🇨🇭 Global One SI - Prompt
They seem very friendly, these new Spaniards; they lack a house, food, and women to prepare themselves...
Morocco's best engineers arrived in Europe to build "the first AI continent" 😂😂😂😂
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🇨🇭 Global One SI - Prompt
You have to watch this speech by Spanish Prime Minister Pedro Sanchez. The irony is unbelievable!! February, 2026. Upset about Musk's criticism of his immigration policies, Sanchez declares that social media has become a FAILED STATE and that the people must…
Europe always brings in the best and the brightest while the USA struggles with those like Musk with no Masters or Doctorate trying to figure life out.
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Everyone is watching Japan's interest rate decision. The real move was made yesterday.
Nikkei published a news item yesterday.
Japan intervened in the foreign exchange market, selling dollars and buying yen.
The same news item contained a second piece of information: the New York Fed conducted a rate check.
The entire weight of the news lies in those two words.
Rate check means:
The Fed contacts major banks and asks for the current buying and selling prices for the dollar-yen exchange rate.
It seems like a routine question. But this question is only asked in one situation in the market:
Just before intervention.
That's why rate checks are rarely done. The moment it happens, the market reads:
A decision has been made, intervention is coming.
So who made this decision?
In the US, the Fed doesn't decide on foreign exchange interventions. The decision comes from the Treasury Department.
Nikkei also wrote that the instruction came from there.
So, the person who pressed the button for the yen yesterday was Scott Bessent.
Bessent is the man who knows better than anyone what happens when a central bank defends its exchange rate.
Let's go back to 1992.
Bessent was 30 years old that year, working for George Soros's London team.
At that time, Britain had to prevent the pound from falling below a certain level. The European exchange rate agreement mandated this.
Soros's team saw that this level couldn't be maintained and bet on the pound falling.
Britain resisted. They spent their reserves and collected pounds from the market, raising interest rates twice in the same day.
That wasn't enough.
In the evening, they gave in, and the pound lost 15% of its value in a single day.
That day went down in history as Black Wednesday. Soros's fund earned nearly $1 billion from that transaction.
Bessent stood on the winning side, watching how a central bank was defeated.
Today, that same man is the US Treasury Secretary, and he has direct authority over currency intervention.
Nikkei published a news item yesterday.
Japan intervened in the foreign exchange market, selling dollars and buying yen.
The same news item contained a second piece of information: the New York Fed conducted a rate check.
The entire weight of the news lies in those two words.
Rate check means:
The Fed contacts major banks and asks for the current buying and selling prices for the dollar-yen exchange rate.
It seems like a routine question. But this question is only asked in one situation in the market:
Just before intervention.
That's why rate checks are rarely done. The moment it happens, the market reads:
A decision has been made, intervention is coming.
So who made this decision?
In the US, the Fed doesn't decide on foreign exchange interventions. The decision comes from the Treasury Department.
Nikkei also wrote that the instruction came from there.
So, the person who pressed the button for the yen yesterday was Scott Bessent.
Bessent is the man who knows better than anyone what happens when a central bank defends its exchange rate.
Let's go back to 1992.
Bessent was 30 years old that year, working for George Soros's London team.
At that time, Britain had to prevent the pound from falling below a certain level. The European exchange rate agreement mandated this.
Soros's team saw that this level couldn't be maintained and bet on the pound falling.
Britain resisted. They spent their reserves and collected pounds from the market, raising interest rates twice in the same day.
That wasn't enough.
In the evening, they gave in, and the pound lost 15% of its value in a single day.
That day went down in history as Black Wednesday. Soros's fund earned nearly $1 billion from that transaction.
Bessent stood on the winning side, watching how a central bank was defeated.
Today, that same man is the US Treasury Secretary, and he has direct authority over currency intervention.
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🇨🇭 Global One SI - Prompt
Photo
He also went to Japan a few months ago.
That visit seemed like a routine contact, but yesterday, with the news of the rate check, it took on a different meaning.
In 1992, he was playing with fund money; today, he's playing with the state treasury. More importantly, what he's defending isn't Japan.
So what is he defending?
