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Alexis Mac Allister • Analysis ➡️Long + thread pass👌🏼but underused ➡️Blends into background ➡️Not a natural DM, CM nor AM ➡️Deceptive movement hence high XG but conservative finisher CC: Efficiency Match Sports KlipDraw Full Video🔗 #alexismacallister #bhafc #LFC

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Pythagoras In Boots ⚽️

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2,748,183 次观看 • 3 年前 •via X (Twitter)

#alexismacallister#bhafc#LFC
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Romeo Lavia • Tactical Report ➡️ Stunning long passer ➡️ Terrible crosser - rules out Mezzala? ➡️ Suspect positionally - not ready for CDM ➡️ Doesn't connect play enough, but excels at retention CC: Efficiency Match Sports KlipDraw 🔗 #Southampton #MUFC #CFC #LFC
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Romeo Lavia • Tactical Report ➡️ Stunning long passer ➡️ Terrible crosser - rules out Mezzala? ➡️ Suspect positionally - not ready for CDM ➡️ Doesn't connect play enough, but excels at retention CC: Efficiency Match Sports KlipDraw 🔗 #Southampton #MUFC #CFC #LFC

Pythagoras In Boots ⚽️

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Victor Osimhen • Tactical Report ➡️ Power finisher who lacks variety in finish ➡️ Biggest aerial threat in Europe? ➡️ Outrageous long passer, uses it for cut backs! ➡️ Minimal pass volume CC: Efficiency Match Sports KlipDraw 🔗 #SSCNapoli #Osimhen #ACMNAP
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Victor Osimhen • Tactical Report ➡️ Power finisher who lacks variety in finish ➡️ Biggest aerial threat in Europe? ➡️ Outrageous long passer, uses it for cut backs! ➡️ Minimal pass volume CC: Efficiency Match Sports KlipDraw 🔗 #SSCNapoli #Osimhen #ACMNAP

Pythagoras In Boots ⚽️

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Mohammed Kudus • Tactical Report ➡️Essien/Saka hybrid ➡️Elite ball presser & retainer ➡️Deceptive flair pass ➡️Poor cross, weak foot & heading ➡️Manager nor he knows his best role (Maitland-Niles) CC: Efficiency Match Sports Full Video🔗 #AJAX #MUFC #NUFC #ARSENAL
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Mohammed Kudus • Tactical Report ➡️Essien/Saka hybrid ➡️Elite ball presser & retainer ➡️Deceptive flair pass ➡️Poor cross, weak foot & heading ➡️Manager nor he knows his best role (Maitland-Niles) CC: Efficiency Match Sports Full Video🔗 #AJAX #MUFC #NUFC #ARSENAL

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Trent Alexander-Arnold • Tactical Report: Full Video (18 min)🔗⤵ 🚨 ➡️Pogba like at CDM-can only occasionally work ➡️Crossing not as consistent as JWP/Trippier but has the high difficulty execution in his 🛅 ➡️More a C.Alberto than Marcelo for dribbling ➡️Instep long pass=his greatest technique. Aesthetic outsider fader but inconsistent ➡️Rivelino like freedom to his killer passing ➡️Underused left🦶 cross & solid pen taker #LIVMUN #LiverpoolFC #LFC
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Trent Alexander-Arnold • Tactical Report: Full Video (18 min)🔗⤵ 🚨 ➡️Pogba like at CDM-can only occasionally work ➡️Crossing not as consistent as JWP/Trippier but has the high difficulty execution in his 🛅 ➡️More a C.Alberto than Marcelo for dribbling ➡️Instep long pass=his greatest technique. Aesthetic outsider fader but inconsistent ➡️Rivelino like freedom to his killer passing ➡️Underused left🦶 cross & solid pen taker #LIVMUN #LiverpoolFC #LFC

Pythagoras In Boots ⚽️

131,714 次观看 • 2 年前

Ibrahim Mbaye • Tactical Report ➡️ Explosive burst but arguably lacks sustained pace ➡️ Smart movement and brave inside the box ➡️ Grounded crosses are strong, but need more examples of whipped balls ➡️ Weak-foot finishing needs work ➡️ Hardworking presser - blocks passing lanes effectively but 1v1 defending needs development Full Video: CC: This Is Anfield Gradient Sports #LFC #LiverpoolFC
1:22

Ibrahim Mbaye • Tactical Report ➡️ Explosive burst but arguably lacks sustained pace ➡️ Smart movement and brave inside the box ➡️ Grounded crosses are strong, but need more examples of whipped balls ➡️ Weak-foot finishing needs work ➡️ Hardworking presser - blocks passing lanes effectively but 1v1 defending needs development Full Video: CC: This Is Anfield Gradient Sports #LFC #LiverpoolFC

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Benjamin Šeško • Tactical Video Report Full Video (11 mins): ➡️Complete 9, run wide & on shoulder ➡️Underused, aesthetic dipped long pass ➡️Reactionary edge of box flicks & wall passes ✅ ➡️But vision & creative passing @ edge of box ❌ ➡️Acrobatic passes & strikes ala Ibra ➡️Flairy dribbler, not a rugged carrier ala Cavani #sesko #Arsenal #mufc #chelseafc #liverpool

