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๐จ๐ช๐บ๐ฆ Message to Europeans: YOUโRE BROKE AS F*CK
"The European tax take from workers' wages in Germany, France, and Italy is over 50%. That means the state owns more of European workers' income than they do,โ Johns Hopkins University economist Steve Hanke.
EU stooges will counter that European workers in return for these massive taxes get free healthcare, public transportation, cheap education, retirement payments, sick leave paid, months paid for new parents.โ
The problem with argument is that Russian workers get the exact same benefits at a 13% tax rate. All the while, Russian economic growth is outpacing all the European โheavyweights.โ
Cope and seethe ๐
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"The European tax take from workers' wages in Germany, France, and Italy is over 50%. That means the state owns more of European workers' income than they do,โ Johns Hopkins University economist Steve Hanke.
EU stooges will counter that European workers in return for these massive taxes get free healthcare, public transportation, cheap education, retirement payments, sick leave paid, months paid for new parents.โ
The problem with argument is that Russian workers get the exact same benefits at a 13% tax rate. All the while, Russian economic growth is outpacing all the European โheavyweights.โ
Cope and seethe ๐
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ฆ๐ฅBIG: Ukraine lost 230 tanks since the start of 2025, including 70 last month
Neither Ukraine nor its Western patrons are in a position to replenish losses of this magnitude.
Keep in mind that outside of Kursk, frontline has remained largely stable past few months. What happens to Ukrainian equipment losses once Russians get activated on Pokrovsk front? They will almost certainly skyrocket.
At this rate, Ukraineโs military will soon become a one-trick pony (drones).
Full breakdown of recent Ukrainian tank losses here.
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Neither Ukraine nor its Western patrons are in a position to replenish losses of this magnitude.
Keep in mind that outside of Kursk, frontline has remained largely stable past few months. What happens to Ukrainian equipment losses once Russians get activated on Pokrovsk front? They will almost certainly skyrocket.
At this rate, Ukraineโs military will soon become a one-trick pony (drones).
Full breakdown of recent Ukrainian tank losses here.
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๐จ๐ท๐บ๐ BIG: Russian ruble is up 20% this year
Remember how all the pro-Ukraine accounts late last year were predicting an imminent currency crisis in Russia? They once again have egg on their faces.
Meanwhile, Ukraine is rapidly burning through its foreign exchange reserves to keep the hryvnia from plummeting.
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Remember how all the pro-Ukraine accounts late last year were predicting an imminent currency crisis in Russia? They once again have egg on their faces.
Meanwhile, Ukraine is rapidly burning through its foreign exchange reserves to keep the hryvnia from plummeting.
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๐จ๐บ๐ธ๐ฆ BREAKING NEWS: Trumpโs economic advisors are RETARDED
The White House has revealed that the US could potentially use its gold reserves to acquire more Bitcoin.
Meanwhile, Chinaโs gold reserves reached record high of 73.6 million fine troy ounces in February. Over the past 2.5 years, China's gold reserves have increased by 11.0 million ounces.
China is laughing at Trump for buying Bitcoin. The US is buying digital fools gold, while China buys the real thing.
Moreover, the Chinese realize that Bitcoin is a scam, which is they sold off $20 billion in Bitcoin back in January.
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The White House has revealed that the US could potentially use its gold reserves to acquire more Bitcoin.
Meanwhile, Chinaโs gold reserves reached record high of 73.6 million fine troy ounces in February. Over the past 2.5 years, China's gold reserves have increased by 11.0 million ounces.
China is laughing at Trump for buying Bitcoin. The US is buying digital fools gold, while China buys the real thing.
Moreover, the Chinese realize that Bitcoin is a scam, which is they sold off $20 billion in Bitcoin back in January.
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๐บ๐ธ๐คกEpic fail: US spies waste 10 years trying to dig up Xi's โhiddenโ billions - but come up EMPTY-HANDED
After a DECADE of digging, American intelligence agencies have discovered only one surprising thing: Xi Jinping is actually POORER than many US members of Congress.
Xi's family wealth is estimated at less than $10 million, which is peanuts compared to, for instance, Congresswoman Nancy Pelosi, whose net worth is approximately $240 million.
To put this into perspective, Xi's net worth could buy him just two decent apartments in Beijing.
