to massacre Iranian protesters.

Kata’ib Hezbollah. Harakat al-Nujaba. Afghan Fatemiyoun.

Read that again.

The Islamic Republic is paying Arab mercenaries to shoot Iranians because Iranians refuse to shoot Iranians.

On January 9, IRGC Intelligence admitted they are “dealing with possible acts of abandonment” in military ranks.

Then deleted it.

When your revolution requires foreign guns to survive, the revolution is already dead.

Trump set the trigger: “If they kill protesters, America will come to their rescue.”

The regime imported the only tool guaranteed to kill protesters.

The outcome is deterministic.

21 million barrels flow through Hormuz daily.

Brent is at $63.50.

The market is pricing peace.

The carriers are pricing war.

One of them is catastrophically wrong.

168 hours.

Clock is running.​​​​​​​​​​​​​​​​

https://t.co/T808MnwQzH