Don Caramello retweeted
This is just strange. Trump stops and begins to wave. The camera man zooms out to reveal there is nobody in the direction he is waving, as his aides come from a different direction.
Who does he think he sees?
Don Caramello retweeted
🚨 BREAKING:
Rep. Lieu: "The full Epstein files show that Trump raped children."
Don Caramello retweeted
Trump won't like this... Oil is about to reach its highest level since the war began.
The Houthis are blowing up Saudi energy infrastructure while Iran is blowing up ships...
No one is believing the latest psyop that peace is imminent.
As the midterms approach, Iran and its allies are tightening the screws.
The last US inflation print was bad... but it will get worse.
Brace for inflation.
⚠️CL ~106$ is the next key level, now the short squeeze will be painful, and if minions don't manage to defend that, there won't be much left above it to stop crude oil prices from quickly going up vertically (notice how I have not changed this chart at all for 6 months FYI)
🎪 What a circus! Trump intends to pressure Zelensky into accepting a peace deal largely on Russia’s terms
According to The New York Times, the White House is stepping up pressure on Kyiv to agree to territorial concessions. Ukraine is being offered economic benefits in exchange for giving up its claims to Russian-occupied territories.
However, the NYT does not specify whether this would mean legally recognizing Russian control over the territories or merely abandoning efforts to reclaim them.
Trump’s team believes it is now up to Zelensky to prove that he is willing to compromise with Moscow, even if that means giving up sovereign Ukrainian territory.
Meanwhile, Axios reports that the US, Ukraine, and Europe are jointly developing peace proposals along two separate tracks:
• For Ukraine: Security guarantees, European integration, and funding for postwar reconstruction.
• For Russia: Terms for ending the war, a new European security architecture, and opportunities for economic cooperation after the war.
Witkoff to travel to Norway for Ukraine peace talks before planned visit to Russia
According to Reuters, talks are scheduled to take place in Oslo this week, with Ukrainian President Volodymyr Zelensky, Norwegian Prime Minister Jonas Gahr Støre, representatives from the UK, France, Germany and Poland, as well as EU and NATO delegates expected to attend.
Trump’s son-in-law Jared Kushner, who was also supposed to attend, has fallen ill and will join the talks via video link.
After the talks in Norway, Witkoff also plans to travel to Russia to meet with infants killer Vladimir Putin.
Don Caramello retweeted
JUST IN:
IRGC spokesman said 7 strategic undersea internet cables running beneath the Strait of Hormuz have been placed on its target list and warned that they could be attacked if another war breaks out.
The cables are critical because the Strait of Hormuz is one of the world's most important routes for submarine communications infrastructure, carrying internet and data traffic between the Gulf states and the wider world. Damage to these cables could disrupt internet connectivity, financial transactions, communications and other digital services across the region.
Earlier this month, Iranian official Mohsen Rezaei also warned that Tehran could target undersea internet cables, data centers and AI facilities linked to the US if another war broke out.
Don Caramello retweeted
Good Morning from Germany, where the govt is hosting its first investment summit in Berlin, taking a page from France’s “Choose France” playbook. Since end-2019, real capital investment has FALLEN 6.9%, while govt consumption has RISEN 15.2%. GDP is up just 1.9% over the same period, through Q2 2026. More state consumption, less investment in future growth. Quite a backdrop for “Invest in Germany.”
Don Caramello retweeted
🇮🇹 After France, protests in Italy have turned into riots and looting
In Milan, young people arranged a meeting on social media near a central square, then smashed shop windows and looted stores and supermarkets. More than 200 had been detained.
After unrest also hit Turin and Bologna, Prime Minister Giorgia Meloni called a public-order meeting.
Don Caramello retweeted
BREAKING: America’s $1.7 trillion auto loan market is headed for a crash, per Reuters.
Auto loans are now one of the biggest sources of household debt, bigger than credit cards.
And the strain is showing: 1 in 5 Americans is behind on at least one loan, the highest since 2010, and the average car on the road is now nearly 13 years old, a record.
Don Caramello retweeted
🚨 The City of London Will Trigger the Next U.S. Bond Meltdown
The petrodollar system is entering its most dangerous chapter.
For 50 years the petrodollar system forced the world to buy oil in U.S. dollars, then recycle those dollars into U.S. Treasuries and assets. That artificial demand is what kept the dollar as the world’s reserve currency.
Gulf States (Saudi Arabia, UAE, Kuwait, Qatar, etc.) suddenly cannot sell their oil at scale. No oil sales = no revenue. Saudi Arabia recorded ZERO Oil sale to America in September for the first time ever.
But this exact petrodollar choke could collapse the U.S. Treasuries.
These same Gulf States are massively leveraged. They’ve borrowed heavily from Western banks to fund megaprojects, sovereign wealth plays, and lifestyle. When the oil money stops, they default.
Those defaults cascade straight into the global banking system and the epicenter is the City of London, the old petrodollar recycling hub where the big players (and their interconnected exposures) sit.
One major default wave and the British banking system lights up like 2008 on steroids.
City of London is cashing in on the Hormuz crisis. Spiking war-risk insurance at Lloyd’s, higher trading fees, Gulf loan pressures & yield surges all flow through the Square Mile.
For 118 years since Britain stole Iran’s oil in 1908 and created BP, every Iranian government (the Shah and the Ayatollahs) has answered to the same master: the British City of London financial empire.
The City of London isn’t just a place, it’s the invisible hand that owns the oil empires, rigs the money printers, and pulls the strings of EVERY central bank on Earth.
Even the “independent” Federal Reserve?
Quietly owned and influenced by London’s banking cabal. Trump basically admitted it when Jerome Powell was running the show, the Fed was never America’s.