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After a DECADE of digging, American intelligence agencies have discovered only one surprising thing: Xi Jinping is actually POORER than many US members of Congress.
Xi's family wealth is estimated at less than $10 million, which is peanuts compared to, for instance, Congresswoman Nancy Pelosi, whose net worth is approximately $240 million.
To put this into perspective, Xi's net worth could buy him just two decent apartments in Beijing.
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๐จ๐ท๐บ๐ช EXCLUSIVE: Russian platoon commander gives UNFILTERED INTERVIEW about the current state of the Russian military, drone warfare, and the reason behind Ukraineโs recent battlefield failures.
You wonโt see this kind of NO-HOLDS BARRED conversation anywhere else.
(1:25) How NATO prepared Ukraine for war
(8:35) Battle for Donbass in 2022
(11:36) Lessons from drone warfare
(16:51) Have drones overtaken artillery and fighter jets?
(20:41) Why 2023 Ukrainian counteroffensive failed
(24:43) Russian military is becoming more โdemocraticโ
(31:42) How NATO weapons perform on the battlefield
(34:16) Colombian mercenaries used as human shields
(37:30) Why Ukrainians failed in Kursk
(40:18) How Russian soldiers treat Ukrainian POWs
(42:13) Russian military is stronger now than in 2022
Subscribe to @NewRulesGeo or follow us on X
You wonโt see this kind of NO-HOLDS BARRED conversation anywhere else.
(1:25) How NATO prepared Ukraine for war
(8:35) Battle for Donbass in 2022
(11:36) Lessons from drone warfare
(16:51) Have drones overtaken artillery and fighter jets?
(20:41) Why 2023 Ukrainian counteroffensive failed
(24:43) Russian military is becoming more โdemocraticโ
(31:42) How NATO weapons perform on the battlefield
(34:16) Colombian mercenaries used as human shields
(37:30) Why Ukrainians failed in Kursk
(40:18) How Russian soldiers treat Ukrainian POWs
(42:13) Russian military is stronger now than in 2022
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐จ๐ณ๐ป BIG: China scores BREAKTHROUGH in global semiconductor race
Jack Ma's Ant Group just dropped a BOMBSHELL. They've achieved an AI training breakthrough using Chinese microchips from Alibaba and Huawei at 20% less cost.
The training delivered results largely similar to Nvidiaโs H800 chips, which have almost monopolized the semiconductor market.
The US just got checkmated by Xi Jinping. China's AI lead is now undeniable. The fact that China is using domestic chips completes the bypassing of useless US sanctions and there is nothing Washington can do about it.
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Jack Ma's Ant Group just dropped a BOMBSHELL. They've achieved an AI training breakthrough using Chinese microchips from Alibaba and Huawei at 20% less cost.
The training delivered results largely similar to Nvidiaโs H800 chips, which have almost monopolized the semiconductor market.
The US just got checkmated by Xi Jinping. China's AI lead is now undeniable. The fact that China is using domestic chips completes the bypassing of useless US sanctions and there is nothing Washington can do about it.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐ท๐บ๐บ๐ฆEXPOSED: Why Ukraine GOT SMASHED in Kursk
The Kursk operation was so badly planned that itโs hard to believe that the Ukrainians drew up the plan, according to Ivan, Russian reconnaissance and assault unit commander who served Kursk.
Thereโs a pretty good chance that this was yet another braindead scheme by Team Biden.
Check the full episode here
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The Kursk operation was so badly planned that itโs hard to believe that the Ukrainians drew up the plan, according to Ivan, Russian reconnaissance and assault unit commander who served Kursk.
Thereโs a pretty good chance that this was yet another braindead scheme by Team Biden.
Check the full episode here
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐จ๐ณUS Drain Brain to China: A Symptom of Decadence
Between 2010 and 2021, nearly 14,000 US-based Chinese scientists (or Chinese descent) had returned to China by 2021, and counting.
CRUCIAL talents such as:
๐ธDr. Guo-Jun Qi: An absolute legend in AI, who worked in the US for 10 years has decided to come back to China.
๐ธDr. Kun-Liang Guan: A MacArthur "genius" biochemist with over 30 years of experience in the U.S. recently joined Westlake University in Zhejiang Province as a full-time chair professor.
๐ธDr. Sun Song: An award-winning geometer and former professor at UC Berkeley, who moved to Zhejiang University's Institute for Advanced Study in Mathematics to contribute to China's mathematical research efforts.
