Just an ordinary girl spreading kindness.
New York, USA
Joined February 2022
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Xlogica retweeted
Buckle up for the week of the year.
9 days ago, President Trump threatened to "stop trading" with all countries that the US has a trade deficit with if the Fed does not CUT rates.
On Wednesday, the Fed will release their September interest rate decision.
Currently, markets believe the Fed will HIKE rates on Wednesday.
In other words, the market now expects Fed Chair Warsh to make the exact opposite policy decision that President Trump wants, just 3 months after he was appointed.
If the market is correct and President Trump follows through on his threat, global trade is about to take a major turn.
This move would effectively cut off trade with ~50% of all US trading partners, including Mexico, China, Taiwan, Germany, Japan, South Korea, Canada, and India.
Turn on our post notifications at @KobeissiLetter to receive real time analysis as the week progresses.
Xlogica retweeted
It seems most people don't understand how severe the energy situation is right now in the Middle East.
As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.
Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.
All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.
Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.
Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.
This is one of the most severe energy supply situations in modern history.
Xlogica retweeted
US homebuyers are quitting.
There were an estimated +51.3% more home sellers than buyers in July, the 2nd highest level on record.
This percentage has doubled over the last 2 years.
By comparison, an all-time high of +51.8% was recorded in December 2025.
This comes as the number of active homebuyers fell -2.5% MoM, to 966,752, the lowest on record.
At the same time, the number of sellers declined -0.3% MoM to ~1,462,921, the lowest reading in a year, but the decline was far smaller than the drop in buyers.
As a result, ~80% of major US metros are now buyer's markets, led by Miami, where sellers outnumber buyers by +154%.
Further downward pressure on home prices is likely coming.
Xlogica retweeted
It's official.
On July 31st, we called for US government intervention as long-term borrowing costs hit 2008 levels.
Today, it happened. The US Treasury is DOUBLING buybacks to $4 billion per operation for "liquidity support."
What comes next? Let us explain.
(a thread)
Xlogica retweeted
BREAKING: Tether purchased +14 tonnes of gold in Q2 2026, bringing total holdings to a record 146 tonnes, now worth ~$18.8 billion.
This follows gold purchases of +53 tonnes between Q3 2025 and Q1 2026.
Tether’s gold holdings have more than doubled since Q1 2025, while their value has nearly tripled over the same period.
This makes the company the largest known private holder of gold outside of central banks and governments.
In the first half of 2026, only 4 central banks bought more gold than Tether: Poland, Uzbekistan, China, and Kazakhstan.
Tether is now competing with central banks for gold after the correction.
Xlogica retweeted
China’s is seeing unprecedented money supply growth:
China's M2 money supply is up to a record ~240% of GDP, the highest among any major economy in the world.
This metric has surged +100 percentage points since the 2008 Financial Crisis.
Over this period, China’s M2 money supply has surged +500% in Dollar terms.
By comparison, the country's gold reserves and total FX reserves have risen +100% and +60%, respectively.
To put this into perspective, Japan's M2-to-GDP ratio, the next highest, stands at ~185%, while the US sits at ~70%.
China's monetary expansion is unlike anything seen among major economies.
Xlogica retweeted
Most people do not realize how many tech giants are already deep bear market territory.
Tech Stocks From Record Highs:
1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Palantir, $PLTR: -48%
7. Microsoft, $MSFT: -37%
8. Meta, $META: -32%
9. Arm Holdings, $ARM: -27%
10. Broadcom, $AVGO: -26%
11. Marvell Technology, $MRVL: -20%
12. Nvidia, $NVDA: -19%
13. Amazon, $AMZN: -19%
14. Alphabet, $GOOGL: -17%
15. CrowdStrike, $CRWD: -15%
16. Apple, $AAPL: -14%
17. Taiwan Semiconductor, $TSM: -12%
The S&P 500 won't tell you this.
Xlogica retweeted
MSCI WARNED THAT IF SUFFICIENT PROGRESS IS NOT EVIDENT BY NOVEMBER, IT COULD CONSIDER OPTIONS INCLUDING A CONSULTATION ON RECLASSIFYING INDONESIA FROM AN EMERGING MARKET TO A FRONTIER MARKET, A MOVE THAT COULD TRIGGER FURTHER FOREIGN OUTFLOWS.
Xlogica retweeted
Calmdown!
soal hanta virus, emang di Indonesia sudah ada kok, makanya dinkes sudah edukasi sejak 2025
Virus hanta yg di Indonesia ini berbeda vdengan yg virus hanta varian andes.
Varian andes ini smpt jebluk di argentina di 2025, tapi mreka bisa atasi dengan baik.
Xlogica retweeted
BREAKING: President Trump says he is “not satisfied” with the latest peace proposal from Iran which was sent to Pakistani mediators this morning.
US oil prices are erasing losses on the news.
Xlogica retweeted
IRAN ADVISER: U.S. CAN’T STOP OUR OIL EXPORTS
A senior Iranian military adviser, Mohsen Rezaei, said the U.S. cannot block Iran’s oil exports, dismissing efforts to restrict shipments.