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Carlos Baleba • The ULTIMATE Tactical Report Full Video: ➡️Tough man marker... hard to beat in a 1 v 1 ➡️Statistics and Eye Test disagree on long passing ➡️Elite sprint stamina but lacks fuel for slower jogs ➡️ Unreal press resistance and line breaking when in the mood but also susceptible to being clumsy ➡️Aerial powerhouse and ball magnet, but ambles back into position when not following a target ➡️Ridiculous 🧨 shots, can even finesse from distance #ManUtd #ManchesterUnited #MUFC
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Carlos Baleba • The ULTIMATE Tactical Report Full Video: ➡️Tough man marker... hard to beat in a 1 v 1 ➡️Statistics and Eye Test disagree on long passing ➡️Elite sprint stamina but lacks fuel for slower jogs ➡️ Unreal press resistance and line breaking when in the mood but also susceptible to being clumsy ➡️Aerial powerhouse and ball magnet, but ambles back into position when not following a target ➡️Ridiculous 🧨 shots, can even finesse from distance #ManUtd #ManchesterUnited #MUFC

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Youri Tielemans • Tactical Report ➡Not a pure regista nor B2B yet elements of both ➡Counter-press weapon ➡Seedorf-esque longshot ➡Talented switcher of play off both feet but careless execution CC: Efficiency Match Sports Full Video🔗 #LCFC #NUFC #MUFC #ASROMA
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Youri Tielemans • Tactical Report ➡Not a pure regista nor B2B yet elements of both ➡Counter-press weapon ➡Seedorf-esque longshot ➡Talented switcher of play off both feet but careless execution CC: Efficiency Match Sports Full Video🔗 #LCFC #NUFC #MUFC #ASROMA

Pythagoras In Boots ⚽️

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Elliot Anderson for £100m - England's De Rossi🤔? For Sky Sports Premier League this week, I blended the numbers with the eye test and concluded that Liverpool would be an ideal fit for him. OUT OF POSSESSION: • Aggressive, high-energy ball winner • But NOT a natural holding midfielder • Can be positionally loose in transition ➡️1st in duels won, ball recoveries in ALL thirds ➡️1st for take-ons attempted AND completed ➡️ Top 6 for chances created IN POSSESSION: • Composed in possession • Connects play at a high level • Confident ball carrier (that nutmeg on Morgan Rogers 👀) This isn’t a passenger midfielder. He runs games. ➡️Elite volume passer - the game flows through him ➡️Constantly demanding the ball, directing teammates ➡️Plays like a leader, not a prospect BEST ROLE? → Aggressive #8 → Dominates the middle third → Drives transitions, wins second balls, arrives late IDEAL CLUB FIT? • Liverpool ✅ perfect balance + personality • Man United ⚠️ too front-footed with Mainoo • Man City 🤔 works WITH Rodri, not AS Rodri #Nottinghamforest #LFC #Mufc
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Elliot Anderson for £100m - England's De Rossi🤔? For Sky Sports Premier League this week, I blended the numbers with the eye test and concluded that Liverpool would be an ideal fit for him. OUT OF POSSESSION: • Aggressive, high-energy ball winner • But NOT a natural holding midfielder • Can be positionally loose in transition ➡️1st in duels won, ball recoveries in ALL thirds ➡️1st for take-ons attempted AND completed ➡️ Top 6 for chances created IN POSSESSION: • Composed in possession • Connects play at a high level • Confident ball carrier (that nutmeg on Morgan Rogers 👀) This isn’t a passenger midfielder. He runs games. ➡️Elite volume passer - the game flows through him ➡️Constantly demanding the ball, directing teammates ➡️Plays like a leader, not a prospect BEST ROLE? → Aggressive #8 → Dominates the middle third → Drives transitions, wins second balls, arrives late IDEAL CLUB FIT? • Liverpool ✅ perfect balance + personality • Man United ⚠️ too front-footed with Mainoo • Man City 🤔 works WITH Rodri, not AS Rodri #Nottinghamforest #LFC #Mufc