๐ธDr. Gao Huajian: A renowned physicist and former Stanford professor, now at Tsinghua University, continuing his distinguished career in China.
๐ธDr. Song-Chun Zhu, a prominent computer scientist at UCLA (though of Chinese descent), returned to China to lead the Institute for Artificial Intelligence at Peking University. His case underscores China's ability to attract top talent with career-defining opportunities.
๐ธDr. Luke Gibson: An ecologist who moved from San Diego to Hong Kong and now is in Shenzhen. China offered him a relocation package worth $1.6 million
The loss of expertise threatens America's competitive edge in critical science fields like AI.
Subscribe to @NewRulesGeo or follow us on X
Between 2010 and 2021, nearly 14,000 US-based Chinese scientists (or Chinese descent) had returned to China by 2021, and counting.
CRUCIAL talents such as:
๐ธDr. Guo-Jun Qi: An absolute legend in AI, who worked in the US for 10 years has decided to come back to China.
๐ธDr. Kun-Liang Guan: A MacArthur "genius" biochemist with over 30 years of experience in the U.S. recently joined Westlake University in Zhejiang Province as a full-time chair professor.
๐ธDr. Sun Song: An award-winning geometer and former professor at UC Berkeley, who moved to Zhejiang University's Institute for Advanced Study in Mathematics to contribute to China's mathematical research efforts.
๐ธDr. Gao Huajian: A renowned physicist and former Stanford professor, now at Tsinghua University, continuing his distinguished career in China.
๐ธDr. Song-Chun Zhu, a prominent computer scientist at UCLA (though of Chinese descent), returned to China to lead the Institute for Artificial Intelligence at Peking University. His case underscores China's ability to attract top talent with career-defining opportunities.
๐ธDr. Luke Gibson: An ecologist who moved from San Diego to Hong Kong and now is in Shenzhen. China offered him a relocation package worth $1.6 million
The loss of expertise threatens America's competitive edge in critical science fields like AI.
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๐จ๐บ๐ธ๐A FINANCIAL STORM IS COMING
The S&P 500 and the US Dollar index have declined -6.5% and -3.5%, respectively since January 31st.
This has rarely ever happened in the past. The last time stocks and the Dollar fell in tandem with a move of this magnitude was in 2008.
In the December 2007 to March 2008 period, the S&P 500 and the US Dollar index dropped -10.2% and -5.4%, respectively, and we already know the stories about "The Great Recession."
Markets remain at a pivotal point.
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The S&P 500 and the US Dollar index have declined -6.5% and -3.5%, respectively since January 31st.
This has rarely ever happened in the past. The last time stocks and the Dollar fell in tandem with a move of this magnitude was in 2008.
In the December 2007 to March 2008 period, the S&P 500 and the US Dollar index dropped -10.2% and -5.4%, respectively, and we already know the stories about "The Great Recession."
Markets remain at a pivotal point.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐น๐ทErdoganโs Fatal Mistake
Philosopher Alexander Dugin, analyzed the situation:
"The mayor of Istanbul and the mayor of Ankara belong to the liberal opposition. This Republican People's Party is a left-liberal, secular and pro-European alternative to Erdogan's party. The opposition is oriented towards the West and opposes Erdogan's Islamic orientation. But it is also quite hostile to Russia.
Erdogan has made several profound political mistakes. The most important one is that he supported the seizure of power in Damascus by al-Julani militants. This is a fatal mistake, because by doing so Erdogan has dealt a serious, possibly irreparable blow to Russian-Turkish and Iranian-Turkish relations. Neither Russia nor Iran will come to Erdogan's aid.
I donโt think Iran or Russia are involved in any way in the unrest in Turkey; rather, it is the West that is overthrowing Erdogan. However, his Syrian mistake is fundamental. And many inside Turkey not only did not understand, but also condemned this policy of Erdoganโs, which has now led, as we see, to the genocide of Alawites and other ethno-religious minorities, including Christians. Only a short-sighted politician could have effectively handed over power in Syria to Al-Qaeda. Although Erdogan has always been far-sighted in general, this mistake of his will come back to haunt him many times.