First, let's look at where Japan is stuck.
Japan is the most indebted country in the world.
Its public debt is more than 2.5 times its own economy. No other developed country has this level.
The entire debt accumulated during a 30-year period of near-zero interest rates.
Think of it this way:
Your income is fixed, but your debt is huge. A one-point increase in interest rates will ruin you. That's why you're the one who least wants interest rates to rise in the world.
But as long as you keep interest rates low, your currency loses value, and everything you buy from abroad becomes more expensive.
Japan imports almost all of its energy and pays the bill in dollars.
As the yen falls, the bill grows, as the bill grows, prices rise, and as prices rise, the pressure to raise interest rates increases.
If it raises interest rates, it will be overwhelmed by its own debt. If it doesn't raise them, the yen will continue to depreciate.
That's why keeping interest rates stable today is not a choice, but a necessity.
So what would have happened if it had raised them?
There are funds that borrow cheaply from Japan and invest in the world. The size of this money is measured in trillions, and US Treasury bonds are among the first places it goes.
The day interest rates rise, the cost of that debt increases. Funds cannot carry the position and are forced to close it. To close it, they sell what they have.
At the same time, a second movement begins. When Japan's own bonds become attractive, Japanese money returns home.
Japan is the country holding the most US Treasury bonds in the world, approximately $1.2 trillion. When indirect channels are added, the figure is even higher.
The US, on the other hand, has to renew approximately $10 trillion of debt maturing this year. Old bonds will be paid off, and new ones will be sold in their place.
The fact that the two figures coincide in the same year sets the whole issue straight.
Issuing bonds is a sales transaction.
You put the asset on the market and wait for buyers. If there are many buyers, you sell at a good price and borrow at a low interest rate. If there are few buyers, the buyer determines the price.
The US cannot afford to lose its biggest buyer in a year of $10 trillion in sales. Moreover, that buyer could switch sides and become a seller the same day.
The US has a total debt of $39 trillion, with interest payments exceeding $1 trillion annually. For every $4 of tax collected, $1 goes solely to interest payments.
In this scenario, every 100 basis points of additional yield adds approximately $400 billion to the annual interest burden.
That's what Bessent was defending yesterday.
Japan cannot bear this burden alone. It has intervened in the market several times before, spending billions of dollars each time. The yen recovered for a few days, then returned to the same level.
Intervention changes the exchange rate, but leaves the interest rate differential unchanged. The outcome doesn't change until the differential closes.
The US doesn't want Japan to be isolated. Because if Japan is cornered and makes a sudden move, the consequences will be felt most severely in the US bond market.
That's why both countries defended the yen yesterday.
Step back and look at the picture.
A central bank is defending its own currency. Next to it stands a country that has no duty to defend that currency.
The man who profited from the defeat of one central bank 34 years ago, yesterday ordered another central bank not to be defeated.
He did both for the same reason: for his own benefit.
A country's interest rate decision is normally its own matter. It looks at its own inflation, its own unemployment, and makes its decision.
When the debt grows large enough, that decision becomes someone else's business. The creditor's predicament becomes the debtor's burden, and the two sides cannot make separate decisions.
Japan kept interest rates stable today.
It didn't make this decision alone.
That visit seemed like a routine contact, but yesterday, with the news of the rate check, it took on a different meaning.
In 1992, he was playing with fund money; today, he's playing with the state treasury. More importantly, what he's defending isn't Japan.
So what is he defending?
First, let's look at where Japan is stuck.
Japan is the most indebted country in the world.
Its public debt is more than 2.5 times its own economy. No other developed country has this level.
The entire debt accumulated during a 30-year period of near-zero interest rates.
Think of it this way:
Your income is fixed, but your debt is huge. A one-point increase in interest rates will ruin you. That's why you're the one who least wants interest rates to rise in the world.
But as long as you keep interest rates low, your currency loses value, and everything you buy from abroad becomes more expensive.
Japan imports almost all of its energy and pays the bill in dollars.
As the yen falls, the bill grows, as the bill grows, prices rise, and as prices rise, the pressure to raise interest rates increases.
