🚨 GOVERNMENT AFTER GOVERNMENT IS SAYING THE SAME THING: STOCK UP AT HOME. HERE ARE THE 8 THINGS YOU NEED.
🇬🇧 UK — "Be Ready" a week ago: 3 DAYS of water and food. Beans, water and radios SOLD OUT
🇯🇵 Japan — nationwide request on November 2: 3 days minimum, 1 WEEK if possible
🇺🇸 XmHEKw: food and water "to last for several days". The Pentagon wants major bases ready to run 90 DAYS off-grid
🇫🇷 France — 72 HOURS
🇩🇪 Germany — up to 10 DAYS
🇸🇪 🇳🇴 🇨🇭 Sweden, Norway, Switzerland — 1 WEEK
🇪🇺 EU — 72 HOURS, all 27 members
At least 23 countries plus the EU now say it.
They all say STOCK UP. Here is WHAT to stock:
1️⃣ WATER
About 4 litres per person, per day. A family of 4 for one week = 112 LITRES.
2️⃣ FOOD YOU DON'T HAVE TO COOK
Cans, nuts, crackers, baby food if you need it. And a MANUAL can opener.
3️⃣ KEEP THE FRIDGE SHUT
Fridge stays cold about 4 HOURS. Full freezer about 48 HOURS. Warm perishables go in the bin.
4️⃣ LIGHT + RADIO
Torches, spare batteries, a charged power bank, a battery or hand-crank radio. No internet? The radio still works.
5️⃣ WARMTH, SAFELY
Blankets and warm clothes. NEVER use a barbecue, generator or camping stove indoors. Carbon monoxide kills and you can't smell it.
6️⃣ MEDS + HYGIENE
Your usual medicine, a first-aid kit, soap, toilet paper, strong bin bags, spare glasses.
7️⃣ CASH + PAPER
No power can mean no ATMs and no card payments. Keep cash, copies of key documents and family numbers on PAPER.
8️⃣ THE FIRST HOURS
Check official alerts. Save your phone battery. Check on family and neighbours. Danger right now? Call 112 / 911 / 999.
None of this is a generator. All of it fits in one cupboard.
Save this list. Send it to the one person in your family who never plans ahead.
🇬🇧 UK — "Be Ready" a week ago: 3 DAYS of water and food. Beans, water and radios SOLD OUT
🇯🇵 Japan — nationwide request on November 2: 3 days minimum, 1 WEEK if possible
🇺🇸 XmHEKw: food and water "to last for several days". The Pentagon wants major bases ready to run 90 DAYS off-grid
🇫🇷 France — 72 HOURS
🇩🇪 Germany — up to 10 DAYS
🇸🇪 🇳🇴 🇨🇭 Sweden, Norway, Switzerland — 1 WEEK
🇪🇺 EU — 72 HOURS, all 27 members
At least 23 countries plus the EU now say it.
They all say STOCK UP. Here is WHAT to stock:
1️⃣ WATER
About 4 litres per person, per day. A family of 4 for one week = 112 LITRES.
2️⃣ FOOD YOU DON'T HAVE TO COOK
Cans, nuts, crackers, baby food if you need it. And a MANUAL can opener.
3️⃣ KEEP THE FRIDGE SHUT
Fridge stays cold about 4 HOURS. Full freezer about 48 HOURS. Warm perishables go in the bin.
4️⃣ LIGHT + RADIO
Torches, spare batteries, a charged power bank, a battery or hand-crank radio. No internet? The radio still works.
5️⃣ WARMTH, SAFELY
Blankets and warm clothes. NEVER use a barbecue, generator or camping stove indoors. Carbon monoxide kills and you can't smell it.
6️⃣ MEDS + HYGIENE
Your usual medicine, a first-aid kit, soap, toilet paper, strong bin bags, spare glasses.
7️⃣ CASH + PAPER
No power can mean no ATMs and no card payments. Keep cash, copies of key documents and family numbers on PAPER.
8️⃣ THE FIRST HOURS
Check official alerts. Save your phone battery. Check on family and neighbours. Danger right now? Call 112 / 911 / 999.
None of this is a generator. All of it fits in one cupboard.
Save this list. Send it to the one person in your family who never plans ahead.
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🚨BREAKING: ALPHABET $GOOGL FALLS OVER 8% AFTER WEAKER THAN EXPECTED EARNINGS.
Earnings per share, revenue, operating income, and Search revenue ALL came in under Wall Street's estimates.
BEFORE THE REPORT: Wall Street wanted $3.02 a share, $128.22B in revenue and $64.96B from d at $324.89.
NOW: $2.12 a share. $127.58B in revenue. $63.35B from Search. The stock is under $300 after hours.
NEXT: Alphabet guided $195B to $205B of capex for 2026, more than double the $91B of 2025. Q4 is the last piece of that bill.
Here's the catch.
Google Cloud DOUBLED: $30.7B in revenue, up 103%, above the $28.7B estimate. The Gemini app has 1 billion users.
But spending more than doubled too: $51.36B of capex in ONE quarter, more than the $42.29B of cash the business brought in.
Free cash flow: -$9.07B. Analysts expected -$2.70B.
And its stakes in other companies flipped from a $99.03B gain in Q2 to an $8.66B loss.
After the 8% drop, the stock sits about 27% under its $408.61 record from May. After Q2, it fell 7.1%.
Follow me. When Alphabet reports Q4, I'll show you if Cloud finally outruns a $51.36B-a-quarter spending bill.
