ReallyG @ReallyG

“I have a Dream”….“Why can’t we all get along”… Wisdom of Kings👑🙏🏽 London 🇬🇧 Joined April 2009

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ReallyG @ReallyG

a month ago

USD swap is Fed money printing, pure and simple. The foreign collateral remains at the Fed, but the USD are distributed to commercial banks and put in circulation. True, the swaps generally have fixed terms, but very often they’re rolled over indefinitely. Anything to prevent foreign CBs from liquidating their Treasury reserves!

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ReallyG @ReallyG

2 months ago

@WallStreetApes Wish Adam would run for public office ❤️🙏🏼

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ReallyG @ReallyG

2 months ago

@idreesali114 Given the well known (and earned ) reputation of The Economist cover page as a contrary indicator, perhaps not?

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ReallyG @ReallyG

2 months ago

@anasalhajji But will not China be classified as a “friendly” country under the “Tehran Tollbooth” scheme, permitting its ships free passage, thereby negating any supposed Trump masterplan?

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ReallyG @ReallyG

2 months ago

@idreesali114 @jam_croissant Brilliant appearance on @Stocktwits 🥐 If this is really about 🇨🇳 won’t 🇮🇷 continue to sell them 🛢️ even if SoH is closed to others?

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ReallyG @ReallyG

2 months ago

@TheSimplifier7 @shanaka86 Brilliant post. According to Gemini, here are three tickers trading below NAV bc of the paper/ physical dislocation you’ve described. $CEF, $PHYS, $ASA.

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ReallyG @ReallyG

2 months ago

@KeatonnBrownn @shanaka86 Correct according to Gemini. The gold is largely being circulated to domestic RU purchasers.

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ReallyG @ReallyG

2 months ago

@shanaka86 @BillAckman Per @grok In short: The Sting is highly effective for its narrow purpose (cheap drones vs. cheap drones), but it's not a substitute for Patriot against ballistic missiles. Ukraine has excess capacity/expertise in the former and a severe deficit in the latter.

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ReallyG @ReallyG

2 months ago

@TMSTRS_ @MarioNawfal Individuals are risking life and limb to enter this country, wedged into truck trailers in stifling heat, risking impossible water passages in overcrowded vesels.

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ReallyG @ReallyG

2 months ago

@shanaka86 I completely agree

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ReallyG @ReallyG

2 months ago

@shanaka86 Who’s buying the gold sold by RU for rubles??

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ReallyG @ReallyG

2 months ago

@policytensor @grok true??

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ReallyG @ReallyG

2 months ago

@Geo_papic Brilliant on @BloombergTV just now sir🛢️🙏🏼

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ReallyG @ReallyG

2 months ago

@sentdefender @LiveSquawk “Shelter in place” = euphemism for Cold War “get under your desk”

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ReallyG @ReallyG

2 months ago

@shanaka86 True @grok ?

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ReallyG @ReallyG

3 months ago

@policytensor What do you consider “first use”?

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ReallyG @ReallyG

3 months ago

@acrossthespread Excellent as usual

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ReallyG @ReallyG

3 months ago

@anasalhajji Vessel choosing route closer to Iran vs more open waters ?

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ReallyG @ReallyG

3 months ago

@jam_croissant @HoweGeneration Amazing episode. The #Dimona equivalent is Iran launching ballistic missiles packed with their own 60% enriched waste as a final act of desperation. It's a "dirty bomb" finale the mainstream media is ignoring. Is the left tail pricing in a permanent regional dead zone?