If it raises interest rates, it will be overwhelmed by its own debt. If it doesn't raise them, the yen will continue to depreciate.
That's why keeping interest rates stable today is not a choice, but a necessity.
So what would have happened if it had raised them?
There are funds that borrow cheaply from Japan and invest in the world. The size of this money is measured in trillions, and US Treasury bonds are among the first places it goes.
The day interest rates rise, the cost of that debt increases. Funds cannot carry the position and are forced to close it. To close it, they sell what they have.
At the same time, a second movement begins. When Japan's own bonds become attractive, Japanese money returns home.
Japan is the country holding the most US Treasury bonds in the world, approximately $1.2 trillion. When indirect channels are added, the figure is even higher.
The US, on the other hand, has to renew approximately $10 trillion of debt maturing this year. Old bonds will be paid off, and new ones will be sold in their place.
The fact that the two figures coincide in the same year sets the whole issue straight.
Issuing bonds is a sales transaction.
You put the asset on the market and wait for buyers. If there are many buyers, you sell at a good price and borrow at a low interest rate. If there are few buyers, the buyer determines the price.
The US cannot afford to lose its biggest buyer in a year of $10 trillion in sales. Moreover, that buyer could switch sides and become a seller the same day.
The US has a total debt of $39 trillion, with interest payments exceeding $1 trillion annually. For every $4 of tax collected, $1 goes solely to interest payments.
In this scenario, every 100 basis points of additional yield adds approximately $400 billion to the annual interest burden.
That's what Bessent was defending yesterday.
Japan cannot bear this burden alone. It has intervened in the market several times before, spending billions of dollars each time. The yen recovered for a few days, then returned to the same level.
Intervention changes the exchange rate, but leaves the interest rate differential unchanged. The outcome doesn't change until the differential closes.
The US doesn't want Japan to be isolated. Because if Japan is cornered and makes a sudden move, the consequences will be felt most severely in the US bond market.
That's why both countries defended the yen yesterday.
Step back and look at the picture.
A central bank is defending its own currency. Next to it stands a country that has no duty to defend that currency.
The man who profited from the defeat of one central bank 34 years ago, yesterday ordered another central bank not to be defeated.
He did both for the same reason: for his own benefit.
A country's interest rate decision is normally its own matter. It looks at its own inflation, its own unemployment, and makes its decision.
When the debt grows large enough, that decision becomes someone else's business. The creditor's predicament becomes the debtor's burden, and the two sides cannot make separate decisions.
Japan kept interest rates stable today.
It didn't make this decision alone.
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🔴🇪🇸 BREAKING - 🤡 Pedro Sanchez has arrived in Ceuta and is being booed, people are whistling at him following the chaotic situation.
They say "hiro de puta". Pedro Sanchez needs no translation
They say "hiro de puta". Pedro Sanchez needs no translation
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🇨🇭 Global One SI - Prompt
#gram 🤑 Pavel Durov's sperm is still available for IVF in Moscow (despite being included in the register of terrorists and extremists). In 2024, Pavel Durov stated that he has been a sperm donor for about 15 years, and thanks to him, more than 100 children…
#gram 😂 Semen Pavel Durov's sperm is no longer available – the Moscow clinic "Altravita" has removed the page with information about IVF from its website.
However, the banner with the face of the Telegram founder is still displayed on the main page.
UPDATE: The section with the "Durov program" for IVF has been moved to the main promotional banner with a note about being included in the list of terrorists. According to Mash, nothing has changed at the clinic, and applications are still being accepted (girls can breathe a sigh of relief).
However, the banner with the face of the Telegram founder is still displayed on the main page.
UPDATE: The section with the "Durov program" for IVF has been moved to the main promotional banner with a note about being included in the list of terrorists. According to Mash, nothing has changed at the clinic, and applications are still being accepted (girls can breathe a sigh of relief).
Please open Telegram to view this post
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🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇺🇦🇮🇷 I don’t see the future, but I literally warned yesterday that this could happen.
After Ukraine struck Iranian-linked vessels in the Caspian, Tehran summoned Kyiv’s envoy and warned that Iran does not leave debts unpaid.