Earnings per share, revenue, operating income, and Search revenue ALL came in under Wall Street's estimates.
BEFORE THE REPORT: Wall Street wanted $3.02 a share, $128.22B in revenue and $64.96B from d at $324.89.
NOW: $2.12 a share. $127.58B in revenue. $63.35B from Search. The stock is under $300 after hours.
NEXT: Alphabet guided $195B to $205B of capex for 2026, more than double the $91B of 2025. Q4 is the last piece of that bill.
Here's the catch.
Google Cloud DOUBLED: $30.7B in revenue, up 103%, above the $28.7B estimate. The Gemini app has 1 billion users.
But spending more than doubled too: $51.36B of capex in ONE quarter, more than the $42.29B of cash the business brought in.
Free cash flow: -$9.07B. Analysts expected -$2.70B.
And its stakes in other companies flipped from a $99.03B gain in Q2 to an $8.66B loss.
After the 8% drop, the stock sits about 27% under its $408.61 record from May. After Q2, it fell 7.1%.
Follow me. When Alphabet reports Q4, I'll show you if Cloud finally outruns a $51.36B-a-quarter spending bill.
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1997: one Fed hike. The S&P 500 gained 34% the year after.
2015: one Fed hike. The S&P 500 gained 9% the year after.
Next: Goldman Sachs expects just ONE more hike. Markets are pricing THREE.
Goldman strategist Vickie Chang says that could make this one of the smallest Fed hiking c's what's happening:
🏦 Goldman: one more hike, then this cycle could be done.
📊 Markets: still betting on three more hikes.
📉 1997 and 2015: stocks fell at first both times. In 1997 they "rallied strongly."
🔥 1999: the Fed hiked 1.75 points in total, and the S&P 500 still rose about 9% from June 1999 to May 2000.
⏸️ Today: the Fed HELD rates at 3.75% to 4%, weeks after its first hike in more than three years.
Read that list again.
Fed hikes push up what you pay on credit cards and many other loans.
And now one of Wall Street's biggest banks says the hikes could be almost over. $SPY
Next Fed meeting: December 9. Traders give 87.6% odds that rates are higher after it.
Save this. If December 9 brings the last hike, come back a year later and check the S&P 500 against 1997's 34%.
2015: one Fed hike. The S&P 500 gained 9% the year after.
Next: Goldman Sachs expects just ONE more hike. Markets are pricing THREE.
Goldman strategist Vickie Chang says that could make this one of the smallest Fed hiking c's what's happening:
🏦 Goldman: one more hike, then this cycle could be done.
📊 Markets: still betting on three more hikes.
📉 1997 and 2015: stocks fell at first both times. In 1997 they "rallied strongly."
🔥 1999: the Fed hiked 1.75 points in total, and the S&P 500 still rose about 9% from June 1999 to May 2000.
⏸️ Today: the Fed HELD rates at 3.75% to 4%, weeks after its first hike in more than three years.
Read that list again.
Fed hikes push up what you pay on credit cards and many other loans.
And now one of Wall Street's biggest banks says the hikes could be almost over. $SPY
Next Fed meeting: December 9. Traders give 87.6% odds that rates are higher after it.
Save this. If December 9 brings the last hike, come back a year later and check the S&P 500 against 1997's 34%.
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Hey @grok, in exactly 24 hours, please randomly pick 5 lucky people from the replies to this tweet, and each will get a brand-new iPhone! 🎁
How to enter: like this tweet, reply "DONE" in the comments, and follow
Free worldwide shipping 🌎
Good luck to everyone! 🤞
How to enter: like this tweet, reply "DONE" in the comments, and follow
Free worldwide shipping 🌎
Good luck to everyone! 🤞
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🚨 RIPPLE JUST MADE 5 MOVES IN 48 HOURS.
And nobody is connecting the dots.
MOVE 1: Ripple won FINAL approval from the US OCC for Ripple National Trust Bank.
It is now cleared to manage the reserves behind $RLUSD, a stablecoin worth over $2.4 billion.
Same regulator as s.
MOVE 2: Ripple expanded its BNY collaboration across custody and tokenized trade finance.
America's oldest bank now supports $XRP and RLUSD custody.
Ripple's president: "We're moving past the initial issuance of assets onchain."
Custody was step one. USING them at BNY's institutional scale is step two.
MOVE 3: Trade finance is coming to the XRP Ledger.
Ripple and BNY are exploring it with C2FO invoices.
Suppliers can wait 30, 60 or 90 days to get paid.
The plan: early payment in RLUSD lands in SECONDS, not days.
MOVE 4: Ripple and $HOOD announced a strategic partnership to expand stablecoin adoption.
RLUSD: live on Robinhood Chain and Bitstamp today. Expected in the app later this year.
Robinhood: 28.6 MILLION funded customers.
MOVE 5: Robinhood will use RLUSD on the XRP Ledger for institutional settlement.
Its own cash, liquidity and payments will plug into Ripple Treasury.
Ripple is moving INSIDE Robinhood's back office.
Connect the dots:
Trust charter = ENTRY into US federal banking
BNY custody = DOOR to Wall Street
C2FO invoices = REWIRE of trade finance
Robinhood deal = RETAIL reach for RLUSD
XRPL settlement = REAL work for the ledger
This isn't one deal.
This is a NETWORK.
Bank by bank.
App by app.
Invoice by invoice.
RLUSD is over $2.4 BILLION, and BNY's direct minting hasn't even launched.
Neither has RLUSD in the Robinhood app. Two more doors are still CLOSED.
