Tom Wirth

Demon Deacon 🎩, Community Banker, Husband, father of 3, value investor, poker player, advocate of the arts, lover of life.

[Tom Wirth @tomwirth65]

@dirtcheapbanks You should take a 2 hr. drive to Elmira and visit with the folks at Chemung Canal.

[Venetian Poker Room @VenetianPoker]

DCPS Event #37
$1,100 NLH
$1 Million Guarantee

5th Place - $63,075
Thomas Wirth
Elmira, NY

https://t.co/qTOX7s3kxb

[Tom Wirth @tomwirth65]

@rampagepoker Tell me you bet on the Lions without telling me you bet on the Lions.

[Tom Wirth @tomwirth65]

@GringoInvesting 🙏🙏

[Tom Wirth @tomwirth65]

@GringoInvesting @slmandel The ACC screwed up royally. The most obvious tie breaker for the conference champ. Is to give it to the higher ranked team. Miami would have played and thus the winner gets in and JMU doesn’t giving ND the last at large bid. That being said… Go DUUUKES!

[Tom Wirth @tomwirth65]

@GringoInvesting @WMitchell618 Yes. Those are the automatic bids

[Tom Wirth @tomwirth65]

@GringoInvesting @WMitchell618 Conference champions from 5 conferences. Since the ACC was not one of them then JMU was next in line.

[contrarian 8888 @contrarian8888]

$RIG $BORR $PANR $PBR-A $MTDR. This is a must watch video and debunks the commonly held belief by the sell side and market participants that there is a ton of oil on the water. As @anasalhajji explains- a lot of it is because Saudi is switching storage terminals and because export destinations have shifted from Europe to China necessitating 3x the travel distances. On this Thanksgiving day i want to give thanks to all the oil bears and sell side that is allowing us to have this incredibly profitable set up again. Many may remember my tweet from spring 2020 on $AR when it

[Tom Wirth @tomwirth65]

@GringoInvesting I think you can make more money going contra GS in the same way you do with Cramer.

[Tom Wirth @tomwirth65]

@Jillychemung Nice run!

[Tom Wirth @tomwirth65]

@GringoInvesting Hahaha

[Shanaka Anslem Perera ⚡ @shanaka86]

OCTOBER 26, 2025: THE DAY AMERICA BECAME AN EMPIRE

While you watched TikTok, the United States just executed the greatest economic coup in human history.

China controls 80% of rare earth processing—the neurons of every weapon system, smartphone, and AI server on planet Earth. One element: neodymium. Without it, F-35s don’t fly. Teslas don’t move. Data centers go dark.

Trump threatened to destroy $300 billion in Chinese exports with 100% tariffs.

Beijing responded by threatening to choke the global technology supply chain.

Then something impossible happened.

THE 72-HOUR CHECKMATE:

October 24: Malaysia signs mineral pact.
October 25: Thailand signs processing deal.
October 26: Framework announced. China blinks.

Hidden in the fine print: $13 billion Australian rare earth processing. Cambodia extraction rights. Japan’s 2010 playbook—which cut Chinese dependency 30%—now deployed across $350 billion in American AI infrastructure.

THE NUMBER THAT ENDS GLOBALIZATION:

US-China trade: $758B (2018) → $578B (2024)

That $180 billion didn’t vanish. It relocated to nations that bend the knee.

ASEAN trade up 20%. Chinese rare earth market share dropping for first time in 30 years. American supply chains rerouting in real-time while Beijing realizes the trap.

HERE’S WHAT THEY’RE NOT TELLING YOU:

This isn’t trade negotiation. It’s tribute collection.

Trump just converted the world’s largest consumer market from a trade partner into a weapon. Every nation now faces a choice: access to American markets, or access to Chinese supply chains.

Not both. Ever again.

The $20 billion soybean freeze—first since 2018—isn’t retaliation. It’s a demonstration. China can inflict pain. America can inflict extinction.

THE PATTERN THAT BROKE REALITY:

Seventeen times since 2018, identical playbook: Announce apocalyptic tariffs. Markets crater. China retaliates. Then—exemptions appear for allies. Pressure multiplies on Beijing.

63% of Chinese goods face maximum tariffs.
Allied nations: 4%.

Every “chaotic” threat was a calculated bid. Every “impulsive” tweet moved supply chains. Every “Trade War” headline masked the systematic dismantling of Chinese technological sovereignty.

WHAT HAPPENS NEXT:

November 1: Xi meets Trump at APEC.

The deal is already done. Rare earth access for tariff relief. American boots on Asian rare earth facilities. China gets to save face.

America gets the future.

Taiwan, AI dominance, technological independence, and the end of competitive multipolarity—all bundled into a “trade framework” the media will call a truce.

THE TRUTH:

Globalization didn’t collapse.

It was conquered.

[Tom Wirth @tomwirth65]

@mfwarder @GringoInvesting Very true Matt; however, investing in commodity stocks is never about current earnings. In fact, the best time to buy is at earnings troughs and the best time to sell is at earnings peaks. BTU sells at a fraction of their bv with a stellar bs.

[Tom Wirth @tomwirth65]

@Jillychemung I was calling your a$$

[Tom Wirth @tomwirth65]

@Jillychemung That was a cooler for sure. But what about the K7dd hand vs K7hh. That was exceptionally played by both players!

[Tom Wirth @tomwirth65]

@Jillychemung Wtf! 85.? Did they have a huge stack?

[Tom Wirth @tomwirth65]

@GringoInvesting Those saying that can never have listened to Charlie’s events or words. He was a loving person. The phrase that you can love the sinner but hate the sin is absolutely lost on the left.

[Tom Wirth @tomwirth65]

@PrezLives2022 @NCarolinaTrader lol. All the hate comes from the left.

[Tom Wirth @tomwirth65]

@adryanashton 😂😂

[Tom Wirth @tomwirth65]

@andrewneeme Bart Hanson, Jonathan Little.