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Meta
Robert Pape: Iran ‘NEW WORLD POWER’, NATO DEAD. Comment: “folie a deux” comes to mind for U.S. President and Israel Prime Minister
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You Break it, You Own it … The Pottery Barn rule. Eurasia Group President Ian Bremmer on Trump’s message to ….
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Ryanair CEO Michael O’Leary talks about Ireland’s do-nothing Government
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BBC Newsnight: “We’re dealing with a President who is a naricissist and a bully … a rebuke of some kind is necessary”. The wisdom of David Dimbleby
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StockMarket News: Warren Buffett spent 3 years quietly selling everything while the rest of Wall Street was throwing a party …. 2024 he offloaded $134 billion in stocks. Worth watching especially now. The question is will Mr Buffett re-invest????
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Global Fuel Countdown…being prepared. Covid Fear now applies to Oil
Pushing back on globalist control—speech, borders, sovereignty. Founder, Freedom Train International | International Ambassador, Advance UK.
Social Media InfluencerBarnsley, Englandfreedomtraininternational.org
GLOBAL FUEL COUNTDOWN? — THIS NEEDS SERIOUS SCRUTINY A claim is circulating that JPMorgan has published a timeline for when fuel supplies could run out:
Asia: April 1
Europe: April 10
North America: April 15
Australia: April 20
If true — this would signal an unprecedented global energy crisis.
But here’s the critical point: There is currently no verified evidence that JPMorgan has released an official countdown like this. That doesn’t mean the situation is safe.
Far from it. What we DO know:
• Fuel prices are surging globally
• Shipping routes are under pressure
• Strategic choke points like Hormuz are unstable
• Industries (like fishing and haulage) are already shutting down
This is how real crises unfold:
Not overnight collapse… But mounting pressure → disruption → breakdown
So whether this “countdown” is real or not…
The underlying risk IS. Don’t fall for panic. But don’t ignore the signals either.
Use this moment wisely:
• Keep fuel topped up
• Reduce dependency
• Strengthen resilience
• Prepare for disruption
Because when systems get stressed… They don’t warn you twice. Don’t be scared. Be prepared.
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OxNobler on X “SOMETHING REALLY BAD IS HAPPENING IN CHINA RIGHT NOW!! $1.4 TRILLION has just vanished from China’s balance sheet. $650B wiped from FX reserves $750B dumped from U.S. Treasuries.”
0xNobler
@CryptoNobler
DeFi Researcher. My tweets aren’t financial advices. Follow for alpha
SOMETHING REALLY BAD IS HAPPENING IN CHINA RIGHT NOW!! $1.4 TRILLION has just vanished from China’s balance sheet. $650B wiped from FX reserves $750B dumped from U.S. Treasuries.
Meanwhile, their gold holdings are rising every single day. They’re funneling every dollar into gold. That alone tells you everything.
Gold is pumping again and this isn’t just “hype.” It’s a repricing of TRUST. This isn’t “diversification.” THIS IS STRATEGIC.
Let’s break it down simply. Treasuries sit at the foundation of the dollar system. So when a giant like China keeps pulling back, the system must rebalance. And gold doesn’t move like this when things are stable. Gold moves first when TRUST starts cracking. China isn’t speaking. They’re signaling through capital flows. They’re done with paper promises. They’re choosing the one asset with zero counterparty risk.
When the largest players shift like this, others follow. Markets don’t react early. They react AFTER the shift is obvious. Not through headlines. Through FLOWS. I’ve spent 10 years studying macro and called nearly every major top – including the October BTC ATH.
Follow and turn on notifications. I’ll post the warning BEFORE it becomes public news.