Pythagoras In Boots ⚽️

101,001 次观看 • 4 个月前

CRUDE SHORTAGE WHIPLASH: WHY OIL PRICES WILL SPIKE AFTER THE BACKLOG CLEARS IN DAYS Troy Eckard of Enterprises Oil & Gas Investing has just revealed why the headlines about record crude oil moving through the Strait of Hormuz are misleading at best. What looks like a sudden flood of supply is actually the release of oil that has been loaded and waiting for nearly four months. This temporary surge is masking a much deeper supply problem that the world has been papering over with strategic reserves. Once the backlog is gone, the real supply picture will come into focus fast. THE HORMUZ BACKLOG REALITY ➡️ The recent movement of 19.1 million barrels per day is not new oil from opened wells or increased production. ➡️ It is not coming from storage tanks sitting at the ports ready to go. ➡️ Every single barrel was loaded onto tankers before the strait closed and has been stuck waiting for safe passage. ➡️ The main body of the strait is still not open and remains full of mines. ➡️ Only a narrow pathway is being used to let these long-delayed vessels through. THE SCALE OF WHAT JUST MOVED ➡️ When the strait closed, estimates show 110 to 120 million barrels of oil were trapped on vessels behind the gate. ➡️ That amount equals just one day of total global consumption at 104 million barrels per day. ➡️ At the pace seen recently, that entire backlog will clear in roughly five to six days. ➡️ After those days pass, there will be no equivalent volume of new oil taking its place. THE FOUR-MONTH SUPPLY HOLE ➡️ The closure created a massive 1.2 to 1.5 billion barrel deficit over almost four months. ➡️ The world responded by draining strategic reserves, pipelines, and every available storage to prevent prices from reaching 150 or 200 dollars. ➡️ That emergency action suppressed prices and created the current calm at around 70 dollars and fifty cents. ➡️ But those reserves cannot be drained indefinitely. THE PRICE ILLUSION ➡️ Oil trading near 70 dollars today exists because traders are dumping positions on the back of this one-time inventory release. ➡️ The media is calling it a solution and record progress through the strait. ➡️ In truth, production has not ramped up and new infrastructure is still months away from delivering. ➡️ This is a pretend moment of adequate supply that will not last. THE COMING WHIPLASH ➡️ In five to eight days the extra 100 million barrels of backlog oil will be absorbed into the global supply chain. ➡️ Physical buyers needing real barrels for customers will then enter the market in force. ➡️ A daily shortfall of 8 to 12 million barrels could become clear within three to four weeks. ➡️ The shift from trader covering losses to genuine physical demand will create a sharp reversal. THE BOTTOM LINE The recent drop in oil prices is riding on the final escape of oil that was already in the system long before the recent disruptions. That temporary relief is ending fast, and the underlying four-month supply hole remains unfilled. The market is about to discover that celebrating this surge was premature. This is the sound of the real supply picture reasserting itself. HT: YouTube Eckard Enterprises | Oil & Gas Investing #OilPrices #HormuzBacklog #CrudeOilReality #SupplyShortage #EnergyMarkets #OilWhiplash
0:49

CRUDE SHORTAGE WHIPLASH: WHY OIL PRICES WILL SPIKE AFTER THE BACKLOG CLEARS IN DAYS Troy Eckard of Enterprises Oil & Gas Investing has just revealed why the headlines about record crude oil moving through the Strait of Hormuz are misleading at best. What looks like a sudden flood of supply is actually the release of oil that has been loaded and waiting for nearly four months. This temporary surge is masking a much deeper supply problem that the world has been papering over with strategic reserves. Once the backlog is gone, the real supply picture will come into focus fast. THE HORMUZ BACKLOG REALITY ➡️ The recent movement of 19.1 million barrels per day is not new oil from opened wells or increased production. ➡️ It is not coming from storage tanks sitting at the ports ready to go. ➡️ Every single barrel was loaded onto tankers before the strait closed and has been stuck waiting for safe passage. ➡️ The main body of the strait is still not open and remains full of mines. ➡️ Only a narrow pathway is being used to let these long-delayed vessels through. THE SCALE OF WHAT JUST MOVED ➡️ When the strait closed, estimates show 110 to 120 million barrels of oil were trapped on vessels behind the gate. ➡️ That amount equals just one day of total global consumption at 104 million barrels per day. ➡️ At the pace seen recently, that entire backlog will clear in roughly five to six days. ➡️ After those days pass, there will be no equivalent volume of new oil taking its place. THE FOUR-MONTH SUPPLY HOLE ➡️ The closure created a massive 1.2 to 1.5 billion barrel deficit over almost four months. ➡️ The world responded by draining strategic reserves, pipelines, and every available storage to prevent prices from reaching 150 or 200 dollars. ➡️ That emergency action suppressed prices and created the current calm at around 70 dollars and fifty cents. ➡️ But those reserves cannot be drained indefinitely. THE PRICE ILLUSION ➡️ Oil trading near 70 dollars today exists because traders are dumping positions on the back of this one-time inventory release. ➡️ The media is calling it a solution and record progress through the strait. ➡️ In truth, production has not ramped up and new infrastructure is still months away from delivering. ➡️ This is a pretend moment of adequate supply that will not last. THE COMING WHIPLASH ➡️ In five to eight days the extra 100 million barrels of backlog oil will be absorbed into the global supply chain. ➡️ Physical buyers needing real barrels for customers will then enter the market in force. ➡️ A daily shortfall of 8 to 12 million barrels could become clear within three to four weeks. ➡️ The shift from trader covering losses to genuine physical demand will create a sharp reversal. THE BOTTOM LINE The recent drop in oil prices is riding on the final escape of oil that was already in the system long before the recent disruptions. That temporary relief is ending fast, and the underlying four-month supply hole remains unfilled. The market is about to discover that celebrating this surge was premature. This is the sound of the real supply picture reasserting itself. HT: YouTube Eckard Enterprises | Oil & Gas Investing #OilPrices #HormuzBacklog #CrudeOilReality #SupplyShortage #EnergyMarkets #OilWhiplash