Now Ukrainian soldiers are openly threatening further attacks on Iranian ships, even adding subtitles so the message reaches Tehran directly.
In my latest article I explained why Iran and Ukraine became open adversaries.
Today, both sides are making sure the escalation is understood.
A European war and a Middle Eastern war are no longer separate conflicts.
They are beginning to merge through the same ships, weapons routes and supply lines.
After Ukraine struck Iranian-linked vessels in the Caspian, Tehran summoned Kyiv’s envoy and warned that Iran does not leave debts unpaid.
Now Ukrainian soldiers are openly threatening further attacks on Iranian ships, even adding subtitles so the message reaches Tehran directly.
In my latest article I explained why Iran and Ukraine became open adversaries.
Today, both sides are making sure the escalation is understood.
A European war and a Middle Eastern war are no longer separate conflicts.
They are beginning to merge through the same ships, weapons routes and supply lines.
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"The greatest skill you can build is learning how to keep going when there is a hundred reasons not to"
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Nothing is impossible when you're interested in finding a way than finding excuses
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When you are chosen by God to make that f*ck you money he will make you suffer in these ways (number 5 is most difficult):
1. He will make you start with absolutely nothing while watching people around you who want it half as bad seem to have every advantage you were never given because he is building in you a hunger and a resourcefulness that handed opportunities could never produce.
2. He will surround you with people who cannot see your vision and will actively laugh at it because the level of independence you are building toward requires you to first develop the ability to move without anyone’s belief or permission fueling you.
3. He will make you fail publicly and repeatedly in ways that are humiliating enough to make most people never try again because the person who can be embarrassed into quitting was never going to make it to the level where nobody can tell them what to do anyway.
4. He will give you a taste of success early enough to know what is possible and then take it away completely because he needs to know that you are building for freedom and not just for the feeling of winning and that you can survive losing it all and still come back.
5. He will place you in a season of complete and total isolation where the vision is crystal clear, the hunger is at its highest, and absolutely nothing is moving no matter how hard you push.
This is the most difficult part of the entire journey because it requires you to keep building in complete silence with zero evidence that any of it is working and zero guarantee that it ever will.
Most people who were genuinely chosen for this level of freedom quit in this exact season because they could not survive the gap between the vision and the reality long enough for god to close it.
6. He will make sure that every shortcut, every easy path, and every quick version of what you are trying to build collapses before it can stick because the kind of money that gives you complete freedom cannot be built on a foundation that god did not approve and he will keep dismantling what is not built right until you build it the way it was always supposed to be built.
1. He will make you start with absolutely nothing while watching people around you who want it half as bad seem to have every advantage you were never given because he is building in you a hunger and a resourcefulness that handed opportunities could never produce.
2. He will surround you with people who cannot see your vision and will actively laugh at it because the level of independence you are building toward requires you to first develop the ability to move without anyone’s belief or permission fueling you.
3. He will make you fail publicly and repeatedly in ways that are humiliating enough to make most people never try again because the person who can be embarrassed into quitting was never going to make it to the level where nobody can tell them what to do anyway.
4. He will give you a taste of success early enough to know what is possible and then take it away completely because he needs to know that you are building for freedom and not just for the feeling of winning and that you can survive losing it all and still come back.
5. He will place you in a season of complete and total isolation where the vision is crystal clear, the hunger is at its highest, and absolutely nothing is moving no matter how hard you push.
This is the most difficult part of the entire journey because it requires you to keep building in complete silence with zero evidence that any of it is working and zero guarantee that it ever will.
Most people who were genuinely chosen for this level of freedom quit in this exact season because they could not survive the gap between the vision and the reality long enough for god to close it.
6. He will make sure that every shortcut, every easy path, and every quick version of what you are trying to build collapses before it can stick because the kind of money that gives you complete freedom cannot be built on a foundation that god did not approve and he will keep dismantling what is not built right until you build it the way it was always supposed to be built.
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Trump today imposed an export ban on US scrap metal. The reason? China.
Trump signed an order today.
The sale of US scrap metal containing critical metals will now require a permit.
