supply

China enraged after Maduro arrest threatens its oil supply, tankers flee Venezuelan ports, and global manufacturing faces potential fuel shock

China’s factories run on Venezuelan barrels and suddenly the U.S. decides who gets what. The world’s top manufacturing engine is grinding gears because someone thought oil was a political toy. Venezuelan President Nicolás Maduro was captured by U.S. special forces in Caracas early on January 3 following airstrikes and explosions around the capital, according to …

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Here We Go! Prepare for “Silver Bomb”, New “Solid State” Battery Tech Breaks Global Silver Supply

While the world was distracted by the paper price drop to $61.50 on Friday, Samsung SDI quietly confirmed a technological breakthrough that changes the fundamental chemistry of the global energy transition. The “Solid State Battery” revolution is here, but Wall Street missed the most critical detail: it isn’t powered by Lithium alone. It requires a …

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The Fed said QT, the market got secret QE, and $2.5 trillion moved behind the curtain. US M2 money supply speaks clearly to that.

Tom McClellan @McClellanOsc I wish to politely disagree with this assertion. Yes, QT was happening, shrinking the Fed’s balance sheet, and yes, the stock market advanced. But the Fed was engaged in QE all the while, just under a different format. While QE4 was still underway, the Fed began compiling over $1.5 trillion of Reverse …

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Treasury flood hits markets with $693.5B in three days, T Bill supply explodes to $6.59T a record high

Nothing is going to stop this. In the case of a deeper slowdown, T-bill issuance will accelerate even further. — Global Markets Investor (@GlobalMktObserv) November 18, 2025 We are borrowing so much because Social Security and Medicare are driving huge deficits We need to cut back on these programs or the deficits are going to …

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Global money supply explodes by $10T despite shrinking balance sheets. Global M2 hit an all time high of $95 trillion 10 days ago. Worst macro mix hits as Fed admits double danger

Crazy to think that money supply is expanding this aggressively even as global central bank balance sheets have been contracting. We’ve seen a $10T increase in global money supply in just the past 12 months. Now imagine what happens once central banks inevitably need to expand their balance sheets again — which, in my view, …

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Trump says U.S. will cut rare earth reliance on China to 0%, $400 million defense plan launches full domestic supply.

BREAKING: ENORMOUS victory as the 70% of rare earths we get from China will PLUMMET to 0% by the end of President Trump’s term – through domestic production and American jobs. This is HUGE! Department of War has created a $400 MILLION partnership for rare earths to END reliance on China. “We will be able …

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The world is standing on a supply chain that is already breaking, and almost no one understands how close the collapse truly is

CARGO CRASH: THE GLOBAL ECONOMY JUST BROKE Right now, as you read this, 42% of shipping containers between China and America have vanished in three weeks. Gone. From 71 vessels to 41. Below the 60-ship floor that held for twenty years. This is not a dip. This is cardiac arrest of the $28 trillion trade …

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Is our food supply under attack?

Every week there’s more… Sausage on a stick, corn dogs, radioactive shrimp, salmonella cucumbers, radioactive spices, listeria laden ready to eat meals, salad vegetables, beans, eggs etc… the list goes on… concerns of flu viruses in meat and dairy… Here’s the latest: https://www.foxbusiness.com/markets/listeria-outbreak-from-recalled-frozen-meals-sold-trader-joes-walmart-leaves-4-dead-19-hospital An interesting take from a controversial YouTuber: h/t Bright Side

U.S. M2 Money Supply reaches new all-time high of $22.2 trillion and he tariff inflation hasn’t even started yet for US consumers.

JUST IN 🚨: U.S. M2 Money Supply jumps to a new all-time high of $22.2 Trillion 🤑 pic.twitter.com/tAVX6YZsWm — Barchart (@Barchart) September 23, 2025 Every new dollar weakens the old ones and people feel it every day when groceries cost more, when rent eats paychecks, when savings vanish in silence. This is how empires rot, …

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China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. Global broad money supply rose +9.3% YoY in July, to a record $140 trillion.

Interesting read. China has been hoarding gold and adding to it for 10 consecutive months. Meanwhile their treasury holdings have dropped. pic.twitter.com/xh9IdW8iYE — QE Infinity (@StealthQE4) September 10, 2025 BREAKING: Global broad money supply rose +9.3% YoY in July, to a record $140 trillion. This metric covers 169 countries and territories, representing 99% of global …

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A global red flag: M2 money supply has hit all-time highs in the U.S., China, Europe, and Japan.

This simultaneous explosion of printed money is a massive inflation warning. We are witnessing real time collapse of global fiat currencies. History in the making. Yikes 😬🔥 pic.twitter.com/jDdT8l2w8E — Eric Yeung 👍🚀🌕 (@KingKong9888) September 4, 2025 This chart, illustrating how central bank direct holdings of gold now exceed those of U.S. Treasuries for the first …

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U.S. 20-year Treasuries down 38% since 2020. Largest collapse in a century, even Volcker era pales. The money supply just hit an all time high and we’re all talking about easing.

Are U.S. Treasuries finally as risky as stocks? First, what is a Treasury? When you buy a U.S. Treasury bond, you’re lending money to the government. They promise to pay you interest (called a coupon) and then return your money when the bond matures. Safe, right? Except prices can swing if yields change. — StockMarket.News …

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Massive fire breaks out at Louisiana auto supply facility

An explosion and fire Friday at an automotive supply company in southeast Louisiana sent flames into the air and a tower of thick black smoke billowed above rural communities, forcing nearby residents and an elementary school to evacuate. Officials said no injuries have been reported in the fire at Smitty’s Supply just north of the …

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The Nasdaq’s market cap is now around 137% of the U.S. M2 money supply, a historic high. The broader stock market is even crazier at 289% of M2.

