Independent thinking for complex markets and current events
Migrants blew up the shortfall, Biden did nothing, Adams delivered the cuts… Socialists rewriting history already… Tax base ready to vanish… NYC disaster incoming fast… I ran an analysis of the last ten mayors and Mayor Adams was the third most fiscally responsible mayor (after Mayors Giuliani and Dinkins) by the metric of annual percent …
The US is draining its oil reserves at a rapid pace: The Strategic Petroleum Reserve (SPR) dropped -7.12 million barrels last week, the largest weekly drawdown since October 2022. This marks the 5th consecutive weekly decline, the longest streak since 2023. Over this period,… pic.twitter.com/0FxbdTAuZh — The Kobeissi Letter (@KobeissiLetter) April 30, 2026 By the …
BREAKING: Japan will begin releasing part of its oil reserves from May 1, according to the Ministry of Economy, Trade and Industry (METI). 🔴 More on https://t.co/hGzrK2N8WC pic.twitter.com/ZrE2pP5ixN — Al Jazeera Breaking News (@AJENews) April 24, 2026
by Michael A lot of people out there seem to think that the crisis in the Strait of Hormuz is not that big of a deal, and that is because we aren’t feeling the consequences yet. By the end of this month, the last oil tankers that left the Persian Gulf before the war with …
Singapore is planning to expand its gold storage capacity, positioning itself as a key custodian of bullion for foreign central banks. It’s also developing “gold-related capital market products to promote price discovery and build liquidity” Big news… — Gold Telegraph ⚡ (@GoldTelegraph_) March 27, 2026 BREAKING: Russia just sold physical gold from its central bank …
Taiwan faces severe energy shortages, with only 11 days of reserves left due to halted Gulf shipments and U.S. delivery failures, heightening its strategic vulnerability to such proposals. https://t.co/sfkuPQEeVJ — Canadian Prepper (@PrepperCanadian) March 18, 2026 Taiwan imports ~97% of its total energy. Under current reserve levels, Taiwan could sustain national energy consumption for about …
Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨 pic.twitter.com/IM2ataEtgZ — Barchart (@Barchart) January 24, 2026 Gold is clocking ~200$/o per monthSilver is clocking ~10$/o per monthin the tariff-era capital flows re-direction since last summer. There is healthy episodic push back from pussybanksters but resistance remains futile because the East has …
How Greenland’s Rare Earth Reserves Compare to the Rest of the World byu/RobertBartus inEconomyCharts
A Bloomberg story making the rounds this week points out that the value of Russia’s monetary gold reserves has increased by $216 billion since February 2022, offsetting much of the roughly $300 billion in Russian reserves Western countries are trying to steal. RT takes a look inside the somewhat opaque world of Russia’s gold holdings. …
Venezuela has 300 billion barrels of oil, the largest in the World, worth $17 trillion. Trump says the U.S. now controls it. This oil is worth more than the GDP of every country in the World except the U.S. and China. byu/TonyLiberty inFluentInFinance BREAKING: Trump says the United States will now use Venezuela's Oil reserves …
THE IMPOSSIBLE JUST HAPPENED The world’s largest corporate Bitcoin holder is now worth less than its Bitcoin. Stop and read that again. Strategy holds 650,000 Bitcoin. Worth $55.9 billion today. Its market cap: $45.7 billion. Wall Street is valuing the company at negative $10.2 billion. This is not a drill. This is the first sustained …
It’s happening quietly. You have to watch the numbers more than the headlines. The liquidity that once made the system feel invincible is slipping away. The US banking system’s reserves, a key factor in the Federal Reserve’s decision to keep unwinding its balance sheet, tumbled for the third straight week dropping to the lowest level …
BREAKING: Bank reserves at the Fed dropped -$59 billion last week to $2.93 trillion, the 2nd-lowest since January 2023. This nearly matches the 2023 low of $2.93 trillion, just before the regional banking crisis. Reserves are now on track for their 3rd consecutive monthly… pic.twitter.com/oVF2Ug8Xij — The Kobeissi Letter (@KobeissiLetter) October 25, 2025 My best …
Curtains. As predicted. https://t.co/WsCkOuyzEq — The Great Martis (@great_martis) October 21, 2025
