🇨🇭 Global One SI - Prompt
Japan's 10 year yield is ready to explode higher from 2.8% to 4% over the next 30 days. The entire market rally since 2016 has been driven by QE and the Japanese yen carry trade liquidity. Nothing stops this train.
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Scott Bessent dit qu'il n'est pas inquiet si le yen japonais se renforce face au dollar.
Ces commentaires interviennent après que le Trésor américain a commencé à intervenir sur les marchés des changes la semaine dernière dans une tentative d'empêcher le yen japonais de chuter davantage.
Le rendement à 10 ans du Japon est à un point de décision critique. Soit il rompt la parabole qui est en place depuis 2016, soit il devient vertical de 2,8 % à 4 % dans les 30 prochains jours.
Ces commentaires interviennent après que le Trésor américain a commencé à intervenir sur les marchés des changes la semaine dernière dans une tentative d'empêcher le yen japonais de chuter davantage.
Le rendement à 10 ans du Japon est à un point de décision critique. Soit il rompt la parabole qui est en place depuis 2016, soit il devient vertical de 2,8 % à 4 % dans les 30 prochains jours.
Trump has launched a service that allows those who pay to see the market before anyone else.
Trump Media recently announced a service called Truth API.
It works simply.
Banks and trading companies subscribe, and Trump's Truth Social posts are delivered to them within milliseconds.
The monthly fee can reach up to $100,000.
At first glance, it seems like a simple data sale.
But the picture changes when you look at what's being sold.
Trump's posts aren't news.
They're about tariff rates, trade agreements, threats against a country, ceasefire negotiations.
These are presidential decisions, and they are priced in the second they are announced.
The numbers speak for themselves.
Following the tariffs announced on April 2, 2025, the S&P 500 fell 4.8% in a single day.
After the announcement on April 9 that the tariffs were postponed for 90 days, the indices rose sharply within minutes.
Two posts from the same account, two weeks apart, represent a trillion-dollar transaction.
In news like this, even a second counts as a delay.
High-frequency trading companies compete on milliseconds.
Truth API sells precisely this difference.
Now, let's get to the main point.
The simultaneous announcement of government decisions to everyone is not a matter of courtesy, it's a fundamental condition of the market.
Even inflation data is announced at the pre-announced time, simultaneously for everyone.
No one can see that data half an hour beforehand. If they could, it would cease to be data.
Truth API eliminates this condition.
Think of it this way:
There's an exam, and the person who prepared the questions announces a price to those who want to see them before the exam. Those who pay see them; those who don't learn them in the exam room.
The results of that exam no longer measure knowledge, but purchasing power.
There's another detail.
Approximately 41% of the company that owns Truth Social belongs to Trump.
The shares are nominally held in a fund managed by his family, which he can repurchase at any time.
Let's set up the chain.
The person who made the decision shares the information.
The platform where the information is published belongs to a company. The largest shareholder of that company is also the person who made the decision.
The company then sells early access to that information.
The decision, the information, and the revenue are all concentrated in one hand.
Three consecutive requests for investigations have been sent to Congress, both to the SEC and the Department of Justice.
The applications were made by Senator Elizabeth Warren and other members of Congress.
The question asked in all of them is the same:
Is selling early access to a president's decisions insider trading?
Now let's step back and look at the big picture.
Insider trading is nothing new.
It has existed in every administration throughout history. The decision was first told to the inner circle, and that circle would take its position accordingly.
But the way to get into that circle wasn't through money. It required kinship, loyalty, or position. That's why it was kept secret.
What changed this week wasn't the leak of information.
It was the disclosure of the price.
When information isn't distributed equally in a system, the market ceases to be a place for price determination.
The winner isn't the one who makes the most accurate analysis, but the one who hears it earlier.
There are now two types of investors:
Those who read the news and those who buy the news.
Trump Media recently announced a service called Truth API.
It works simply.
Banks and trading companies subscribe, and Trump's Truth Social posts are delivered to them within milliseconds.
The monthly fee can reach up to $100,000.
At first glance, it seems like a simple data sale.
