Russia

Discrete Accumulation on Smart City ETFs (GRN/CITIES) and Correlation with Oil Demand Destruction

"The market is not content with betting on the end of the automobile; it is actively financing its replacement infrastructure."…

2 semaines ago

Russia Seeks to Create Grain Hub in BRICS Country

Russia is negotiating a grain distribution hub in Egypt, a BRICS member, using existing port infrastructure and Russian traders already…

2 semaines ago

The Bitcoin-Hormuz Protocol and the Breakdown of the PetroDollar System

The information, factually confirmed by multi-source convergence (including the Financial Times of April 8, 2026), establishes that Iran now demands…

2 semaines ago

De Facto Tolls Solidify: Iran Moves to Formalize Strait of Hormuz Fees and Transit Bans

The Brent oil market shows an extreme divergence between the paper price (futures contracts) at $109 and the physical price…

3 semaines ago

The FSB 2026 report in question is « Vulnerabilities in Government Bond-backed Repo Markets, » published by the Financial Stability Board (FSB) on February 4, 2026

It forms part of the FSB’s broader work on non-bank financial intermediation (NBFI) resilience and assesses structural risks in the…

4 semaines ago

US Treasury just issued General License 134A, allowing limited transactions for Russian-origin oil already loaded before March 12, 2026. This authorization is valid until April 11, 2026

The “return of Russian oil” refers to the U.S. Treasury’s series of short-term General Licenses (GL 133 issued March 5,…

1 mois ago

Debt, Deficits, and Dollar Debasement Fueling Gold’s Bull Market

In a podcast discussion, Mike Maharrey of Money Metals interviewed Brian Lundin, President and CEO of Jefferson Financial, regarding factors…

1 mois ago

The US Treasury announcement on 03/13/2026 temporarily lifts restrictions on Russian oil

The US Treasury issued a temporary waiver on restrictions for certain stranded Russian oil shipments, announced around March 12-13, 2026,…

1 mois ago

Return of Russian oil. Systemic inversion of hydrocarbon flows (Russia–EU). Collapse of the risk premium and gravitation of liquidity clusters.

Europe has hit a mathematical wall: the blockage of the Strait of Hormuz has removed 5 to 7 million barrels…

1 mois ago

Systemic Revaluation of Tangible Assets: Why Gold and Gold Miners Dominate the Market (« The Great Rotation into Reality »)

The current outperformance of gold (XAU) and mining stocks over the rest of the market (especially technology) is not a…

2 mois ago