And nobody is connecting the dots.
MOVE 1: Ripple won FINAL approval from the US OCC for Ripple National Trust Bank.
It is now cleared to manage the reserves behind $RLUSD, a stablecoin worth over $2.4 billion.
Same regulator as s.
MOVE 2: Ripple expanded its BNY collaboration across custody and tokenized trade finance.
America's oldest bank now supports $XRP and RLUSD custody.
Ripple's president: "We're moving past the initial issuance of assets onchain."
Custody was step one. USING them at BNY's institutional scale is step two.
MOVE 3: Trade finance is coming to the XRP Ledger.
Ripple and BNY are exploring it with C2FO invoices.
Suppliers can wait 30, 60 or 90 days to get paid.
The plan: early payment in RLUSD lands in SECONDS, not days.
MOVE 4: Ripple and $HOOD announced a strategic partnership to expand stablecoin adoption.
RLUSD: live on Robinhood Chain and Bitstamp today. Expected in the app later this year.
Robinhood: 28.6 MILLION funded customers.
MOVE 5: Robinhood will use RLUSD on the XRP Ledger for institutional settlement.
Its own cash, liquidity and payments will plug into Ripple Treasury.
Ripple is moving INSIDE Robinhood's back office.
Connect the dots:
Trust charter = ENTRY into US federal banking
BNY custody = DOOR to Wall Street
C2FO invoices = REWIRE of trade finance
Robinhood deal = RETAIL reach for RLUSD
XRPL settlement = REAL work for the ledger
This isn't one deal.
This is a NETWORK.
Bank by bank.
App by app.
Invoice by invoice.
RLUSD is over $2.4 BILLION, and BNY's direct minting hasn't even launched.
Neither has RLUSD in the Robinhood app. Two more doors are still CLOSED.
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🚨 5 countries. 6 warnings. 1 week..
🇯🇵 Japan — on November 2, the day its new Disaster Management Agency opens, the government asks ALL citizens to store food, water and toilet supplies for at least 3 days.. a full week if they can.. the reason is big earthquakes..
🇬🇧 UK — the tells families to keep 3 days of water, canned food, cash and a radio.. the radios are now SOLD OUT..
🇺🇸 US — the Pentagon wants its bases on US soil to run at least 90 days with no outside supply.. their own power, water, fuel and comms.. the plan is called FORTRESS.. its spokesman says "Power is combat now"..
🇬🇧 UK again — the head of the British Army, General Sir Roly Walker, stood in front of his soldiers at Catterick and told them "our nation is going to need you"..
🇩🇪 Germany — every 18-year-old man gets a military service questionnaire.. skip it and the fine is up to €250.. the first fines have started..
🇳🇴 Norway — a government press release, titled in plain words.. "3 things you must do to prepare for crisis and war".. and this is its Self-Preparedness Week..
and here's the part that should worry you..
one by one, each of these looks like normal news.. put them in one list and it feels very different..
all of it while the US and Iran are still on edge..
and the one that asks a whole country to stock up hasn't even started yet..
Follow me.. on November 2, open it again and see if the list got longer..
🇯🇵 Japan — on November 2, the day its new Disaster Management Agency opens, the government asks ALL citizens to store food, water and toilet supplies for at least 3 days.. a full week if they can.. the reason is big earthquakes..
🇬🇧 UK — the tells families to keep 3 days of water, canned food, cash and a radio.. the radios are now SOLD OUT..
🇺🇸 US — the Pentagon wants its bases on US soil to run at least 90 days with no outside supply.. their own power, water, fuel and comms.. the plan is called FORTRESS.. its spokesman says "Power is combat now"..
🇬🇧 UK again — the head of the British Army, General Sir Roly Walker, stood in front of his soldiers at Catterick and told them "our nation is going to need you"..
🇩🇪 Germany — every 18-year-old man gets a military service questionnaire.. skip it and the fine is up to €250.. the first fines have started..
🇳🇴 Norway — a government press release, titled in plain words.. "3 things you must do to prepare for crisis and war".. and this is its Self-Preparedness Week..
and here's the part that should worry you..
one by one, each of these looks like normal news.. put them in one list and it feels very different..
all of it while the US and Iran are still on edge..
and the one that asks a whole country to stock up hasn't even started yet..
Follow me.. on November 2, open it again and see if the list got longer..
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🚨BREAKING: AIRLINES ARE BRACING FOR YEARS OF PAIN, AND ONE AIRLINE CEO TOLD THE FT "ALL OF THIS INFLATION IS GOING TO MAKE PEOPLE POOR."
TAP Air Portugal, ITA Airways, Latam, and Avianca owner Abra are all warning about the fallout.
Here's what's happening:
→ FUEL SHOCK: $206 a barrel, the highest since the Iran war began and 96% above its pre-war price.
→ FARES ALREADY UP: Airfares are 20% to 30% higher than a year ago, and bosses call costly fuel the "new normal."
→ FUEL DEALS ENDING: The fuel hedges that shielded airlines this year are ending, so most airlines plan to raise fares even further.
→ DEMAND AT RISK: Airlines fear inflation will squeeze budgets and chip away at demand.
→ SMALLER INDUSTRY: Airlines expect to CUT fleets and trim growth plans, and TAP's CEO says "I think we are in for a tough three to five years."
Think about this.
We've kept flying all year, even after Delta $DAL raised prices by an average of 20%.
And now an airline CEO warns: "At some point there is going to be demand destruction."
ITA Airways bought about 80% of its fuel before the Iran crisis. No new hedges since.