Mark

73,869 次观看 • 3 个月前

GARCIA: SHIPS AND PLANES TELL THE STORY- POSSIBLE US AMPHIBIOUS STRIKE ON IRAN Charlie Garcia has advised six U.S. presidents from both parties and earned classified medals from the CIA, the DNI, and the Air Force. In his latest analysis he points to observable military movements that might indicate the United States could be approaching a major confrontation with Iran. Drawing only from the positions of ships, planes, and real-time events, Garcia suggests these assets could be setting the stage for significant action very soon. THE SPEAKER AND HIS TRACK RECORD ➡️ Garcia has a history of reading the military map accurately before major developments. ➡️ He suggests the real story might not be in diplomacy or oil futures but in the physical movement of naval and air forces. ➡️ The ships do not lie, and right now they may be revealing something urgent. THE GROWLER DEPLOYMENT ➡️ Twelve electronic warfare Growler aircraft were recently spotted on the ramp in the Azores. ➡️ Now 36 of them might be positioned at an Israeli air base called Neatim, representing three full squadrons. ➡️ These planes could jam radars, create false targets, and turn enemy defenses blind. THE CARRIER CONVERGENCE ➡️ Multiple carriers appear to be converging on Iran from different directions across three seas. ➡️ One American carrier has been in the Arabian Sea since January while another might be sprinting around the Cape of Good Hope to join. ➡️ By Wednesday two U.S. carriers could be operating in the same waters aimed at the same target. THE INCIDENT AT SEA ➡️ A U.S. guided missile destroyer reportedly fired into the engine room of an Iranian-flagged ship. ➡️ This action might qualify as the first shot in what could become an act of war. ➡️ Twenty-five Iranian ships appear to have turned around or headed back to port afterward. THE CONVERGING CLOCKS ➡️ The carrier clock, ceasefire clock, and coalition clock might all align tonight. ➡️ Such timing could set the stage for potential amphibious operations soon. ➡️ Garcia notes the math of military positioning appears precise and urgent. THE ELECTRONIC WARFARE REALITY ➡️ Deploying 36 Growlers suggests a plan might exist to overwhelm Iranian air defenses. ➡️ The density of jamming could exceed the first night of Desert Storm in some ways. ➡️ You might park that many aircraft only if action is imminent. THE BOTTOM LINE Charlie Garcia is not predicting with certainty but reading what the metal and the calendar appear to show. The combination of assets and timing might indicate that America could be on the verge of its largest amphibious operation since Okinawa. The ships and planes could be signaling that something big is close at hand. HT: YouTube Charlie Garcia Charlie Garcia #IranBuildup #GrowlersIsrael #CarrierConvergence #MilitaryClocks #USIranTension #StrategicMoves #ShipsDontLie
1:33

GARCIA: SHIPS AND PLANES TELL THE STORY- POSSIBLE US AMPHIBIOUS STRIKE ON IRAN Charlie Garcia has advised six U.S. presidents from both parties and earned classified medals from the CIA, the DNI, and the Air Force. In his latest analysis he points to observable military movements that might indicate the United States could be approaching a major confrontation with Iran. Drawing only from the positions of ships, planes, and real-time events, Garcia suggests these assets could be setting the stage for significant action very soon. THE SPEAKER AND HIS TRACK RECORD ➡️ Garcia has a history of reading the military map accurately before major developments. ➡️ He suggests the real story might not be in diplomacy or oil futures but in the physical movement of naval and air forces. ➡️ The ships do not lie, and right now they may be revealing something urgent. THE GROWLER DEPLOYMENT ➡️ Twelve electronic warfare Growler aircraft were recently spotted on the ramp in the Azores. ➡️ Now 36 of them might be positioned at an Israeli air base called Neatim, representing three full squadrons. ➡️ These planes could jam radars, create false targets, and turn enemy defenses blind. THE CARRIER CONVERGENCE ➡️ Multiple carriers appear to be converging on Iran from different directions across three seas. ➡️ One American carrier has been in the Arabian Sea since January while another might be sprinting around the Cape of Good Hope to join. ➡️ By Wednesday two U.S. carriers could be operating in the same waters aimed at the same target. THE INCIDENT AT SEA ➡️ A U.S. guided missile destroyer reportedly fired into the engine room of an Iranian-flagged ship. ➡️ This action might qualify as the first shot in what could become an act of war. ➡️ Twenty-five Iranian ships appear to have turned around or headed back to port afterward. THE CONVERGING CLOCKS ➡️ The carrier clock, ceasefire clock, and coalition clock might all align tonight. ➡️ Such timing could set the stage for potential amphibious operations soon. ➡️ Garcia notes the math of military positioning appears precise and urgent. THE ELECTRONIC WARFARE REALITY ➡️ Deploying 36 Growlers suggests a plan might exist to overwhelm Iranian air defenses. ➡️ The density of jamming could exceed the first night of Desert Storm in some ways. ➡️ You might park that many aircraft only if action is imminent. THE BOTTOM LINE Charlie Garcia is not predicting with certainty but reading what the metal and the calendar appear to show. The combination of assets and timing might indicate that America could be on the verge of its largest amphibious operation since Okinawa. The ships and planes could be signaling that something big is close at hand. HT: YouTube Charlie Garcia Charlie Garcia #IranBuildup #GrowlersIsrael #CarrierConvergence #MilitaryClocks #USIranTension #StrategicMoves #ShipsDontLie

