Macro focus on commodities, crypto, global econ & investing. Futurist on tomorrow's econ, financial & social trends. 15 years of: Never wrong, just early.
Joined March 2026
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Welcome to my dedicated feed on global investing, global economics, and the social, financial, and political trends propelling our world toward crisis.
As an economic Futurist and a writer with 40 years of experience (17 at The Wall Street Journal), I dive into central banking trends, gold and silver markets, bitcoin/crypto dynamics, and strategies to navigate the opportunities and risks that exist today.
Join my monthly Global Intelligence Letter for in-depth analysis and picks: bit.ly/GlobalIntelLtr
#GlobalEcon #Investing #Gold #Silver #Crypto #CentralBank #Fed #Economy #Inflation #Futurist #copper #InterestRates
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Enjoy the ipo tomorrow…
vm.tiktok.com/ZGd9LaDTX/
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The level of gaslighting from the Team Trump and his social media munchkins is as hilarious as it is sad. The truth…
vm.tiktok.com/ZGdHWtRNL/
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So @SpaceX is heading for its IPO. Is human being really worth a trillion dollars? Or is Elon’s pending net worth bump a sign of late-stage capitalism in its death throes?
vm.tiktok.com/ZGdHpbhW3/
#spacex #elonmusk #investing
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So very wrong. So confidently wrong🤡
vm.tiktok.com/ZGdHg4xPA/
May 17
BREAKING:
Trump just signed it.
The U.S. Sovereign Wealth Fund.
By executive order.
America is about to do what Norway.
Saudi Arabia. Singapore. UAE have done for decades.
Take national wealth. Invest it. Grow it. Forever.
Norway's sovereign wealth fund: $1,700,000,000,000.
America's: just getting started.
- The U.S. government already said it will never sell its Bitcoin.
- The U.S. Treasury Secretary calls Bitcoin a payment rail.
- The U.S. SEC Chair says all markets will be on-chain within two years.
Now a U.S. Sovereign Wealth Fund.
What do you think they're going to put in it.
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Xi Jinping referred to the Thucydides Trap in his statements to Trump during the summit. That wasn’t diplomacy.
It was a warning.
vm.tiktok.com/ZGdHC5Eru/
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Gotta love it when people like @Ghostofcynthia post this kind of uneducated outrage.
Dear, Ghost
America imports vast amounts of oil - 6m barrels per day. It needs that oil for US refineries built to function on heavy crude from Canada, Venezuela and elsewhere. That’s where a lot of American gas comes from.
The U.S., despite what you and the MAGA faithful desperately want to believe, is not energy independent. The U.S. produces a shit ton of light, sweet crude, but much of that leaves the U.S. while the U.S. imports heavy sour crude for U.S. refineries.
Thus, U.S. gasoline prices are exposed directly to international oil prices, meaning they’re exposed to the Strait of Hormuz.
Even a fucking child could understand this.
Thank you for your attention to this matter.
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Kevin Hassett and his lies. Incredibly tone-deaf and a fucktardedly stupid reading of record credit debt.
vm.tiktok.com/ZGdHf5a2h/
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The risk to the dollar that too few in the media recognize… all tied to the midterms.
vm.tiktok.com/ZGdHf6e9h/
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Gonna piss off the cheerleaders, but this whole “American Energy Independence”… it’s not as true as you want it to be.
vm.tiktok.com/ZGdHAyqaA/
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So many people cheering the UAE leaving OPEC. They’re overlooking a vast downside for America…
vm.tiktok.com/ZGdHSNAGT/
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Elon’s “everybody can have a penthouse” has a problem …
vm.tiktok.com/ZGdH6qMdP/
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Everyone is overlooking the obvious answer: the oil that was headed global when the war started is just now reaching ports.
As we go forward from here, shit gets hairier as the real impacts of the shutdown begin to compound.
Everyone in the media and most of those on Xitter think there are all kinds of levers being pulled that show the experts were wrong.
Silly rabbits…
#oil #iranwar #straitofhormuz #oilprices #fintok
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Those who are cheering the armada of oil tankers in the Gulf of Mexico are missing the bigger picture.
That armada is going to drive inflation higher in the US as is drives up domestic transportation costs... and it underscores precisly when American energy independence doesn't really mean very much.