The comments come as U.S. forces have redirected dozens of vessels under the blockade. Despite mounting storage pressure at home, Iran is seeking alternative routes, including rail shipments to China, to keep exports flowing.
Xlogica retweeted
🚨🇮🇷🇺🇸 IRAN WAR UPDATE
🇺🇸 Trump said Iran is preparing a new offer, with talks expected in Islamabad, adding: “We’re dealing with the people that are in charge now.”
🇮🇷 FM Araghchi arrived in Pakistan on a regional tour, though no U.S. meeting is currently confirmed.
🇵🇰 Pakistan panic-bought LNG on the spot market as Hormuz disruptions cut off ~80% of its fuel supply.
🇺🇸 A U.S. Air Force surge into the Middle East is underway ahead of weekend negotiations.
🇺🇸 U.S. Strategic Command transmitted a rare Emergency Action Message, suggesting important coordination is occurring.
🇨🇳 China issued a second emergency evacuation notice for its nationals in Iran, signaling heightened concern.
🇮🇷 Resurfaced footage shows a nurse in Tehran carrying newborns to safety as strikes hit near a hospital.
🇺🇸U.S. Air Force has 220+ tanker aircraft (KC-46A & KC-135) positioned across CENTCOM and Europe, supporting ongoing operations during the ceasefire.
🚨 WAR UPDATE
🇱🇧🇺🇸 Lebanon’s ambassador secured U.S. backing, with Trump pledging to support Lebanon and pressure Israel to halt strikes on southern villages.
🇺🇸 🇱🇧🇮🇱 Trump said Lebanon’s president and Netanyahu could meet in the Oval Office within weeks, signaling a possible diplomatic push, as the ceasefire has been extended by three weeks
🇱🇧🇮🇱 Hezbollah and Israel exchanged rocket fire during Washington talks, highlighting how fragile the three-week ceasefire remains.
🇮🇷 The war is pushing 30 million people toward poverty, driven by fuel and fertilizer shortages and broken supply chains.
🇱🇧 Hezbollah claimed a rocket barrage on Shtula, citing Israeli strikes on Yater as a ceasefire violation.
🇰🇼 Kuwait reopened its airspace after nearly two months of closure tied to the regional conflict.
🇮🇷 An Iranian cargo ship reportedly reached port under IRGC escort, raising questions about gaps or quiet allowances in the U.S. blockade.
🇺🇸 Trump said a captured Iranian vessel carried a “top secret” item, offering no further details.
Xlogica retweeted
After a chaotic morning in the Strait of Hormuz, both sides have gone completely quiet.
Iran has closed the Strait of Hormuz again and President Trump said he won't be "blackmailed" by Iran.
As of Friday, markets were expecting the US and Iran to meet for the second time on Sunday.
As of right now, there is no meeting planned and the ceasefire ends in 3 days.
We continue to believe that both sides will ultimately work toward a deal, as this pre-deal turbulence has been observed many times in previous conflicts involving President Trump.
US stock market futures open in 24 hours and both sides know this.
All signs point to a highly eventful Sunday ahead.
Xlogica retweeted
BREAKING: The US is considering a "$20 billion cash-for-uranium deal" with Iran as part of a new "3 page peace plan," per Axios.
Details include:
1. The US and Iran are negotiating over a 3-page plan to end the war
2. One element under discussion is that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of enriched uranium
3. Some of Iran's highly enriched uranium would be shipped to a third country and some would be down-blended in Iran under international monitoring
4. Iran would be allowed to have nuclear research reactors for the production of medical isotopes, but would pledge that all of its nuclear facilities would be above ground
A second round of US-Iran talks is expected in Pakistan on Sunday.
Xlogica retweeted
BREAKING: Iran officially reopens the Strait of Hormuz for ALL commercial vessels for the remaining period of the ceasefire.
Iran's statement below:
"In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organization of the Islamic Rep. of Iran."
Xlogica retweeted
SEBARIN! 🫵🏻
Buat yg blm bisa bedain nyeri dada krn serangan jantung vs heartburn krn GERD.
Prinsipnya:
1. Klo rasanya kek dada diremes2, terasa penuh, atau kek ada yg berdiri di atas dadamu (seringnya gbisa ditunjuk lokasi nyerinya), curigai serangan jantung!
2. Klo nyeri dadanya terasa panas membakar, muncul biasanya setelah makan, saat rebahan, dll (biasanya di area ulu hati hingga naik ke dada), curigai sbg heartburn
Meski gejala khasnya kek gitu, kedua kondisi bisa overlap jg gejalanya.
Pokok klo nyeri dadanya dialami baru pertama kali, memberat, g bisa ditunjuk lokasinya di dada sebelah mana, apalagi klo disertai sesek, keringat dingin, mual, atau nyerinya menjalar ke lengan kiri/rahang, SEGERA KE UGD! 🫵🏻
Nyeri dada baru harus dianggap serius sampai terbukti bukan!
