Tai

Equity & Crypto

[Carl Quintanilla @carlquintanilla]

You’re at war when you’re attacked, and we got attacked,” Carney told reporters in Ottawa.

@FT #ElbowsUp 🇨🇦

https://t.co/7FpsXtzEDQ

[Asian Financial Forum @AFF_HK]

Hong Kong’s asset and wealth management sector sees a surge in AUM and net fund inflows, while in July it launched trials of a new gold trading, clearing and settlement system linked with Shanghai, and enhanced its IPO rules and made und tax reforms, all serving to strengthen the city’s role as a global financial hub.

Check out the latest What’s Inside Finance This Month – July Edition for the highlights!

Which of these developments do you think will create the most opportunities? Share your thoughts! 👇

[Joe Weisenthal @TheStalwart]

Financial stocks are on their longest weekly winning ever. 11 straight weeks, eclipsing their 9-week streak in 2004, per @jkrinskypga

[Leshka.eth ⛩ @leshka_eth]

🚨 THE U.S. IS PRINTING DOLLARS TO STOP JAPAN FROM DUMPING $1.4 TRILLION IN U.S. DEBT

Multiple U.S.–Japan interventions failed to save the yen

Now Treasury Secretary Scott Bessent is warning the Fed:

Expand FIMA for Japan or watch the yen collapse and drag the Treasury market down with it

The plan is simple:

Japan gives its U.S. bonds to the Fed

The Fed prints dollars against them

Japan sells those dollars and buys yen

This lets Tokyo defend its currency without dumping its entire $1.4 TRILLION Treasury position into the market

Because if Japan starts selling at that scale, global liquidity disappears

And here is the insane part:

The U.S. is effectively printing dollars to absorb the same U.S. debt Japan wants to sell

Japan unloads the bonds

America prints the money

And the Fed takes the debt onto its own books

THIS IS HOW THEY ARE TRYING TO HIDE A GLOBAL LIQUIDITY CRISIS

[Lukas Ekwueme @ekwufinance]

While some are celebrating the low oil price, diesel crack spreads have just reached a new all-time high.

That's the margin refineries earn from producing diesel.

Higher diesel crack spreads -> higher diesel prices.

And this will only get worse with Ukraine and the Houthis blowing up refineries.

Even if oil prices fall, fuel prices will remain elevated.

[Ryan Detrick, CMT @RyanDetrick]

The US strategic petroleum reserve is at the lowest level since the early 1980s.

[Tai @taiagl]

@chigrl But how long?

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Well this situation has not gotten any better.

321 cracks now 67.84...notching another new ATH

(chart: Bloomberg)

[Tai @taiagl]

Late Night Deep House Mixtape-Cuteo by Cuteo on #SoundCloud
https://t.co/bEICCKqdiV

[Tai @taiagl]

Summer Deep House Mixtape 2026 - Cuteo by Cuteo on #SoundCloud
https://t.co/4s6Ca4382D

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Gasoil cracks may show this better

[zerohedge @zerohedge]

Strongest El Nino In 75 Years Sets Off Food Supply-Chain Alarm Bells https://t.co/aEPwqADnY2

[Hedgeye @Hedgeye]

China's Real Estate Market has erased all gains from the last 20 years

[Roan @RohOnChain]

USC mathematicians just published the most dangerous quant paper of the year.

THE MATH BEHIND HOW INSIDERS BEAT THE MARKET WITHOUT GETTING CAUGHT.

This paper will teach you to detect smart money moving before announcements. 43 pages of pure game theory. Bookmark now.

[zerohedge @zerohedge]

What If The Strait Of Hormuz Never Fully Reopens https://t.co/PC9e9smpdu

[Hedgeye @Hedgeye]

Global oil inventories have fallen to 7.6 billion barrels since the Iran war began

[Polymarket @Polymarket]

JUST IN: The Fed is now projected to hike rates this year after a strong May jobs report.

53% chance.

[Tai @taiagl]

Lofi Edition - Classical Rock Metal - Cuteo by Cuteo on #SoundCloud
https://t.co/wi7PiNpwfV

[Steve Hanke @steve_hanke]

Commodity market guru Jeff Currie on the coming, inevitable oil price spike:

“Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”

[Henrik Zeberg @HenrikZeberg]

The Bubble of 2026 looks worse than any other Previous Bubble.