🇨🇭 Global One SI - Prompt
$SPY $QQQ $SPX $BTC $ETH | The Supreme Court strikes down Trump’s IEEPA based tariffs in a 6-3 ruling, citing a lack of clear Congressional authority. The decision jeopardizes $300B in annual revenue and may trigger $175B in refunds.
• The Supreme Court's decision is a disgrace.
• I have a backup plan for tariffs after this decision.
• I have to do something about the ships.
Please open Telegram to view this post
VIEW IN TELEGRAM
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This media is not supported in your browser
VIEW IN TELEGRAM
🚨 20% Of Global Oil Flows Through One Narrow Strait.
Iran’s Drills Put Hormuz Back In Focus.
Roughly 1 in every 5 barrels consumed globally passes through the Strait of Hormuz.
Now Iran’s latest military drills in the area are reminding markets how concentrated global energy flows really are.
🌍 The Strait of Hormuz connects the Persian Gulf to global markets.
It is the export artery for:
• Saudi Arabia
• UAE
• Kuwait
• Iraq
• Qatar
• #Iran
A similar share of LNG exports, especially from Qatar, also transits the strait.
There is no easy replacement route for most of those barrels.
🛢️ The strait has never been fully closed.
But every escalation involving Iran immediately triggers:
• Higher insurance premiums
• Shipping risk repricing
• Oil risk premium
Even the threat of disruption can lift prices several dollars per barrel.
A sustained interruption could cause a much sharper spike, especially if tankers or export terminals are targeted.
#oott
Iran’s Drills Put Hormuz Back In Focus.
Roughly 1 in every 5 barrels consumed globally passes through the Strait of Hormuz.
Now Iran’s latest military drills in the area are reminding markets how concentrated global energy flows really are.
🌍 The Strait of Hormuz connects the Persian Gulf to global markets.
It is the export artery for:
• Saudi Arabia
• UAE
• Kuwait
• Iraq
• Qatar
• #Iran
A similar share of LNG exports, especially from Qatar, also transits the strait.
There is no easy replacement route for most of those barrels.
🛢️ The strait has never been fully closed.
But every escalation involving Iran immediately triggers:
• Higher insurance premiums
• Shipping risk repricing
• Oil risk premium
Even the threat of disruption can lift prices several dollars per barrel.
A sustained interruption could cause a much sharper spike, especially if tankers or export terminals are targeted.
#oott
🔥 The US could secure a 60-day stockpile of key battery minerals for under $1 billion.
Total cost in 2026: $991 million
Breakdown:
• Lithium: $416m
• Nickel: $272m
• Cobalt: $255m
• Others (graphite, manganese, coke): marginal
In the context of a $27T economy…
#Energy transition security for less than $1B.
That’s not a cost problem.
That’s a policy choice.
If supply chains are strategic, why aren’t we building buffers now?
#battery #minerals
Total cost in 2026: $991 million
Breakdown:
• Lithium: $416m
• Nickel: $272m
• Cobalt: $255m
• Others (graphite, manganese, coke): marginal
In the context of a $27T economy…
#Energy transition security for less than $1B.
That’s not a cost problem.
That’s a policy choice.
If supply chains are strategic, why aren’t we building buffers now?
#battery #minerals
🇨🇭 Global One SI - Prompt
The evolving US critical-minerals strategy runs on three tracks. 🔹Firstly, it introduced White House-driven ‘America First’ deals, focused on deeper state intervention in domestic projects. 🔹 Secondly, it expanded into bilateral agreements overseas, supported…
$MP $UUUU $UAMY $USAR $LAC $CRML | India joins the U.S. led Pax Silica coalition as its 10th signatory.
This declaration secures the "silicon stack," leveraging India’s critical mineral capacity and engineering talent to build a trusted, pro innovation global tech order.
This declaration secures the "silicon stack," leveraging India’s critical mineral capacity and engineering talent to build a trusted, pro innovation global tech order.
👀1
📊 Commodities Are Tiny
That’s The Opportunity
Look at the scale:
• US Equities: $72T
• US Treasuries: $25T
Now compare:
• Oil open interest: $549B
• #Gold: $199B
• #Copper: $190B
• #Silver: $51B
Most commodity markets are sub-$500B.
That means something important.
It doesn’t take massive capital flows to move prices.
A small reallocation from bonds or equities into #commodities can create outsized price impact.
In a world of:
• #Energy transition
• Re-industrialization
• Geopolitical fragmentation
• Supply constraints
The asset class is structurally small relative to financial markets.
