The Europeans - EU - EURO - NATO are in flux. The question is what will the EURO do? 12-17-2025 youtu.be/4wkLrwcFpwc?...

Miran's Phantom inflation, Takaichi ok's rate hike & the EURO decision time 12-25-2025 youtu.be/yzZGSxnXYnM?...

The Miran Paper Episode 2 The legal argument for the curbing The Fed independence 12-14-2025 youtu.be/zIwm9mzG51w?...

The Miran Paper blueprint for the world to pay for the right to trade with the US 12-13-2025 youtu.be/JLmbakXvhBA?...

Thoughts on the Fed, Japan, the EURO, China, Russia, EU and NATO 12-12-2025 youtu.be/mpbi3bwnS-4?...

The Fed, with yesterday's cut, officially moves the Fed into managing our debt's interest rates. 12-11-2025 youtu.be/zdT2Z95lDJY?...

Roll short, build long, but prepare your exit before the market decides for you. The Fed % T-Bills 12-9-2025 youtu.be/PzcaYfbt95M?...

A strategic withdrawal is running away, but with dignity. From globalization to regionalization. 12-8-2025 youtu.be/1oB-fDyh7JI?...

Malaysia appears ready to move beyond the “cracking and leaching” phase of rare-earth production, but not solely for environmental reasons.

Men propose, Markets dispose. The Fed mandate changes to "pay as little interest as possible" 12-7-2025 youtu.be/iOHkKD65p78?...

A company goes bankrupt, the battle is over slicing the pie not baking. JPM, Fifth Third, JEF 12-6-2025 youtu.be/mO4YKQLozUI?...

Fed Chair pick Hassett, in or out? Takaichi places her bet and the JGBs raise 12-5-2025 youtu.be/nZ0s22zOkuY?...

China - US negotiations narrative possibilities, probabilities & certainties 12-4-2025 youtu.be/hfFu_9DmPpk?...

Investing in Critical Manufacturing Sovereignty by counter investing 12-2-2025 youtu.be/DKEwlA5wahg?...

The end of SLR for G-SIBs & the end of QE has moved the Fed from bank safety to market liquidity 11-30-2025 youtu.be/gAK6UCLdoms?...

Rising public debt implies higher financing needs by sovereigns, risking crowding out corporate financing 11-28-2025 youtu.be/a9rK6-ZfOiM?...

It is not the strongest that survive but the ones most responsive to change. TSMC, INTC & Rapidus 11-25-2025 youtu.be/KMKOyDJrViA?...

Blue Owl is a SPAC, a SPV, a failed merger and META's bag holder for depreciated chips. 11-24-2025 youtu.be/T-W3eAD9LDY?...

Intel is the vertical hub & spokes for the US tech domestic industry. Nexperia we FAFO. 11-23-2025 youtu.be/Ykr4jh0Qebs?...

Bessent solves REM in his mind while reality says that the US will trade Blackwells for REE 11-21-2025 youtu.be/yAc_0X8Nj60?...

Yen - Yen carry trade - The Fed & SRF - Argentina bailout - Trade negotiations on a razor edge 11-19-2025 youtu.be/G0xPwsGK-1g?...

Moral hazard is a situation where one person makes the decision on risk, while someone else pays. 11-18-2025 youtu.be/G7mVPLwlkVc?...

Without oversight & consequences, creating bad banks create cycles of reckless behavior. Deutsche Bank & it's bad bank 11-17-2025 youtu.be/4m_BBkYfy80?...

He who solves a problem with a problem will always have problem eating. Japan & stimulus 11-16-2025 youtu.be/E8TW2rmrLvI?...

Tri-Party repos, SLR, Treasury Auctions and market stress. 11-15-2025 youtu.be/OI69E0NBLdQ?...

Large financial sectors weigh down the economy by diverting resources to trading & speculation 11-14-2025 youtu.be/Ix2UzOiL7Dc?...

Geo-political events fade and market strategies now adjust to perceived realities. 11-13-2025 youtu.be/V5lsJvQ3GhQ?...

TikTok's fake copycat accounts I am told are not breaking community guidelines. I need advice and help. 11-12-2025 youtu.be/1dOysSx1FWE?...

G-SIBs buy new treasury issuance and to raise cash to settle the SOFR exposes system stress 11-10-2025 youtu.be/2_9P-E9HEV4?...

Tariffs - Blackwells - Rare Earth Minerals unfinished negotiations incomplete information 11-9-2025 youtu.be/dnqq3NbP2rw?...

The Five Factors & crisis management investing in Japan clogs up the global financing plumbing 11-7-2025 youtu.be/z59DbftccgU?...

UBS liquidates O'Connor First brands and we now have a price point for the market. 11-6-2025 youtu.be/kEadl-qI1lA?...

Leverage should never expire, and should not be subject to a force sell. First Brands effect is far greater than $12 billion 11-5-2025 youtu.be/OndflSyaoj0?...

Moral hazard is the distortions introduced by the prospect of not having to pay for your sins. 11-3-2025 youtu.be/JaDuyju9GRw?...

The basis trade risk is the silent threat in a seemingly risk-free hedge. 11-1-2025 youtu.be/SO8d66XgbKg?...

In the time of fraud telling the truth is a revolutionary act. Rare earth elements trade agreements 10-30-2025 youtu.be/tCpK4LfCxl0?...

Sometimes you have to lose to win. Because pretending to win is a loss in itself. 10-28-2025 youtu.be/p8dbCpM7sWs?...

We see the world not as it is, but as we are. Who is winning the China/US depends on your beliefs. 10-27-2025 youtu.be/fl6vMTc_4gQ?...

China & the US framework. our win is running on good vibes and hope-lets get a signature 10-25-2025 youtu.be/HkHY6S92CK8?...

Fraud buys temporary success at a permanent cost in reputation & trust. Private Credit and PLRs 10-24-2025 youtu.be/5VgT4iPiKFM?...

The Bowman Syndrome: Intel was a good call but Rare Earth Minerals is bowmaring the US 10-23-2025 youtu.be/1Jwelu-Fbww?...

Keeping a campaign promise is like building a house on sand - reinforcement is constant to keep it standing 10-22-2025 youtu.be/1E0iJXNV0Lo?...

In politics, compromise is not just a give-up but a strategic move to maintain to advance long-term goals. 10-21-2025 youtu.be/SfWcZYOIhyI?...

When information which belongs to the public is systematically withheld by those in power, people become ignorant of their own affairs. 10-20-2025 youtu.be/T8tY-C5sBQg?...

Corporate fraud is not an exception, but an inevitable consequence of capitalism unchecked by accountability. 10-19-2025 youtu.be/DmQAz22Puls?...

The Polar Silk Road and the Istanbul Bridge. Geo-politics and the new belt & Road 10-16-2025 youtu.be/c39gSUCiQSw?...

You never get what you deserve; only what you have the leverage to negotiate. The SLR and our G-SIBs 10-15-2025 youtu.be/TJRQgLbhdkc?...

Who controls the past controls the future: who controls the present controls the past. Credit Suisse and the forced conversion of AT1 Bonds 1-0-14-2025 youtu.be/c3WQIoJ0ZZY?...

Corporate double-speak: elevating avoidance of the truth to an art form. Jefferies newspeak in the news. 10-13-2025 youtu.be/cWrZ8jdIoGU?...

So be it, a reluctant nod in the theater of inevitability - our acquiescence, draped in irony's finest veil 10-12-2025 youtu.be/EC7Ngp1NWrI?...