The regional banking crisis 2.0 Soon. pic.twitter.com/ofFj6Qlpw7 — The Great Martis (@great_martis) September 30, 2025 Fun fact: US Banks’ reserves are very close to the same level where the 2023 US regional banks crisis began – the bubble standing upon these reserves is also much larger today than it was 2 years ago https://t.co/4RJlfMcjrK pic.twitter.com/mYEUwnfQ5p …
BRICS nations are buying gold left and right. JUST IN🇺🇲🇨🇳🔥 China has acquired record-high #Gold to establish #BRICS currency by limiting the holding of US treasury bonds to its new alliance groups. 🚨 China may control American financial, Banking and Firms soon🔜. pic.twitter.com/zIbAezAK9J — RKM (@rkmtimes) September 28, 2025 BREAKING: China buying up massive amounts …
The Fed is quietly walking a knife’s edge and everyone will feel it soon. Quantitative tightening emptied the ON RRP cushion, leaving banks exposed the same way they were in 2019, and that means every Treasury move now hits reserves directly. Marginal dollars will bounce between TGA and reserves with almost no buffer, creating shocks …
via WSB: The Fed claims to balance price stability with maximum employment. In practice, both pillars are built on sand: Job creation data is constantly revised downward… the latest BLS revision wiped out 911,000 jobs like a bad typo. The unemployment rate is essentially fan fiction. It counts gig workers, Uber drivers, OnlyFans creators, and …
by Mike Maharrey Last week, the National Bank of Poland announced plans to boost its gold holdings to 30 percent of its total reserve assets. The Polish central bank has already significantly increased its gold reserves. The National Bank of Poland was the biggest central bank gold buyer in 2024 and stayed on top with …
Reverse repo is spent and reserves feel every hit byu/MonetaryCommentary inbonds Quantitative easing stuffed banks with reserves, money funds parked the surplus in overnight reverse repo, and quantitative tightening then unwound that stack in reverse. Through 2023, rebuilds in the Treasury General Account mostly bled out of RRP; by 2025, with RRP usage thin, cash …
The dollar is losing its grip. Not gradually. Not quietly. It is hemorrhaging trust and authority before our eyes. In Q3 2025, the U.S. dollar’s share of global reserves fell to 42.01 percent — the lowest in recorded history. The decline is not a drift. It is a collapse accelerating with every headline. IMF financial …
Link to article:https://t.co/PjjGEIgPNo — Kalani o Māui (@MauiBoyMacro) August 28, 2025
The Bank for International Settlements just dropped its annual report, and it reads like a warning label. The global economy is entering what they call a pivotal moment. Not a soft patch. Not a cycle. A structural shift. The kind that doesn’t reverse with a rate cut or a stimulus bill. Agustín Carstens, the outgoing …
His excuse sounds more like he's buying paper Bitcoin, not actual Bitcoin. See below why. Bitcoin is a public ledger called a blockchain. Calling proof of reserves a bad idea starts to sound like Saylor is hiding something. https://t.co/SP8H162Ia4 — Duo Nine ⚡ YCC (@duonine) May 27, 2025 Definition of irony: Bitcoin billionaire sat on …
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs not seen since 2007, the pressure is on. NEW INFLATIONARY REGIME HAS BEGUN! This is …
🚨BREAKING: 🇨🇦 Big Six banks are hoarding loan-loss reserves and watching lending grind to a halt under the chokehold of Trump’s trade war. pic.twitter.com/bD2RsiVgeA — Shazi (@ShaziGoalie) May 21, 2025 Canada’s Big Six banks are tightening their grip on loan-loss reserves, bracing for economic uncertainty as Trump’s trade policies send shockwaves through financial markets. The …
⚠️Central banks have been AHEAD of the game: Since October 2022, the gold wealth of developed and emerging market central banks has DOUBLED. DM central banks' gold ownership hit $1.3 TRILLION while EM $800 billion. Poland, China, and India have been the largest buyers. pic.twitter.com/9RNfSBQuws — Global Markets Investor (@GlobalMktObserv) April 29, 2025 Chinese media …
In this trade war, both the U.S. and China have their advantages, but when it comes to holding out longer, the U.S. seems better equipped to endure. China does hold some significant cards. For one, Chinese households boast high savings, totaling 132 trillion RMB, and 92% homeownership, which could help buffer individual consumers in the …