Mark

33,119 次观看 • 5 个月前

THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing
1:24

THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing

Mark

28,372 次观看 • 3 个月前

Mohammad Bagher Ghalibaf, the Iranian parliamentary speaker who led the first round of negotiations with JD Vance in Islamabad, gave an important TV interview today. In it, he lays out his narrative of the war, the diplomatic track, and signals where Iran’s political goalposts are currently. He projects firmness throughout. Iran, in his telling, will not back down from its negotiating demands. At the same time, he frames negotiations not as a retreat from conflict but as its continuation by other means, a way to consolidate gains and secure what he calls a “lasting peace.” 🔴His core framework is that military power, public mobilization, and diplomacy are inseparable: ➡️“Today, we have the ‘field,’ the ‘street,’ and ‘diplomacy of authority.’ These are not three separate things. Do not make a mistake. Today the street, the field, and diplomacy are together.” 🔴He argues this is precisely why now is the moment for diplomacy. Iran, he says, has reached a peak position militarily and in terms of social cohesion, and negotiations are meant to lock that in politically: ➡️“In the military sphere, we are at a maximum point. The street has given strength to the field. We have achieved part of our demands militarily, but they must now be stabilized and recorded politically. This is where diplomacy must take the flag in hand.” 🔴At the same time, he signals to hardliners to not be overly triumphalist. Iran’s asymmetric warfare has paid off, but he is explicit that this does not mean superiority over the United States: Iran has succeeded without being the stronger military power. 🔴On escalation, he is blunt. Iran is ready for the war to resume if necessary. He warns that the Strait of Hormuz remains a central lever and that restrictions will continue if the US “blockade” is not ended. 🔴Passage, in any case, will be governed by Iranian “protocols.” 🔴At the same time, he presents a calibrated position. Iran, he says, wants normalization in the Strait and does not seek broader disruption: ➡️“We have always sought normalization… but when commitments were not fulfilled, we restricted traffic. 🔴He adds that access will remain open to countries that are not hostile: ➡️“We want those who do not act with hostility toward us to pass easily. We are not seeking to create insecurity.” 🔴But that openness is conditional and controlled: ➡️“This Strait must be used by the world, but with the protocols that we set.” 🔴On the ceasefire and negotiations, his narrative is clear. The United States, not Iran, initiated the diplomatic shift. He says US ultimatums failed and that Washington, through Pakistan, sent a 15 point proposal. Iran rejected it and countered with its own 10 points after internal deliberations at the Supreme National Security Council and consultation with the Supreme Leader. 🔴According to him, the US accepted the "generalities" of the Iranian framework and sought a ceasefire to negotiate on that basis. 🔴On trust, his message is stark. In Islamabad, he says JD Vance spoke of "good faith", and his response was that Iran also came in good faith, but with zero trust. The burden, he says, is on the US to change that. 🔴He underscores that Iran’s negotiating positions have not shifted. They remain aligned with the framework set by Ali Khamenei: ➡️“Our strategy was those same measures the Supreme Leader has stated. We have not pursued and will not pursue anything outside that framework.” 🔴He adds that the delegation is operating fully in line with current leader Mojataba Khamenei, “neither ahead nor behind.” 🔴He repeatedly returns to the goal of a durable outcome: ➡️“We want a lasting peace, one with guarantees so this is not repeated.” 🔴He says the first round of Islamabad talks produced some movement, but major gaps remain: ➡️“We have had progress, but our distances are still great. Some fundamental points remain.” 🔴Still, he suggests one important outcome from the Islamabad talks was a more realistic understanding on both sides: ➡️“These negotiations did not resolve our mistrust, but both delegations gained a more realistic understanding of each other.” 🔴He credits the tripartite format for helping resolve misunderstandings in real time. 🔴Finally, he outlines Iran’s preferred structure for any deal going forward, a step by step process rooted in reciprocity: ➡️“Our policy is step by step action. Commitment against commitment. They must take one step, we take one step. It should not be that we fulfill our commitments and they do not.” The throughline of the interview is clear. Iran sees itself as having gained leverage through the war. Diplomacy is meant to convert that leverage into durable political outcomes. But that process will be conditional and shaped by deep mistrust, with readiness to use the Strait of Hormuz as leverage, and readiness for renewed escalation and war.
3:07

