Independent thinking for complex markets and current events
People have no idea how rare the events that are unfolding are. Todays guest breaks it ALL down.
Agree! Unpopular opinion: the ONLY place to be long-term is US Treasury Bonds. Literally every other asset class is a hype-fuelled bubble. — Cristian (@6ris7ian) January 30, 2026 🚨Commodity prices are tanking. What happened? pic.twitter.com/xNCJC8wS5Q — Jesse Cohen (@JesseCohenInv) January 30, 2026
WASHINGTON (AP) — A senior U.S. Treasury official is in Kyiv this week to talk with government officials about U.S. financial support for Ukraine, efforts to tighten sanctions on Russia and plans to use immobilized Russian sovereign assets for the benefit of Ukraine as it fends off Russian forces. Deputy Secretary Wally Adeyemo’s trip comes …
via naturalnews: In an effort to dodge ongoing United States sanctions against its banking system, the finance committee of the parliament of Iraq wants all oil sales from here on out to be transacted in currencies other than the Federal Reserve Notes, also known as the U.S. dollar. The committee released a statement chastising the …
There is an equivalent (%) increase in the share of USD in that same time period. I suspect a big chunk of that is Europe paying for crude/gas (mostly but also other imports from Russia) now in USD rather than EUR. Probably EUR share will go lower once Europe shuns China also. — beyondoverton (Anton …