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Axios: Oil’s COVID moment
| Oil’s COVID moment |
Photo illustration: Brendan Lynch. Photos: Getty ImagesThe oil shortage triggered by the Iran war will spread globally much like COVID did, Axios’ Emily Peck writes. Natasha Kaneva, head of global commodities research at JPMorgan, said in a note that it’s a slow-motion crisis: “Much like during COVID, the shock unfolds sequentially rather than simultaneously — a rolling supply disruption moving westward, dictated by shipping times and buffered unevenly by regional inventories. “The average gas price in the U.S. is $4.02 today — just a preview of more pain to come. Prices could get high enough to force people and companies to stop using oil — “to get a whole bunch of cars and trucks off the road, ships off the seas, planes out of the sky, et cetera,” economics journalist Peter Coy writes. Data: AAA. Chart: Sara Wise/Axios Ships carrying oil from the Persian Gulf first reach Asia, then Europe, then the U.S., about 40 days after leaving. Asia is feeling the squeeze of lost supply, but the pain is still muted elsewhere. President Trump is signaling he wants to wrap things up. But he has sent mixed messages — and the U.S. operation may end without unclogging the Strait of Hormuz. (More from Barak Ravid.) The bottom line: Six years after the pandemic, there’s another global crisis brewing on the other side of the world — and once again, that reality hasn’t quite hit home.Go deeper. |
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Axios: Trump’s blurry vision of victory
| 1 big thing: Trump’s blurry vision of victory |
President Trump and First Lady Melania Trump attend last night’s opening of “Chicago” at the Kennedy Center. Photo: Doug Mills/The New York TimesOne month in, President Trump’s Iran war has fractured into three competing realities, Axios’ Zachary Basu writes: A military campaign that has largely delivered. A strategic vision that hasn’t. A political and economic problem getting worse by the day. Why it matters: The Trump administration has declared Operation Epic Fury an overwhelming success. But the trajectory of the war — from shifting goalposts to mounting costs — points to a potential stalemate. Zoom in: By conventional military measures, the U.S. and Israel are dominating Iran at sea, in the air and on land. In its first 29 days, Operation Epic Fury struck 11,000+ targets, flew 11,000+ combat sorties, and damaged or destroyed 150+ Iranian vessels, according to a Pentagon tally. The opening phase of the war decapitated much of Iran’s senior military leadership and damaged its ballistic missile program. But sustaining the military campaign has come at a cost — including at least 13 U.S. deaths, hundreds of injuries, billions of dollars in damaged or destroyed equipment, and about $1 billion a day in estimated costs. Iran’s missiles continue to pummel the region — and U.S. forces haven’t been spared. One day after Defense Secretary Pete Hegseth declared Iran’s military “neutralized,” Iranian missiles struck a base in Saudi Arabia, injuring 29 American soldiers and damaging U.S. refueling and surveillance aircraft. The New York Times reports that many of the 13 U.S. military bases in the region are “all but uninhabitable” due to Iranian strikes. The Pentagon declined to comment on the report, citing operational security. Data: Axios research. Graphic: Sara Wise/Axios. Photos: Defense Visual Information Distribution ServiceZoom out: The strategic picture is hard to square with the administration’s triumphalism.The decapitation of Iran’s senior leadership, including Supreme Leader Ali Khamenei, hasn’t destabilized the regime, softened its anti-American posture or brought freedom to the Iranian people. The war’s central justification — eliminating Iran’s nuclear threat — remains unresolved: Trump is now weighing a high-risk ground operation to seize Iran’s stockpile of highly enriched uranium. Iran’s stranglehold over the Strait of Hormuz has become the war’s most damaging unintended consequence — triggering a historic energy shock, straining relations with allies and threatening to metastasize into a long-term strategic crisis. A White House official pushed back on the strategic assessment, saying Trump outlined four distinct goals for Operation Epic Fury — destroying Iran’s ballistic missile capacity, annihilating its navy, eliminating terrorist proxies, and guaranteeing Iran never possesses a nuclear weapon — and that “the United States Military is meeting or surpassing all of its benchmarks on these defined objectives.“Share this story … Marc Caputo contributed reporting. |
Photo illustration: Brendan Lynch. Photos: Getty Images
Data:
President Trump and First Lady Melania Trump attend last night’s opening of “Chicago” at the Kennedy Center. Photo: Doug Mills/The New York Times
Data: Axios research. Graphic: Sara Wise/Axios. Photos: Defense Visual Information Distribution ServiceZoom out: The strategic picture is hard to square with the administration’s triumphalism.