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TRADE
THE
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Re-munitioning is the only delay to a massive US strike with ground troops invasion. It looks like Trump's mind is made up, has been for some time and he is waiting for the munitions to catch up to a decision made.
30 July 2026

With a greater war will come higher inflation. The Fed and RBA alike should NOT respond to this inflation with higher rates. The correct monetary response is to reduce rates to offset the pain of higher energy prices and thus keep inflation lower than it would otherwise be.
30 July 2026

NASDAQ falling away and people do not realise this could be the slippery slope leading to the big one. The big crash.
30 July 2026

Australian Stocks just fell back after what was a silly rally. We made a quick profit long, and are now short. Resource rich, but private sector recession and possible property crash?
30 July 2026

OIL on the rise as it should be. Most people are not expecting a massive war. We are. Therefore Oil is cheap, even at these levels.
30 July 2026

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KASSANDRA
Like Kassandra, people can have trouble believing what we 'see'.
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Wall Street Journal, FT, China News Daily.

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