#energyindependence #fintwit #fintok #dieselprices #groceries #inflation
tiktok.com/@global.intel.ltr…
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There has been lots of Xitteratti/TikTokers jabbering wildly this week about the US dollar hitting 51.1% of global SWIFT transactions, and calling it a record.
Cool...
But is a bigger piece of a smaller pie really the story they think it is? That 51.5% is actually the story of de-dollarization in action.
#dollar #dedollarization #economy #bloomberg
tiktok.com/@global.intel.ltr…
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Just a reminder that the oil that left the Persian Gulf as the war started is just now reaching its various destinations.
Meaning all the oil shipments that have been disrupted are going to start showing up in May, meaning higher gasoline prices are coming.
And no - the conga line of tankers in the Gulf of Mexico, nor oil from Venezuela can cover what is missing. Combined those two add about 700,000 to 1m barrels per day.
Hormuz handles typically 20m barrels.
That math means higher gasoline prices in May. And if the war stretches on, global recession as all kinds of production processes collapse.
Happy Friday…
#IranWar #oilprice #gasolineprice #recession
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Finally. Someone who gets it.
Drill baby drill is absolutely the most fucktarded notion if you care at all about preserving US energy industry jobs and companies.
Apr 24
Which Kind of Oil, Exactly?
Gandalv / @Microinteracti1
Trump is not wrong that the US produces a lot of oil.
He is just leaving out the part that matters.
The United States produces predominantly light tight oil. Shale oil. The stuff you get from fracking. It is cheap to extract, expensive to refine, and not what most of the world’s refineries are actually built for.
Saudi Arabia and Russia produce heavy crude. The kind that the global refining infrastructure was designed around. The kind that Asia, Europe, and most developing nations actually need.
So when Trump says the US will double production, the question nobody in that room asked is: who is going to buy it?
European refineries are not configured for it. Chinese refineries prefer Russian and Middle Eastern grades. The global market for light sweet crude is already well supplied.
You can drill all you want. If the product does not match what buyers need, you are just making a very expensive puddle.
There is also the small matter of price. US shale production is profitable at around $60 to $65 per barrel. If Trump floods the market and crashes the oil price, he does not boost American energy dominance. He bankrupts American shale producers.
Drill, baby, drill.
Gandalv / @Microinteracti1
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Global Intelligence Letter retweeted
Apr 22
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening?
The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India.
The US Blockade Rules and UNCLOS (UN Law of the Sea) give ships the right of innocent passage through a coastal state’s territorial sea, and it is the coastal state that will regulate that passage.
Once in Pakistani or Indian waters, they can transfer their cargo or continue without entering international waters.
@mercoglianos @johnkonrad
Apr 22
Good morning, Asia. While you were sleeping, one of our most-read stories reported that dozens of ships have managed to circumvent the blockade since it began — despite Donald Trump declaring it a ‘tremendous success’. ft.trib.al/uIGI0Yn
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So many influencers on TikTok and here on Xitter and jumping up and down about the oil tankers coming into the Gulf of Mexico. They think it's a good thing... your wallet has a different impression.
tiktok.com/@global.intel.ltr…
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I see this thinking all over the place. It's antiquated thinking. You've likely never been to China. I've have been to China multiple times on research missions.
China does not need the dollar. In fact, more than 50% of China's trade with the world today is now priced in yuan, not dollars, meaning countries of the world, including big US trading partners/allies, are more than willing to trade with China in yuan... and China's economy is growing nicely. The country recently hit an export record. Moving away from the dollar has not hurt the country in the slightest.
Less than 3% of the Chinese economy is tied to the US, so China could say "Screw it; we sell nothing more to the US," and China would be fine. It could ramp up business to other nations and push incentives to drive local sales.
China is already replacing the dollar. And it's not alone: Singapore, India, Thailand, Malaysia, Russia, and on and on are all right now building non-dollar trading systems so that they can trade amongst themselves outside of the dollar.
China has built a system with Russia and others in BRICS called The Unit, which is backed 40% by gold and 60% by local currencies (not dollars) and will be used as a trade currency between countries. Not hypothetical, already in pilot phase this year.
China has been dumping US dollars/Treasuries for years to move away from the dollar. It now has unofficial gold reserves that dwarf the US (widely reported and researched, including by me, going back to about 2010). When the dollar dives, China reaps a whirlwind and it doesn't give a shit about the value of the dollar in that moment.
So your basic math is - basically - wrong.
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