Nachdem ich mir #Höcke vier Stunden bei @benungeskriptet angehört habe, kann ich viel detaillierter sagen, was ich an ihm nicht gut finde.
Pinned: Gerade erschienen: Der April-Report von BlingBling - für zahlende Abonennten.
#Bitcoin #Resonac #Öl
Link in Bio
Nach #Höcke jetzt Friedrich - @benungeskriptet versucht die Republik zu heilen:) Viel Erfolg
TRUMP ON IRAN: MAYBE BETTER OFF NOT MAKING A DEAL
It must be Friday after the close
BREAKING: The S&P 500 closes at its highest level on record, now up +14.5% since the March 30th bottom.
That's +$8.3 TRILLION in market cap in 24 trading days.
Ukrainians want the war to end.
Russians want the war to end.
EU citizens want the war to end.
But a small cabal of EU apparatchiks, arms manufacturers, media execs, and 🇪🇺/🇺🇸 -funded think tanks want the war to continue.
So, the war continues…🤦🏻♂️
BREAKING: President Trump announces he is raising tariffs on cars and trucks coming into the US from the EU to 25%.
President Trump says this is due to the EU "not complying with out fully agreed to trade deal."
Der Podcast von @benungeskriptet mit Björn #Höcke ist ein gutes Beispiel, wie Medien wieder funktionieren sollten: Nämlich dem Hörer vertrauen, dass dieser in der Lage ist, sich sein eigenes Urteil zu bilden.
Mit Dämonisierung, Cancel Culture und Ausgrenzung löst man nichts.
Und sie nennen es "Aufarbeitung"
#Drosten
Eine Folge der #Energiekrise: Währungen von Schwellenländern stürzen ab. Die Importkosten für Öl und Gas steigen, die Zentralbanken brauchen US-Dollar und verkaufen heimische Währung. Die Folge #Inflation und oft Unruhen.
Morgen publiziert das szmagazin ein großes Interview mit Christian #Drosten. Sind bestimmt viele kritische Fragen dabei;)
"Noch gefährlicher als die Anhäufung. von immer mehr militärischen Gerät ist die aktuelle Sprache, die sie begleitet. In Nachrichten, Reportagen, Talkshows und Ministerauftritten wächst ein Ton, als sei „Kriegstüchtigkeit“ das ästhetisch eigentliche Anliegen der neuen Berliner Republik."
BREAKING: Lufthansa just canceled 20,000 flights. The IEA says Europe has six weeks of jet fuel left. Nobody has noticed these two clocks are the same clock, running from the same blockade, landing in the same week, aimed at two continents at once.
Tuesday April 21, 2026, Lufthansa Group announced the cancellation of 20,000 short-haul flights from May through October 2026, saving 40,000 metric tons of jet fuel, with 120 daily cancellations already implemented from April 20. Per Lufthansa’s release verified by FT, Reuters, WSJ, and Politico, the cut is directly attributed to jet fuel prices doubling since the February 28 outbreak of the Iran war. Europe NW spot jet fuel peaked above 1,900 dollars per tonne in early April from a pre-conflict 750 to 830 range. IATA puts the global average at 184.63 dollars per barrel. Per Transport & Environment analysis, long-haul European passengers now pay an 88 euro fuel surcharge, 129 euro on Paris to New York. KLM canceled 160 May flights. SAS canceled 1,000 in April. Delta cut 3.5 percent of capacity and raised bag fees. Air Canada suspended JFK service June through October. Qantas flagged a near one billion dollar fuel hit.
Now the second clock. On April 16, IEA Director Fatih Birol told AP Europe has “maybe six weeks or so of jet fuel left” if Middle East supplies are not restored. Six weeks from April 16 is May 28. That window overlaps precisely with the physical deadline facing Iran. Per FDD’s Miad Maleki April 12 math, Iran has 20 million barrels of Kharg onshore storage against 1.5 million barrels per day surplus, placing forced well shut-in 13 days from April 13 blockade start, at April 26. Treasury Secretary Scott Bessent confirmed Tuesday on X: “In a matter of days, Kharg Island storage will be full and the fragile Iranian oil wells will be shut in.” Iran’s reservoirs tip into permanent damage by April 26. Europe’s jet fuel runs out by late May. Both clocks end inside the window Trump’s indefinite extension protects.
