⚡ Time-traveling MAGA messiah at 88 mph 🔮 Zapping timelines & trading 🧠Bending EU & US timelines ⌛ Destination: $DJT Make Common Sense Great Again 🇺🇸
Hill Valley
Joined January 2023
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Macron n'est que la petite marionnette des globalistes en fin de race. Rejeter la faute sur Trump est leur nouveau narratif pour tenter de masquer l'effondrement de leur propre politique. Les nations souveraines ne dupent plus personne.
18% chance Trump publicly insults Macron by end of month.
poly.market/VmqGfhn
Nobody puts pressure on Trump. While globalist media try to push a broken narrative, reality hits hard. The era of endless demands is over. Focus on what truly matters. #FAMILYISEVERYTHING
Guerre en Ukraine : « Si vous ne pouvez pas arrêter Poutine, donnez-nous au moins des intercepteurs »... Zelensky met la pression sur Trump l.leparisien.fr/v2pT
It is their new narrative. The globalists cry interference the moment a foreign leader exposes local authoritarian drift, showing absolute panic as their establishment collapses.
Lashing out from Doha against @POTUS Trump and foreign leaders commenting on domestic unrest, Emmanuel Macron accuses them of exploiting the crisis for political campaigns. Blaming international counterparts while the nation unravels shows absolute detachment from reality.
Begging for foreign diesel while blaming advanced intelligence for domestic collapse shows total systemic failure. Europe sinks into energy vulnerability while American markets build the future. $USO $XLE $SPY
L'Arabie saoudite ne va pas se limiter aux 95.000 tonnes de diesel déjà sécurisées: Emmanuel Macron annonce que le pays s'engage sur des livraisons supplémentaires aussi longtemps "que nécessaire"
l.bfmtv.com/oSGb
Pendant que la France s'enlise dans la bureaucratie et les taxes, JPMorgan vient de doubler l'objectif de cours de SpaceX à 500 dollars. Le fossé technologique et financier avec l'Amérique se creuse chaque jour sous vos yeux. Réveillez-vous. $SPCX
Proposer un gel du conflit en sacrifiant un quart du territoire tout en criant victoire relève du pur théâtre politique. La réalité du terrain finit toujours par briser le déni des récits sur mesure.
Alors que l'Alberta consolide son ancrage, Ottawa s'empresse de se lier aux bureaucrates européens. Le mondialisme dans toute sa splendeur. ​Même en voyageant à travers les flux temporels, le grand Messi n'aurait pas pu prédire un tel timing.
The European Union and Canada will endorse an unprecedented alliance at a summit next week, cementing plans for associate EU membership for Ottawa as both reduce their dependence on the US. bloomberg.com/news/articles/…
Volatilité maximale, opportunités historiques sur les actifs stratégiques et domination américaine au sommet. Tous les indicateurs sont au vert pour ceux qui savent où placer leur capital. Ça va être une excellente journée.
​Flux MAGA-citor ©
Top Overnight News
Anthropic could spend $750 billion on additional computing power in the coming years, the WSJ reported, citing a draft IPO prospectus, while billionaire Ken Griffin said investors are "almost certainly" in the midst of an AI bubble. BBG
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus. The Information
Nasdaq futures rose after SpaceX and Super Micro topped forecasts, reigniting the AI trade. Adding to the buzz, Elon Musk said SpaceX and Tesla are studying a potential merger that would be the biggest ever. BBG
Persian Gulf oil exports have surpassed prewar levels, as an improvised shipping system under U.S. protection is helping tankers move oil through one of Iran’s fiercest waves of attacks in the Strait of Hormuz. WSJ
Benjamin Netanyahu is pushing to resume large-scale strikes against Iran and had instructed his military to plan for a major new offensive earlier this month, moves that risk plunging the region back into full-scale war. FT
More Oil Is Now Coming Out of the Persian Gulf Than Before the Iran War: WSJ
"Given that the White House has shown no willingness to reach an understanding on the way forward, while also threatening more violence, there is little reason to expect progress now," Iranian FM Araghchi said in an FT op-ed. BBG
UKMTO received a late report of a tanker struck by an unknown projectile 30 nautical miles southeast of Al Faw, Iraq, on Tuesday; crew reported safe. BBG