Follow me. I'm tracking the fare hikes that land when that pre-war fuel runs out.
TAP Air Portugal, ITA Airways, Latam, and Avianca owner Abra are all warning about the fallout.
Here's what's happening:
→ FUEL SHOCK: $206 a barrel, the highest since the Iran war began and 96% above its pre-war price.
→ FARES ALREADY UP: Airfares are 20% to 30% higher than a year ago, and bosses call costly fuel the "new normal."
→ FUEL DEALS ENDING: The fuel hedges that shielded airlines this year are ending, so most airlines plan to raise fares even further.
→ DEMAND AT RISK: Airlines fear inflation will squeeze budgets and chip away at demand.
→ SMALLER INDUSTRY: Airlines expect to CUT fleets and trim growth plans, and TAP's CEO says "I think we are in for a tough three to five years."
Think about this.
We've kept flying all year, even after Delta $DAL raised prices by an average of 20%.
And now an airline CEO warns: "At some point there is going to be demand destruction."
ITA Airways bought about 80% of its fuel before the Iran crisis. No new hedges since.
Follow me. I'm tracking the fare hikes that land when that pre-war fuel runs out.
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Bro, I’m literally watching money leave my bank account.
New transfer. Five minutes later, another one.
I haven’t approved ANY of these. What the fuck?
New transfer. Five minutes later, another one.
I haven’t approved ANY of these. What the fuck?
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BIGGER THAN THE COVID LOCKDOWN.
This one is about the LIGHTS.
Cuba: the whole grid collapsed. 10 million in the dark.
Sri Lanka: the whole country blacked out.
Yemen: a hospital in Taiz can run 10 baby incubators. It had 40.
Then the orders came:
Pakistan: markets shut at 8pm.
at 8pm.
USA: every major base told to run 90 DAYS on its own power.
And the streets are filling:
Italy. France. Spain. Belgium. Portugal.
Puerto Rico over power bills.
Sudan over fuel.
COVID closed the doors.
This one flips the SWITCH.
14 power alerts. 4 continents. One month.
And winter has not even started.
This one is about the LIGHTS.
Cuba: the whole grid collapsed. 10 million in the dark.
Sri Lanka: the whole country blacked out.
Yemen: a hospital in Taiz can run 10 baby incubators. It had 40.
Then the orders came:
Pakistan: markets shut at 8pm.
at 8pm.
USA: every major base told to run 90 DAYS on its own power.
And the streets are filling:
Italy. France. Spain. Belgium. Portugal.
Puerto Rico over power bills.
Sudan over fuel.
COVID closed the doors.
This one flips the SWITCH.
14 power alerts. 4 continents. One month.
And winter has not even started.
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🚨BREAKING: JAPAN WILL ASK EVERY CITIZEN TO STOCK FOOD, WATER AND TOILET SUPPLIES FOR AT LEAST 3 DAYS, IDEALLY 1 WEEK.
Britain, France, Germany and the EU have already told their people to keep emergency supplies ready.
Here's what's happening:
→ THE REQUEST: Disaster ill issue an "emergency request" to every citizen, the central ministries and all prefectures on November 2.
→ 1 WEEK: He wants food, water and toilet supplies at home for "at least 3 days" and, "if possible, 1 week."
→ ON YOUR OWN: He wants every home able to get by "even without public help."
→ THE THREATS: a Nankai Trough quake, a quake right under Tokyo, giant quakes along the Japan and Chishima trenches, and a Mount Fuji eruption.
→ DAY ONE: Japan is LAUNCHING a new Disaster Management Agency that same day, and the request will come on its first day.
Think about this.
People in Japan saw the headline and asked online if World War 3 was coming.
The minister's own list is earthquakes and a volcano.
In 6 days, every citizen in Japan gets the same ask: 3 days at least, 1 week if possible.
Follow me. I'll post the full request on November 2, the day it goes out.
Britain, France, Germany and the EU have already told their people to keep emergency supplies ready.
Here's what's happening:
→ THE REQUEST: Disaster ill issue an "emergency request" to every citizen, the central ministries and all prefectures on November 2.
→ 1 WEEK: He wants food, water and toilet supplies at home for "at least 3 days" and, "if possible, 1 week."
→ ON YOUR OWN: He wants every home able to get by "even without public help."
→ THE THREATS: a Nankai Trough quake, a quake right under Tokyo, giant quakes along the Japan and Chishima trenches, and a Mount Fuji eruption.
→ DAY ONE: Japan is LAUNCHING a new Disaster Management Agency that same day, and the request will come on its first day.
Think about this.
People in Japan saw the headline and asked online if World War 3 was coming.
The minister's own list is earthquakes and a volcano.
In 6 days, every citizen in Japan gets the same ask: 3 days at least, 1 week if possible.
Follow me. I'll post the full request on November 2, the day it goes out.
Community note
Japan’s government has long advised households to keep at least 3 days, and ideally about 1 week, of food and water at home for natural disasters such as earthquakes. This appears in the national Basic Disaster Management Plan and in Tokyo’s official preparedness guidance.
bichiku.metro.tokyo.lg.jp/en/why/
city.asahi.lg.jp/uploaded/attac…
bichiku.metro.tokyo.lg.jp/en/why/
city.asahi.lg.jp/uploaded/attac…
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🚨BREAKING: MICROSOFT IS OFFERING BUYOUTS TO 60,000 WORKERS, ABOUT 27% OF ITS ENTIRE WORKFORCE.