That’s The Opportunity
Look at the scale:
• US Equities: $72T
• US Treasuries: $25T
Now compare:
• Oil open interest: $549B
• #Gold: $199B
• #Copper: $190B
• #Silver: $51B
Most commodity markets are sub-$500B.
That means something important.
It doesn’t take massive capital flows to move prices.
A small reallocation from bonds or equities into #commodities can create outsized price impact.
In a world of:
• #Energy transition
• Re-industrialization
• Geopolitical fragmentation
• Supply constraints
The asset class is structurally small relative to financial markets.
🌍 Africa Is a Commodity Superpower
North Africa: petroleum & gas.
West Africa: oil, gold, iron ore.
Central Africa: diamonds, cobalt, copper.
East Africa: gold, uranium, natural gas.
Southern Africa: platinum, coal, manganese, diamonds.
It is the backbone of:
• #Energy
• Fertilizers
• EV batteries
• Defense metals
• Precious metals
Cobalt. Uranium. Platinum. #Copper. #Gold. Oil.
In a fragmented world, supply chains run through #Africa.
who secures long-term access first?
North Africa: petroleum & gas.
West Africa: oil, gold, iron ore.
Central Africa: diamonds, cobalt, copper.
East Africa: gold, uranium, natural gas.
Southern Africa: platinum, coal, manganese, diamonds.
It is the backbone of:
• #Energy
• Fertilizers
• EV batteries
• Defense metals
• Precious metals
Cobalt. Uranium. Platinum. #Copper. #Gold. Oil.
In a fragmented world, supply chains run through #Africa.
who secures long-term access first?
🇨🇭 Global One SI - Prompt
This media is not supported in your browser
VIEW IN TELEGRAM
✔ The supreme Cout's decision deepl disappoints me.
✔ Foreign countries are happy now. But they won't stay happy for long.
✔ The court was influenced by foreign interests.
✔ The tariff case has become a matter of national economic security.
❗️The good news is that there are more effective tools than the IEEPA (International Emergency Economic Powers Act).
✔ Thanks to tariffs, we have ensured excellent national security.
✔ Tariffs on fentanyl remain in effect.
❗️We will use alternative mechanisms for tariffs. And we will be able to generate even more revenue.
✔ The court ruled that I cannot charge even a single dollar from any country under the IEEPA law.
✔ At the same time, I am allowed to completely stop trade with any country.
✔ I can ban companies from doing business in the US.
✔ The court allowed me to issue licenses, but prohibited charging for them.
✔ I can ban the import of a wide range of goods into the US.
❗️Now I will act more decisively. I'm choosing a different direction. Perhaps the one I should have taken from the very beginning. A tougher direction.
✔ The Supreme Court's decision has actually expanded my options for imposing tariffs and definitively established my powers in this area.
✔ Revenue from tariffs will increase.
✔ I can block, impose embargoes, and restrict the issuance of licenses in accordance with the IEEPA.
❗️A global tariff of 10% will be introduced additionally to the already existing tariffs, probably within three days.
✔ Several investigations will be launched soon.
✔ I'm considering imposing car tariffs of 15% to 30%
❗️We can impose a 20% tariff on goods from China due to the supply of fentanyl.
❗️The issue of returning tariff revenue should be resolved in court. We will litigate for five years.
✔ We have a very incompetent head of the Federal Reserve who likes high interest rates.
Please open Telegram to view this post
VIEW IN TELEGRAM
💸 The Fed's balance sheet decreased by $8,987,000,000 in one week!
▪️Barr, Fed Chairman:
- The risk of inflation remaining above 2% persists.
- The base scenario is that the rate will be maintained at the current level for some time.
- AI technologies can increase productivity, but there is a risk of rising structural unemployment.
▪️Daly, Fed Chairman:
- The Fed's DCO is now moderately restrictive, with about 75 bps to neutrality.
- Inflation needs to continue to decline.
▪️Kashkari, Fed Chairman:
- The AI sector could become a driver of productivity growth over the next 5–10 years.
- The Fed is cautiously using AI technologies within the system due to privacy risks.
▪️Logan, Fed Chairman:
- Supported maintaining the rate, the labor market is stabilizing.
- Uncertainty has increased following the decision of the Supreme Court on tariffs.
📌 Market expectations (rate #Fed):
- March 18: PAUSE.
- April 29: PAUSE.
- June 17: PAUSE.
- July 29: reduction by 25 bps to 3.25-3.50%.
- September 16: PAUSE.
- October 28: reduction by 25 bps to 3.00-3.25%.
▪️Barr, Fed Chairman:
- The risk of inflation remaining above 2% persists.
- The base scenario is that the rate will be maintained at the current level for some time.