The order lists three items:
Old batteries, end-of-life magnets, and scrap containing tungsten.
At first glance, it seems pointless for a country to protect its own scrap metal.
That scrap metal contains a metal that the US can no longer obtain from elsewhere.
The reason it can't obtain it is China.
The metal is tungsten.
Tungsten is one of the hardest metals in the world.
It is used in bullet cores, armor-piercing ammunition, missile parts, and cutting tools. There is no easy alternative to replace it.
The US has not been commercially mining tungsten since 2015.
Because it was cheaper to buy it from China.
Think of it this way:
You were producing a part yourself in your workshop. Then you gave up, because it was cheaper to buy from abroad. Years passed, you sold the workshop, the skilled craftsmen dispersed.
One day the seller closed the door.
Now you're dismantling everything in the workshop to find that part.
That's exactly where the US stands today.
The world's tungsten supply is controlled by Chinese production and exports. The only domestic resource left for the US is scrap metal.
Now let's look at the calendar. That's the real issue.
In December 2024, China banned the export of gallium, germanium, and antimony to the US. These are essential metals for the chip and defense industries.
In November 2025, it suspended the ban. It was a gesture made during trade negotiations.
But this suspension is not indefinite.
It expires on November 27, 2026.
The restriction that Trump signed today, however, goes into effect on January 1, 2027.
The US is preparing for the date when China could turn off the taps again.
So where was this scrap going until now?
The US exports approximately 33,000 tons of electronic waste per month.
The majority goes to Southeast Asia. The biggest buyer is Malaysia. The value of the shipments between 2023 and 2025 exceeded $1 billion.
There's a second detail here.
China banned the import of foreign waste in 2017. After that, Chinese recycling companies moved to Southeast Asia, and Malaysia became the new hub.
So, the US scrap wasn't going directly to China. It was going to the address where the Chinese companies had moved.
Malaysia also completely banned the import of electronic waste on April 1, 2026.
That door was already closed. Trump closed the US side today as well.
Another country is showing the same reflex.
For months, Japan has been collecting and dismantling old air conditioners, removing the magnets from the compressors and separating the rare earth elements inside.
The program is being run by Mitsubishi Electric.
When the news broke, Chinese state media mocked it, publishing articles calling the extraction of metal from air conditioners an international joke.
Japan's reason is the same as the US's.
Following tensions with Taiwan, China reduced sales of rare earth elements to Japan.
Both countries are trying to close the same gap. The reason they're turning to scrap is out of necessity.
Now step back and look.
A country doesn't lose its mine. It loses its functioning factory.
The mine remains underground, it will be unearthed one day.
But when the facility that makes that metal usable closes, when the knowledge is dispersed, when there are no skilled workers left, only one resource remains.
The metal you imported years ago and put in your devices.
That's what the US is protecting today.
In 2015, a mine closed. The decision was made then on the grounds of low cost.
The bill was signed today.
Trump signed an order today.
The sale of US scrap metal containing critical metals will now require a permit.
The order lists three items:
Old batteries, end-of-life magnets, and scrap containing tungsten.
At first glance, it seems pointless for a country to protect its own scrap metal.
That scrap metal contains a metal that the US can no longer obtain from elsewhere.
The reason it can't obtain it is China.
The metal is tungsten.
Tungsten is one of the hardest metals in the world.
It is used in bullet cores, armor-piercing ammunition, missile parts, and cutting tools. There is no easy alternative to replace it.
The US has not been commercially mining tungsten since 2015.
Because it was cheaper to buy it from China.
Think of it this way:
You were producing a part yourself in your workshop. Then you gave up, because it was cheaper to buy from abroad. Years passed, you sold the workshop, the skilled craftsmen dispersed.
One day the seller closed the door.
Now you're dismantling everything in the workshop to find that part.
That's exactly where the US stands today.
The world's tungsten supply is controlled by Chinese production and exports. The only domestic resource left for the US is scrap metal.
Now let's look at the calendar. That's the real issue.
In December 2024, China banned the export of gallium, germanium, and antimony to the US. These are essential metals for the chip and defense industries.
