Twitter Beğeni Hilesi

A curious choice of words....

The cost to ship a container from Shanghai to NY recently had its biggest one-week drop ever—down 21%. Guess what that means? Demand is collapsing. The so-called “recovery” is a mirage. A 13% plunge in a week after a 167% rise in a year? This. Is. A. Recession.

YOU WANT HIGH TECH WAR? YOU GOT IT. SOMEONE (ISRAEL?) SIMULTANEOUSLY HAS BLOWN UP THE PAGERS OF HEZBOLLAH OPERATIVES. BE CAREFUL WITH YOUR PHONE...

Jokes about the Hezbollah Pager Kaboomapalooza aside (and the jokes are objectively hilarious), that entire episode should be a warning to any country that outsources its technology, manufacturing, and infrastructure to foreign companies. You simply cannot have national security

"THE DEEPER WE DIVE INTO THE BOTTOM OF THE SEA, THE MORE WE HAVE TO SWIM TO REACH OUT." One of the most profound speeches ever...a road map to prosperity👇

counterpoint: let’s not

EXPECT THE UNEXPECTED IN THE NEXT 45 - 90 DAYS⚔️

🚨 BREAKING 🚨 Reports of a 2nd wave of explosions, this time against Hezbollah’s walkie-talkies

The biggest wild card in the presidential election that nobody’s talking about? The looming port strike that could shut down all East and Gulf Coast ports just 36 days before the election. 🧵

THE U.S. GOVT IS $35.4 TRILLION IN DEBT. INTEREST PAYMENTS ON THIS DEBT ARE NOW OVER $1 TRILLION/YEAR. THIS YEAR THE GOVT WILL SPEND $2 TRILLION MORE THAN IT TAKES IN. OH YEAH...MORE RATE CUTS COMING.

🚨SCARY WW3 HEADLINES WaPo: Ukraine is bleeding out NYT: China escalating violence to grab Filipino islands Bloomberg: U.S. officials fear Russia now helping Iran go nuclear WSJ: WW3 likely around the corner; U.S. too weak to prevent it & can't be confident of victory

The Great #China Car Blitzkrieg newsletter.dunneinsights.com/p/the-great-ch…

.Joe Kernen: Is Elon Musk still happy that he bought Twitter? Does he feel like he took one for the team? "Of course," says Palantir Co-Founder Joe Lonsdale. "He's fighting to save Western civilization."

A surge in Chinese steel exports has driven European prices below the cost of production, with the region's steelmakers calling for a new, comprehensive system of tariffs. on.ft.com/3ZAaKKX

I watched Amir Adnani work his ass off over the past decade in one of the worst markets for #uranium ever. cnb.cx/4dh4DhJ Instead of complaining or making excuses... he used the weak env to acquire assets at dirt cheap prices and hire the best talent in the industry.

Gold… Today, another NEW record high in US dollar terms. In other words, The dollar is getting debased rapidly vs. gold.

🚨#1 TRUMP PLOT TWIST NO ONE SEES COMING? UPON HIS RE-ELECTION AS PRESIDENT Donald J. Trump REVERSES COURSE, BACKS UKRAINE TO THE HILT & TAKES DOWN RUSSIA. DON'T DISCOUNT THE POSSIBILITY. IT WOULD FIT HIS MODUS OPERANDI.

The Fed cuts rates by 50 bps, and bonds still fall? Investors aren't buying the “safety” narrative anymore. They’d rather bet on overpriced stocks than our bankrupt government's debt. $1T every 100 days? This is a sea-change. Welcome to the inflation-driven equity bubble.

THE INTERNATIONAL ORDER IS FRAYING IN REAL TIME👇

Current situation: 1. Stocks are rising like a "soft landing" has happened 2. Gold is rising like we are in a major economic crisis 3. Bonds are falling like the Fed is done cutting rates 4. Real estate prices are rising like rate cuts just started 5. Oil prices are falling