The next point is economic policy. The depreciation of the lira, the rampant inflation that undermines Turkey's already not-so-great economy. Using these failures, the Syrian and economic ones, as well as Erdogan's rapprochement with the EU, with the globalists, his contacts with MI6, all this drives Erdogan into a trap. As a result, the liberal, but Kemalist opposition inside Turkey took advantage of this and began to privatize his failures. Like, we said that what happened in Syria was a Pyrrhic victory, the economy is collapsing, and our orientation toward the West is greater than Erdogan's, with whom Turkey will not be accepted into the EU.
Since Turkey is a democracy, Erdogan could do nothing against the people voting for opposition leaders. But in the end, he decided to jail the mayor of Istanbul. Whether it was for a reason or not is not a question at all, in almost any modern political regime you can take any official, and there will always be something to jail him for (there are no more innocent people in politics). Therefore, the question is solely about the expediency of jailing.
Erdogan decided that things were bad for him and that he needed to put his most active opponent, Imamoglu, behind bars โ and he is Sorosโs man, who is supported by globalists. We could support Erdogan if he himself had harshly opposed this Soros group. However, before that, he stabbed his allies Iran and Russia in the back โ we cannot support him.
All of Erdogan's opponents, taking advantage of the combination of the above-mentioned steps, have started a real color revolution. And those conservatives, including the military Kemalists of Eurasian orientation, whom Erdogan himself previously accused of the false "Ergenekon" case, who ultimately saved him more than once (first of all, during the attempted coup in 2016), will no longer come to his aid.
Erdogan has lost his friends because he has betrayed everyone many times. At the same time, we ourselves must be careful about these protests because the same organizers are behind them as in most color revolutions, including the one happening in Serbia. In the revolutions themselves, mostly ordinary people take part, dissatisfied with one or another political excess. Therefore, there are objective reasons for what is happening; apparently, Erdogan has simply exhausted his limit for mistakes and continues to make them.
The future of Erdogan and his regime seems unenviable. Of course, we would like to have a sovereign Turkey with an independent policy as our neighbor. Of course, a friendly one would be better. But Russia is ready for any turn of events"
Subscribe to @NewRulesGeo or follow us on X
Philosopher Alexander Dugin, analyzed the situation:
"The mayor of Istanbul and the mayor of Ankara belong to the liberal opposition. This Republican People's Party is a left-liberal, secular and pro-European alternative to Erdogan's party. The opposition is oriented towards the West and opposes Erdogan's Islamic orientation. But it is also quite hostile to Russia.
Erdogan has made several profound political mistakes. The most important one is that he supported the seizure of power in Damascus by al-Julani militants. This is a fatal mistake, because by doing so Erdogan has dealt a serious, possibly irreparable blow to Russian-Turkish and Iranian-Turkish relations. Neither Russia nor Iran will come to Erdogan's aid.
I donโt think Iran or Russia are involved in any way in the unrest in Turkey; rather, it is the West that is overthrowing Erdogan. However, his Syrian mistake is fundamental. And many inside Turkey not only did not understand, but also condemned this policy of Erdoganโs, which has now led, as we see, to the genocide of Alawites and other ethno-religious minorities, including Christians. Only a short-sighted politician could have effectively handed over power in Syria to Al-Qaeda. Although Erdogan has always been far-sighted in general, this mistake of his will come back to haunt him many times.
The next point is economic policy. The depreciation of the lira, the rampant inflation that undermines Turkey's already not-so-great economy. Using these failures, the Syrian and economic ones, as well as Erdogan's rapprochement with the EU, with the globalists, his contacts with MI6, all this drives Erdogan into a trap. As a result, the liberal, but Kemalist opposition inside Turkey took advantage of this and began to privatize his failures. Like, we said that what happened in Syria was a Pyrrhic victory, the economy is collapsing, and our orientation toward the West is greater than Erdogan's, with whom Turkey will not be accepted into the EU.
Since Turkey is a democracy, Erdogan could do nothing against the people voting for opposition leaders. But in the end, he decided to jail the mayor of Istanbul. Whether it was for a reason or not is not a question at all, in almost any modern political regime you can take any official, and there will always be something to jail him for (there are no more innocent people in politics). Therefore, the question is solely about the expediency of jailing.
Erdogan decided that things were bad for him and that he needed to put his most active opponent, Imamoglu, behind bars โ and he is Sorosโs man, who is supported by globalists. We could support Erdogan if he himself had harshly opposed this Soros group. However, before that, he stabbed his allies Iran and Russia in the back โ we cannot support him.