- AI technologies can increase productivity, but there is a risk of rising structural unemployment.
▪️Daly, Fed Chairman:
- The Fed's DCO is now moderately restrictive, with about 75 bps to neutrality.
- Inflation needs to continue to decline.
▪️Kashkari, Fed Chairman:
- The AI sector could become a driver of productivity growth over the next 5–10 years.
- The Fed is cautiously using AI technologies within the system due to privacy risks.
▪️Logan, Fed Chairman:
- Supported maintaining the rate, the labor market is stabilizing.
- Uncertainty has increased following the decision of the Supreme Court on tariffs.
📌 Market expectations (rate #Fed):
- March 18: PAUSE.
- April 29: PAUSE.
- June 17: PAUSE.
- July 29: reduction by 25 bps to 3.25-3.50%.
- September 16: PAUSE.
- October 28: reduction by 25 bps to 3.00-3.25%.
🇨🇭 Global One SI - Prompt
Howard Lutnick's family is set to make BILLIONS when the Supreme Court strikes down Trump's tariffs. Cantor Fitzgerald, a "financial services" firm run by his two sons has been quietly buying up the rights to tariff refunds for 20-30¢ on the dollar since…
Howard Lutnick is arguably one of the slickest and most corrupt operators in modern finance.
We now know he was close friends with Jeffrey Epstein, despite him previously denying it. That link was confirmed in the Epstein files. He also has documented ties to Tether and Bitcoin market manipulation.
Now a brand new scheme has surfaced involving Cantor Fitzgerald, run by one of his sons.
The firm has been buying the rights to U.S. tariff refunds at massive discounts.
Here is how this scam works:
1. U.S. companies paid billions in tariffs that were later ruled illegal.
2. Cantor approaches those companies and offers immediate cash: 25 cents for every dollar they are owed.
3. Companies take the money to avoid waiting years for litigation and bureaucracy.
4. When refunds are issued, Cantor collects the full dollar.
They bought claims at 25 cents on the dollar. After today’s Supreme Court ruling, those claims could be worth 80 to 90 cents.
It’s worth nothing that Lutnick also literally helped architect the tariff regime. He pushed Trump to implement it, likely knowing it would collapse and create this exact arbitrage opportunity.
The potential payout is in the billions. This is insider-level extraction hiding in plain sight.
We now know he was close friends with Jeffrey Epstein, despite him previously denying it. That link was confirmed in the Epstein files. He also has documented ties to Tether and Bitcoin market manipulation.
Now a brand new scheme has surfaced involving Cantor Fitzgerald, run by one of his sons.
The firm has been buying the rights to U.S. tariff refunds at massive discounts.
Here is how this scam works:
1. U.S. companies paid billions in tariffs that were later ruled illegal.
2. Cantor approaches those companies and offers immediate cash: 25 cents for every dollar they are owed.
3. Companies take the money to avoid waiting years for litigation and bureaucracy.
4. When refunds are issued, Cantor collects the full dollar.
They bought claims at 25 cents on the dollar. After today’s Supreme Court ruling, those claims could be worth 80 to 90 cents.
It’s worth nothing that Lutnick also literally helped architect the tariff regime. He pushed Trump to implement it, likely knowing it would collapse and create this exact arbitrage opportunity.
The potential payout is in the billions. This is insider-level extraction hiding in plain sight.
💯1
#Gold/S&P moves in a large trading range. Each cycle within that range takes roughly ~1 decade from peak to bottom.
The seizure of Russian assets marked the current cycle top ~4 years ago.
Assuming current S&P levels hold, to reach:
- The 2008 low, gold would need to trade at ~$8,300/oz
- The 1979 low, gold would need to trade at ~$40,000/oz
Interestingly, if you had gone all-in on gold in the late 1960s, you would have outperformed the S&P for over 6 decades.
The current gold cycle has just begun and has further room to run.
The seizure of Russian assets marked the current cycle top ~4 years ago.
Assuming current S&P levels hold, to reach:
- The 2008 low, gold would need to trade at ~$8,300/oz
- The 1979 low, gold would need to trade at ~$40,000/oz
Interestingly, if you had gone all-in on gold in the late 1960s, you would have outperformed the S&P for over 6 decades.
The current gold cycle has just begun and has further room to run.
🗿1
🇨🇭 Global One SI - Prompt
#Tungsten's hardness and high density make it suitable for military applications in penetrating projectiles. This is what a bullet looks like after hitting against a tungsten cube.
China controls the majority of global tungsten supply.
Western governments are going to do whatever it takes to secure onshore supply.
It's the second hardest material on earth (only behind Diamonds) and has a melting point of 3,422°C.
