What now Kevin Warsh? π
The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping.
This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025.
The last time we saw something like this was the 1970s with the Federal Reserve was forced to double interest rates during a recession.
Raising rates won't fix the oil problem or the inflation problem. It actually will make the situation significantly worse by causing defaults and sovereign debt issues.
They're out of options.
This comes at a time when the Treasury needs to roll over $9T of US debt before the end of 2026.
The only solution that can force the yields down dramatically is a stock market crash. That's the only tool left.
The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping.
This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025.
The last time we saw something like this was the 1970s with the Federal Reserve was forced to double interest rates during a recession.
Raising rates won't fix the oil problem or the inflation problem. It actually will make the situation significantly worse by causing defaults and sovereign debt issues.
They're out of options.
This comes at a time when the Treasury needs to roll over $9T of US debt before the end of 2026.
The only solution that can force the yields down dramatically is a stock market crash. That's the only tool left.
π¨π Global One SI - Prompt
What now Kevin Warsh? π The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping. This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025. The last time we saw something like this was the 1970s with theβ¦
The rumor has always been the Federal Reserve and President Hoover intentionally caused the collapse of 1929.
They did this by raising rates and keeping the money supply tight despite obvious signs the trade war had destroyed growth.
They "feared inflation" even while the economy was in a death spiral.
As the "conspiracy theory" goes, they collapsed the system because the banks were losing control to the private credit market.
They inflated a massive bubble allowing inflation to get out of control after massive money printing, now they're keeping global Dollar supply tight.
They allowed the bubble to get out of control so they could collapse everything. We're seeing the exact same thing today. This blockade has destroyed trade.
Everything they're doing is forcing Dollars to flow back into the United States, creating an environment of scarcity everywhere else in the world.
It's the same playbook as 1929, just with a modern twist. π€«
They did this by raising rates and keeping the money supply tight despite obvious signs the trade war had destroyed growth.
They "feared inflation" even while the economy was in a death spiral.
As the "conspiracy theory" goes, they collapsed the system because the banks were losing control to the private credit market.
They inflated a massive bubble allowing inflation to get out of control after massive money printing, now they're keeping global Dollar supply tight.
They allowed the bubble to get out of control so they could collapse everything. We're seeing the exact same thing today. This blockade has destroyed trade.
Everything they're doing is forcing Dollars to flow back into the United States, creating an environment of scarcity everywhere else in the world.
It's the same playbook as 1929, just with a modern twist. π€«
π¨π Global One SI - Prompt
BREAKING π¨: Alphabet $GOOGL closes below its 200-day moving average for the first time in over a year π π€― π
Imagine buying an Alphabet $GOOGL 100-year bond and watching the value plunge π π
π¨π Global One SI - Prompt
Nasdaq 100 $QQQ close below 693 will confirm the Diamond Top (Bearish Reversal) π¨π¨ Almost there π€―π
Diamond Top (Bearish Reversal) in the Nasdaq 100 $QQQ will CONFIRM tomorrow with a close below 693 and higher than normal volume π¨π¨ After confirmation, Diamond Tops have an 80% success rate β
Stay safe friends π«
π¨π Global One SI - Prompt
Photo
Japanese Yen falls to weakest level against the U.S. Dollar in 40 years π¨ π¨
π¨ Over $700 BILLION has been wiped out from Asian stock markets in the last few hours.
Here's why Asian markets are crashing:
1. Asian markets extended the S&P 500's losses as tech stocks sold off yesterday amid renewed AI spending.
2. Concerns about high energy costs as Brent crude surges above $100.
3. Fresh tariff uncertainty after US imposed tariffs of up to 12.5% on 60 countries.
4. Iran has reportedly rejected a US-backed ceasefire proposal.
5. Japan's CPI rises to 1.7%, hitting a 6-month high and raising expectations of further BoJ policy tightening.
Here's why Asian markets are crashing:
1. Asian markets extended the S&P 500's losses as tech stocks sold off yesterday amid renewed AI spending.
2. Concerns about high energy costs as Brent crude surges above $100.
3. Fresh tariff uncertainty after US imposed tariffs of up to 12.5% on 60 countries.
4. Iran has reportedly rejected a US-backed ceasefire proposal.
5. Japan's CPI rises to 1.7%, hitting a 6-month high and raising expectations of further BoJ policy tightening.
Russian air defenses are the weakest they've ever been
Ukrainian πΊπ¦ UAVs break through by the dozens, destroying the Wildberries warehouse in Saint Petersburg, Russia
3 of the 7 largest Wildberries logistics centers were destroyed by Ukraine in one week, costing Russia billions
Ukrainian πΊπ¦ UAVs break through by the dozens, destroying the Wildberries warehouse in Saint Petersburg, Russia
3 of the 7 largest Wildberries logistics centers were destroyed by Ukraine in one week, costing Russia billions
π₯1
π¨π Global One SI - Prompt
Only counting fully destroyed locations, the new Russian logistics center bingo board has arrived. Clear that Ukraine is hunting big game first, already the 4 largest facilities in the country have been hit, with 3 fully destroyed. We wait for news..