Staff on select teams in the US, Canada, India, and the UK, vice president level and below, are eligible.
Here's what's happening:
→ 1 IN 4: Microsoft had about 223,000 employees e offer reaches roughly a quarter of them.
→ NOT FOR EVERYONE: Some staff focused on data centers, sales and marketing are not eligible.
→ THIRD MOVE OF 2026: Microsoft made its first-ever voluntary retirement offer to about 8,750 US workers earlier this year, then cut about 4,800 jobs in July.
→ ALREADY SHRINKING: Its workforce fell by about 5,000 in the year to June 30, the first annual drop in a decade.
→ THE PITCH: Chief People Officer Amy Coleman SAYS the offer gives staff "a new choice to make that transition now with support."
Think about this.
$MSFT plans to spend $190 billion on capital expenditures in 2026, largely tied to AI.
And now it's trying to shrink its staff without another round of layoffs.
The offer is time-limited. Microsoft reports earnings Wednesday, 2 days from now.
Follow me. If Microsoft reveals how many of the 60,000 said yes, I'll post it.
Staff on select teams in the US, Canada, India, and the UK, vice president level and below, are eligible.
Here's what's happening:
→ 1 IN 4: Microsoft had about 223,000 employees e offer reaches roughly a quarter of them.
→ NOT FOR EVERYONE: Some staff focused on data centers, sales and marketing are not eligible.
→ THIRD MOVE OF 2026: Microsoft made its first-ever voluntary retirement offer to about 8,750 US workers earlier this year, then cut about 4,800 jobs in July.
→ ALREADY SHRINKING: Its workforce fell by about 5,000 in the year to June 30, the first annual drop in a decade.
→ THE PITCH: Chief People Officer Amy Coleman SAYS the offer gives staff "a new choice to make that transition now with support."
Think about this.
$MSFT plans to spend $190 billion on capital expenditures in 2026, largely tied to AI.
And now it's trying to shrink its staff without another round of layoffs.
The offer is time-limited. Microsoft reports earnings Wednesday, 2 days from now.
Follow me. If Microsoft reveals how many of the 60,000 said yes, I'll post it.
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🚨 Do you understand what Saudi Arabia just did to Asia's oil supply after the Iran war hit shipping through Hormuz..
they'll store Saudi crude in Singapore's Jurong Rock Caverns.. 150 meters underground.. room for about 9,000,000 barrels in all.. in a region that imported G in its oil from the Middle East before the war..
this isn't a rental contract.. this is the emergency backbone of Saudi oil in Southeast Asia..
> Aramco signed a first agreement with two Singapore state agencies.. the final deal is still in talks
> Aramco's Okinawa storage in Japan.. already expanded to 8,200,000 barrels nine years ago
> in South Korea a 2023 deal stores 5,300,000 barrels in Ulsan for five years.. both governments can buy it first in a shortage
> Singapore would be the third Asian country to store Saudi crude.. and the ONE in Southeast Asia
here's what nobody is framing correctly..
Saudi Arabia didn't just book a cave.. they're moving the crude that becomes your gasoline.. your jet fuel.. your diesel.. your plastic.. closer to its Asian buyers..
and they did it the day oil slipped back from near six-month highs..
you're not watching a storage plan.. you're watching Riyadh move its oil past Hormuz while the world pays around $110 a barrel to watch..
the talks should end in a few months.. storage starts in the second half of 2027..
follow me.. how many Saudi barrels go in is still unknown.. you'll see it here..
they'll store Saudi crude in Singapore's Jurong Rock Caverns.. 150 meters underground.. room for about 9,000,000 barrels in all.. in a region that imported G in its oil from the Middle East before the war..
this isn't a rental contract.. this is the emergency backbone of Saudi oil in Southeast Asia..
> Aramco signed a first agreement with two Singapore state agencies.. the final deal is still in talks
> Aramco's Okinawa storage in Japan.. already expanded to 8,200,000 barrels nine years ago
> in South Korea a 2023 deal stores 5,300,000 barrels in Ulsan for five years.. both governments can buy it first in a shortage
> Singapore would be the third Asian country to store Saudi crude.. and the ONE in Southeast Asia
here's what nobody is framing correctly..
Saudi Arabia didn't just book a cave.. they're moving the crude that becomes your gasoline.. your jet fuel.. your diesel.. your plastic.. closer to its Asian buyers..
and they did it the day oil slipped back from near six-month highs..
you're not watching a storage plan.. you're watching Riyadh move its oil past Hormuz while the world pays around $110 a barrel to watch..
the talks should end in a few months.. storage starts in the second half of 2027..
follow me.. how many Saudi barrels go in is still unknown.. you'll see it here..
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🚨 Do you understand what rising mortgage rates just did to the entire US housing market less than 9 months after they dipped below 6%..
they hit the buyers.. just 928,892 homebuyers in September.. the fewest since Redfin's records began in 2013.. against 1,510,784 sellers.. the 62.6 percent more sellers than buyers.. the biggest gap EVER recorded..
this isn't a slow season.. this is the backbone of the American dream freezing in place..