If the US can't get access to #Tungsten, then their rockets will not compare to Chinas.
Western governments are going to do whatever it takes to secure onshore supply.
It's the second hardest material on earth (only behind Diamonds) and has a melting point of 3,422°C.
If the US can't get access to #Tungsten, then their rockets will not compare to Chinas.
✍1
🇨🇭 Global One SI - Prompt
$MP $UUUU $UAMY $USAR $LAC $CRML | EXIM President John Jovanovic: "Project Vault marries capital with our most urgent needs. Best of all, American taxpayers will earn a return on financing the first strategic critical minerals reserve in history."
This media is not supported in your browser
VIEW IN TELEGRAM
$MP $UUUU $UAMY $USAR $LAC $CRML | EXIM Chairman John Jovanovic on Project Vault: "The President challenged us to do something we’ve never had in American history: a Strategic Critical Minerals Reserve."
This media is not supported in your browser
VIEW IN TELEGRAM
Trump: The phone call with Xi was excellent.
Xi: Financial institutions should start reducing US Treasuries.
Countries around the world are turning to #gold instead of USTs.
Xi: Financial institutions should start reducing US Treasuries.
Countries around the world are turning to #gold instead of USTs.
👀1
🔺 Infrastructure activation precedes public announcements. Always has.
Kuwait 1991: Payment systems operational in February. Rate announcement March 24th. The sequence matters because it reveals the mechanism—infrastructure activates, transactions flow, THEN the world gets told.
Here's why that pattern matters right now:
Kurdistan digital salary rollout went live this week. Teachers, civil servants, police receiving payments through IMF-compliant digital backbone. Not a pilot. Operational infrastructure executing transactions.
The separation between "system ready" and "public rate policy" isn't delay—it's the standard sequence.
Systems first, announcements after.
🧵
Kuwait 1991: Payment systems operational in February. Rate announcement March 24th. The sequence matters because it reveals the mechanism—infrastructure activates, transactions flow, THEN the world gets told.
Here's why that pattern matters right now:
Kurdistan digital salary rollout went live this week. Teachers, civil servants, police receiving payments through IMF-compliant digital backbone. Not a pilot. Operational infrastructure executing transactions.
The separation between "system ready" and "public rate policy" isn't delay—it's the standard sequence.
Systems first, announcements after.
🧵
🇨🇭 Global One SI - Prompt
🔺 Infrastructure activation precedes public announcements. Always has. Kuwait 1991: Payment systems operational in February. Rate announcement March 24th. The sequence matters because it reveals the mechanism—infrastructure activates, transactions flow, THEN…
What stacked today:
• Treasury endorsing crypto as strategic infrastructure (policy layer)
• Kurdistan executing digital salary payments (operational layer)
• Geneva timeline negotiations with dual carrier groups offshore (geopolitical layer)
• Federal Supreme Court potentially overriding parliamentary deadlock (political layer)
• IMF-compliant payment backbone processing transactions (institutional layer)
Five different domains.
One 48-hour window.
• Treasury endorsing crypto as strategic infrastructure (policy layer)
• Kurdistan executing digital salary payments (operational layer)
• Geneva timeline negotiations with dual carrier groups offshore (geopolitical layer)
• Federal Supreme Court potentially overriding parliamentary deadlock (political layer)
• IMF-compliant payment backbone processing transactions (institutional layer)
Five different domains.
One 48-hour window.
🇨🇭 Global One SI - Prompt
🔺 Infrastructure activation precedes public announcements. Always has. Kuwait 1991: Payment systems operational in February. Rate announcement March 24th. The sequence matters because it reveals the mechanism—infrastructure activates, transactions flow, THEN…
The question isn't whether systems are ready.
Systems are executing transactions right now in Kurdistan.
The question is what triggers the sequence from "infrastructure operational" to "rate policy published."
Iraq's got operational infrastructure.
They've got IMF compliance.
They're negotiating geopolitical framework.
Federal Supreme Court may force political resolution if Parliament stays deadlocked.
Every prerequisite except political framework completion is checked.
That's the last variable—and it's compressing.
Something's being synchronized that wasn't two weeks ago.
Systems are executing transactions right now in Kurdistan.
The question is what triggers the sequence from "infrastructure operational" to "rate policy published."
Iraq's got operational infrastructure.
They've got IMF compliance.
They're negotiating geopolitical framework.
Federal Supreme Court may force political resolution if Parliament stays deadlocked.
Every prerequisite except political framework completion is checked.
That's the last variable—and it's compressing.
Something's being synchronized that wasn't two weeks ago.
✍1