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🇺🇸🇨🇦 The U.S. somehow pulled off the impossible, getting Canada and Iran on the same page. Jeff Currie lays out why that diplomatic disaster could get a whole lot worse, fast. "They're only energy dominant because of Canada. So in this environment, making an enemy out of Canada could... show more

Mario Nawfal

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102,644 次观看 • 1 天前 •via X (Twitter)

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Straight of Hormuz: "If the US loses the Straits of Hormuz, this is a game-changer on epic proportions." "It's not only the end of globalization, it's the end of Bretton Woods." "You lose the exorbitant privilege. The cost of funding in the United States is gonna go up." "And so if the US now breaks that grand bargain - the dollar is no longer dominant, and this starts to raise the cost of funding to the Americans." • Jeffrey Currie 🆔++ (Jeff Currie) - Special Advisor, Carlyle

Straight of Hormuz: "If the US loses the Straits of Hormuz, this is a game-changer on epic proportions." "It's not only the end of globalization, it's the end of Bretton Woods." "You lose the exorbitant privilege. The cost of funding in the United States is gonna go up." "And so if the US now breaks that grand bargain - the dollar is no longer dominant, and this starts to raise the cost of funding to the Americans." • Jeffrey Currie 🆔++ (Jeff Currie) - Special Advisor, Carlyle

Trevor Rose

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🇺🇸🇮🇷 American hegemony ends the moment the U.S. asks Iran for PERMISSION to use the world's shipping lane. Economist Jeffrey Currie lays out the superpower test hiding inside the Hormuz standoff: "If the US is going to maintain its place as a superpower, it needs to go in and take care of business and keep the Straits of Hormuz open for everybody to use." Anything short of that, Jeffrey warns, reads as abdication to every navy on earth, however the deal gets framed at home. Jeffrey Currie 🆔++

🇺🇸🇮🇷 American hegemony ends the moment the U.S. asks Iran for PERMISSION to use the world's shipping lane. Economist Jeffrey Currie lays out the superpower test hiding inside the Hormuz standoff: "If the US is going to maintain its place as a superpower, it needs to go in and take care of business and keep the Straits of Hormuz open for everybody to use." Anything short of that, Jeffrey warns, reads as abdication to every navy on earth, however the deal gets framed at home. Jeffrey Currie 🆔++

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Ford unbelievably says that “we could dismantle the U.S.” Imagine being an owner of a large manufacturing company or business in Canada who relies on access to the U.S. and you are watching this guy & the rest of Premiers making the situation worse.

Ford unbelievably says that “we could dismantle the U.S.” Imagine being an owner of a large manufacturing company or business in Canada who relies on access to the U.S. and you are watching this guy & the rest of Premiers making the situation worse.

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🇨🇦 Canada could soon be “arm wrestling” Saudi Arabia to become the world’s largest oil producer. Adam Waterous, CEO & Managing Partner of Waterous Energy Fund, believes Canada could reach 10 million barrels of oil production per day within the next decade—potentially surpassing both the U.S. and Russia. Waterous says a shift of that magnitude wouldn’t just transform Canada’s economy. It could fundamentally change the country’s place in the world, taking Canada from a “middle power” to a global energy superpower. Watch the full episode of In the Money with Amber Kanwar, part of our special summer series Can Canada Meet the Moment? #InTheMoney #CanCanadaMeetTheMoment #CanadianEnergy #Energy #OilAndGas #Canada #Investing #CanadianEconomy #EnergyInvesting #AdamWaterous

🇨🇦 Canada could soon be “arm wrestling” Saudi Arabia to become the world’s largest oil producer. Adam Waterous, CEO & Managing Partner of Waterous Energy Fund, believes Canada could reach 10 million barrels of oil production per day within the next decade—potentially surpassing both the U.S. and Russia. Waterous says a shift of that magnitude wouldn’t just transform Canada’s economy. It could fundamentally change the country’s place in the world, taking Canada from a “middle power” to a global energy superpower. Watch the full episode of In the Money with Amber Kanwar, part of our special summer series Can Canada Meet the Moment? #InTheMoney #CanCanadaMeetTheMoment #CanadianEnergy #Energy #OilAndGas #Canada #Investing #CanadianEconomy #EnergyInvesting #AdamWaterous