> Miami.. Nashville.. Houston.. the 3 biggest seller surpluses of the 50 largest US metros.. 2nd month in a row
> 41 of those 50 metros.. already buyer's markets.. a Redfin record
> about 21 percent of active listings cut their price.. that's a 4-year high
> just 5 are still seller's markets.. and outside the Northeast there's only ONE.. San Francisco
here's what nobody is framing correctly..
rates didn't hit a few listings.. they hit the demand that decides your sale price.. your price cut.. your closing costs.. your moving date..
and they did it while the median US listing price fell for the 11th month in a row.. to $419,250..
you're not watching a crash.. you're watching 1,510,784 sellers wait on 928,892 buyers while the 30-year rate sits at 7.4%.. its highest in nearly 3 years..
the gap set a record 4 months in a row.. Redfin's October count comes out next month..
buying or selling a home.. follow me for that number.. a 5th record hands buyers even more room to bargain..
they hit the buyers.. just 928,892 homebuyers in September.. the fewest since Redfin's records began in 2013.. against 1,510,784 sellers.. the 62.6 percent more sellers than buyers.. the biggest gap EVER recorded..
this isn't a slow season.. this is the backbone of the American dream freezing in place..
> Miami.. Nashville.. Houston.. the 3 biggest seller surpluses of the 50 largest US metros.. 2nd month in a row
> 41 of those 50 metros.. already buyer's markets.. a Redfin record
> about 21 percent of active listings cut their price.. that's a 4-year high
> just 5 are still seller's markets.. and outside the Northeast there's only ONE.. San Francisco
here's what nobody is framing correctly..
rates didn't hit a few listings.. they hit the demand that decides your sale price.. your price cut.. your closing costs.. your moving date..
and they did it while the median US listing price fell for the 11th month in a row.. to $419,250..
you're not watching a crash.. you're watching 1,510,784 sellers wait on 928,892 buyers while the 30-year rate sits at 7.4%.. its highest in nearly 3 years..
the gap set a record 4 months in a row.. Redfin's October count comes out next month..
buying or selling a home.. follow me for that number.. a 5th record hands buyers even more room to bargain..
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3,966
🚨 stop scrolling.. do you understand what this Brazil runoff actually means in dollar terms..
because most people are only thinking about the Lula vs Bolsonaro vote today..
the main betting market has over $196 million traded on both sides.. and it gives Flávio Bolsonaro an ery single player riding on that vote needs something specific from 158.7 million voters..
Flávio needs a win to pardon his father Jair, serving 27 years for a coup attempt..
Lula needs a comeback no first-round loser in Brazilian democracy has ever pulled off..
Brazil's stock market needs its 7.7% jump to a record, the day after round one, to stay intact..
Brazil's currency needs to hold after the dollar fell 4.12% against it that same day..
Wall Street strategists who told clients to buy Brazil once Flávio led need that call to pay off..
and here's what nobody wants to say out loud..
every one of those players is on that knife edge because the money called this race and the voters haven't..
the final polls average 51% to 49%, a dead heat, but over $196 million has traded on that one market..
that's not a forecast.. that's $196 million of bets treating a coin flip like a sure thing..
if Brazil says yes to Flávio.. the 80% bet pays and Brazil's direction changes overnight..
if Brazil says no.. Lula makes a first-ever comeback, and the record stock rally bet on the wrong man..
polls close later today.. and a new $6.5 million market now bets on how close it ends..
tomorrow, Brazil's stocks open and that 7.7% jump either holds or starts to bleed.
because most people are only thinking about the Lula vs Bolsonaro vote today..
the main betting market has over $196 million traded on both sides.. and it gives Flávio Bolsonaro an ery single player riding on that vote needs something specific from 158.7 million voters..
Flávio needs a win to pardon his father Jair, serving 27 years for a coup attempt..
Lula needs a comeback no first-round loser in Brazilian democracy has ever pulled off..
Brazil's stock market needs its 7.7% jump to a record, the day after round one, to stay intact..
Brazil's currency needs to hold after the dollar fell 4.12% against it that same day..
Wall Street strategists who told clients to buy Brazil once Flávio led need that call to pay off..
and here's what nobody wants to say out loud..
every one of those players is on that knife edge because the money called this race and the voters haven't..
the final polls average 51% to 49%, a dead heat, but over $196 million has traded on that one market..
that's not a forecast.. that's $196 million of bets treating a coin flip like a sure thing..
if Brazil says yes to Flávio.. the 80% bet pays and Brazil's direction changes overnight..
if Brazil says no.. Lula makes a first-ever comeback, and the record stock rally bet on the wrong man..
polls close later today.. and a new $6.5 million market now bets on how close it ends..
tomorrow, Brazil's stocks open and that 7.7% jump either holds or starts to bleed.
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3,507
🚨BREAKING: SOUTH KOREAN RETAIL INVESTORS ARE POURING BILLIONS INTO 3X CHIP BETS WHILE CHIP STOCKS CRASH.
Samsung, SK hynix, the KOSPI, and the US chip fund SOXL are all falling hard, and Korean retail keeps buying.
Here's what's happening:
→ 3X BET: From October 1 to 22, .5476 billion into $SOXL, a fund built to move 3 times as much as US chip stocks each day.
→ ONE FUND: That one fund took 73.9% of all the money they put into US stocks in those 22 days.
→ PRICE HALVED: SOXL fell from $164.27 on October 5 to $83.56 at Friday's close, down 49%.
→ AT HOME TOO: They put 315.4 billion won into 14 leveraged Samsung and SK hynix products while the KOSPI fell 18.83% this month.
→ BACK FOR MORE: It is their first month of net buying in these products since regulators RAISED the deposit needed to buy them on July 31.
Think about this.
The 3x resets every day, so these products can lose money even if chip stocks end up right back where they started.
$3.5476 billion went in, and SOXL now needs to almost double just to get back to $164.27.
Follow me. When Korea's next buying data drops, I'll show you if they doubled down or ran.