All of Erdogan's opponents, taking advantage of the combination of the above-mentioned steps, have started a real color revolution. And those conservatives, including the military Kemalists of Eurasian orientation, whom Erdogan himself previously accused of the false "Ergenekon" case, who ultimately saved him more than once (first of all, during the attempted coup in 2016), will no longer come to his aid.
Erdogan has lost his friends because he has betrayed everyone many times. At the same time, we ourselves must be careful about these protests because the same organizers are behind them as in most color revolutions, including the one happening in Serbia. In the revolutions themselves, mostly ordinary people take part, dissatisfied with one or another political excess. Therefore, there are objective reasons for what is happening; apparently, Erdogan has simply exhausted his limit for mistakes and continues to make them.
The future of Erdogan and his regime seems unenviable. Of course, we would like to have a sovereign Turkey with an independent policy as our neighbor. Of course, a friendly one would be better. But Russia is ready for any turn of events"
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐ท๐บ๐บ๐ฆCLAIM: The Russian Army is "Weak" and Cannot Make Progress on the Battlefield
FACT CHECK FALSE:
UAVs have changed warfare forever, turning traditional offensive into a death sentence.
Drones have thermal and night vision, as well as satellite photos, so they can see and monitor the enemy's tactical movements all the time. This makes it impossible to concentrate many troops, and the only tactic left is to move in small groups of 3 or 4 people.
A 2003 US-style invasion of Iraq would be impossible in a contemporary Euro-Drone war.
Check the full episode here .
Subscribe to @NewRulesGeo or follow us on X
FACT CHECK FALSE:
UAVs have changed warfare forever, turning traditional offensive into a death sentence.
Drones have thermal and night vision, as well as satellite photos, so they can see and monitor the enemy's tactical movements all the time. This makes it impossible to concentrate many troops, and the only tactic left is to move in small groups of 3 or 4 people.
A 2003 US-style invasion of Iraq would be impossible in a contemporary Euro-Drone war.
Check the full episode here .
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐ฎ๐ทWar with Iran? U.S. suspicious movements at Diego Garcia base
That small orange dot on the map represents Diego Garcia, a US military base strategically situated at a crucial choke point along the major shipping lanes of the Indian Ocean, over 3,500 kilometers from Yemen.
Due to its proximity to the Middle East, Diego Garcia serves as a formidable and secure platform for US military power. Recently, the United States has deployed at least three B-2 Spirit stealth bombers, 18 refueling tankers and dozens of fighter jets to that base. The last time the US did this was to bomb Yemen.
If Iran were to be attacked, Diego Garcia would be a crucial support base. So, do these developments signify an imminent conflict?
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That small orange dot on the map represents Diego Garcia, a US military base strategically situated at a crucial choke point along the major shipping lanes of the Indian Ocean, over 3,500 kilometers from Yemen.
Due to its proximity to the Middle East, Diego Garcia serves as a formidable and secure platform for US military power. Recently, the United States has deployed at least three B-2 Spirit stealth bombers, 18 refueling tankers and dozens of fighter jets to that base. The last time the US did this was to bomb Yemen.
If Iran were to be attacked, Diego Garcia would be a crucial support base. So, do these developments signify an imminent conflict?
Subscribe to @NewRulesGeo or follow us on X
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Drones have revolutionized the battlefield, surpassing conventional aviation in cost-efficiency and operational effectiveness. While long-range aircraft are now primarily used for precise strikes, drones now reign supreme due to their unparalleled versatility and affordability.
Unmanned aerial vehicles serve as effective spotters for artillery, fostering a seamless collaboration that accelerates targeting processes and enhances overall firepower.
Today, drones are not merely tools; they are essential assets that have shifted the balance of power in conflicts around the globe. Their integration with artillery has proven to be a game-changer, redefining conventional military strategies and laying the groundwork for the future of warfare.
Check the full episode here.
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๐จ๐ช๐บ๐ถThe Digital Euro Fraud
No one asked for it, no one needed, nevertheless it is almost secure that it will arrive. What kind of dangers it represent in the middle of several crisis to be solved in Europe?