Mohammad Bagher Ghalibaf, the Iranian parliamentary speaker who led the first round of negotiations with JD Vance in Islamabad, gave an important TV interview today. In it, he lays out his narrative of the war, the diplomatic track, and signals where Iran’s political goalposts are currently. He projects firmness throughout. Iran, in his telling, will not back down from its negotiating demands. At the same time, he frames negotiations not as a retreat from conflict but as its continuation by other means, a way to consolidate gains and secure what he calls a “lasting peace.” 🔴His core framework is that military power, public mobilization, and diplomacy are inseparable: ➡️“Today, we have the ‘field,’ the ‘street,’ and ‘diplomacy of authority.’ These are not three separate things. Do not make a mistake. Today the street, the field, and diplomacy are together.” 🔴He argues this is precisely why now is the moment for diplomacy. Iran, he says, has reached a peak position militarily and in terms of social cohesion, and negotiations are meant to lock that in politically: ➡️“In the military sphere, we are at a maximum point. The street has given strength to the field. We have achieved part of our demands militarily, but they must now be stabilized and recorded politically. This is where diplomacy must take the flag in hand.” 🔴At the same time, he signals to hardliners to not be overly triumphalist. Iran’s asymmetric warfare has paid off, but he is explicit that this does not mean superiority over the United States: Iran has succeeded without being the stronger military power. 🔴On escalation, he is blunt. Iran is ready for the war to resume if necessary. He warns that the Strait of Hormuz remains a central lever and that restrictions will continue if the US “blockade” is not ended. 🔴Passage, in any case, will be governed by Iranian “protocols.” 🔴At the same time, he presents a calibrated position. Iran, he says, wants normalization in the Strait and does not seek broader disruption: ➡️“We have always sought normalization… but when commitments were not fulfilled, we restricted traffic. 🔴He adds that access will remain open to countries that are not hostile: ➡️“We want those who do not act with hostility toward us to pass easily. We are not seeking to create insecurity.” 🔴But that openness is conditional and controlled: ➡️“This Strait must be used by the world, but with the protocols that we set.” 🔴On the ceasefire and negotiations, his narrative is clear. The United States, not Iran, initiated the diplomatic shift. He says US ultimatums failed and that Washington, through Pakistan, sent a 15 point proposal. Iran rejected it and countered with its own 10 points after internal deliberations at the Supreme National Security Council and consultation with the Supreme Leader. 🔴According to him, the US accepted the "generalities" of the Iranian framework and sought a ceasefire to negotiate on that basis. 🔴On trust, his message is stark. In Islamabad, he says JD Vance spoke of "good faith", and his response was that Iran also came in good faith, but with zero trust. The burden, he says, is on the US to change that. 🔴He underscores that Iran’s negotiating positions have not shifted. They remain aligned with the framework set by Ali Khamenei: ➡️“Our strategy was those same measures the Supreme Leader has stated. We have not pursued and will not pursue anything outside that framework.” 🔴He adds that the delegation is operating fully in line with current leader Mojataba Khamenei, “neither ahead nor behind.” 🔴He repeatedly returns to the goal of a durable outcome: ➡️“We want a lasting peace, one with guarantees so this is not repeated.” 🔴He says the first round of Islamabad talks produced some movement, but major gaps remain: ➡️“We have had progress, but our distances are still great. Some fundamental points remain.” 🔴Still, he suggests one important outcome from the Islamabad talks was a more realistic understanding on both sides: ➡️“These negotiations did not resolve our mistrust, but both delegations gained a more realistic understanding of each other.” 🔴He credits the tripartite format for helping resolve misunderstandings in real time. 🔴Finally, he outlines Iran’s preferred structure for any deal going forward, a step by step process rooted in reciprocity: ➡️“Our policy is step by step action. Commitment against commitment. They must take one step, we take one step. It should not be that we fulfill our commitments and they do not.” The throughline of the interview is clear. Iran sees itself as having gained leverage through the war. Diplomacy is meant to convert that leverage into durable political outcomes. But that process will be conditional and shaped by deep mistrust, with readiness to use the Strait of Hormuz as leverage, and readiness for renewed escalation and war.

