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Joined April 2013
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pipTank retweeted
There's a fantasy in Italy and Spain that Germany's TARGET2 claims aren't real. They're very real. They're subsidized loans from Germany that finance a standard of living in Italy and Spain that's artificially and unsustainably high. The AfD will end this.
robinjbrooks.substack.com/p/…
pipTank retweeted
A quick update to the table of data center casualties: now 8 in the past month after 2 more today...
Data Center Bloodbath Spreads Down Under: Nextdc Implodes 45%, Mulls Force Majeure As Angry Residents Pull The Plug zerohedge.com/markets/data-c…
pipTank retweeted
THEY SAY INFLATION IS 3.7%. FERTILISER IS UP 60%. WHEAT IS UP 35%. GAS IS UP 34%.
Guess which number made the news.
This morning's inflation report says prices rose 0.6% in one month. 3.7% over the year.
Now look at what you actually paid more for.
Gasoline, up 34.2% in a year.
Energy, up 20.4%.
Airfares, up 22.4%.
Gas alone was "over half" of September's rise. Their words, not mine.
The report says groceries are up just 1.8%. Enjoy that number. It's about to change.
The UN's world food price index just hit its highest level since 2022. Cereal prices are up 17% in a year.
Here's the part nobody on the news connects.
Guess where a third of the world's traded urea fertiliser ships through.
The Strait of Hormuz.
Since the war with Iran started in late February, urea exports from the countries that ship through it fell 83% in a year. Ammonia fell 75%. Those are the UN trade agency's April numbers.
Qatar suspended urea production. Iran halted ammonia.
By April urea cost about 80% more than in February. The World Bank expects it to average about 60% higher this year.
And NOAA gives better than even odds of a very strong El Niño this winter. Cocoa, coffee and sugar are in its path.
Farmers pay for fertiliser before they plant. You pay for it at the checkout, months later. Analysts expect the bigger hit in 2027.
So when they tell you inflation is under control, ask which number they mean. The one they quote, or the one you pay?
Every dollar in the bank already buys about 3.6% less than last September. The expensive part hasn't arrived yet.
Exit with Bitcoin.
pipTank retweeted
The Five-Year Fuel Crisis Why The World Economy Is Paying For A War It Thinks Is Ending zerohedge.com/markets/five-y…
pipTank retweeted
🇺🇸 Investors' P-doom scenario in AI: Lack of profits - Axios
axios.com/2026/09/30/ai-prof…
pipTank retweeted
It seems most people don't understand how severe the energy situation is right now in the Middle East.
As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.
Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.
All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.
Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.
Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.
This is one of the most severe energy supply situations in modern history.
pipTank retweeted
🚨 The Bond Market Just Broke: Japan Dumps $26 Billion in Treasuries While America Is Buying Back Its Own Bonds
Today, the US Treasury admitted the long end of the bond market is broken. Nobody wanted the 10-year, 20-year, or 30-year debt. The 30-year yield just slammed into its highest level since 2007 (peaking near 5.33%).
So what did they do?
They announced they’re AT LEAST DOUBLING their liquidity buybacks of those exact long-term bonds, from a $2 billion max per operation to $4 billion+ starting September 9.
They’re literally borrowing short-term money to buy back their own long-term debt. Classic desperation move. Bond prices spiked, yields crashed 9-10 bps, and futures ripped higher the second the news dropped.
Meanwhile Japan, still the #1 foreign holder of US Treasuries is dumping them to fund currency interventions.
The BoJ and finance minister threatened of bold actions to save the yen. BoJ’s Yuto apologized for the measures being prepared.
June data just showed Japan cut holdings by another $26.4 billion (down to $1.117 trillion).
That follows the massive joint US-Japan yen-buying intervention in late July that burned tens of billions of dollars trying to stop the yen from hitting 40-year lows near 164. The yen has already given back more than half those gains and is back above 159.
When the biggest foreign buyer is selling Treasuries to defend its own currency… and the US government is forced to step in and buy its own unwanted long bonds… this isn’t “market support.” This is the system flashing red.
The famous City Of London banker @LordBelgrave had already warned about the planned debt, oil + currency financial crisis at the start of the year. It is now being executed.
Yields are the gravity of everything, your mortgage, stocks, crypto, gold. The can just got kicked harder and farther. Don’t look away.
pipTank retweeted
It's official.
On July 31st, we called for US government intervention as long-term borrowing costs hit 2008 levels.
Today, it happened. The US Treasury is DOUBLING buybacks to $4 billion per operation for "liquidity support."
What comes next? Let us explain.
(a thread)
pipTank retweeted
BREAKING: US oil imports from Saudi Arabia fall to zero in July, the first time in 40 years, per Bloomberg.
US refiners were buying more than 800,000 barrels of Saudi oil a day earlier this year.
This huge decline is the result of Iran's Strait of Hormuz closure combined with Yemen's Houthis Saudi maritime blockade, which have cut off Saudi crude exports through the region.
pipTank retweeted
“With most large hyperscalers raising or reiterating capital spending plans in their earnings commentary, the likelihood of upside to 2026-27 consensus for computing and networking chipmakers is growing,” Bloomberg Intelligence analysts Kunjan Sobhani and Oscar Hernandez Tejada said in a note.
bloomberg.com/news/articles/…
pipTank retweeted
Bitcoin closed July $62,818
200-week moving average $63k
Realized price $52k (still decreasing)
Monthly RSI 43 (still < 50)
It looks like bitcoin has started the bottoming process. This normally takes 1-3 months and BTC would drop lower during this phase (below realized). DYOR.
pipTank retweeted
BREAKING: The Strategic Petroleum Reserve (SPR) fell -3.8 million barrels last week, to 308 million barrels, the lowest since March 1983.
This marks the 18th consecutive weekly decline, the longest since 2023, per Zerohedge.
During this period, US oil reserves in the SPR have fallen -108 million barrels, or -26%.
Meanwhile, commercial crude oil stocks excluding the SPR dropped -7.2 million barrels, to 405 million barrels, the lowest since October 2018.
This is also ~7% below the 5-year average for this time of the year.
America's oil buffer is evaporating.
pipTank retweeted
FACTS.
Every G7 country hit the brakes on money printing.
EXCEPT CANADA.
Canada's money supply is up +361% since 2004.
The US is +270%. Japan is only +89%.
This is why groceries, gas, and everything costs more.
Our money is being devalued on purpose.
pipTank retweeted
We need more power.
Data center power demand in the US is projected to surge +253% from 2026 levels, to a record 194 gigawatts by 2035.
One gigawatt is roughly equivalent to the capacity of a single traditional nuclear reactor.
As a result, data centers are expected to account for ~20% of US electricity consumption by 2035, up from ~6% today.
To put this into perspective, data centers are estimated to consume ~12% of US electricity by 2030.
Much of this growth is concentrated in a handful of grid regions, such as PJM, which serves the District of Columbia and 13 states, including Virginia, Pennsylvania, and Ohio.
Electricity is the next AI bottleneck.
pipTank retweeted
BREAKING: Iran’s Speaker of the Parliament Ghalibaf says the Strait of Hormuz will not return to pre-war conditions.
“In a region where we do not sell oil, no one will sell oil. If our security is not ensured, no infrastructure will be safe,” he says.
pipTank retweeted
China Erases America's AI Lead, Goldman Says 'Age Of Scaling' Is Over zerohedge.com/ai/china-erase…