Let's check some details:
Privacy and Surveillance Concerns:
The centralized nature of the digital euro could lead to monitoring of citizens' financial activities, potentially evolving into a surveillance state. Programmable money could enforce personalized monetary policies, limiting spending on certain products or services, or even companies.
Privacy issues are significant, as the digital euro might allow for detailed tracking of transactions, which could infringe on personal freedoms.
Achieving cash-like anonymity in digital transactions is challenging due to the inherent digital nature of these currencies and the potential for abuse. Even long-experienced cryptocurrency services still have some leaks in their security system, such as ByBit recently in 2025. We can be sure that the digital euro would not be safe from major threats.
Financial Stability Risks:
A digital euro could lead to significant outflows from bank deposits, potentially destabilizing the financial system. Estimates suggest up to 739 billion euros could be withdrawn if the holding limit is set at 3,000 euros.
This could force banks to seek alternative funding sources, increasing their costs and potentially reducing their profitability.
Now imagine the situation for smaller banks. Those can be disproportionately affected by deposit outflows due to their reliance on retail deposits. They might face significant challenges in replacing lost deposits, especially during times of financial stress.
Subscribe to @NewRulesGeo or follow us on X
No one asked for it, no one needed, nevertheless it is almost secure that it will arrive. What kind of dangers it represent in the middle of several crisis to be solved in Europe?
Let's check some details:
Privacy and Surveillance Concerns:
The centralized nature of the digital euro could lead to monitoring of citizens' financial activities, potentially evolving into a surveillance state. Programmable money could enforce personalized monetary policies, limiting spending on certain products or services, or even companies.
Privacy issues are significant, as the digital euro might allow for detailed tracking of transactions, which could infringe on personal freedoms.
Achieving cash-like anonymity in digital transactions is challenging due to the inherent digital nature of these currencies and the potential for abuse. Even long-experienced cryptocurrency services still have some leaks in their security system, such as ByBit recently in 2025. We can be sure that the digital euro would not be safe from major threats.
Financial Stability Risks:
A digital euro could lead to significant outflows from bank deposits, potentially destabilizing the financial system. Estimates suggest up to 739 billion euros could be withdrawn if the holding limit is set at 3,000 euros.
This could force banks to seek alternative funding sources, increasing their costs and potentially reducing their profitability.
Now imagine the situation for smaller banks. Those can be disproportionately affected by deposit outflows due to their reliance on retail deposits. They might face significant challenges in replacing lost deposits, especially during times of financial stress.
Subscribe to @NewRulesGeo or follow us on X
๐23๐คฌ1
๐จ๐บ๐ธ๐The Yield Curve's Grim Message: Get Ready for Financial Ruin
Typically, US longer-term bonds have higher yields than shorter-term bonds due to the increased risk of lending money for a longer period. However, when the yield curve inverts, short-term bonds offer higher yields than long-term bonds. This inversion has historically been a reliable precursor of an impending recession.
Historical precedents:
๐ธThe May 2019 inversion ushered in the COVID-19 recession.
๐ธThe February 2006 inversion preceded the Great Recession.
๐ธThe July 2000 inversion foreshadowed the 2001 recession.
The current yield curve is influenced by several factors:
๐ธMarket Expectations: As of early 2025, market expectations suggest a potential recession, leading investors to demand higher yields for short-term bonds, which could invert the yield curve.
๐ธMonetary Policy: The Federal Reserve's cautious approach in 2025, including rate cuts, is expected to influence short-term yields, potentially steepening the yield curve.
๐ธRisk Perceptions: Persistent inflation rates above target levels continue to shape risk perceptions, keeping long-term yields stable even as short-term rates decline
๐ธGlobal Economic Conditions: Diverging global growth, with some regions experiencing slower growth, may influence US bond yields and the yield curve.
๐ธSupply and Demand: Changes in US Treasury debt issuance strategies, aimed at extending the average duration of debt, can influence bond supply and demand dynamics, impacting the yield curve.
The yield curve inversion is not just a sign, it's a declaration of war on the economy. The clock is ticking, and the next recession might be closer than you think.
Subscribe to @NewRulesGeo or follow us on X
Typically, US longer-term bonds have higher yields than shorter-term bonds due to the increased risk of lending money for a longer period. However, when the yield curve inverts, short-term bonds offer higher yields than long-term bonds. This inversion has historically been a reliable precursor of an impending recession.