Sina Toossi

24,785 次观看 • 5 个月前

$SIVE Sivers Semiconductors: The Photonics Inflection In the semiconductor world, real alpha is found where physics hits a wall. Today, that wall isn’t GPU compute power - it’s interconnect bandwidth. As we transition to 1.6T networking, copper is dying, and light is taking over. Sivers Semiconductors ($SIVE) is no longer just a "Swedish tech hope." It has officially transitioned from an engineering research house to a high-volume product company. 1⃣ The 1.6T AI Bottleneck: Indium Phosphide (InP) AI clusters are only as fast as the links between them. Silicon Photonics (SiPh) is the solution, but silicon cannot emit light efficiently. It needs an external "engine." ➡️The Moat: Sivers is one of the few global players capable of mass-producing InP CW-WDM laser arrays. These are the "spark plugs" for the next generation of AI transceivers. ➡️Proof of Concept: Partnership with $POET is hitting a critical milestone. Prototype External Light Source (ELS) modules for 1.6T architectures are sampling in H1 2026. ➡️The Pivot to "Standard Products": CEO Vikram Vathulya recently confirmed a strategic shift. Sivers is moving away from low-margin custom engineering toward Standard Products. This will drastically shorten "time-to-revenue" and scale margins by serving multiple customers with the same high-spec chips. 2⃣ Hard Evidence: The 2026 Contract Ramp-up Investors have long criticized Sivers for a "paper pipeline." That changed this month (March 2026): ➡️LiDAR Breakthrough: A strategic LiDAR customer (winning in both Automotive and Industrial) is ramping up in Q4 2026. Cumulative revenue potential: $53M to $138M. ➡️SATCOM & IRIS² Momentum: The Wireless division grew 33% in 2025 (constant FX). Crucially, three terminal vendors for Europe's IRIS² satellite constellation have moved to the RFP stage and are currently building prototypes using Sivers technology. ➡️US Chips Act: Sivers is using Chips Act funding not just for cash, but to accelerate the integration of their tech into US Defense "Electronic Warfare" (EW) programs. 3⃣ Financial De-Risking & The "Uplisting" Catalyst The biggest drag on $SIVE has been its balance sheet. That drag is being cut: ➡️Debt Refinancing (Feb 2026): Secured a $17M facility from Bootstrap Europe, consolidating all debt and providing a clear runway to the Q4 2026 ramp-up. ➡️The 2027 Line in the Sand: Management has set a firm target to reach full break-even/positive cash flow by the end of 2027. ➡️The US Nasdaq Spin-off: With 80% of Photonics revenue coming from the US, the plan to spin off Sivers Photonics into a US-listed entity remains the primary "valuation unlock" to capture US-style multiples (think Lumentum or Coherent). 4⃣ 2026 Guidance: The Roadmap to Pavement ➡️Opportunity Pipeline: Stands at $453M (up 64% YoY). ➡️Profitability Pivot: Q4 2025 delivered a positive Adjusted EBITDA of $1.14M. Expect this to stabilize as "Foundry Customers" (SME base business) provide a recurring revenue floor while waiting for the "Big Elephants" (AI & Auto) to join. ➡️OFC Los Angeles (March 15-19, 2026): Currently underway. Industry leaders are vetting Sivers' laser arrays. Success here is the catalyst for large-scale datacenter deployment. 👇Final Verdict Sivers is no longer a "story" stock; it is a "delivery" stock. As 1.6T networking becomes the standard for AI datacenters, the demand for Indium Phosphide laser sources is set to explode. Sivers is one of the very few companies sitting on the right IP at exactly the right time. What’s your take on the Silicon Photonics race? Are you betting on the massive, vertically integrated giants like Broadcom, or do you see the "pick-and-shovel" specialists like $SIVE capturing the real alpha in the 1.6T transition? Drop a comment below with your thoughts or ask me anything. I'm here for you. #Investing #Semiconductors #AIInfrastructure #StockPicking #Sivers #Photonics
16:28

$SIVE Sivers Semiconductors: The Photonics Inflection In the semiconductor world, real alpha is found where physics hits a wall. Today, that wall isn’t GPU compute power - it’s interconnect bandwidth. As we transition to 1.6T networking, copper is dying, and light is taking over. Sivers Semiconductors ($SIVE) is no longer just a "Swedish tech hope." It has officially transitioned from an engineering research house to a high-volume product company. 1⃣ The 1.6T AI Bottleneck: Indium Phosphide (InP) AI clusters are only as fast as the links between them. Silicon Photonics (SiPh) is the solution, but silicon cannot emit light efficiently. It needs an external "engine." ➡️The Moat: Sivers is one of the few global players capable of mass-producing InP CW-WDM laser arrays. These are the "spark plugs" for the next generation of AI transceivers. ➡️Proof of Concept: Partnership with $POET is hitting a critical milestone. Prototype External Light Source (ELS) modules for 1.6T architectures are sampling in H1 2026. ➡️The Pivot to "Standard Products": CEO Vikram Vathulya recently confirmed a strategic shift. Sivers is moving away from low-margin custom engineering toward Standard Products. This will drastically shorten "time-to-revenue" and scale margins by serving multiple customers with the same high-spec chips. 2⃣ Hard Evidence: The 2026 Contract Ramp-up Investors have long criticized Sivers for a "paper pipeline." That changed this month (March 2026): ➡️LiDAR Breakthrough: A strategic LiDAR customer (winning in both Automotive and Industrial) is ramping up in Q4 2026. Cumulative revenue potential: $53M to $138M. ➡️SATCOM & IRIS² Momentum: The Wireless division grew 33% in 2025 (constant FX). Crucially, three terminal vendors for Europe's IRIS² satellite constellation have moved to the RFP stage and are currently building prototypes using Sivers technology. ➡️US Chips Act: Sivers is using Chips Act funding not just for cash, but to accelerate the integration of their tech into US Defense "Electronic Warfare" (EW) programs. 3⃣ Financial De-Risking & The "Uplisting" Catalyst The biggest drag on $SIVE has been its balance sheet. That drag is being cut: ➡️Debt Refinancing (Feb 2026): Secured a $17M facility from Bootstrap Europe, consolidating all debt and providing a clear runway to the Q4 2026 ramp-up. ➡️The 2027 Line in the Sand: Management has set a firm target to reach full break-even/positive cash flow by the end of 2027. ➡️The US Nasdaq Spin-off: With 80% of Photonics revenue coming from the US, the plan to spin off Sivers Photonics into a US-listed entity remains the primary "valuation unlock" to capture US-style multiples (think Lumentum or Coherent). 4⃣ 2026 Guidance: The Roadmap to Pavement ➡️Opportunity Pipeline: Stands at $453M (up 64% YoY). ➡️Profitability Pivot: Q4 2025 delivered a positive Adjusted EBITDA of $1.14M. Expect this to stabilize as "Foundry Customers" (SME base business) provide a recurring revenue floor while waiting for the "Big Elephants" (AI & Auto) to join. ➡️OFC Los Angeles (March 15-19, 2026): Currently underway. Industry leaders are vetting Sivers' laser arrays. Success here is the catalyst for large-scale datacenter deployment. 👇Final Verdict Sivers is no longer a "story" stock; it is a "delivery" stock. As 1.6T networking becomes the standard for AI datacenters, the demand for Indium Phosphide laser sources is set to explode. Sivers is one of the very few companies sitting on the right IP at exactly the right time. What’s your take on the Silicon Photonics race? Are you betting on the massive, vertically integrated giants like Broadcom, or do you see the "pick-and-shovel" specialists like $SIVE capturing the real alpha in the 1.6T transition? Drop a comment below with your thoughts or ask me anything. I'm here for you. #Investing #Semiconductors #AIInfrastructure #StockPicking #Sivers #Photonics