The sequencing is the alpha. Trump did not extend the ceasefire to de-escalate. He extended it to let both clocks run. For Tehran, it means permeability loss, water coning, and formation compaction at Kharg destroying 300,000 to 500,000 barrels per day of capacity forever, a 9 to 15 billion dollar annual revenue hole per FDD. For Brussels, Paris, Berlin, it means summer cancellations severe enough to convert European diplomatic posture from bystander to stakeholder. Lufthansa is not optimizing. It is rationing. 40,000 metric tons of fuel saved equals roughly six days of group short-haul consumption. CityLine is permanently grounded. Defensive positioning, not route pruning.
Watch who moves next. Merz. Macron. Starmer. They face two options, both painful. Pressure Washington to lift the blockade, which rescues Vahidi’s IRGC and collapses Trump’s leverage architecture. Or pressure Tehran to accept the unified proposal, which makes Europe Trump’s enforcement arm against the hardliners ISW confirmed overruled Araghchi on April 17. They will choose the second. There is no summer tourism season at 1,900 euro per tonne kerosene and empty reserves.
Trump did not just activate a reservoir clock against Vahidi. He activated a kerosene clock against Europe and handed Europe the bill for collecting Iran’s proposal. The “indefinite” extension is an invoice, denominated in barrels of Brent and tonnes of jet fuel, payable by May 28.
https://open.substack.com/pub/shanakaanslemperera/p/the-protocol-sovereignty-trap?r=6p7b5o&utm_medium=ios
Was könnte da schief gehen?
Deutschland wird konsequent auf #Kriegswirtschaft umgestellt. Hier nur drei Wirtschaftsnachrichten von heute:
Heute im Börsenwecker: Was können Anleger von der Ölkrise 1973 lernen? Spoiler: #Gold kaufen
Die Türkei und Russland sind Teil Europas...
Guten Morgen aus Asien!
Der Marktüberblick: Keine bösen Überraschungen heute Nacht.
- Der amerikanische Markt schloss gestern ganz leicht im Minus, der S&P500 - 0,3%
- Dafür geht es heute positiv in Asien los: Der japanische Leitindex #Nikkei startet den Handel mit 1,3 Prozent im Plus. Der südkoreanische Leitindex #Kospi mit fast zwei Prozent im Plus.
- #Gold unverändert bei 4800 US-Dollar und
- #Bitcoin bei 75680 US-Dollar.
- Der #Öl-Preis (WTI) bei 86$
Mehr dazu jeden Tag im Börsenwecker auf @TichysEinblick
https://open.spotify.com/show/36REbEhL8t8RJwvsfV1Jxa
Me casually at dinner when my family asks how my Bitcoin investment is going:
I don't think it's fully appreciated how big of a deal this is. Schwab has almost 40 million (!!) active brokerage accounts and the head of this new platform is a true believer in Bitcoin. We're still in the early days of adoption.
The world is heading into a historic debt crisis:
Global government debt is projected to surge to 102% of GDP by 2031, a level previously seen only in the aftermath of World War II, according to the IMF.
World government debt already stands at ~94% of GDP.
Debt-to-GDP has risen +16 percentage points since 2015, with the US and China responsible for the majority of the increase.
This comes as the US is running a government deficit of 7-8% of GDP, with debt projected to rise to 142% of GDP by 2031.
At the same time, China’s Debt-to-GDP is expected to increase to 127% as the country’s deficit has widened to nearly 8% of GDP.
Global interest payments are expected to rise to ~5% of GDP by 2031 from the current ~3%, as governments refinance maturing debt at today's higher borrowing costs.
The global economy is being increasingly fueled by debt.
