Former Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice

Joined August 2024
When Roman empire fell, it was the western part they went for. Bypassing eastern part that went to live another ~1000 years until well... xitter.cf/visegrad24/status/2113…
There will be no riots and looting today in Vilnius, Warsaw, Prague, Budapest, Bucharest and Zagreb. Ask yourselves why it won’t happen in those cities
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What can "unleashing inflation by a new war" do to ratings, when you campaign on "fixing inflation and no new wars"
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Midterms will mark the end of Trump era (beginning of it). Crisis of the West looming as it will be near impossible to restore global US leadership. Tail risks rising due to social fractures in the US, failure of EU migration project, and an effective defeat in Ukraine/Iran.
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This weekend everyone saw burning tankers, oilfields, airports. This energy ceasefire seem to be another con xitter.cf/TheInsiderPaper/status…
JUST IN - Trump's energy ceasefire announcement was 'news for me', Zelensky tells Axios
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Was anything else part of the deal? When US policies depend on midterm stock/oil markets... that will allow others to manipulate US policies. xitter.cf/FT/status/210863777140…
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You heard it here... BREAKING: President Trump says higher US inflation will "pay off" US debt "very rapidly" in response to total US debt rising above $40 trillion. xitter.cf/markoinny/status/20944…
Another way is a default, yet another and seems the one preferred by governments is inflation (aka robbing the poor) xitter.cf/DeItaone/status/209441…
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"Your worst sin is that you have destroyed and betrayed yourself for nothing" F. Dostoevsky xitter.cf/WarMonitor3/status/210…
BREAKING: Zelenskyy of Ukraine has offered a ceasefire to Russia without conditions if Russia stops fighting and has proposed internationally mediated negotiations to follow.
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Amusing that markets still react on his fabrications. And is not for lack of historical data. xitter.cf/shillman1/status/20994…
Update: We’ve only won the Trump Iran War once this month.
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If you sow the Anschluss, you will reap the Nuremberg.
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Another way is a default, yet another and seems the one preferred by governments is inflation (aka robbing the poor) xitter.cf/DeItaone/status/209441…
BESSENT: ONLY WAY TO GET OUT OF DEBT IS TO GROW OUR WAY OUT OF DEBT
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Thats not the only possibility, he can e.g. recruit large number of bond salesmen from the military and order them to deploy overseas marketing, etc. xitter.cf/kgreifeld/status/20911…
ok so how do you trade the possibility of Trump bombing the bond market
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World Liberty Financial, USD1, Affinity Partners ...
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There is a fake prosperity based on manipulation and stock market. Hormuz is open, food/diesel cheap, US respected in the world like never before. Without MAGA AI filters tho, there is a global war, collapse of US credibility, inflation and social disintegration.
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JFK closed, planes diverted to other airports to refuel. Chaos in airspace, Thousands delayed, stranded, missing connecting flights. For one VIP. Don't recall even communist leaders having this type of attitude.
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Marko Kolanovic retweeted
Allow me to be alone in saying, we have entered a very dangerous time to have your head up your own ass and think it's night.
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Islamabad agreement, signed in Geneva 👍
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Oil is still down 10% from where it was a month ago. Odd. xitter.cf/Osint613/status/206474…
WATCH: Trump says Iran is going to get hit very hard. President Trump: We're gonna be attacking Iran, and attacking them very hard. Reporter: Resuming bombing? President Trump: Yeah. We are.
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