But the picture changes when you look at what's being sold.
Trump's posts aren't news.
They're about tariff rates, trade agreements, threats against a country, ceasefire negotiations.
These are presidential decisions, and they are priced in the second they are announced.
The numbers speak for themselves.
Following the tariffs announced on April 2, 2025, the S&P 500 fell 4.8% in a single day.
After the announcement on April 9 that the tariffs were postponed for 90 days, the indices rose sharply within minutes.
Two posts from the same account, two weeks apart, represent a trillion-dollar transaction.
In news like this, even a second counts as a delay.
High-frequency trading companies compete on milliseconds.
Truth API sells precisely this difference.
Now, let's get to the main point.
The simultaneous announcement of government decisions to everyone is not a matter of courtesy, it's a fundamental condition of the market.
Even inflation data is announced at the pre-announced time, simultaneously for everyone.
No one can see that data half an hour beforehand. If they could, it would cease to be data.
Truth API eliminates this condition.
Think of it this way:
There's an exam, and the person who prepared the questions announces a price to those who want to see them before the exam. Those who pay see them; those who don't learn them in the exam room.
The results of that exam no longer measure knowledge, but purchasing power.
There's another detail.
Approximately 41% of the company that owns Truth Social belongs to Trump.
The shares are nominally held in a fund managed by his family, which he can repurchase at any time.
Let's set up the chain.
The person who made the decision shares the information.
The platform where the information is published belongs to a company. The largest shareholder of that company is also the person who made the decision.
The company then sells early access to that information.
The decision, the information, and the revenue are all concentrated in one hand.
Three consecutive requests for investigations have been sent to Congress, both to the SEC and the Department of Justice.
The applications were made by Senator Elizabeth Warren and other members of Congress.
The question asked in all of them is the same:
Is selling early access to a president's decisions insider trading?
Now let's step back and look at the big picture.
Insider trading is nothing new.
It has existed in every administration throughout history. The decision was first told to the inner circle, and that circle would take its position accordingly.
But the way to get into that circle wasn't through money. It required kinship, loyalty, or position. That's why it was kept secret.
What changed this week wasn't the leak of information.
It was the disclosure of the price.
When information isn't distributed equally in a system, the market ceases to be a place for price determination.
The winner isn't the one who makes the most accurate analysis, but the one who hears it earlier.
There are now two types of investors:
Those who read the news and those who buy the news.
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🇨🇭 Global One SI - Prompt
"Thank you to His Majesty Mohammed VI, the highly respected King of Morocco. It is a great honor! I hope to one day travel the entire length of this great highway, hopefully soon. President Donald J. Trump"
🇺🇸🇲🇦 Trump just sent King Mohammed VI a letter reaffirming U.S. recognition of Moroccan sovereignty over Western Sahara
and directed his teams to expand economic development there, in energy, AI, critical minerals, and defense.
The timing isn't subtle. This lands just after 60,000 people breached Ceuta, and a week after a Massie-triggered fight over Congress backing Morocco's "longstanding claim" on Ceuta and Melilla.
Trump didn't mention Ceuta once. He didn't need to. Publicly deepening the US-Morocco partnership right now says plenty on its own.
and directed his teams to expand economic development there, in energy, AI, critical minerals, and defense.
The timing isn't subtle. This lands just after 60,000 people breached Ceuta, and a week after a Massie-triggered fight over Congress backing Morocco's "longstanding claim" on Ceuta and Melilla.
Trump didn't mention Ceuta once. He didn't need to. Publicly deepening the US-Morocco partnership right now says plenty on its own.
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🇨🇭 Global One SI - Prompt
Game Theory: How to Win the War by Losing the Battle Every single day, you are building an invisible framework that dictates how the world treats you. When you ignore a crossed boundary, you aren’t being patient; you are establishing a precedent of submission.…
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In this 3 minute clip, simon sinek explains why playing to "beat" people in a game with no finish line eventually destroys trust, innovation, and long-term vision.