Samsung, SK hynix, the KOSPI, and the US chip fund SOXL are all falling hard, and Korean retail keeps buying.
Here's what's happening:
→ 3X BET: From October 1 to 22, .5476 billion into $SOXL, a fund built to move 3 times as much as US chip stocks each day.
→ ONE FUND: That one fund took 73.9% of all the money they put into US stocks in those 22 days.
→ PRICE HALVED: SOXL fell from $164.27 on October 5 to $83.56 at Friday's close, down 49%.
→ AT HOME TOO: They put 315.4 billion won into 14 leveraged Samsung and SK hynix products while the KOSPI fell 18.83% this month.
→ BACK FOR MORE: It is their first month of net buying in these products since regulators RAISED the deposit needed to buy them on July 31.
Think about this.
The 3x resets every day, so these products can lose money even if chip stocks end up right back where they started.
$3.5476 billion went in, and SOXL now needs to almost double just to get back to $164.27.
Follow me. When Korea's next buying data drops, I'll show you if they doubled down or ran.
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2,784
Missiles were shot down over Mecca.
24 hours ago.
Same week:
126 drones hit Ukraine in one night.
A chemical plant burned in Siberia.
A Chinese carrier sailed past the Philippines.
And in 21 countries, people filled the streets.
410,000 in France. 150,000 in Serbia. All 50 US 7 days.
One map.
24 hours ago.
Same week:
126 drones hit Ukraine in one night.
A chemical plant burned in Siberia.
A Chinese carrier sailed past the Philippines.
And in 21 countries, people filled the streets.
410,000 in France. 150,000 in Serbia. All 50 US 7 days.
One map.
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2,811
🚨 Do you understand what 15 stocks just did to the entire S&P 500 at its last record high..
they were the only S&P 500 stocks to close at a new high on October 6.. the day Wall Street's most-watched index hit a record 7,818.93.. the thinnest record top since March 2000.. the other 48the index.. stayed below their highs..
this isn't a broad rally.. this is the 15-stock backbone of a 503-stock index..
> the March 2000 peak had 15 new highs too.. the exact same number
> 406 of its 503 stocks.. already more than 10 percent below their 10-year highs
> 55 percent of its stocks 20 percent or more below their 10-year highs.. that is literally a bear market for most of the index on record day
> normal record tops since 1985 sit at 20 to 31 percent.. only ONE in four decades had a higher percent of stocks this broken.. March 2000 at 71.2 percent
here's what nobody is framing correctly..
the S&P 500 didn't hit a market-wide high.. it hit an index high that becomes your 401k.. your pension.. your index fund.. your retirement savings..
and since that record day the S&P 500 is down 2.5 percent.. the Nasdaq is down 6 percent..
you're not watching a rally.. you're watching a 15-stock record..
follow me.. i'll count how many stocks show up for the next one..
they were the only S&P 500 stocks to close at a new high on October 6.. the day Wall Street's most-watched index hit a record 7,818.93.. the thinnest record top since March 2000.. the other 48the index.. stayed below their highs..
this isn't a broad rally.. this is the 15-stock backbone of a 503-stock index..
> the March 2000 peak had 15 new highs too.. the exact same number
> 406 of its 503 stocks.. already more than 10 percent below their 10-year highs
> 55 percent of its stocks 20 percent or more below their 10-year highs.. that is literally a bear market for most of the index on record day
> normal record tops since 1985 sit at 20 to 31 percent.. only ONE in four decades had a higher percent of stocks this broken.. March 2000 at 71.2 percent
here's what nobody is framing correctly..
the S&P 500 didn't hit a market-wide high.. it hit an index high that becomes your 401k.. your pension.. your index fund.. your retirement savings..
and since that record day the S&P 500 is down 2.5 percent.. the Nasdaq is down 6 percent..
you're not watching a rally.. you're watching a 15-stock record..
follow me.. i'll count how many stocks show up for the next one..
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3,028
🚨 stop scrolling.. do you understand what this crypto dump actually means in dollar terms..
because most people are only thinking about the Bitcoin drop under $80,000..
crypto traders have a combined $670 million wiped out in 24 hours.. $220 million of it from bets on prices ur..
every single player in this dump loses something specific today..
$BTC loses $80,000 and dips under it for the second time in about 10 days..
$ETH loses $2,350 and slides below it..
$SOL loses $100 and falls to its lowest price since mid-September..
XRP loses $1.30 and trades near $1.27..
more than 210,000 traders lose their bets in a single day..
and here's what nobody wants to say out loud..
nearly every dollar wiped out in that single hour was a bet on prices going up made with borrowed money.. just 3 days after Bitcoin was near $85,000..
the combined money wiped out across those 210,000 traders is $670 million in 24 hours..
that's not a weekend dip.. that's a $670 million wipeout dressed up as a quiet Saturday..
if the market says yes to Bitcoin at $80,000.. the road back to $83,000 to $85,000 opens again..
if the market says no.. the next level to watch is $77,000, the average price the newest whales paid..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
because most people are only thinking about the Bitcoin drop under $80,000..
crypto traders have a combined $670 million wiped out in 24 hours.. $220 million of it from bets on prices ur..
every single player in this dump loses something specific today..
$BTC loses $80,000 and dips under it for the second time in about 10 days..
$ETH loses $2,350 and slides below it..
$SOL loses $100 and falls to its lowest price since mid-September..
