Fix is in: MBS called twice yesterday to get U.S. to bomb the Houthis as the group made major advances –  Trump declined

Remember:  The objective was to shut the Strait of Hormuz.  High Banking Command thinks they can win this against China.   And the inflation is a bonus to them. They're inflating away the goverment debt.  They are the government. 

I do wonder

  • Does the US owe the gulf states a lot of money?
  • If they fall who does the US owe that money to or on the practical side of things does that debt go poof?

 

By Idi Admin, ago

Is the crude oil spike about to crush markets the same way the COVID shock did?

 

Is the crude oil spike about to crush markets the same way the COVID shock did? This is what you should track. Oil alone won’t tell you when the real liquidation starts. Watch the confirmation signals:

  • Credit spreads widen → track JNK/SHY.
  • Equity volatility rises → VIX starts breaking higher while equities fall.
  • Gold/Silver ratio rises → defensive positioning begins.
  • Copper falls → the growth proxy starts pricing demand destruction.
  • Bond yields explode higher → inflation shock starts attacking duration and liquidity. If all of these begin happening together while crude keeps pushing higher, then this is no longer just an oil rally.

It becomes a full cross-asset stress event.

  • Oil ↑
  • Credit stress ↑
  • VIX ↑
  • Gold/Silver ↑
  • Copper ↓
  • Yields ↑

When that sequence starts confirming together, you could be looking at the beginning of a full market meltdown. That is the setup I’m tracking very closely now.

By Idi Admin, ago

High Banking Command Instructs EU to Annoy Turkey

They are picking fight with Turkey because they have been instructed by High Banking Command to do so.

 

By Idi Admin, ago

Precious Metals Specialist Durrett on S & P Downturn

We have been in the gauntlet (negative seasonality) for three weeks, and the S&P has remained strong. It closed today above 7600. However, diesel is at an ATH, and Trump is blowing up Iranian oil tankers. Plus, high interest rates are putting pressure on stocks. The 10-Year (4.8%) and 30-Year (5.3%) are at levels that make Wall Street nervous. Then you have factors that Wall Street is ignoring: private credit, housing, and consumer confidence at historic lows. Plus, the AI trade is not exactly a smooth ride. Add all of this up, and my expected correction on Wall Street is still in play…..

— more — 

By Idi Admin, ago