Bald werden alle Regierungen nochmals mehr Schulden aufnehmen. #Inflation
Thailand will press ahead with a plan to link the Indian and Pacific oceans, after tensions over the Strait of Hormuz highlighted the strategic value of key shipping routes, a senior minister said https://www.bloomberg.com/news/articles/2026-04-20/hormuz-crisis-spurs-thailand-to-fast-track-long-standing-landbridge-project?taid=69e6032e844ee00001804299&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
Auch wenn das schwer zu verstehen ist: Die gravierenden Probleme der russischen VoWi fangen erst nach einem dauerhaften Ende der Kampfhandlungen in der Ukraine statt. Die Normalisierung der Handelsbeziehungen setzt sie unter Wettbewerbs- und Anpassungsdruck. Dazu wirken die Überinvestitionen in den Rüstungssektor wie ein Klotz am Bein. Die aufgestaute Inflation durch die Räumung des Arbeitsmarktes mit steigenden Löhnen kommt noch dazu. In gleicher Weise muss Russland die Folgekosten des Krieges tragen (Pensionen für Kriegsopfer und deren Familien, Reintegration von Vetsranen in den Arbeitsmarkt). Es war schon immer die größte Kunst, eine Kriegswirtschaft auf Friedensbedingungen umzustellen. Unter den gegenwärtigen Bedingungen ist allerdings unsere schwer angeschlagene VoWi längst am Ende bevor die russische VoWi ernsthafte Probleme bekommt.
Pinned: x.com/i/article/204612435165…
SK HYNIX STARTS MASS PRODUCTION OF NEW MEMORY MODULE FOR NVIDIA'S VERA RUBIN PLATFORM
SK HYNIX: SOCAMM2 IS OPTIMIZED FOR AI DATA SERVERS, BASED ON LOW-POWER DOUBLE DATA RATE CHIPS
SK HYNIX: SOCAMM2 OFFERS MORE THAN DOUBLE BANDWIDTH, 75% HIGHER POWER EFFICIENCY (https://mktnews.com/flashDetail.html?id=019da851-18d2-799f-bcf8-eac60a9bf5d4)
Tasnim News Agency reports that Iran plans to strike the following targets, taking a total of 32% of global oil supply offline:
The Yanbu pipeline in Saudi Arabia, used to bypass the Strait of Hormuz
The Fujairah facility in the UAE, which is used to bypass the Strait of Hormuz
Complete closure of the Bab el-Mandeb Strait by the Houthis
You can't make this up:
Iran's Speaker of the Parliament just commented on "vibe-trading" digital crude oil prices and US Treasuries.
He concludes with the Bloomberg Terminal command "EUCRBRDT Index GP <GO>."
This is the command for Dated Brent oil prices, as shown below.
On Friday, $760 million worth of oil shorts were mysteriously placed just 21 minutes before Iran reopened the Strait of Hormuz.
What is happening here?
UAE admitting they may need external help on dollar access (to maintain their peg).
Prob not something you ask if you think the situation is going to calm down shortly.
This one trolls Trump over insider trading of prediction markets and manipulating stock prices.
It actually pretty funny.
ARE WARS & DEFLATION CONNECTED? Examples from the past century.
Let's define first:
1) Deflation is slow economic collapse of society, due to debt, cultural deterioration, lack of progress, internal turmoil & corruption.
2) Wars are military conflicts to either defend the nation or conquer new resources.
How and when are these related?
Recent case studies:
1) Germany enters Great Depression in 1930, has debt defaults in 1931, elects Hitler in 1932, who builds roads, cars, bridges, employs everybody... but deflation does not end! In 1939, Germany resorts to war to gain new resources to try to expand their economy.
2) US enters Great Depression in 1930, has debt defaults for 3 years, elects Roosevelt in 1932, who builds roads, dams, bridges, employs everybody... but deflation does not end! In 1939, US starts supporting the war in Europe and eventually joins it & has tremendous economic control over much of the globe ever since.
3) Ottomans enter a negative economic spiral in the 19th century, debts build up, more money is borrowed to build palaces so that people feel like in a leading empire; eventually the King is replaced by military leaders who visit Germany, Russia, France and British in search of partners to conquer new territory to expand the economy. Only Germans say yes, WW1 is lost and Ottomans break into gazillion pieces, losing their identity.
4) Russia, the other loser of WW1 but among the winners of WW2, establishes USSR and poses a competition of US who replaced the British for global domination. After 45 years of Cold War, USSR breaks apart into 16 pieces, experiences brain drain and their resources are plundered, the economy goes down the drain. In the second act of this scene, USSR launches war agains US/EU extension & they are still at it, after 4 years. This is an example of delayed war du to deflation.