XRP loses $1.30 and trades near $1.27..
more than 210,000 traders lose their bets in a single day..
and here's what nobody wants to say out loud..
nearly every dollar wiped out in that single hour was a bet on prices going up made with borrowed money.. just 3 days after Bitcoin was near $85,000..
the combined money wiped out across those 210,000 traders is $670 million in 24 hours..
that's not a weekend dip.. that's a $670 million wipeout dressed up as a quiet Saturday..
if the market says yes to Bitcoin at $80,000.. the road back to $83,000 to $85,000 opens again..
if the market says no.. the next level to watch is $77,000, the average price the newest whales paid..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
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🚨 stop scrolling.. do you understand what this oil spike actually means in dollar terms..
because most people are only thinking about the price at the pump..
crypto coins have a combined $140 billion wiped off their value this week.. while Brent oil closed at $116.72 a barrel, April..
every single player in this sell-off loses something specific to this war..
$BTC loses about $70 billion in value since Wednesday, falling from $84,012 a coin to about $80,500..
$ETH loses about $13.6 billion since Wednesday, a 4.5% drop from $2,470.77 a coin..
US Bitcoin ETFs lose $635 million in one day, the end of a 3-day buying streak..
NEAR and Avalanche lose 11.4% and 11.1% in 7 days.. the smaller coins bleed the hardest..
you lose at the pump, with Brent up about 60% since the US and Israel attacked Iran in February..
and here's what nobody wants to say out loud..
every one of those players is on that losing side as reports say the US is weighing new strikes on Iran after the midterms..
the combined damage across the whole crypto market is $140 billion in one week..
that's not a normal dip.. that's a $140 billion war bill dressed up as a normal dip..
if Trump says yes to talks instead of strikes.. the whole oil trade changes overnight..
if Trump says no.. Iran says it will hit Gulf oil sites, data centres and undersea cables..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
because most people are only thinking about the price at the pump..
crypto coins have a combined $140 billion wiped off their value this week.. while Brent oil closed at $116.72 a barrel, April..
every single player in this sell-off loses something specific to this war..
$BTC loses about $70 billion in value since Wednesday, falling from $84,012 a coin to about $80,500..
$ETH loses about $13.6 billion since Wednesday, a 4.5% drop from $2,470.77 a coin..
US Bitcoin ETFs lose $635 million in one day, the end of a 3-day buying streak..
NEAR and Avalanche lose 11.4% and 11.1% in 7 days.. the smaller coins bleed the hardest..
you lose at the pump, with Brent up about 60% since the US and Israel attacked Iran in February..
and here's what nobody wants to say out loud..
every one of those players is on that losing side as reports say the US is weighing new strikes on Iran after the midterms..
the combined damage across the whole crypto market is $140 billion in one week..
that's not a normal dip.. that's a $140 billion war bill dressed up as a normal dip..
if Trump says yes to talks instead of strikes.. the whole oil trade changes overnight..
if Trump says no.. Iran says it will hit Gulf oil sites, data centres and undersea cables..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
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3,678
🚨 stop scrolling.. do you understand what this Turkish stock market collapse actually means in dollar terms..
because most people are only thinking about the red screens..
these 581 Turkish stocks have a combined value above $280 billion..
every single player in that market c from this sell-off..
the BIST 100 loses every 2026 gain and closed Friday at 11,116.99, a new 6-month low..
QNB Turkey loses 27.62% of its share price in one month..
Norway's wealth fund, the world's largest, loses money in the fund crisis and is now reviewing the roughly $2.2 billion of Turkish shares it held at the end of June..
Turkish families lose trust in funds as consumer confidence falls 7.7% and more of them plan to save in gold and foreign currency..
the central bank loses the boost from its first rate cut in 9 months as stocks fell more than 3% the day it cut to 36%..
and here's what nobody wants to say out loud..
every one of those losses landed while the fund scandal that started in September kept spreading..
the combined value wiped out across those 581 stocks since mid-September hit $120.7 billion during Friday's sell-off.. down from around ₺20.3 trillion to ₺14.3 trillion..
that's not a dip.. that's a $120.7 billion loss dressed up as a dip..
if the market says yes again like late Friday, when a 4% drop shrank to 0.92% by the close.. the whole picture changes overnight..
if the market says no.. $120.7 billion was only the first bill..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
because most people are only thinking about the red screens..
these 581 Turkish stocks have a combined value above $280 billion..
every single player in that market c from this sell-off..
the BIST 100 loses every 2026 gain and closed Friday at 11,116.99, a new 6-month low..
QNB Turkey loses 27.62% of its share price in one month..
Norway's wealth fund, the world's largest, loses money in the fund crisis and is now reviewing the roughly $2.2 billion of Turkish shares it held at the end of June..
Turkish families lose trust in funds as consumer confidence falls 7.7% and more of them plan to save in gold and foreign currency..
the central bank loses the boost from its first rate cut in 9 months as stocks fell more than 3% the day it cut to 36%..
and here's what nobody wants to say out loud..
every one of those losses landed while the fund scandal that started in September kept spreading..
the combined value wiped out across those 581 stocks since mid-September hit $120.7 billion during Friday's sell-off.. down from around ₺20.3 trillion to ₺14.3 trillion..
that's not a dip.. that's a $120.7 billion loss dressed up as a dip..
if the market says yes again like late Friday, when a 4% drop shrank to 0.92% by the close.. the whole picture changes overnight..
if the market says no.. $120.7 billion was only the first bill..
and markets will price that answer in real time.
if you're not following me you're finding out about this 48 hours late from someone who read my post..
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2,642