In November 2025, it suspended the ban. It was a gesture made during trade negotiations.
But this suspension is not indefinite.
It expires on November 27, 2026.
The restriction that Trump signed today, however, goes into effect on January 1, 2027.
The US is preparing for the date when China could turn off the taps again.
So where was this scrap going until now?
The US exports approximately 33,000 tons of electronic waste per month.
The majority goes to Southeast Asia. The biggest buyer is Malaysia. The value of the shipments between 2023 and 2025 exceeded $1 billion.
There's a second detail here.
China banned the import of foreign waste in 2017. After that, Chinese recycling companies moved to Southeast Asia, and Malaysia became the new hub.
So, the US scrap wasn't going directly to China. It was going to the address where the Chinese companies had moved.
Malaysia also completely banned the import of electronic waste on April 1, 2026.
That door was already closed. Trump closed the US side today as well.
Another country is showing the same reflex.
For months, Japan has been collecting and dismantling old air conditioners, removing the magnets from the compressors and separating the rare earth elements inside.
The program is being run by Mitsubishi Electric.
When the news broke, Chinese state media mocked it, publishing articles calling the extraction of metal from air conditioners an international joke.
Japan's reason is the same as the US's.
Following tensions with Taiwan, China reduced sales of rare earth elements to Japan.
Both countries are trying to close the same gap. The reason they're turning to scrap is out of necessity.
Now step back and look.
A country doesn't lose its mine. It loses its functioning factory.
The mine remains underground, it will be unearthed one day.
But when the facility that makes that metal usable closes, when the knowledge is dispersed, when there are no skilled workers left, only one resource remains.
The metal you imported years ago and put in your devices.
That's what the US is protecting today.
In 2015, a mine closed. The decision was made then on the grounds of low cost.
The bill was signed today.
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🇪🇺🇲🇦 EU sanctions could trigger an economic crisis in Morocco.
Europe buys over 60% of Morocco’s exports.
🔸 A 25% fall in EU exports could cut GDP by 1.8–2.8% and threaten 375,000 jobs
🔸 A 50% fall could reduce GDP by 3.5–5.6% and put 750,000 jobs at risk
🔸 A near-total cutoff could cause a 7–11% contraction and threaten 1.5 million jobs
If Rabat weaponises migration again, Europe must respond with coordinated economic measures.
Europe buys over 60% of Morocco’s exports.
🔸 A 25% fall in EU exports could cut GDP by 1.8–2.8% and threaten 375,000 jobs
🔸 A 50% fall could reduce GDP by 3.5–5.6% and put 750,000 jobs at risk
🔸 A near-total cutoff could cause a 7–11% contraction and threaten 1.5 million jobs
If Rabat weaponises migration again, Europe must respond with coordinated economic measures.
🇲🇦🇪🇺 Morocco must face economic consequences if this happens again.
Nearly 50,000 people crossed into Spanish territory in just 24 hours.
🔸 Over 60% of Morocco’s total exports go to the European Union annually
🔸 Spain alone receives more than 20% of Morocco’s total exports
🔸 Cutting access to the EU market would put around €25.5 billion in annual Moroccan exports at risk
Europe holds overwhelming economic leverage over Rabat.
If Morocco refuses to secure its borders, Spain and the European Union must impose trade sanctions on Moroccan products.
Nearly 50,000 people crossed into Spanish territory in just 24 hours.
🔸 Over 60% of Morocco’s total exports go to the European Union annually
🔸 Spain alone receives more than 20% of Morocco’s total exports
🔸 Cutting access to the EU market would put around €25.5 billion in annual Moroccan exports at risk
Europe holds overwhelming economic leverage over Rabat.
If Morocco refuses to secure its borders, Spain and the European Union must impose trade sanctions on Moroccan products.
🇨🇭 Global One SI - Prompt
World football civil war: Europe threatens to boycott World Cup The world of football has officially been thrown into a state of absolute chaos. In an unprecedented move, all 55 member associations of UEFA have voted to boycott the World Cup if FIFA goes…
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Ceuta if UEFA was in control instead of the EU