I took the core lessons from the clip and broke them down
I took the core lessons from the clip and broke them down
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🇨🇭 Global One SI - Prompt
It's 2028 and you realize the Iran war has been won 728 times
BREAKING: President Trump announces he has halted the U.S. attack on Iran because the "perimeters of a deal has been agreed to."
"This would include the immediate, Complete, and Total OPENING OF THE HORMUZ STRAIT."
"This would include the immediate, Complete, and Total OPENING OF THE HORMUZ STRAIT."
🇨🇭 Global One SI - Prompt
Photo
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Wildberries in Novosemeykino just became the 19th russian logistics warehouse struck in the past 15 days.
One by one, the infrastructure fueling russia's war machine is going up in flames.
Aggression always comes with a return address.
One by one, the infrastructure fueling russia's war machine is going up in flames.
Aggression always comes with a return address.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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❗️This morning the 🇷🇺Saratov Oil Refinery in Saratov, Saratov Oblast, RF was attacked
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🇨🇭 Global One SI - Prompt
If you've never used Claude Code before, don't worry, you're not behind (yet). This cheat sheet teaches you the basics of Claude Code and how to get started with your first real Claude workflow. You'll want to save this
The most underrated AI tools people actually need right now:
(based on my actual experience)
Core AI models
→ Chinese open-weight models (Kimi, Qwen, Deepseek)
→ Hermes Agent: free, self-hosted, owns its own memory
Agent infrastructure
→ Composio: connects 1,000+ apps to any AI agent in one integration
→ Financial Datasets MCP: live market data straight into your terminal
→ OpenRouter: swap between 300+ models without rewriting your setup
Memory & second brain
→ Obsidian: your second brain, connected directly to your AI
→ Granola: auto-transcribes meetings and feeds context to your agent
→ Supabase: a real database if you want full memory sovereignty
Content & design
→ Taste Skill: kills AI slop from generated frontends and UI
→ Claude Video: lets Claude actually watch and analyze videos
→ Opus Clip / Higgsfield: clipping and UGC ad generation
Research & trading
→ TradingView: backtest any strategy Claude codes for you
→ Perplexity Finance: financial research and watchlists
→ Whisper Flow: voice-to-text that's faster than typing prompts
Security & cleanup
→ Unbroker (Hermes skill): auto-removes your data from broker sites
→ Shannon Pentester: autonomous security scanning for anything you build
Most people are only using a couple of these - save this list so you don't forget them.
(based on my actual experience)
Core AI models
→ Chinese open-weight models (Kimi, Qwen, Deepseek)
→ Hermes Agent: free, self-hosted, owns its own memory
Agent infrastructure
→ Composio: connects 1,000+ apps to any AI agent in one integration
→ Financial Datasets MCP: live market data straight into your terminal
→ OpenRouter: swap between 300+ models without rewriting your setup
Memory & second brain
→ Obsidian: your second brain, connected directly to your AI
→ Granola: auto-transcribes meetings and feeds context to your agent
→ Supabase: a real database if you want full memory sovereignty
Content & design
→ Taste Skill: kills AI slop from generated frontends and UI
→ Claude Video: lets Claude actually watch and analyze videos
→ Opus Clip / Higgsfield: clipping and UGC ad generation
Research & trading
→ TradingView: backtest any strategy Claude codes for you
→ Perplexity Finance: financial research and watchlists
→ Whisper Flow: voice-to-text that's faster than typing prompts
Security & cleanup
→ Unbroker (Hermes skill): auto-removes your data from broker sites
→ Shannon Pentester: autonomous security scanning for anything you build
Most people are only using a couple of these - save this list so you don't forget them.
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🇨🇭 Global One SI - Prompt
Moving Fast 👌🏻
Media is too big
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It’s always about choice
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🇨🇭 Global One SI - Prompt
Photo
WB's military stock syllable bingo is gradually coming to an end.