Finn Stockinger

351,610 次观看 • 6 个月前

KHAMENEI'S DEATH: THE FUSE FOR A REGIONAL RELIGIOUS WAR? Videos show crowds in Bahrain and similar spots erupting in cheers as Iranian missiles strike their own lands. What's driving this reaction? It boils down to deep-seated religious and power divides that could ignite wider regional chaos. THE POTENTIAL FOR REGIONAL IGNITION ➡️ Khamenei's death isn't just Iran's loss—it's a call to arms for Shias everywhere, escalating state rivalries into full-blown religious battles. ➡️As Scott Ritter says in the video, the US has now turned Khamenei into a martyr, which was probably exactly what Khamenei himself wanted. ➡️ Sunni rulers in the Gulf have long suppressed Shia voices, but this strike could be the breaking point. 🔥 History shows: Sectarian divides have fueled wars in Iraq, Yemen, and Syria—now the entire region hangs by a thread. SHIA STATISTICS ACROSS KEY COUNTRIES 📊 Bahrain: 65-75% Shia, ruled by a Sunni minority elite. 📊 Iraq: 65-70% Shia, already a hotspot for Iranian influence. 📊 Kuwait: 20-30% Shia, simmering tensions in a wealthy kingdom. 📊 Saudi Arabia: 10-15% Shia, concentrated in oil-rich eastern provinces. 📊 UAE: ~10% Shia, amid a diverse expat population. 📊 Qatar: ~10% Shia, with vast migrant workers adding volatility. 📊 Oman: 5-10% Shia, in a mostly Ibadi nation. 📊 Yemen: 35-40% Shia, locked in ongoing conflict. THE BOTTOM LINE Khamenei's assassination risks unraveling the Gulf's fragile Sunni strongholds, where Shia majorities and minorities hold the power to reshape maps overnight. One leader's death could birth a new era of holy warfare. #KhameneiDeath #ShiaUprising #ReligiousWar #GulfCrisis #MiddleEastTensions #IranStrike #SectarianConflict
0:49

KHAMENEI'S DEATH: THE FUSE FOR A REGIONAL RELIGIOUS WAR? Videos show crowds in Bahrain and similar spots erupting in cheers as Iranian missiles strike their own lands. What's driving this reaction? It boils down to deep-seated religious and power divides that could ignite wider regional chaos. THE POTENTIAL FOR REGIONAL IGNITION ➡️ Khamenei's death isn't just Iran's loss—it's a call to arms for Shias everywhere, escalating state rivalries into full-blown religious battles. ➡️As Scott Ritter says in the video, the US has now turned Khamenei into a martyr, which was probably exactly what Khamenei himself wanted. ➡️ Sunni rulers in the Gulf have long suppressed Shia voices, but this strike could be the breaking point. 🔥 History shows: Sectarian divides have fueled wars in Iraq, Yemen, and Syria—now the entire region hangs by a thread. SHIA STATISTICS ACROSS KEY COUNTRIES 📊 Bahrain: 65-75% Shia, ruled by a Sunni minority elite. 📊 Iraq: 65-70% Shia, already a hotspot for Iranian influence. 📊 Kuwait: 20-30% Shia, simmering tensions in a wealthy kingdom. 📊 Saudi Arabia: 10-15% Shia, concentrated in oil-rich eastern provinces. 📊 UAE: ~10% Shia, amid a diverse expat population. 📊 Qatar: ~10% Shia, with vast migrant workers adding volatility. 📊 Oman: 5-10% Shia, in a mostly Ibadi nation. 📊 Yemen: 35-40% Shia, locked in ongoing conflict. THE BOTTOM LINE Khamenei's assassination risks unraveling the Gulf's fragile Sunni strongholds, where Shia majorities and minorities hold the power to reshape maps overnight. One leader's death could birth a new era of holy warfare. #KhameneiDeath #ShiaUprising #ReligiousWar #GulfCrisis #MiddleEastTensions #IranStrike #SectarianConflict

Mark

106,589 次观看 • 7 个月前