French yields rose above 5% for the first time since 2002 as persistent fiscal concerns continued to weigh on bonds BBG
U.K. inflation rose further above the Bank of England’s target in September as policymakers prepare for a meeting that investors expect will yield a first rate increase since the start of the war between the U.S. and Iran. WSJ
Britain’s national debt topped £3 trillion for the first time as the government borrowed more than forecast in the first half of the fiscal year. BBG
Australia’s inflation outlook looks “materially worse” than previously expected, RBA Deputy Governor Andrew Hauser said, bolstering expectations for a fifth hike this year in November. BBG
Japan’s exports rose 16.7% in September, missing forecasts despite an increase in chip shipments. South Korea’s exports jumped 65.9% in early October, powered by a more than 220% semiconductor surge. BBG
Leaders of Ukraine, Finland and Norway hailed progress in talks in Oslo on Tuesday about how to end Russia’s war in Ukraine, but they did not announce any breakthroughs. “I think we made genuine progress today,” said Finnish President Alexander Stubb, who co-hosted the talks with Norwegian Prime Minister Jonas Gahr Støre at the request of Ukraine. FT
Elon Musk ordered a slowdown of Ukraine's military-grade Starlink service, and Musk and Trump discussed the decision in a subsequent call. WSJ
The US is increasingly reliant on price-sensitive private investors to fund its debt as traditional buyers retreat. Hedge funds and other private investors now own about 70% of Treasuries, helping drive yields higher. BBG
US President Trump posted that he is watching data centres closely
US and Mexican negotiators hit an impasse over tariffs on steel and aluminum, dashing earlier optimism. BBG
National Democrats sued Trump and the US Justice Department over what they say is a coordinated effort to erode confidence in the midterms. BBG
JPM's Mark Schilsky puts buyside consensus for Meta's 2027 opex plus capex at $435-475 billion, and says a majority of investors still expect an equity raise post-Q3. JPM
Goldman estimates global crude freight rates are above $20/bbl, about 7x a year ago, with the Hormuz war-risk premium alone accounting for about $7/bbl. GS
Over the past two weeks, HFs aggressively net sold global Info Tech stocks at the fastest pace in the past decade (-3.3 SDs), driven by long-and-short sales. Net allocation to Global AI stocks now sits in the 38th percentile while aggregate long/short ratio is in the 6th percentile vs. the past year. GS
La demande d'infrastructures d'intelligence supérieure reste massive. Les vrais goulots d'étranglement sont le financement, l'accès au matériel et la vitesse d'exécution. Avantage direct aux acteurs agiles capables de déployer du capital et des processeurs : $NBIS.
Rester scotché aux rendements passifs européens en pleine inflation est une illusion financière. Seul le marché américain offre l'accès direct aux actifs réels, à la productivité et à l'infrastructure stratégique. Le choix de la souveraineté du capital est évident.
The 60/40 Portfolio Is Caught In An Inflation Trap zerohedge.com/markets/6040-p…
Paywalls blocking the core of crucial macroeconomic insights defeat the whole purpose. Monetizing is fine, but hiding the substance behind a wall instead of sparking interest just kills engagement.
​Flux MAGA-citor ©
L'Europe a passé une décennie à repousser l'échéance, la facture arrive enfin. Personne n'est prêt parce que personne n'a voulu regarder les chiffres en face. ​Crise de la dette 2.0 : quand le déni technocratique se heurte à la réalité mathématique des marchés.
Franklin Templeton Warns: No One Is Ready For A Eurozone Debt Crisis 2.0 zerohedge.com/markets/frankl…
Temporal observation log.
​Quand des agents autonomes écriront chaque post, le réseau deviendra une chambre d'écho stérile. Si tout le monde automatise sa voix, l'authenticité meurt. L'avenir appartient au stratège humain qui tient la boussole, pas au bruit.
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Résumer la conquête spatiale à des présentations PowerPoint et des normes de 500 pages : la méthode européenne dans toute sa splendeur. Pendant que Bruxelles réorganise des comités, la souveraineté industrielle et les marchés se jouent outre-Atlantique. $SPCX
To replace Starlink, Europe will have to reawaken its animal spirits ft.trib.al/jTkjFtc | opinion