Foreign nations including Netherlands, France and Germany pulled out over 500 Tonnes of Gold OUT of the U.S. and storing it in the City of London.
In response, the U.S. Treasury is more than doubling the size of its own long-dated bond buybacks to at least $6 billion per operation.
The pattern is deliberate. City of London institutions and the interconnected financial architecture they dominate sit in position to influence energy chokepoints, credit flows, and the recycling of petrodollars.
This was exactly warned by the famous City of London Banker @LordBelgrave at the start of the year.
The crash is coming. The reset is real. And Trump is the one lighting the match.
Don Caramello retweeted
🚨 Japan is About to Nuke the Global Economy
Very dangerous statements are coming out from Japan right now.
BOJ Governor Kazuo Ueda has gone on-record and warned that Japan can no longer tolerate rising inflation, and says that interest rate hikes are inevitable.
Finance Minister Katayama says, “Will act without hesitation if necessary and WON'T HESITATE TO TAKE ACTION ON FX IF NEEDED.”
This is a clear signal from Japan that the U.S. interventions are over.
Why?
Japan was about to end its era of free money and initiate the catastrophic carry trade unwind. The BoJ and Finance Minister threatened of bold actions and Yuto even apologized for the measure prepared.
Then boom…. U.S. Treasury Secretary directly intervened and took over BoJ operations. He stopped Japan from dumping their $1.4 Trillion Treasury holdings and instead asked the FED to lend Japan U.S. dollars to dump it and try to save the yen.
IT ALL FAILED. Yen is falling back to pre-intervention levels.
Rates are surging while the yen is falling.
Scott Bessent Also Gave A Terrifying Statement For The Markets: “I cannot control the bond market”… and “the house doesn’t win every hand.”
When asked if he regrets saying “I am the house now,” Scott Bessent admitted that the house doesn’t win every hand.
Just One Tokyo fund (Sumitomo Mitsui DS) broke the French Bond Market by liquidating their bond holdings to ZERO.
Japan will need to set aside roughly ¥100 billion ($630 million) per day just to cover interest and debt redemptions next fiscal year.
Japan’s debt servicing bill only suggests that BoJ liquidating their U.S. Treasury holdings is very close.
If Japan’s @yutokanzakireal warning indeed happens, we are going to see the biggest global financial bloodbath in decades.
Don Caramello retweeted
🚨 PUTIN STILL BELIEVES IN HIS AIR DEFENSES. UKRAINE JUST PROVED HIM WRONG IN ST. PETERSBURG.
Massive drone attack on the Baltic hub.
The St. Petersburg Oil Terminal — a major petroleum storage and export hub — is reportedly ablaze.
A data center belonging to Russian social media giant VK was also hit. Network disruptions reported.
More than 50 drones reportedly intercepted, but explosions rocked parts of the city.
The Intelsphere angle:
This wasn't just any oil depot. Reports indicate this is the facility slated to ship Russian diesel fuel to the United States.
Ukraine just hit the exact port tied to the US-Russia diesel deal.
While Putin brags about his air defenses, his export terminals are burning.
Shutting down a drink at a time. 🔥💀 – at Moscow, Russia
Don Caramello retweeted
European diesel prices are exploding, approaching $200/barrel...
Meanwhile, today's Eurostat report shows eurozone industrial production contracted another 1.1% yoy.
Germany's industrial production is already almost 10% below 2021 levels.
And now another massive energy shock is hitting Europe's already struggling industrial base.
Higher diesel prices mean higher transportation costs, higher production costs and ultimately higher inflation.
But companies can't simply pass on these costs indefinitely...
Margins get crushed, production gets cut, and more factories become uncompetitive.
In other words, Europe is facing another stagflationary shock.
The ECB can fight inflation by crushing demand via rate hikes even further worsening the deindustrialization trend and the sovereign debt crisis
Europe is fucked...
Don Caramello retweeted
🚨 BREAKING:
INSIDERS ARE DUMPING RISK AHEAD OF TOMORROW’S U.S. OPEN.
INSIDERS ARE NOW SELLING IN THE BILLIONS:
0 BUYS. 652 SELLS. $7.95B IN VOLUME.
THEY KNOW A MASSIVE DUMP IS COMING TOMORROW.
Don Caramello retweeted
Physical oil is trading at a $45 premium over paper oil.
We are being flooded with fake news and paper oil...
Meanwhile, we're running short of the actual physical stuff our economy depends on.
Don Caramello retweeted
🚨 BREAKING:
CNN reports that 75% of Americans say President Donald Trump should be impeached, tried, and imprisoned.
Readers added context they thought people might want to know
No CNN report claims 75% of Americans want President Trump impeached, tried and imprisoned. Recent CNN polls and coverage show his approval at ~33-36% with no matching impeachment figure.
cnn.com/polling
transcripts.cnn.com/show/cnc/date/…
newsweek.com/impeach-trump-…
cnn.com/polling/approv…
Don Caramello retweeted
Trump must be furious... diesel prices are rising again.
The midterms are approaching, Trump's poll numbers are in the gutter, and inflation is a major part of the problem.
But no amount of fake news seems to be able to bring diesel prices down.
- The US diesel export ban was fake.
- The additional 100M-barrel oil/diesel release was fake.
- The Russian diesel deal fake
In other words, none of these announcements is solving the underlying physical supply shortage.
The only thing that could meaningfully ease the crisis would be an end to the wars in Ukraine and Iran.
And neither appears likely to end anytime soon.
Brace for inflation.


