5) Japan launches technological challenge to US in 1970s & 80s. US uses monetary tricks to collapse Japan economy into debt deflation in 1990, the same year as USSR collapses. But in this case, Japan does NOT resort to war because it is possible to keep their economy afloat during the enormous economic expansion, based on the availability of 4 Billion inexpensive workers that became available globally after 1990. This is the only case where massive deflation does not resort to collapse or war.
6) In 2001, US coordinates False Flag ops in order to launch a series of wars to take control of x-USSR allies, mostly in the Middle East. The wars drain the economy and leads to GFC, after which financial parasite class in Wall Street grows exponentially, at the expense of Main Street leading to MAGA.
7) MAGA leadership, under collapsing global hegemony, considers wars against Venezuela, Mexico, Canada, Cuba, Greenland as well as Iran, in addition to curtailing global trade routes, by tariffs & ocean piracy. War with Iran is in early stages & could expand.
8) China enters deflation as a result of pandemic curtailing global trade and RE overbuilt in the face of shrinking population. They redesign overproduction on the basis of 5Billion BRICS, preferring trade to war... so far.
We conclude that economic problems & wars are most often connected, but not always:
It is TRADE or WAR.
Im neuen Podcast 'Vor dem Sturm'
https://youtu.be/V151ddwvA4M?si=ZGv4DZ488Vk-Yex0
von @TichysEinblick diskutiere ich mit @MaximilianTichy und @PhilippMattheis über die aktuelle geopolitische Lage und deren unmittelbare Auswirkungen auf die Kapitalmärkte. Ich hoffe sehr, dass Ihnen die erste Folge gefällt, und freue mich über Ihr Feedback.
Einen angenehmen Sonntag Ihnen allen.
TK
#Hormuz #Energiekrise #Börse
Europe is in a full-blown energy crisis.
In fact, Europe's energy crisis has gotten so bad that the European Commission is now recommending Europeans to work from home.
They are also recommending using public transportation to cut fossil fuel use.
Meanwhile, new IEA data shows that Europe has just 6 weeks worth of jet fuel remaining as the Iran War shortage worsens.
As a result, many flights are expected to be cancelled on non-essential routes.
Between the Russia-Ukraine War and the Strait of Hormuz closure, Europe's vulnerability to energy supply shocks has been exposed.
We expect another wave of inflation in Europe.
Die Hormus-Krise ist nicht einfach "nur " ein Konflikt über Öl. Sie ist der Hebel, mit dem Donald Trump die Weltwirtschafts bewegen möchte.
Darüber diskutieren @ThomKolbe, @PhilippMattheis und ich auf dem Wirtschaftseinblick.
https://www.youtube.com/watch?v=V151ddwvA4M
Key Events This Week:
1. Markets React to Iran Closing the Strait of Hormuz - Today 6 PM ET
2. 2nd Round of US-Iran Negotiations Begin - Monday
3. March Retail Sales data - Tuesday
4. March Pending Home Sales data - Tuesday
5. April MI Inflation Expectations data - Friday
6. ~15% of S&P 500 Companies Report Earnings
The US-Iran ceasefire deadline is currently set for Tuesday.
Wake up babe, a new Iran movie trolling Trump just dropped
Milei, Hoffnung aller Libertären, entpuppt sich auch gerade als geopolitischer Hampelmann
Pinned: In your inboxes: In memoriam John McAfee (1945-2021).
#Bitcoin: Warum die Trennung zwischen Staat und Geld wichtiger ist denn je.
What just happened?
Yesterday, at 8:45 AM ET, Iran's Foreign Minister Araghchi announced that the Strait of Hormuz was "completely open" for all commercial vessels.
At 9:06 AM ET, President Trump thanked Iran for reopening the Strait.
Then, at 10:20 AM ET, Trump said Iran and the US were working together to remove all mines from the Strait of Hormuz.
Between 10:40 AM ET and 12:00 PM ET, President Trump said Iran agreed to "never close the Strait again" and to "suspend its nuclear program indefinitely."
Suddenly, at 6:14 PM ET, Iran's Speaker of the Parliament said Trump made "seven claims in one hour, all seven of which were false."
Now, Iran has CLOSED the Strait of Hormuz again and oil tankers are being struck.
What just happened behind the scenes?