One by one, the highest revenue ecommerce company in Russia is being dismantled, and with it, billions in inventory owned by "apolitical" Russians.
Only a week into the campaign and already 670,000mΒ² of the company's 2,315,000 mΒ² are toast.
Only a week into the campaign and already 670,000mΒ² of the company's 2,315,000 mΒ² are toast.
π₯1
π¨π Global One SI - Prompt
BREAKING π¨: Tesla $TSLA plunges more than 14% for its biggest loss in 13 months π π
Tesla $TSLA short sellers just made $4.3 Billion from today's plunge π€π°
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π₯The Wildberries warehouse in Shushary, St. Petersburg, is burning hard after the overnight drone attack. Almost the entire hub is engulfed in flames.
The Shushary facility is one of Wildberriesβ largest logistics hubs in northwestern Russia, covering more than 100,000 mΒ².
It joins the growing list of destroyed Wildberries warehouses hit in July:
July 18 β Elektrostal, Moscow region July 22 β Krasnodar July 22 β Nevinnomyssk, Stavropol Krai July 24 β Shushary, St. Petersburg
The Shushary facility is one of Wildberriesβ largest logistics hubs in northwestern Russia, covering more than 100,000 mΒ².
It joins the growing list of destroyed Wildberries warehouses hit in July:
July 18 β Elektrostal, Moscow region July 22 β Krasnodar July 22 β Nevinnomyssk, Stavropol Krai July 24 β Shushary, St. Petersburg
π₯1
TRUMP JUST IMPOSED NEW TARIFFS ON 60 COUNTRIES STARTING TODAY.
The Supreme Court struck down Trump's original "Liberation Day" tariffs in February. In response, Trump imposed temporary 10% global tariffs as a placeholder.
Those tariffs were set to expire today, and today's new tariffs take their place.
Back in March, the US launched a Section 301 investigation into 60 countries, checking whether each one properly bans imports made with forced labor. In June, the US found all 60 failed that test. Today's tariffs are the direct result of that investigation.
HERE ARE KEY DETAILS:
1. Tariffs took effect at 12:01 a.m. today, covering 99.4% of all US imports.
2. Countries get either 10% or 12.5%, depending on whether they've already banned goods made with forced labor.
3. Argentina, Bangladesh, Canada, India, Mexico, Pakistan, and the UK get the lower 10% rate.
4. China, Brazil, Russia, and Saudi Arabia get the higher 12.5% rate.
5. Japan, Korea, and Switzerland get a special cap, their old tariff plus this new one adds up to exactly 12.5% total, not stacked.
6. These don't stack with existing tariffs either. Steel and aluminum stay at 50%, not 60%+.
The Supreme Court struck down Trump's original "Liberation Day" tariffs in February. In response, Trump imposed temporary 10% global tariffs as a placeholder.
Those tariffs were set to expire today, and today's new tariffs take their place.
Back in March, the US launched a Section 301 investigation into 60 countries, checking whether each one properly bans imports made with forced labor. In June, the US found all 60 failed that test. Today's tariffs are the direct result of that investigation.
HERE ARE KEY DETAILS:
1. Tariffs took effect at 12:01 a.m. today, covering 99.4% of all US imports.
2. Countries get either 10% or 12.5%, depending on whether they've already banned goods made with forced labor.
3. Argentina, Bangladesh, Canada, India, Mexico, Pakistan, and the UK get the lower 10% rate.
4. China, Brazil, Russia, and Saudi Arabia get the higher 12.5% rate.
5. Japan, Korea, and Switzerland get a special cap, their old tariff plus this new one adds up to exactly 12.5% total, not stacked.
6. These don't stack with existing tariffs either. Steel and aluminum stay at 50%, not 60%+.
π1
π¨π Global One SI - Prompt
The "Drone Wall" β The Future Shield Against Mass Drone Attacks As drones become cheaper, smarter, and deadlier, nations are racing to build a Drone Wallβa multi-layered defensive network designed to stop hostile UAVs before they can penetrate national airspaceβ¦
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Zelensky in a meeting with Raytheon VP Joseph DeAntona announces plans to co-produce Patriot interceptors
βI am grateful for the companyβs readiness to take our partnership to an even higher level, where Ukraine would co-produce, together with Raytheon, some of the most vital air defense assets.β
βI am grateful for the companyβs readiness to take our partnership to an even higher level, where Ukraine would co-produce, together with Raytheon, some of the most vital air defense assets.β
β1
π¨π Global One SI - Prompt
The "Drone Wall" β The Future Shield Against Mass Drone Attacks As drones become cheaper, smarter, and deadlier, nations are racing to build a Drone Wallβa multi-layered defensive network designed to stop hostile UAVs before they can penetrate national airspaceβ¦
The military-industrial complex is in control in Ukraine