Historical precedents:
๐ธThe May 2019 inversion ushered in the COVID-19 recession.
๐ธThe February 2006 inversion preceded the Great Recession.
๐ธThe July 2000 inversion foreshadowed the 2001 recession.
The current yield curve is influenced by several factors:
๐ธMarket Expectations: As of early 2025, market expectations suggest a potential recession, leading investors to demand higher yields for short-term bonds, which could invert the yield curve.
๐ธMonetary Policy: The Federal Reserve's cautious approach in 2025, including rate cuts, is expected to influence short-term yields, potentially steepening the yield curve.
๐ธRisk Perceptions: Persistent inflation rates above target levels continue to shape risk perceptions, keeping long-term yields stable even as short-term rates decline
๐ธGlobal Economic Conditions: Diverging global growth, with some regions experiencing slower growth, may influence US bond yields and the yield curve.
๐ธSupply and Demand: Changes in US Treasury debt issuance strategies, aimed at extending the average duration of debt, can influence bond supply and demand dynamics, impacting the yield curve.
The yield curve inversion is not just a sign, it's a declaration of war on the economy. The clock is ticking, and the next recession might be closer than you think.
Subscribe to @NewRulesGeo or follow us on X
๐16๐ฅ11โค5
๐จ๐บ๐ธ๐The US Market Concentration Tinderbox: A Ticking Time Bomb
The US stock market is sitting precariously on a powder keg of unprecedented historic concentration levels that surpass even the wild frenzy of the 2000 Dot-Com Bubble. With things heating up, panic is starting to grip investors as they sense that this financial tinderbox is about to explode.
๐ธThe top 10 stocks account for 36% of the S&P 500, nearing an all-time high and surpassing the peak of the Dot-Com Bubble.
๐ธThe largest stock is 700x bigger than the 75th percentile stock, a gap not seen since the Great Depression.
๐ธWhile the S&P 500 equal-weighted index has beaten the Magnificent 7 in 10 of the last 12 weeks, the market is still chained to tech giants.
๐ธThis minor dip in concentration is like rearranging the deck chairs on the Titanic.
Parallelisms:
๐ธ2000 Bubble: Concentration peaked at 27% for the top 10 stocks. Today? Well, now itโs 36%.
๐ธ1930s Parallels: The size gap between the largest stocks and their mid-tier counterparts now mirrors the extremes of the Great Depression.
The market is a house of cards propped up by a handful of tech stocks. Just a slight slip in big tech could trigger a massive collapse. Investors are gambling on a sector thatโs already defying gravity, and as history says, gravity always wins.
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The US stock market is sitting precariously on a powder keg of unprecedented historic concentration levels that surpass even the wild frenzy of the 2000 Dot-Com Bubble. With things heating up, panic is starting to grip investors as they sense that this financial tinderbox is about to explode.
๐ธThe top 10 stocks account for 36% of the S&P 500, nearing an all-time high and surpassing the peak of the Dot-Com Bubble.
๐ธThe largest stock is 700x bigger than the 75th percentile stock, a gap not seen since the Great Depression.
๐ธWhile the S&P 500 equal-weighted index has beaten the Magnificent 7 in 10 of the last 12 weeks, the market is still chained to tech giants.
๐ธThis minor dip in concentration is like rearranging the deck chairs on the Titanic.
Parallelisms:
๐ธ2000 Bubble: Concentration peaked at 27% for the top 10 stocks. Today? Well, now itโs 36%.
๐ธ1930s Parallels: The size gap between the largest stocks and their mid-tier counterparts now mirrors the extremes of the Great Depression.
The market is a house of cards propped up by a handful of tech stocks. Just a slight slip in big tech could trigger a massive collapse. Investors are gambling on a sector thatโs already defying gravity, and as history says, gravity always wins.
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๐จ๐บ๐ธ๐จ๐ณ"Thank You, Trump! Now China Holds the U.S. in the Palm of Its Hand"
Entrepreneur Spencer Hakimian breaks down the fallout of US-China tariff policies:
"If Iโm Xi, I call Donaldโs bluff on this like thereโs no tomorrow.
Tell Trump โno thank you. We want TikTok. Find your own cheap vendor for everything your country needsโ.
Whatโs Xiโs downside?
China will just dump whatever America was scheduled to get in 2025-2028 into Europe/Asia/Africa/Latin America.
