Scott Rubner: going to be biggest year of buybacks ever, US corporates are the biggest buyer of stocks with $428 billion YTD as of April. This puts the market on pace for over $1 trillion in total executions this year

Bloomberg just cut off scott rubner interview to report on gas prices

ECB President Christine Lagarde said stagflation is a label that belongs to the 1970s and shouldn't be used to describe the current predicament of the euro zone.

Now everyone is echoing Kevin Warsh

Trump weighing plan to reopen Strait of Hormuz while maintaining Iran port blockade and coordinating with allies to raise costs on Tehran - US official

🚨 Senate Banking is now targeting the week of May 11 to mark up the Clarity Act

Iran only shipped 4M bbls of crude out of gulf of Oman between April 13-25 as US blockade tightens exports - Vortexa

Trackable exports down more than 80% since March although exact calculations of Iran exports is impossible as tankers switching off tracking systems

Bessent: this morning convened talks with vice premier He Lifeng to discuss Trump's trip to China

Bessent: stressed that China's recent provocative extraterritorial regulations have a chilling effect on global supply chains

Bessent is referring to two new decrees signed by Premier Li Qiang in April 2026 in response to Treasury's sanctions on Chinese refineries:

Decree No. 835: It allows China to punish any organization or individual (even outside China) that complies with foreign sanctions (like US export controls) against Chinese firms; It establishes a new blacklist for entities that "promote" foreign sanctions.

Decree No. 834: It restricts "investigations and information collection" related to Chinese supply chains creating a direct conflict with laws (like the US UFLPA or EU CSDDD) that require companies to audit their suppliers for labor and environmental standards.

Iran leadership in shambles: Sources told Iran International that Iran's president Masoud Pezeshkian and parliament speaker Mohammad Bagher Ghalibaf are seeking the removal of Foreign Minister Abbas Araghchi, accusing him of coordinating nuclear talks with Revolutionary Guards commander Ahmad Vahidi without presidential oversight. The dispute reflects broader tensions over wartime governance and control of negotiations. Araghchi reportedly acted independently in recent weeks, prompting dissatisfaction from Pezeshkian. Separately, divisions persist within parliament over the negotiating team, while Ghalibaf is said to have stepped back from talks before Araghchi engaged Pakistan with proposals later rejected by the US.

US manufacturing activity rose to 54.5 in April, topping the 54.0 estimate and prior reading

The 2026 global reflation trade is firing on all cylinders.

BTC reclaims $80k

New article on Nostr. Follow me there if you haven't yet, help me redpill Bitcoiners because they still have no clue how bad things are for Monero https://primal.net/a/naddr1qvzqqqr4gupzqmxxjq5semtwydpy25pcgugsvztp74mfjynxklrt063hr6rry2mkqythwumn8ghj7un9d3shjtnswf5k6ctv9ehx2ap0qpckgetd09ehg6tx095kueedd4hkuetjdukhqunfweskx7fdvehhyttzd96xxmmfdejhyueddphhwttfwskhwmmjddej6ctwvskhw6re945hguedwpex7mt0w3jkgttndukkzem8wfjhxumfwejkc7fdv3jhxurfw3jj6cn9d9hxwttndukkycty29vm5f

Rubio: I'm sure Taiwan will be a topic of conversation between Trump and Xi next week

Rubio: we don't need any destabilizing events to occur with regards to Taiwan

BTC holding above $80k is a good reason to tune out the noise from the Iran War. Iran has become largely irrelevant.

All focus now will be on the Clarity Act, Kevin Warsh and Taiwan.

Bitcoin developers disclosed CVE - 2024 - 52911 on Tuesday, a high severity bug in the network's main node software that let miners crash other people's nodes or potentially execute code on them remotely.

The UAF vulnerability in the script validation engine affected versions 0.14.1 through 28.4. Cory Fields of the MIT Digital Currency Initiative privately reported the bug in November 2024. Pieter Wuille shipped the fix in version 29.0 in April 2025, and the last vulnerable release line reached end of life last month.

The exploit required burning hashpower on specially crafted invalid blocks, making it expensive in practice and likely never used. The disclosure follows the Responsible Disclosure model, where the fix is deployed long before the vulnerability is made public to prevent bad actors from using the information.

Coinbase fires 700 employees to rebuild as an AI native company. The company is pivoting to AI-native talent managing fleets of agents to do the work that used to take entire teams weeks. - Brian Armstrong on X

Coinbase stock is down on this when it should be mooning. Traders still don't know how to read AI lay offs.

Bears are sleepwalking through the biggest productivity boom in history.

Disclaimer: This channel is for informational and entertainment purposes only. Nothing posted here constitutes financial or investment advice. Always do your own research.

Taiwanese ambassador: despite facing no border threat, China is engaged in a historic military buildup in clear preparation for aggression against Taiwan.

Taiwan is the atomic clock of this cycle. Western Central Banks will see through short term inflation to prepare their economies for aggressive tightening in 2027 when China attacks Taiwan.

Central banks sold a net 30 tonnes of gold in March, with sales from Turkey (60 tonnes) and Russia (6 tonnes) offsetting purchases elsewhere.

Turkey knows the debasement trade is over with Kevin Warsh.