Institutional investors are all in on tech, retail is buying 3 billion dollars a day, and real estate is frozen. This is more than a bubble, it’s a pressure cooker ready to blow. Well – let me man-splain it "Recession coming" And this at a time where we have the largest Bubble ever. 226% Market …

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The Fed is flooding liquidity into markets while restaurants bleed margin. M2 money supply just hit an all-time high. Risk assets rally. Real businesses scramble.

The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account (SOMA) — including $8.8 billion in 30-year bonds on May 8 https://dailyhodl.com/2025/05/24/fed-quietly-buys-43600000000-in-us-treasuries-in-alleged-stealth-qe-operation-after-china-abruptly-dumps-billions-in-bonds/ The official term …

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Real-world inflation still raging despite optimistic claims. US money supply hits record high. Commodities surge 12 percent

It's interesting to see some people claim inflation is slowing. The equal-weighted commodities index is up 12% in the past year. That’s real-world inflation. Meanwhile, US money supply just hit a new high, and the dollar is weakening sharply against other currencies, including… pic.twitter.com/xYS56p7DeX — Otavio (Tavi) Costa (@TaviCosta) August 9, 2025 Commodities surged 12% …

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Foreign banks skip $42B 10 yr bond auction with no explanation. Treasury pushes supply despite saying it wouldn’t

The U.S. Treasury just tried to borrow $42 billion in a 10-year auction. The auction tailed. Demand was soft. Foreign banks didn’t show. The bonds cleared at 4.255%, nearly 0.01% above trader expectations. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-06-2025/card/treasury-yields-extend-rise-after-lackluster-10-year-note-auction-HTBkouvfXmDCyCkNft6O 🚨The U.S. just tried to borrow $42B in a 10-year auction. The auction tailed, demand tanked, and even foreign banks stepped …

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DR Horton net income down 24%. Pulte off 25%. Texas inventory up 33%. Price softening accelerates. Real money supply contracts.

The cracks are showing. DR Horton booked $1.02 billion in net income for Q3 2025, a sharp drop from $1.35 billion a year ago. Revenue slid 7% to $9.2 billion. Closings fell to 23,160. The backlog shrank 16%. Order value dropped 19%. Gross margin slipped to 22.7%. Incentives increased. Liquidity held steady at $5.5 billion. …

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Chinese billionaire buys New Hampshire land near water supply, $67M paid in secret deal at 4X assessed value

BREAKING – Chinese national and one of China’s richest men, Zhong Shanshan, has secretly bought $67 million worth of New Hampshire land, four times its assessed value, tied directly to the state’s water supply. — Right Angle News Network (@Rightanglenews) July 18, 2025 Yes, the core claim is true: Zhong Shanshan's company, Nongfu Spring, bought …

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Dalio warns US debt to hit $60 trillion within a decade, says buyers for future Treasury supply may not exist

Each American family could face $425k in federal debt load. In 10 years, the US government will be $55-60 trillion in debt (which will be 7-7.5 times government revenue) because there will be $25-30 trillion of additional borrowing. That amounts to about $425,000 of debt per American family. When I calculate the supply and demand …

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M2 money supply hits all-time high at $21.9 trillion, liquidity swells again Fed tightening fades into rearview, Overnight repo explodes 11000% hits $11B

Inflation fears return money flood reignites pressure… 📈 U.S. M2 Money Supply Hits Record $21.9 Trillion in May 2025 The U.S. M2 money supply—comprising cash, checking deposits, and other liquid assets—rose to a record $21.94 trillion (seasonally adjusted) in May 2025, up 4.5% year-over-year. Although below the long-term average… pic.twitter.com/Qb7iuJnj11 — Econovis (@econovisuals) June 30, …

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The S&P 500 relative to the U.S. money supply looks incredibly similar to the 1999 blow-off top.

The S&P 500 relative to the U.S. money supply looks incredibly similar to the 1999 blow-off top. pic.twitter.com/CpsVvr2TKa — Guilherme Tavares (@i3_invest) June 30, 2025 Also notable: 4 week bill tanking, now almost 20 bps under RRP pic.twitter.com/qrZdz82dZU — George Gammon (@GeorgeGammon) June 30, 2025 The Fed is now providing Wall Street with liquidity through …

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Zero interest rates failed to cause inflation but rapid money supply growth finally sparked price surge

I hate to pop your narrative bubble…not really…but, interest rates are not the cause or fix of inflation. See below. The US had 7-years of a 0% federal funds rate. No inflation. Then, we had 2-years of 0% and got inflation. It’s not rates, it the M2 money supply. pic.twitter.com/0gzeMoHEdR — Brian Wesbury (@wesbury) June …

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Former Meta CTO says AI is turning energy into tech’s next arms race with power supply now a boardroom obsession

AI puts energy at center of tech war. Former $META CTO Mike Schroepfer says AI is turning energy access into a top boardroom issue—something that wasn’t even on the radar four years ago. Without cheap, reliable power, companies risk falling behind on AI compute. He sees this as a catalyst for the next wave of… …

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