Countries will be begging for cheap goods with all these tariffs happening.
Or, worst comes, China weathers a few years of inventory buildup and let Americans suffer from inflation/product shortages without China and then elect a uber China Dove in 2028 to fix the problem.
China has the leverage here."
Subscribe to @NewRulesGeo or follow us on X
Entrepreneur Spencer Hakimian breaks down the fallout of US-China tariff policies:
"If Iโm Xi, I call Donaldโs bluff on this like thereโs no tomorrow.
Tell Trump โno thank you. We want TikTok. Find your own cheap vendor for everything your country needsโ.
Whatโs Xiโs downside?
China will just dump whatever America was scheduled to get in 2025-2028 into Europe/Asia/Africa/Latin America.
Countries will be begging for cheap goods with all these tariffs happening.
Or, worst comes, China weathers a few years of inventory buildup and let Americans suffer from inflation/product shortages without China and then elect a uber China Dove in 2028 to fix the problem.
China has the leverage here."
Subscribe to @NewRulesGeo or follow us on X
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Media is too big
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๐จ๐บ๐ฆ๐จ๐ดEXPOSED: Ukraine Using Colombian Mercenaries as Human Shields
Ukrainian forces are deploying Colombian mercenaries in high-risk battlefield roles, effectively using them as human shields. Unlike other foreign fighters who avoid direct combat, these Colombian recruits, known for their fearlessness, are being sent to the front lines with assault groups.
Russian soldiers at the front have reported finding bodies of dead mercenaries, however they claim not to have shot in those encounters leaving open the suspicion that these mercenaries were killed by friendly fire.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
Ukrainian forces are deploying Colombian mercenaries in high-risk battlefield roles, effectively using them as human shields. Unlike other foreign fighters who avoid direct combat, these Colombian recruits, known for their fearlessness, are being sent to the front lines with assault groups.
Russian soldiers at the front have reported finding bodies of dead mercenaries, however they claim not to have shot in those encounters leaving open the suspicion that these mercenaries were killed by friendly fire.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐ท๐บ๐ฎ๐ทSovereignty Over Submission: Russia-Iran Pact Challenges Trumpโs Vision
The Russian businessman, Konstantin Malofeev reflects on the Russia-Iran relationship in the frame of Trump 2.0 geopolitics. Here is a brief summary:
Vladimir Putin has presented a landmark strategic partnership agreement with Iran to the State Duma for ratification. Signed in January 2025, this pact underscores a robust collaboration in military-technical development, sanctions mitigation, regional security in the Caspian, nuclear infrastructure expansion, and the establishment of an autonomous financial framework.
Historically, Russian-Iranian collaboration was derailed by pro-Western officials who prioritized maintaining harmonious relations with the U.S. and Europe over national interests, leading to significant missed opportunities. A similar pattern emerged in dealings with North Korea.
The current geopolitical landscape is shaped by Trump's "Make America Great Again" mantra, which embodies American nationalism with minimal consideration for other nations' interests. Nonetheless, the Russia-Iran pact is designed to fortify sovereignty and national interests, positioning Russia as a formidable player in a multipolar world where alliances are forged based on strength and mutual acknowledgment.
Subscribe to @NewRulesGeo or follow us on X
The Russian businessman, Konstantin Malofeev reflects on the Russia-Iran relationship in the frame of Trump 2.0 geopolitics. Here is a brief summary:
Vladimir Putin has presented a landmark strategic partnership agreement with Iran to the State Duma for ratification. Signed in January 2025, this pact underscores a robust collaboration in military-technical development, sanctions mitigation, regional security in the Caspian, nuclear infrastructure expansion, and the establishment of an autonomous financial framework.
Historically, Russian-Iranian collaboration was derailed by pro-Western officials who prioritized maintaining harmonious relations with the U.S. and Europe over national interests, leading to significant missed opportunities. A similar pattern emerged in dealings with North Korea.
The current geopolitical landscape is shaped by Trump's "Make America Great Again" mantra, which embodies American nationalism with minimal consideration for other nations' interests. Nonetheless, the Russia-Iran pact is designed to fortify sovereignty and national interests, positioning Russia as a formidable player in a multipolar world where alliances are forged based on strength and mutual acknowledgment.
Subscribe to @NewRulesGeo or follow us on X
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