5 Aug 2026, 04:28 UTC54 views2 reactionsread 6 August 2026 Photo
Musk threatened the shorts (a third of the free float is currently shorted, that's a huge amount), promising to punish everyone once the earnings dropped. Started talking up AI satellites and the friendship with Nvidia.
In the end, it didn't work.
Things at SpaceX are getting worse by the week.
They've now reached the ballpark of the IPO price, $115 (at one point dropped as low as $105). It went out at $135 (the u…
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30 Jul 2026, 16:03 UTC99 views5 reactionsread 6 August 2026 Photo
🇰🇷 Koreans without a future. Again
Millions of young Koreans bet everything on the stock market, because it was their only shot at changing their lives.
Why did an entire generation get margin-called?
• Housing is unaffordable
• Living paycheck to paycheck
And people took out loans en masse and entered the market with leverage, buying double-leveraged ETFs on the semiconductor sector, using 3:1 margin, and holding…
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30 Jul 2026, 16:00 UTC89 views3 reactionsread 6 August 2026 THE RIDDLE OF THE DECADE…
Is someone manipulating the oil market? The price of oil fell 8%, despite the loss of roughly 5 million barrels a day in supply.
The answer, as always, isn't clear-cut, but we can get closer to understanding it.
🇨🇳 Let's start with the fact that in June 2026 China's oil import volume came in at 7.1 million barrels a day (41% lower compared to the same period last year). This tells us that…
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26 Jul 2026, 16:04 UTC124 views2 reactionsread 6 August 2026 As a result of the SpaceX IPO scam, into which, by the way, they even stuffed Twitter -- the company raised $85 billion through share sales and $25 billion through a bond placement right after the IPO.
$110 billion in cash entered the company.
For perspective, the main financial AI bubble in the form of Oracle raised $48 billion this year.
In addition:
Nvidia and Microsoft, +$25 billion in debt each.
Meta, +$52 b…
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13 Jul 2026, 06:41 UTC182 views5 reactionsread 6 August 2026 Trump and Iran have resumed the war.
Brent = $80.
But the picture is such that Iran is already anticipating the expulsion of the US from the region, along with the eventual destruction of Israel sooner or later. They're seriously talking about an assassination attempt on Trump, as revenge for Khamenei.
The US, meanwhile, is in the classic situation of a falling empire. Winning isn't happening, but you also can't j…
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11 Jul 2026, 07:32 UTC171 views4 reactionsread 6 August 2026 Photo
THE DARK SIDE OF CHINA
🇨🇳 The main economic struggle in the world, as it's pleasant to think, is the fight between the US and China, two different financial systems each with its own style of governance.
However, it's not all that simple! For example, the chart above shows us May's dynamics across different sectors. And honestly, when it comes to consumer sovereignty, things are very bad for the Middle Kingdom…
In…
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7 Jul 2026, 17:09 UTC136 views6 reactionsread 6 August 2026 Photo
THE HEGEMON'S DEFENSE STRATEGY IN THE FINANCIAL GAME
🌐 We've already talked about how, even though the super-big players are starting to turn away from investing in the US, the States themselves are taking measures to reorient the market away from them and onto smaller fish. And one of the ways is RWA.
💼 RWA: real assets moved onto the blockchain in the form of tokens.
Put simply, it's when bonds, treasury paper, …
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7 Jul 2026, 07:00 UTC111 views5 reactionsread 6 August 2026 Photo
The aggregate volume of US government bonds on the balance sheets of the world's central banks and other non-resident organizations, as a percentage of the total outstanding debt.
There are practically no fools left. Trump forced Japan and the Gulf monarchies to sell too.
Only the poor Europeans are left.
But globally, US government debt is increasingly passing from foreigners into the ownership of the Fed.
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5 Jul 2026, 16:20 UTC120 views7 reactionsread 6 August 2026 Photo
THE US IS OFFLOADING ONTO PRIVATE INVESTORS
💵 US foreign debt is now held more by private investors than by central banks.
And that’s because central banks aren’t fools, and they’re not going to buy Treasuries like there’s no tomorrow. You can even see that they’re holding roughly the same amount, around $4 trillion, while the private sector is loading up on this debt.
🥇 And now the second chart: central banks are…
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29 Jun 2026, 07:43 UTC142 views5 reactionsread 6 August 2026 The most interesting thing right now is Japan’s SPR. They hide it and publish figures very rarely.
The last publication was May 9. At that point they had roughly 214 days left at approximately 1 million barrels per day. Some tankers headed to Japan this week, so they probably still have something like 160-170 days of reserve left.
When it all approaches the minimum residual level around 50 days, the financial sector…
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26 Jun 2026, 13:56 UTC139 views14 reactionsread 6 August 2026 Photo
🛢 A perfect illustration that global oil prices are completely paper-based and have lost touch with reality. American oil reserves are at a 10-year low, and on top of that the price keeps falling.
This doesn’t line up with economic theory or basic common sense. From which you can conclude that the entire pricing system is inflated and every year has less and less connection with what’s actually happening. Although w…
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23 Jun 2026, 17:26 UTC149 views7 reactionsread 6 August 2026 South Korea is in such bad shape they had to halt the trading session. The index broke through -10%.
Everything is falling: Samsung, Hyundai, Hynix.
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