NHGen-XEcon, FreeState, Macro investing, Liberty

🇮🇷🇺🇸 Iran says the Strait of Hormuz will stay closed until the U.S. meets its demands. Mohsen Rezaei, Iran's top security official, says Washington needs to fully accept Iran's 7 conditions and actually follow through before Tehran will reopen the waterway. And Iran wants some big things in return, including an end to the U.S. naval blockade on its ports, access to its frozen money, and an end to the war on all fronts. Rezaei says meeting those conditions would open the door to diplomacy, but he also had a warning for Washington. If Iran is attacked again, he says it will hit back with new weapons and deliver what he called "crushing blows." So Iran is leaving the door open for talks, but it's making clear that the Strait of Hormuz won't reopen unless its demands are met. Source: Middle East Monitor / Writer: Daniyal

Everyone blaming Trump is missing the point and should be ashamed of themselves. He is our leader against the forces of madness -- and a large part of why we lost last night is because of lunatics like Tucker and MTG and Massie who tried to peel away his followers, as if THEY had better solutions. They are like Horatio Gates and Charles Lee who backstabbed Washington when things looked bad in late 1776. They refused to help him, hoping he would lose so that they could rise. THEY FAILED. And were ultimately humiliated. In the meantime Washington and his men suffered bitterly but fought on and on, praying that God would be with them, knowing that He was their only hope, because it was His battle and His cause, and they were obliged to fight on in that cause, knowing the ultimate results were in His hands. Samuel Adams and John Adams and many others never lost faith in the Sacred Cause and KNEW that if they fought on and prayed God would be with them. The United States did not come into the world because of people who were mostly concerned about gas prices. It came into the world because patriots loved liberty more than their own lives, who were willing to do the right thing and trust God with the results. Many sat on the fence as Washington and his troops suffered -- and many opposed him openly. We have many like that today, but in the end God needs his Gideon's 300 to fight on and do what is right. Are you part of that 300? Jesus is always and ever our only hope, and He calls us to fight for what is right as we look to Him. Just because things look bad now doesn't mean God has abandoned us. If you care more about gas prices than liberty and truth and justice, you're part of the problem. May this dark moment drive us to our knees in repentance and prayer to the One Who is our only hope, Who is the Author of Truth and Liberty -- and America. And may it lead us to political and cultural actions that restore our nation to the liberty we have lost. God has chosen President Trump for this hour. Pray for the nation and trust God to lead us on.

When every uncomfortable feeling gets met with a distraction, we miss the chance to understand what’s happening within us. That pattern can start in childhood and follow us into adulthood. @DrMcFillin and @TracyAThurman explore energy transmutation: noticing the emotional energy we carry, sitting with it, and learning to channel it into a more intentional response. Watch the full conversation on radicallygenuine.com.

Bret Weinstein announces he is partnering with the Libertarian Party Mises Caucus for a friendly takeover of the party to rebrand it as @ALPNational: “The new home for the America First movement.” @BretWeinstein calls on supporters of the strategy to sign up, because there are honorable figures on the left and right who will embrace the strategy if the public supports it. Check out the website in the @ALPNational bio!

"Être de gauche c'est d'abord penser le monde, puis son pays, puis ses proches, puis soi. Etre de droite c'est l'inverse."

The S&P 500 has finished higher 12 months after every midterm election since 1950 That's 19 for 19, with an average gain of about 15%, per JPMorgan Asset Management Today is Election Day, and JPMorgan mapped out how $SPY could react to each result Democratic sweep (66% odds) means anywhere from -0.25% to +0.5% Dem House with a GOP Senate (26% odds) means +0.5% to +1% Republican sweep (7% odds) means +1% to +1.25% The bank says a blue wave could hit AI stocks on data center regulation fears, while a red wave could keep the Iran campaign and deficit spending going The catch this time is valuation. The Shiller CAPE sits at 40.7, the highest ever heading into a midterm and well above the old record of 33.8 in 1998 History favors the bulls, but no streak has ever started from a market this expensive, so tonight's result might matter less than whether AI earnings can justify the price tag

BREAKING: US oil prices drop below $100/barrel after US Secretary of State Marco Rubio says that President Trump prefers not to use military force and would like to resolve the Iran War “diplomatically.”

It seems most of you are willful participants in the creation of an economy where ~10% of households are extremely happy and the other ~90% are miserable. FWIW, this outcome has NEVER been sustainable in human history. What will likely occur instead is that ~90% of households will hunt the “privileged” ~10% for resource acquisition and, perhaps, sport. We and luminaries such as @RayDalio (global macro), @HoweGeneration (demography), and Dr. @Peter_Turchin (cliodynamics) continue to warn about the rising probability of the US descending into Paradigm E, a.k.a. “MAJOR Political Realignment and Total War.” If you do not have a PLAN for your family and your wealth, make one.

I’m going to make the case for a 3rd time this week that if tech stocks continue to falter here, the Fed will not be hiking rates in December due to the huge, as we know, reliance the US economy and US stock market has on it. Rate hike odds have slipped modestly to 74% from 84% both right before and after Fed Chair Warsh spoke on Wednesday. And if I’m right, I expect the US dollar to weaken as the whole world is long US tech stocks, the lack of another hike would give less reason to own the US dollar, and I’d think REAL interest rates would drop too and thus gold should end its corrective move here, going on since hitting its peak in January.

US law enforcement joined the hunt for hackers who drained more than $6 billion from the Binance crypto exchange in the biggest cyber theft ever recorded. bloomberg.com/news/articles/…

Kim Jong Un walks along rows of UAVs Watches attack drone test with daughter by his side

🚨 PAY ATTENTION TO WHAT JUST HAPPENED! On October 29, 2026, Binance suffered what could be the largest cryptocurrency hack in history. Approximately $6.3 BILLION in crypto assets stolen in a massive security breach. Around $3 BILLION in affected assets frozen. Binance has pledged to cover customer losses, but the investigation is still ongoing. Bitcoin dropped, billions in market value were shaken, and fear immediately returned to the crypto markets. But here’s what I need you to understand. Mt. Gox 2014. Bitfinex 2016. Coincheck 2018. Binance 2019. FTX 2022. Bybit 2025. Binance 2026. Different crises. Same lesson. Bitcoin has historically recovered from major industry disasters and eventually reached new all-time highs. That doesn’t guarantee what happens next. This is why I constantly preach maintaining liquidity, dollar-cost averaging strategically, avoiding leverage, and NEVER keeping your entire ecosystem exposed to one exchange. The opportunity is not in blindly buying fear. It’s in being financially prepared when fear creates opportunity. Protect your capital. Understand the cycles. Control your emotions. GOD. FAMILY. PROTECTION OF YOUR ECOSYSTEM AT ALL COSTS. WARRIOR RISE. GYST

The rich are getting richer, and the poor are getting poorer, per the Federal Reserve Change in median net worth by income since 2022, after inflation: Top 10%: +31% 80th–90th percentile: roughly flat 60th–80th: +8% 40th–60th: +8% 20th–40th: -1% Bottom 20%: -6%