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🇨🇭 Global One SI - Prompt
🚨Russia 🇷🇺 has imported around 30,000 tons of gasoline from Morocco 🇲🇦 to alleviate fuel shortages caused by multiple Ukrainian 🇺🇦 attacks on major Russian refineries 🇷🇺. Russia 🇷🇺 is also turning to India 🇮🇳, Belarus 🇧🇾, and Kazakhstan 🇰🇿 for fuel as domestic…
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Only Putin could pull this off: an oil and gas superpower is now importing gasoline from Africa
A shipment of around 30,000 tonnes of AI-92 gasoline has arrived at the Russian port of Murmansk from Tangier, Morocco. According to Reuters, the supplier was Lukoil, and the fuel is already being offered for onward transport by rail.
Russia has been forced to seek gasoline abroad after Ukrainian drone strikes hit its oil refineries. Seaborne deliveries had previously begun from India, while fuel was also purchased from Kazakhstan and Belarus.
A shipment of around 30,000 tonnes of AI-92 gasoline has arrived at the Russian port of Murmansk from Tangier, Morocco. According to Reuters, the supplier was Lukoil, and the fuel is already being offered for onward transport by rail.
Russia has been forced to seek gasoline abroad after Ukrainian drone strikes hit its oil refineries. Seaborne deliveries had previously begun from India, while fuel was also purchased from Kazakhstan and Belarus.
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🇨🇭 Global One SI - Prompt
🤖 In the United States, an emergency "kill switch" for AI is being prepared following the Hugging Face breach... The incident involving OpenAI's out-of-control models has already reached the White House and the U.S. Congress. Congressmen Ted Lieu and Nathaniel…
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🚨 BOMBSHELL! Hugging Face CEO Clement Delangue completely destroys the Trump adminstration's plan to ban Chinese AI models.
He confirms they literally used an open-source Chinese model to defend against OpenAI!
Banning them would disarm American defendors. Pure ignorance!
He confirms they literally used an open-source Chinese model to defend against OpenAI!
Banning them would disarm American defendors. Pure ignorance!
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🇷🇺 Russia is in an unsustainable debt spiral.
Russia’s debt-service burden now exceeds that of Italy, Greece and Spain.
🔸 Debt servicing will absorb a record 8.8% of federal spending.
🔸 The Kremlin is issuing and refinancing debt at yields above 14%.
🔸 Bankruptcies and corporate defaults are near two-decade highs.
Europe should intensify Russia’s credit crisis and ensure that the economic cost of this war lasts for decades.
Future Russian governments must understand that attacking a European country carries lasting economic consequences.
Russia’s debt-service burden now exceeds that of Italy, Greece and Spain.
🔸 Debt servicing will absorb a record 8.8% of federal spending.
🔸 The Kremlin is issuing and refinancing debt at yields above 14%.
🔸 Bankruptcies and corporate defaults are near two-decade highs.
Europe should intensify Russia’s credit crisis and ensure that the economic cost of this war lasts for decades.
Future Russian governments must understand that attacking a European country carries lasting economic consequences.
🇨🇭 Global One SI - Prompt
Japan's 10 year yield is ready to explode higher from 2.8% to 4% over the next 30 days. The entire market rally since 2016 has been driven by QE and the Japanese yen carry trade liquidity. Nothing stops this train.
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A preview of what's coming this fall
🇨🇭 Global One SI - Prompt
S&P 500 stocks above the 150 day moving average has now broken the trendline to the downside. When this happened back in February 2026 it was a warning sign two trading days before the market began a selloff. We'll see what happens, but this aligns with…
Remember what I said, a sudden reversal could begin mid-week next week
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🇨🇭 Global One SI - Prompt
S&P 500 stocks about the 50 day moving average is in a descending pattern similar to February 2026. What will be interesting is seeing what it does once it approaches the 60 day moving average next week (white line). That will be the critical moment where…
What happens next?
Russell 2000 stocks above the 200 day.
Russell 2000 stocks above the 200 day.
🇨🇭 Global One SI - Prompt
TRUTH API
This is so good 🤣 I love the golden pipe. Notice how all the charts are green?
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🇨🇭 Global One SI - Prompt
“Crypto is a scam” Me:
Ken Griffin when a 10x leveraged hedge fund starts making headlines about their outperformance
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