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🇺🇸 Your AI bill could triple by year's end, and almost nobody has done the math on why. Jeff Currie connects the oil glut of 2020 to the AI spending bubble now forming, warning that energy is becoming scarcer than human capital. "The supply curve of a commodity is upward sloping. The old model on tech was infinitely scalable at zero marginal cost. When you start burning more and more commodities... the cost of the production of AI compute goes higher." The same drunken-sailor spending that cremated shale oil investors in 2014 is happening again, just with GPUs. Jeffrey Currie 🆔++

🇺🇸 Your AI bill could triple by year's end, and almost nobody has done the math on why. Jeff Currie connects the oil glut of 2020 to the AI spending bubble now forming, warning that energy is becoming scarcer than human capital. "The supply curve of a commodity is upward sloping. The old model on tech was infinitely scalable at zero marginal cost. When you start burning more and more commodities... the cost of the production of AI compute goes higher." The same drunken-sailor spending that cremated shale oil investors in 2014 is happening again, just with GPUs. Jeffrey Currie 🆔++

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🇺🇸 The 80-year deal underneath the dollar just broke, and most of the world hasn't realized it yet. Jeffrey Currie, economist and director of Abaxx Commodity Exchange, lays out the Bretton Woods grand bargain in one line: America protects the global sea lanes, and in exchange the world trades in dollars. He traces the moment everyone truly believed it to Gulf War One. And he says this war is the moment that trust is shattering, because the guardian of the sea lanes can no longer guarantee free passage through the most important chokepoint on earth. Which leaves the question nobody in Washington wants to answer: who's going to trust you going forward? Jeffrey Currie 🆔++

🇺🇸 The 80-year deal underneath the dollar just broke, and most of the world hasn't realized it yet. Jeffrey Currie, economist and director of Abaxx Commodity Exchange, lays out the Bretton Woods grand bargain in one line: America protects the global sea lanes, and in exchange the world trades in dollars. He traces the moment everyone truly believed it to Gulf War One. And he says this war is the moment that trust is shattering, because the guardian of the sea lanes can no longer guarantee free passage through the most important chokepoint on earth. Which leaves the question nobody in Washington wants to answer: who's going to trust you going forward? Jeffrey Currie 🆔++

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Jeremy Hansen thanks all of Canada for the opportunity to be in deep space: “For me, it’s just important to get the message out that I am so proud of Canada. Canada put in the work. We created this opportunity to be here in deep space. So, Canada, I am also proud of you.”

Jeremy Hansen thanks all of Canada for the opportunity to be in deep space: “For me, it’s just important to get the message out that I am so proud of Canada. Canada put in the work. We created this opportunity to be here in deep space. So, Canada, I am also proud of you.”

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🚨 BREAKING: 🇺🇸 U.S. President Donald Trump said the United States will impose an additional 50% tariff on Canada, covering cars, liquor, wine, and nearly all Canadian imports. 🇨🇦 Canadian Prime Minister Mark Carney responded that Canada is ready for the tariffs and will expand exports to other countries instead of relying on the U.S. 🇺🇸 Trump then said Canada could face 100% tariffs on all products, adding that the U.S. would also try to make it difficult for Canada to sell its products to other countries.

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KENNEDY: This will be one of the biggest issues President Trump faces in the coming weeks. During the Cold War, the U.S. had plans to invade Canada if it fell to a hostile power. Why? Because losing Canada is intolerable to U.S. national security. Now Carney is forming a strategic partnership with communist China, a declared enemy of the U.S. That puts NORAD and Five Eyes at risk. This has to be reevaluated now.

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